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* This allows you to define criteria to prevent [[UTA]] [[User|users]] from clicking into and viewing the contact record for contacts associated with a Level 1 record.
|July 2009
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|[[Record Lock]]
* This new feature will allow you enable a '''Record Lock''' at Level 1, Level 2, and/or Level 3.
* The Record Lock will give the first person to access a record in Edit mode exclusive access to the record so that other cannot edit it until released:
:[[Image:CheckedOut.png]]
* Other users trying to edit the record will be prevented from doing so:
:[[Image:Locked.png]]
|October 2009
|+
|[[Template / Type Formula|Level 1, Level 2 & Level 3 Formulas]]
* You can now define formulas on the Application Configuration page that apply to all Level 1 Templates. These formulas will run prior to any that are defined on the Template pages.
* Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.
|October 2009
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|[[Advanced Logic|Advanced Logic to Suppress Public Notes]]
* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.
|October 2009
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|[[Internal Branch Filter]]
* When using the '''Branch''' standard field at Level 1 you can restrict which companies are available in the '''Branch''' drop-down list based on which user is editing the record to either their own company (using ''companyid = @companyid@'') or to the branches under their company (using ''parentlist like '%,@companyid@,%' '').
|October 2009
|+
|[[Types#Type Settings|Level 3 Default Type Setting]]
* As with Level 2, you will be able to define a Level 3 Type to be the default when creating a new Level 3 record. Currently the first Level 3 Type in the list is selected by default.
|October 2009
|}
* If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.
|July 2009
|+
|[[Number Format|Custom Field Number Format]]
* In addition to the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:
::{| border="1" cellpadding="5"
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|'''Number Format'''||'''Display'''
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|Currency|| $20,000.00
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|Currency-QAR|| QAR 20.000,00
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|Currency-EUR|| €20,000.00
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|Currency-GBP|| £20,000.00
|}
* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate 3 letter currency code.
* This setting only applies in view mode, or when the values are displayed in a [[Web Page View]], [[Report]], [[MS Word Merge]], etc. No formatting is applied in edit mode.
: ''Note: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).''
|October 2009
|+
|[[Custom Field Type: Link – Single File#Online Editing|Single File Field Online Editing]]
* Online editing is now possible for the [[Custom Field Type: Link – Single File|Single File field]]. If a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at the same time.
* [[Custom Field Type: Link – Single File|Single File Field]] with online editing enabled:
:[[Image:SFFEdit.png]]
* File checked out by another user:
:[[Image:SFFOut.png]]
|October 2009
|+
|[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]
* You can now attach a [[Workflow]] to a [[Custom Field Type: Link – Single File|Single File field]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field. The workflow will be executed any time a file is uploaded to the field.
|October 2009
|+
|[[Edit Data]]
* When using [[Custom Field Type: Text – Rich Text|Rich Text Fields]], pasting complex HTML in the field it can sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to remove the faulty data in the field.
* It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of the [[Custom Field]] concerned.
:Select '''Field Data''':[[Image:FieldData.png]] then '''Edit Data''':[[Image:EditData.png]]
When prompted enter the ''[[opportunityid]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit the data in the selected field for that record.
|October 2009
|}
===Document Management===