Brian's detailed explanation of adjustments and how it fits into the finance workflow is here. This information will be incorporated in the knowledge base, but this summary has a lot of value. This is an internal only document.
Essentials updates:
Search: Removed functions as an option.
Function Mass Editor: Hid the "E-W" column.
Series slider: Clicking an event name will open the summary slider.
Sys Admin: Hid the Document Templates tab.
Hide "Market Segment" and "Lead Source" from the Accounts List default view and Accounts > Info tab.
Add access to the "Edit Inquiry Dates" slider to the calendar summary slider for inquiries.
Essentials accounts do not have document folders.
Add and Edit Users: There will now be a warn and stop if you add an Ungerboeck email address. Before, you could save and it would be added to the Cognito database and not the Raven database and all sorts of problems ensued.
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