September week 2 Release

Here's what we released in week 2 of September

CRM 

To Do List Visibility based on Workflow Setting 

Version(s): Basic/Professional/Enterprise 

If a client has disabled a workflow in Job Configuration, then To Do lists related to that workflow will now be hidden on the main dashboard. 

For example, if the Permanent workflow has been disabled, the ‘Permanent Authorisation’ to do list won’t be visible. 

  

Fish Tank Article(s) 

Integrations 

Probation Period Enable/Disable Toggle 

Version(s): Basic/Professional/Enterprise 

Users can now enable and disable the ‘Probation Period’ setting within Job Configuration > Permanent Workflow > Placement tab. The setting will be enabled by default for all sites. 

2-Sep-13-2024-12-03-43-4452-PM

Fish Tank Article(s)