Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Module Feature Notes
24 OCT 2025 Data Quality Find Finance Customers as Part of Duplicate Check When Creating Sales Accounts Delivered new feature.
10 SEP 2025 Search Deprecating Adaptive Search Aggregates  Revised feature information.
10 SEP 2025 CX Foundation Choose Default Saved Search for CX Picker and View Saved Searches When Using Custom Query in CX Picker Revised feature information.
06 JUN 2025     Created initial document.

The table includes a chronological listing of document changes.