What's New in 24R1.3

The Align 24R1.3 release includes brief, high-level descriptions of enhancements, new features, and more.

CRM Integration

Account Merges in Vault CRM

Account merges are reflected in Vault CRM through regular imports. Record conflicts can occur during an import when values from external ID fields from a losing account__v are copied into winning accounts. Align has specific processes to resolve these conflicts, while also end dating territory assignments and MCCP metrics associated with merged accounts.

User Management

Managing Groups with Functional Profiles

Admins can manage group membership in Align via associations with functional profiles, enabling admins to avoid performing these actions in CRM.