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===Update Go/No-Go===
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.
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=Previous Next Upgrade: May/June November 2011=The current next upgrade cycle commenced on is tentatively scheduled for November 2011. '''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the 19th of May, 2011changes against your most recent data and configuration.[[Backup Server and Testing Instances]]
The following is a partial list of the features that are scheduled to be included.
* Note: this list is subject to revision.
==Security==
==Standard and Custom Fields==
==UTA Enhancements==
===Level 1 Template Branch Restriction=Report==* Level 1 templates can be restricted Setting to any number of internal branches, rather than just onemark a report as '''Do Not Rebuild'''. ===Quick Entry===* The Quick Entry method of creating multiple Level 2 items has been enhanced. Up to ten records can be created at once with any combination of Level 2 Types, and the custom fields that appear on the quick entry page can be selected. Additionally, an autoThis setting causes a pop-number can be assigned to all records at the time of creation. ===List View Heading===* The column headings in the list views can be defined on the list view settings page. This applies to Level 1, Level 2, Level 3, Invoices, Contacts and Companies. ==="Is Empty" Search===* Standard and custom fields and Level 1, Level 2 and Level 3 records can be searched to find empty values using the "Is Empty" search option. ===Lock on Type===* Level 2 and Level 3 records can have their type locked after creation to prevent it from being changed. ===Creation Roles===* The user roles that are permitted to create each Level 2 and Level 3 record type can be configured separately. ===Available Statuses===* The statuses that are available to each type of Level 2 or Level 3 record can be defined.* Similarly, up confirmation when you can define which other statuses are available from each status. This is for Level 2 and Level 3open report builder. ===Recurring Activities===* Recurring activities can be scheduled weekly Confirm on multiple days delete of the weeka report. ===Level 2 Contact Calendar Status===* When displaying Level 2 records on the contact calendar, the records that are shown for each Level 2 type can be controlled by status. ===Assign By Role Expansion===* Can now be done from Level 2 to Level 3, or Level 1 to Level 3* Controlled by Manager Permission ===Invoice Status Batch Update===* Invoice status can now be change using batch update. ===Void Invoice===* A button to automatically void invoices has been introduced. Visibility of the button is controlled by Advanced Logic. ===UTA Role Custom Fields===* UTA Role Custom Fields at Level 1 and Level 2 as well as Associations can be defined to appear for all user roles. ===Group Contact Assignment===* When the multiple contact list is enabled, groups of contacts can now be assigned at Level 2 and Level 3 Export: when you select a field in the same manner as they are at Level 1. Advanced Logic has been introduced to allow this feature to be suppressed at Levels 1, 2 and 3. ===Multiple Contact/Company List===* When the Level 2 multiple contact or company lists are enabled they can now be redrop-positioned below the custom fields, in the same relative location as they appear at Level 1. ===Aggregation UTA===* Creating an aggregation UTA down it will facilitate creating reports that span multiple related UTAs by defining append the association between equivalent fields in each UTA. ===Data Exchange===* Settings have been added field to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange end of new Level 2 records. ===UTA Connection List View===* The fields to be shown in the UTA connection list view can be selected when the consumer/provider relationship is enabled. ===Template Pages===* Level 1body, Level 2 and Level 3 Template pages now go through the variable processor. This means you can include variables directly on the template page. ==Contacts and Companies=====Contact/Company Ajax Search===The fields that are searched and displayed when using not the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be customisedstart.* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30) ===Edit Contact Logic===* Global Advanced Logic has been added to allow control of who is permitted to edit contact records. ===Contact/Account List View===* The column headings in hide the standard Contact and Company list views can be defined "Print" button on the[[List View]] settings page. ==Workflows=====Create Activity===* The Create Activity workflow task can now be used at Level 2 to create one or more Level 3 activities. ===Workflow Requests===* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode. ==Reports=====Flash Charts===* Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation. ===Dashboard Layout===* New dashboard layout configurations of 1x7, 1x8, 1x9 and 1x10. ==Variables=====Currency Formatting===* Values can now be changed to standard currency formats using the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@'' ===System Library===* A global [[System Library]] has been added that can be accessed as system variables. The available values and functions can be found under System Variables on the Global Settings page. The syntax is: ''@system.library.variable name@''* When viewing the list of custom fields will identify those that are using [[System Library]] variables. ===System Variable Pre-processing===* Variables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables is also now supported. ===Global Auto-number===* A global auto-number field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects and/or in different UTAs.
==Misc==
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