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
27 NOV 2025	Accounts and Contacts	View Account Summary in a Banner	Delivered new feature.
09 OCT 2025	Search	Hide Manage Columns from Redwood List Pages to Restrict Viewing of Certain Fields	Delivered new feature.
22 SEP 2025	Sales Analytics	Generate Account Summary using Generative AI	Delivered new feature.
05 SEP 2025			Created initial document.

The table includes a chronological listing of document changes.