AdvoLogix Help

AdvoLogix Functional Hierarchy

Updated

The following topics represent unique value-added functionality provided by AdvoLogix. Standard platform functionality is not listed (e.g. personal calendars, files, email, etc).

Account Functionality

AdvoLogix Kanban

Launchers for:  

Participation Map (any object)

Related Files

Participant List Panel (dynamic filters) 

Task Checklist

Standard Related Lists for AdvoLogix Custom Objects  (related to the Account)

Contact Functionality

AdvoLogix Kanban

Participation Map

Participant List Panel (dynamic filters) (AdvoLogix Spring 2017)

Related Email Panel

Related Files

Task Checklist 

Standard Related Lists for AdvoLogix Custom Objects  Related to the Contact

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