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Home > Elements Release Notes > 2020 Release > Using the 2020 Release Features & Objects
Using the 2020 Release Features & Objects print icon

Edit your Page Layouts

Edit the Page Layout on the following Objects: 

Relationships

1. Edit Section: Relationship Details - Add InTouch Service Level

2. Edit Section: Compliance & Service - Add Last Email, Next Email, Last Conversation, Next Conversation.

         Lock:  

  •        Last Contacted On

  •        Last Contact Activity

  •        Last Contacted By

  •        Last Email

  •        Last Conversation

3. Add New Section: Time & Expense

4. Add the following fields, and check off read-only for each:

  • Expenses (YTD)

  • Time - Hours (YTD)

  • Average Cost Per Hour (YTD)

  • Expenses (12M)

  • Time - Hours (12M)

  • Average Cost Per Hour (12M)

5. Update Related Lists: Add New Business & Time and Expense


Requests

1. Add New Section: Time & Expense

2. Add the following fields, and check off read-only for each:

  • Expenses (YTD)

  • Time - Hours (YTD)

  • Average Cost Per Hour (YTD)

  • Expenses (12M)

  • Time - Hours (12M)

  • Average Cost Per Hour (12M)

3. Update Related Lists: Add New Business & Time and Expense


Financial Accounts

1. Add New Section: Time & Expense

2. Add the following fields, and check off read-only for each:

  • Expenses (YTD)

  • Time - Hours (YTD)

  • Average Cost Per Hour (YTD)

  • Expenses (12M)

  • Time - Hours (12M)

  • Average Cost Per Hour (12M)

3. Update Related Lists: Add New Business & Time and Expense


Contacts

 Update Related Lists: Add New Business & Outreach


Company

 Update Related Lists: Add Sponsorships and Vendor Contracts


Here's a quick video where we updated the Relationships 

If you would like more information, check out our article on Page Layouts


Update User Permission Sets

So that your colleagues can see the new features, all users will need to be assigned the Salentica Elements Power User (Wealth Management) and Salentica Elements Power User (Business Development) permission sets. 

 

Note: If the User an an administrative user, add the Salentica Elements Configuration permission set as well.

 

If you would like more information, check out our article on Permission Sets


Deactivate the following Process Builders

If you plan to use our new Interaction Service Module, you will need to deactivate a couple of existing Processes in Process Builder and configure the Interaction Service Module.

  • Compliance - Update Contact LCO for Calls

  • Compliance - Update Contact LCO for Event


Configuring InTouch Service Module

Setting up and configuring the new InTouch - Interactive Service module does take a few extra steps to do. In this article, we explain how to make these changes, as well as have a quick video that walks you through these updates.

  • Setting up Entity Reference Records
  • Defining Service Levels

Configuring Time/Expense Module

Setting up and configuring the new Time and Expense module does take a few extra steps to do. In this article, we explain how to make these changes, as well as have a quick video that walks you through these updates.

  • Setting up Entity Reference Records
  • Add Duration to Activity Forms
  • Add Rate Per Hour to User form
  • Set Rate Per Hour on User record

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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