This is a living document link - as we add more information to the document, the attachment will be updated.
We have added several new sections to the workflow document including a full list of all merge fields for templates and checklists.
Last Updated: 11/26/2015
- Additional merge fields added to Appendix
Last Update: 6/4/2015
- Added new connection merge fields for contacts and each party member type.
- Updated screen shots due to updates on "With" field for Tags
- Updated reference to the Assign To place holders
- Added information about Settings > Email information on Automated emails and Daily notifications
- Added property connection merge fields
- Added transaction connection merge fields
Last Update: 4/10/2015
- Added information about new Time Option on Schedule field to assign the time of an activity based on the time entered into the database (example: Photography Time)
- Added reference to several new merge fields.