Near the top of the page will be a box containing smaller boxes with field names.Search for and select Default Matter Task.Search for and navigate to the Object Manager in the Quick Find bar.After installing the most recent Matters + Intakes package, log into your Litify organization and click the Setup Cog at the top of the screen, then click Setup.To take advantage of this feature you will want to perform the following post-install steps. However, with Matters + Intakes v25 we've added the ability to add color tags to Default Matter Task. If these settings are already enabled, which is likely the case for most orgs, you do not need to perform these steps.Ĭolors tags for tasks have existed for a long time within Litify. However, these steps ONLY need to be performed if Chatter post and comment modifications are disabled within your production org. In order to take advantage of this functionality, you will need to perform the following steps BEFORE installing this release. Matters + Intakes version 25 includes greater Chatter integration with the Activity Timeline.
#HANDYPRINT V5 HOW TO#
For a step-by-step guide on how to do this, please refer to our how-to article. Upgrade NoteĪll new Litify users added to your organization between updates must be added to the "Litify Apex Class Access" Permission Set. For more information on the issue that was resolved in this release, please see our known issue article. This update will be pushed automatically to all Matter + Intakes users soon after its release. On Jwe released a minor update to Matters + Intakes v25 (25.4 > 25.6) to address a potential issue.
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