7 posts tagged with "Deal"

Ability to enable Deal Task Actions for Collateral on a task within journey builder.

Ability to enable Field Level Custom Task Providers on Products and Collateral in context of a Deal.

Ability to link one product to another, capturing a parent to child relationship, from the context of a deal.

Aligning with recent enhancements to Policy, 'Date' requirements in Deals can now be configured with a validation time zone. This can be used with three validations: No Past Dates, No Future Dates and Disallow Todays Date. When setting a 'Default Value' for a date requirements as 'Default to todays date', the default value will be set according to the date in that time zone (when applied). If there is no value selected in 'Validation Time Zone', UTC will be used to determine the date in these circumstances. Note: The 'Date Range' validation in deal requirements can reference relative values like 'Today', however this will continue to follow UTC for the time being.

Introduction of Read Only Validation for Data Groups in Deals Requirements. This will allow users to display Data Group grids in the deals details tab of the deals task in a Read Only format. The purpose behind this is to allow users to capture Data Group Entries in one task, and expose them in a Read Only / Review format in another task.

Restrict the creation of related parties from within the product modal in the context of the Deals Task to ensure that users only link existing entities.

This configuration option restricts searches to the Entity Group or Main Entity in the Related Parties modal within the context of the products in the Deals Task, ensuring users link only appropriate and pre-approved entities.