Recent Updates
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Batch Moving or Copying of Connections from an Occurrence
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Batch Creating Connections
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Advanced Data Management Tools - overview
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Enabling Move/Copy Connections functionality
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2.5 Release Notes
Updated on: Jan 17, 2023
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2.13 Release Patch 8
Updated on: Jan 17, 2023
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First things to do before deactivating a user or removing portal access. Some tips on staff changes:
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2.13 Patch 6 & 7
Updated on: Jan 17, 2023
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Creating a Report to monitor team signups as a percentage of total connections
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Mass Emailing in Salesforce
Updated on: Jan 17, 2023