December 2019 Newsletter

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December 2019 Newsletter Inline CRM

18 December 2019 Justin Wilkerson Comments Off on December 2019 Newsletter Newsletter

Inline Feature Update

The HISTORY tab on ALL pages will now ONLY contain the NOTES. In order to view the Audits, Database Changes, & Completed Activities you have to click the “View History” button (highlighted in red below).

There is also now the ability to Edit or Delete Notes (highlighted in green below). This is a permission that has to be given. If you hover your mouse over the note and you have permission then the buttons will appear.

There are 2 different types of Note Modification permissions.

  • Modify All Notes – this gives users the ability to Edit or Delete ANY NOTE regardless of who entered it and regardless of when it was entered.
  • Modify Own Notes – this gives users the ability to Edit or Delete any note that they entered into the system within 30 minutes of the time it was entered. After 30 minutes they cannot edit.

This update will be released to all database in the next couple of weeks as we slow down for the holidays.


Important News

We are moving (but not very far)! Our suite number will change from 4E to 3E. Please update your records.

Inline would like to wish you and yours a Merry Christmas and a Joyous holiday season! Our office will be closed on the dates listed below in observance of the upcoming holidays.

  • Tuesday, December 24th
  • Wednesday, December 25th
  • Wednesday, January 1st

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