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Previous Upgrade: February 2013

3,060 bytes added, 15:05, 28 March 2011
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* Persistent Login
* ssencrypt command to manually encrypt object ids
* Hierarchical password policy
* A new setting available to restrict access to backup server
* Ability to Restrict Roles that can send e-mails
* This upgrade will provide a number of additional security enhancements which will be announced when the Technical Journal is sent out.
 
==Standard and Custom Fields==
* Standard Fields - Edit Condition to control which user roles are permitted to edit each standard field.
* Language Translation integration into custom fields
* Proxy friendly multiple file upload applet
* New Custom Field Type: Special - Hand Drawing (Pain Diagram)
* Display Only Image field: Enable Camera Snapshot” and “Auto Capture” settings
* [[Custom Field Type: Link – Multiple Files|Multiple Files]] field: Document console to allow preview of files without opening them and facilitate printing.
==UTA Enhancements==
* Level 1 graphical Status life cycle indicator
* Level 1 template can be restricted to a set of branches, rather than just one.
* '''—Select Role—''' can be set as the default role in the Level 1 Contacts section
* Quick entry feature to create multiple Level 2 records at the same time
: * Includes the ability to assign a '''Group Identifier''' to all.
* Search panel can search for empty fields using "Is Empty".
* UTA Role custom fields that are available on the UTA Level 1 Role within the Level 1 contacts section for all roles.
* '''Lock on Type''' at Level 2 and Level 3 to prevent changing the type once the record has been created
* Level 2 and Level 3 '''Creation Roles''' to define which user roles are permitted to create each type.
* Level 2 and Level 3 '''Available Statuses''' to define which statuses are available to each type
* If the Level 2 multiple contact or account lists are enabled they can now be positioned below the custom fields, in the same location as they appear at Level 1
* Aggregation UTA
* Quick Entry & Group Identifier
* UTA Connection List View (Consumer/Provider) can be customized
* Batch Update for Invoice Statuses
* Void Invoice button (controlled by role using Advanced Logic)
* UTA Custom Fields at Level 1 and Level 2 as well as Association can be defined to appear for all User Roles.
* Contacts can be assigned by Group at Level 2 and Level 1, in the same manner as Level 1. Additionally an Advanced Logic setting to hide the Group assign option at each level if it's not required.
* Status control of which Level 2 records will be displayed on contact calendar, if enabled.
* '''Is Empty''' search option at Level 1, Level 2 and Level 3.
* Create Activity Workflow Task available at Level 2 to create Level 3 records.
* Recurring activities can be scheduled weekly on multiple days
* Data Exchange: Preserve Template, Preserve Type, reject new Template, reject new Type (Level 2 and Level 3)
* Data Exchange: prevent exchange of new L2s.
 
* A global autonumber field can be specified as a System Variable.
* Global [[Advanced Logic]] to control who is permitted to edit contact/user profiles.
* Reports: Display Charts using Flash animation
* Reports: New dashboard layouts: 1x7, 1x8, 1x9 and 1x10
* Fields searched and displayed when using the Ajax Lookup can be customized for Contacts and Accounts.
* Global Auto number option
* Variable processor currency formatting @format(FIELD NAME,currency,CURRENCYCODE)@
* System Library
* System variable pre-processing (@system2.@variable name@@) as well as support for system variables appearing within system variables
* Manager Permission to provide read-only access to the Message Queue, controlled by user role.
* Manager Permission to restrict use of the Multiple File Upload Applet
* Workflow request for comment/approval at Level 2 and Level 3: can define whether record appears in view or edit mode.
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