Screenshot of 'Individual Detail' page showing 'Identification Data' Section

As I said in my previous post, as part of our Individual Unification involves a simplification of the IDF workflow.

We will be referring to this new form as Individual Detail.

With the IDF, when changes are being made, there are actually two copies of the form maintained (this actually seems to cause people a lot of confusion).

With the new form there will be only one.

Because of this, when we do the update (scheduled for July 11th) any changes that have not been approved will be set aside.

Screenshot of Behavior, Custom Fields and Attach Files Sections

This means that you want to make sure that all of your IDFs are in either in “In-Prep” or “Approved” Status by July 11th.

If you have any questions about this, please get in touch.

You can also look out for webinars and support materials which we will be getting to you as soon as we can.

:: Justin ::