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Info Hub Resource Tracking
IMPORTANT : The Metrics Module must be enabled in order to provide resource tracking. Contact the Engagement Team if further information is needed. Resources that are accessed in the Info Hub will be recorded so staff can view the following: * the most popular resource, * which contacts or organization are us…
Smart List - Dynamically Update Contacts in Lists/Committee from Report Results
Smart lists can update any lists you choose based on the criteria you set up in a report. Static lists will only add new contacts to the list if you manually add them. The roster for a List/Committee that has been created based on report results will automatically be updated on a nightly basis when the Synchroni…
