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Template:April2016Upgrade

165 bytes added, 18:13, 6 May 2016
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===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 -->
===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.
:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]]<!-- | [[Style Sheet for XML Budgets and Defined Default Classes|How]]<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
===New Arcadia X Layout Picker===
The Arcadia X Pre-Made Layout 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-->
<!--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 -->
===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 and Re-Sending of Failed Emails===
Updated the message queue list with the ability to easily discover and re-send failed emails.
:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]]<!-- | [[Message Queue|How]] <!-- 45566 - Emails Failing -->
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