New features are now available
DA provides some new and improved features in different modules. Your company admin has been instructed and trained about details and will help users to become familiar with the updates.
Here is a short summary. Items are described in each module
(insight depending on users permissions in Digital Automotive)
1) Project business workflow updates
Restructure and reorder workflow tabs as base for integration of Parts into projects
Use CRM contacts in projects NEW customer contact tab
Improved Project Pool actions - cancel, restore, delete option for project
Improved strategy and acquisition approval process (not approved project will not block data, approval request can be sent again)
2) CRM - companies pool
Improved search option and filters added to pool
Open company in new tab/window
3) Customer Contact tab
Add Contacts in CRM and select in project, Change, Claim and OTP workflows
Permission to create contacts is required
4) Administrative improvements in usermanagement