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If you missed the Member Web Fall 2017 Release webinar, we have provided the webinar recording and slides!

 

 

Topics

Changes to Member Web

  • Improved Search – Now Includes Departments
  • Simplify contact document options displayed to the user
  • Changes to “routing wizard” text
  • Changes to “Internal Notes” text
  • Changes to “Contact Document” text 
  • View how Partners see you 
  • Group login improvements (Piloting a more secure method)

Changes to Case Exchange

  • Ability to add read only text custom fields (Useful for adding instructions and notes)
  • Fixed attachments in the web (Interface allowed user to exceed size and number of files for upload)
     

Webinar Recording

Webinar Slides

 

 

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