This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 08 SEP 2023 | Created initial document. |
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Use Object Functions in Routines
You can now create custom smart actions for use in Routines. With this feature you can perform custom processes in routines, such as API or object function calls.
Get Near Real-Time Access to Custom Object Data
This feature enables sales users to get access in near real-time (NRT) for custom object records, where access is secured as part of team member, team hierarchy, territory, or territory hierarchy. Before this feature enhancement, sales users needed to wait until the next scheduled access group assignment job to run, or they had to run the job on demand, to get the access.
NOTE: This enhancement applies to customers who are using the Access Groups security framework to define their data security.
Ability to Log Interactions from an Activity Record
Enables the users to log interactions for appointments and tasks in Redwood Sales. Users can capture the meeting minutes / meeting details for an appointment that occurs in offline channels outside the application such as in-person meetings, or non-integrated web conference calls, and directly store them in the application linking the interaction with the appointment or task.
Link Sales Accounts with Back Office Customer Records
In scenarios where the customer has been created separately in the back office application, you will be able to link that customer record to the respective sales account.
View Invoices for Sales Accounts that are Linked to Separate Back Office Customer
In cases where the customer is represented separately in sales and in the back office, these two separate representations can be linked together allowing you to view invoices associated to the customer record from within the sales application.
This feature enables you to link duplicate accounts together. By linking duplicate accounts in this manner, you will be able to identify one of the accounts in the duplicate set that will serve as the main account and use it for future sales related activities. Whenever you view the main account, you will be able to see all the opportunities, not only for this account but also the opportunities for the duplicate accounts. Whenever you view a duplicate account, you will be informed that you are viewing a duplicate account and that you should be using the main account instead.
This feature is an alternative to hard merging duplicate accounts.