IN PROGRESS

Workbench Release Notes

Scheduled Release - 4 September 2023

Simplified User creation:
Enhancements:
1- When opening the Create From Existing User pop-up screen after the first time, any consecutive times in the same session, the From User is kept to use the previous one used (same nehaviour as when creating new activities from an existing activity).
2- Start Date/End Date are not copied.
3- Company field from Main tab is now copied when creating anew user based on an existing one (employees are usually all in the same company even when there are several fincos).

Users:
We've introduced a restriction within Workbench to prevent the licensing of multiple contacts using the same email for Upvise licenses. In cases where there are users sharing the same email, our synchronization process between Workbench and Upvise detects this as a sync error. Consequently, no attempts are made to generate new users with duplicate email addresses in Upvise. By following this approach, we guarantee the preservation of the existing user's activation status, while also ensuring that each new Upvise user is assigned a distinct email address within Workbench.