This playlists includes videos for key features introduced in Clarity 16.4.2.
Curated by: Educate (25 videos)
Hierarchy Managers can now automate the population and maintenance of "Investment" type hierarchies using the new Scheduled Investment Import feature. Instead of manually searching for and adding items, users can define specific filter criteria and set a recurring schedule to keep their hierarchies continuously up to date. For example, a Hierarchy Manager can configure a schedule to automatically pull in all active Projects and Ideas managed by specific individuals every morning at 6:00 AM. By automating this process, managers eliminate human error in missing newly created records and ensure that executive stakeholders are always viewing the most current organizational structure.