Difference between revisions of "Previous Upgrade: February 2013"
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| − | + | The following features were implemented as part of the upgrade cycle commencing in February 2013: | |
| − | + | ===Universal Tracking Application=== | |
| + | * New [[caption]] setting introduced for the configuration of [[Template|type]]/[[status]] of objects, allowing you to change the default display name of a type/status. New [[Variable List|variables]] @statuscaption@ and @typecaption@ have been introduced to retrieve these captions. | ||
| + | <!--17980 - Captions in English--> | ||
| + | <!--Variable List page updated--> | ||
| + | * New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New [[Variable List|variables]] @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user. | ||
| + | * New [[Field Permission Matrix|field visibility matrix]] introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk. | ||
| + | * Enhanced the UTA [[Batch Update|batch update]] feature to open directly off your current list view results instead of directing to a separate search page. | ||
| + | * Enhanced the UTA [[Batch Update|batch update]] feature with the ability to update multiple contacts/group for UTA Level 1. | ||
| − | + | ===Variable Processor=== | |
| + | * New [[Variable List|variable]] @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time. | ||
| + | <!--17466 - Would like to have timezone variable that runs on the report builder--> | ||
| + | <!--Variable List page updated--> | ||
| − | == | + | ===Standard and Custom Fields=== |
| + | * Enhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column. | ||
| + | * New ability to update the [[display order]] of only a selected group of [[custom fields]] within [[Batch Update|batch update]] (previously forced to update display order of all custom fields). | ||
| − | + | ===Transactions=== | |
| + | * Enhanced [[:Category:Transactions|transactions]] with the ability to enable [[Record Lock|record locking]]. | ||
| − | === | + | ===Integration=== |
| + | * Enhanced PubMed service with the additional ability to search on publication date. | ||
| + | * Introduced [[integration]] with GuideStar service and ability to search their database. | ||
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| − | + | [[Category:Upgrades| 2013-02]] | |
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| − | [[Category:Upgrades| | ||
Latest revision as of 14:22, 13 June 2013
The following features were implemented as part of the upgrade cycle commencing in February 2013:
Contents
Universal Tracking Application
- New caption setting introduced for the configuration of type/status of objects, allowing you to change the default display name of a type/status. New variables @statuscaption@ and @typecaption@ have been introduced to retrieve these captions.
- New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New variables @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user.
- New field visibility matrix introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk.
- Enhanced the UTA batch update feature to open directly off your current list view results instead of directing to a separate search page.
- Enhanced the UTA batch update feature with the ability to update multiple contacts/group for UTA Level 1.
Variable Processor
- New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.
Standard and Custom Fields
- Enhanced the account list view within a UTA with the ability to list the account owner as a column.
- New ability to update the display order of only a selected group of custom fields within batch update (previously forced to update display order of all custom fields).
Transactions
- Enhanced transactions with the ability to enable record locking.
Integration
- Enhanced PubMed service with the additional ability to search on publication date.
- Introduced integration with GuideStar service and ability to search their database.
