Rundl 3.1, 16/01/2017

File templates


Templates are standard content (files) that are managed centrally at the account level and provisioned for standard communications in transactions. Templates reduce the time users spend uploading the same file when they're working in repeatable processes.

Order service - onboard participant leads

When ordering services it's possible to collect information (first name, surname, mobile, email) about potential participants. Hosts can now automatically onboard participant leads as participants after accepting orders by checking a box for each desired participant.

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