Skip to main content
Release Notes

Deals Restrict Search and Create New Entity in RP modal

Related products:Launch Videos
  • June 28, 2024
  • 0 replies
  • 0 views

Niamh introduces the new feature in the deals task that restricts related party searches and the ability to create new related parties. He demonstrates how this feature is useful for clients who have their entities mastered in another application and want to control how related parties are maintained. He shows how the related party model lets you create a new related party, and how this functionality can be removed through configuration. He also demonstrates the ability to restrict search to the main entity, which is useful for clients with complex relationship structures.