Changes

Jump to: navigation, search

Previous Upgrade: February 2013

201 bytes added, 15:14, 28 March 2011
no edit summary
* Hierarchical password policy
* A new setting available to restrict access to backup server
* Ability to Restrict Roles that can restrict which user roles are permitted to send e-mails through [[SmartSimple]]
* 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 condition to control which user roles are permitted to edit each standard field.* Language Translation translation integration into within the custom fieldssettings.
* Proxy friendly multiple file upload applet
* New Custom Field Type: Special - Hand Drawing (Pain Diagram)
* Display Only Image field: Enable "Camera Snapshot” Snapshot" and “Auto Capture” "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.
* '''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 re-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 Statusesinvoice 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 13, 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: Setting to prevent exchange of new L2sLevel 2 records
==Misc==
* 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 auto-number option * Variable processor currency formatting (''@format(FIELD NAME,currency,CURRENCYCODE)@ '')* System Library to provide central access to commonly used option lists, script functions and other components.* 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 the record appears in view or edit mode.  
0
edits

Navigation menu