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===Enhanced Dynamic List View Filtering===
List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role.
<!--This enhancement adds the ability to filter a list view based on UTA roles and the ability to filter list views based on system variables such as @userid@ and @companyid@-->
:* [[Dynamic List View Filtering - Why?|Why?]]<!-- | [[Advanced_Search#Enhancements|How]]-->
<!-- 42404 - Dynamic List View Filtering -->
:c) the external person connected to the Level 1<br />
:d) the internal person connected to the Level 1<br />
:* [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?|Why?]]<!-- | [[Advanced_Search#Enhancements|How]]-->
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket-->
===Enhanced Level 3 List Views With Ability to Search Level 2 Fields===
A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the ability to also perform searches on the Level 2 fields within advanced search. This will allow you to create more complex searches and filters.
:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]]<!-- | [[Level 2 Fields Now Visible in Level 3 List Views|How]] -->
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
This enhancement adds the ability to easily select a font color or bold the text values of a column in a list view through the list view settings.
<!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] -->
:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]]<!-- | [[Bolding Text and Changing Text Color on List View Columns|How]]-->
<!--46372 - Add Font weight and color settings to list columns-->
===New Customizable Privacy and Confidentiality Policies===
Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals.
:* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]]<!-- | [[Configuring Privacy, Confidentiality and Other Policies|How]] <!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
===Enhanced Search and Filter Functionality Added to Provider / Consumer List Views===
===New Disable User Account After Inactive Period===
This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.<br />
:* [[Disable User Account After Inactive Period - Why?|Why?]]<!-- :* | [[Disable User Account After Inactive Period|How]]<!-- 42897 - Disable Account (i.e. expire account if unused) -->
===New Contact Invitations===
The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior.
:* [[Contact Invitations - Why?|Why?]]<!-- | [[Contact Invitations | How]]<!-- 46588 - L1 invitation functionality -->
===New Assignment Panels - Phase 1===
Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This first phase adds the ability to assign users in one panel to Level 1 records in the other panel. This feature will be expanded in the future to allow assignment to and from more record types.
:*[[Assignment Panels - Why?|Why?]]<!-- | [[Assignment Panels|How]] -->
<!-- 35842 - Assignment List View -->
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.
<!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider -->
:* [[Create Level 1 Records in Batch from Provider - Why?|Why?]]<!-- | [[Create Consumer Records in Batch from Provider|How]] -->
<!-- 44779 - Batch create Level one from Provider -->
<!-- 43318 - Stripe Integration -->
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==Notes for Admins==
===New Style Sheet for XML Budgets and Defined Default Classes===
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields.
===New Arcadia X Layout Picker===
The Arcadia X Pre-Made Layout picker Picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default. <!--All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a wide rage of devices. For novice users and those not familiar with html, the Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how.-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]] -->
<!-- 37891 - Arcadia X Layout picker (template for section creation) -->
<!--
[[Image:Smartfield_pdf_options.png|link=]]<br />
[[Image:Smartfield_pdf_options_example.png|link=]]-->:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]-->
<!--45228 - Can’t use page break or rotate inside smartfields-->
Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the need for visibility conditions.
<!--If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence.
-->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]-->
<!-- 40243 - Role Permission for Submit button -->
===Enhanced Dynamic Control Fields===
Updated the design of dynamic control custom fields for more consistent and improved behavior. The improvements were achieved through changes to the way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the form, in the case that they are available for multiple options in the dynamic control field, they will now only exist on the form once.
===Extended Record Lock Feature to Contact and Company Records===
The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations , and eliminates the possibility of two users concurrently editing these records.<!-- :* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]] <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
===Enhanced Message Queue Functionality Enables and Re-Sending of Failed Emails===
Updated the message queue list with the ability to easily discover and re-send failed emails.
