2023, September 28 (v4.19.0)

Events

  • Event organizers can now delete their Events and Sessions

Tasks

  • All users can create Tasks from all Contact records, Service Cases, Case Details, and from Appointments or Drop-in Appointments

  • Tasks created from Contact records (and not associated with any other record) will be visible to all users in Trellis

  • Tasks created on private Service cases will only be visible to users who can see the case

  • Tasks created on Case Details will only be visible to users who can see those Case Details

  • Tasks created on Appointment/Drop-in Appointments will only be visible to users who can see that records

  • Users have a quick view of Tasks on the Home page in the Trellis app

External Partners

  • External Partner users can create Opportunities records

  • Users can edit their own Opportunity records

  • Users can see all Opportunity records

  • Opportunity records can be related to Contact, Business Org Account, and/or University Department Account.