Release  Notes

·         New Feature: Document Summary

o        The Document Summary is a tool to show you all related documents to a specific record. With this tool you are able to open an account and click thru all related records (Cases, Quotes, Invoices, Custom Entities,..) and view the documents saved to this record or open the record itself

·         New Feature: LineItem-Count

o        This functionality gives you a short preview of how many rows are related to the opened record (account, contact,..) The number of related records is directly shown in the CRM-sidemenu. (see screen below)

·         Bugfix: Regarding creating Notes to activities on the client side

More details on these new features can be found in the user/implementation guides

Screenshots of the new features

LineItem-Count

Document Summary

Arvind Raman
Director of Product Management
c360 Solutions Inc