8,849
edits
Changes
no edit summary
|Enhanced the UTA batch update feature with the ability to update multiple contacts/group for UTA Level 1.
|February 2013
|+
|An "Available Templates" setting on the [[Level_2_Types|level 2 type]] page has been added. When a new level 2 type is created, this setting allows the user to select the [[Level_1_Templates|level 1 templates]] for which the new level 2 type should be available.
<!--19144 - Setting to Batch Update Template Level 2s-->
<!--19145 - Setting to Batch Update Template Statuses -->
|April 2013
|+
|For fields of type “[[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]” a new “Sort Values To Display Vertically” setting has been added. This setting allows the user to select whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns:
<div align="center">
{| class="wikitable" style="text-align: center"
|“Sort Values To Display Vertically”<br>setting is Unchecked:
|
|
|
|
|
|“Sort Values To Display Vertically”<br>setting is Checked:
|-
|A B
|
|
|
|
|
|A D
|-
|C D
|
|
|
|
|
|B E
|-
|E F
|
|
|
|
|
|C F
|}
</div>
<!--17647 - Sorting of Checkboxes -->
|April 2013
|+
|On the Security tab of the [[UTA]] settings, a new setting has been added that, when enabled, will hide the user name on the [[Record_Lock|Locked Record alert]] from the selected roles. The name of the user who has checked out a given record will be replaced with the text "another user" on the Locked Record alert. The setting caption is "Anonymize Record Lock Owner Role Settings."
<!--18111 - Do not display the name of the person who has the record open for EDIT ACCESS to external users-->
|April 2013
|}
|<nowiki>The pipe (|)</nowiki> can now be used as a column delimiter when importing contact or accounts.
|November 2011
|+
|A setting has been added to the [[Contact_Sign_Up_Page_Settings|user]] and company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries to update an existing user or company.-->
|April 2013
|+
|The ability to easily configure a [[Custom_Combined_Sign-Up_Page|hybrid signup page]] has been enhanced. A drop-down select box has been added to the company sign-up page configuration that allows you to choose an existing contact sign-up page template to use. In the HTML template of the company sign-up page, the @USER_INPUT_FORM@ SmartSimple [[Web_Page_View_Field_Variables#Miscellaneous_Variables|variable]] can be added to retrieve the user sign up form.
<!--18748 - company contact signup page enhancements-->
|April 2013
|}
<!--13602 - Owner available in level 2 workflows-->
|March 2013
|+
|New [[Workflow_Task_Types|task type]] added for Level 3 [[workflows]]: Change [[Status]].
<!--10802 - Level 3 Workflow change Status Feature-->
|April 2013
|}