Referred By Info and Link in People Hub
We have added some new add-ons for the 'Referred By' field in CRM Info so that you can view the contact information from here.
If you select the details icon appearing right next to the Referred By field header in CRM Info, you can now read the business contact information (Name, email, and Telephone number) in People hub worker's record.
Also, When the Referred By field is filled in, the business contact will display as a hyperlink.
If you click the hyperlink (business contact), the system will allow you to navigate to the business contact in the CRM business screen, where you can view all of their information.
Starter packs - Back populate validation improvements
Whenever the contractor signs the envelope sent from starter packs in People Hub, you can use the document fields feature in starter packs to pull the data from Signable and push into their MDA record.
When you select Document Fields, it will display data from Signable as well as data from CRM for each field. If the data from Signable and CRM differs, check boxes to transmit the Signable data to MDA appear:
Previously, you didn't have the option to edit the data from Signable if any MDA validation occurs for specific fields. Now we've provided the option to override the values from Signable if the data is wrong, and you can push that data to MDA.
You will then correct the values in the box displaying right to each checkbox and push the data successfully to MDA.
Also when trying to back populate values from Signable to MDA, some of the missed CRM validations have been fixed which will reduce the errors of having incorrect data in worker's record.