4 posts tagged with "Deal"

Ability to enable Deal Task Actions for Collateral on a task within journey builder.

Ability to enable Field Level Custom Task Providers on Products and Collateral in context of a Deal.

Ability to link one product to another, capturing a parent to child relationship, from the context of a deal.

Aligning with recent enhancements to Policy, 'Date' requirements in Deals can now be configured with a validation time zone. This can be used with three validations: No Past Dates, No Future Dates and Disallow Todays Date. When setting a 'Default Value' for a date requirements as 'Default to todays date', the default value will be set according to the date in that time zone (when applied). If there is no value selected in 'Validation Time Zone', UTC will be used to determine the date in these circumstances. Note: The 'Date Range' validation in deal requirements can reference relative values like 'Today', however this will continue to follow UTC for the time being.