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Previous Upgrade: February 2013

168 bytes added, 02:57, 22 November 2011
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==General==
* '''[[Advanced_Search|Advanced Search]]''': A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.
* '''[[Workflow_Branching_Logic|Branching Workflows]]'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path.
* XML Field Section Builder: An automated tool to facilitate creation of XML tables such as budget templates etc.
* Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds
:* UTA Consumer records can be accessed as variables
:* When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.
 
 
==Workflows==
* '''[[Workflow_Branching_Logic|Branching Workflows]]'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path.
* Workflow History: a Manager Permission will enable a tab on Level 1, Level 2 and Level 3 to display the history of workflows triggered on the entity.
* Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Pending Task''' list view.
==Reports==
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