The following updates were made as part of this release (release 9/17/2020):
Org Chart Enhancements
- New Opportunity tab on the Contact detail card displays the Opportunities that the selected Contact is associated to via an Opportunity Contact Role. The Opportunity Timeline component displays upcoming Milestones and users are able to interact with that Timeline without leaving the Org Chart (screenshot below)
- New Notes tab, available on both the Account and Contact detail cards, allows users to author new Notes and view historical Notes for the selected Account or Contact (screenshot below)
- Enhanced Notes must be enabled in order to utilize this feature. If you are not currently using this Salesforce feature, you can learn more here.
- New Custom Opportunity Contact and Account Contact Roles are now available to be selected when editing existing and creating new relationships from the Org Chart
- New Send Email action added to the Contact overview "+" menu allowing users to more quickly initiate an email using their default email application
- General updates to improve overall user experience
Opportunity Tab
Notes Tab
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