Smartstaff
2,357
edits
Changes
m
====Updated Registration Forms to Pre-Populate with Invitation Data====
When a new user registers after accepting an invitation, the information in the invitation will now auto populate the signup page to save the user time. Specifically, the standard fields for '''Prefix''', '''First Name''', '''Last Name''', and '''Email'''. The invitations feature can be configured by going to the desired '''UTA''' > '''Configuration Settings''' > '''Level 1''' > '''Invitations Template'''.
<!--122310 - Pre-populate registration page from invitation-->
→Global System Upgrades
Typing into the address standard field will now provide the user with a list of verified address options. Upon selecting a verified address option, the other address standard fields (like country) will be auto-populated, saving the user time and helping to ensure addresses entered are accurate. This ability is available on signup pages, as well as user and organization profiles.
<!--121705 - Enable the Google API on Address Fields-->
====Added Custom Field Permission Data to System Design Summary Reports====
Added additional information to system design summary reports when custom fields are included. Specifically '''Custom Field Role Permissions''', '''Status''' and '''Type Permissions''' have been added to the report. Navigate to '''Global Settings''' > '''System Design Summary''' and toggle ON the option to include '''Custom Fields''' for the desired UTA and click '''Generate Summary'''.
<!--123610 - System Design Summary-->
===Minor Updates===
Added the ability to call the status group name value on all UTA levels using two new variables. This will make it easier to display the status group name to internal users who would not have otherwise seen this value. The new variables can be referenced by @statusgroupname@ (which will display the status group name) and @statusgroupname_lang@ (which will display the translation of the status group name). If no translation is configured, the English caption will be displayed.
<!--116771 - Status Group Name new variable-->
====Updated Registration Forms to Pre-Populate with Invitation Data====
When a new user registers after accepting an invitation, the information in the invitation will now auto populate the signup page to save the user time. Specifically, the standard fields for '''Prefix''', '''First Name''', '''Last Name''', and '''Email'''. The invitations feature can be configured by going to the desired '''UTA''' > '''Configuration Settings''' > '''Level 1''' > '''Invitations Template'''.
<!--122310 - Pre-populate registration page from invitation-->
====Added Additional Fields to Third-Party IRS and CRA Verifciation====
====Added Metadata to Email Templates====
Added '''Created By''', '''Created Date''', '''Last Updated By''' and '''Last Updated Date''' to email templates and surfaced in the email templates list view. To see the new fields, navigate to '''Menu Icon''' > '''Email''' > '''Templates'''.
'''Note:''' Some data may not be available for older records but new changes will show the new fields going forward.
<!--120870 - Created /Modified date field on Email templates-->