Difference between revisions of "Previous Upgrade: November 2012"
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Revision as of 14:34, 3 January 2013
The following features were implemented as part of the upgrade cycle which commenced in November 2012
Click on any hyper-linked heading to go to the associated Wiki article for detailed information
Contents
Universal Tracking Application
- New Duplicate Check Settings tab added on Level 1 templates.
- New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the record to various statuses.
Standard and Custom Fields
- The Level 1 Branch standard field can be configured to allow external companies as well as internal companies.
- A new Middle Name standard field on contacts.
- Dynamic Data and Select One – Combo Box custom fields can now be manifested as radio buttons.
- Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.
Reports
- System variables can now be used on report criteria.
- New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand).
- New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.
Communication
- The "From" address in workflow emails can now be configured using variables.
Autoloader
- The autoloader is being enhanced substantially as part of this upgrade, including features such as:
- Strict CSV - ability to autoload data that contains line breaks within the content.
- Pre-processing files - ability to combine multiple columns into a single field value.
- Retrieval from external sources - ability to schedule automated workflows to retrieve data from external sources via Web Services, FTP, SFTP, HTTP file access.
- Workflow triggering – ability to trigger user or company workflows on every record upon autoloading.
Miscellaneous
- A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
- Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.
- Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.
- New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.
- Basic search allows for searches based on type.
- Loading a list view now defaults to last set of search criteria used.