For Enterprise customers, enhanced Rules Engine simplifies automation for complex CRM setups, including accounts tied to multiple products. These updates are especially helpful when product data is stored in a single field with delimiters.
What’s New
- Automatically assign multiple permission profiles to an account (previously limited to one)
- Parse fields containing multiple values (e.g. "Product A | Product B | Product C")
Limitations
- The Custom Rules Engine must be set up by SafeBase’