8,849
edits
Changes
Created page with 'The following features were implemented as part of the upgrade cycle which commenced in November 2012 '''''Click on any hyper-linked heading to go to the associated Wiki article…'
The following features were implemented as part of the upgrade cycle which commenced in November 2012
'''''Click on any hyper-linked heading to go to the associated Wiki article for detailed information'''''
===Universal Tracking Application===
* New Duplicate Check Settings tab added on Level 1 templates.
<!-- 14692 - duplicate check across L1 -->
* New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the record to various statuses.
<!-- 10591 -->
===Standard and Custom Fields===
* The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companies.
<!-- 16829 - Enable External Company for Branch -->
* A new '''Middle Name''' standard field on contacts.
<!-- 16981 - Middle Name contact standard field -->
* [[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttons.
<!-- 15324 - Dynamic Control Field - Checkboxes -->
* Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.
<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop-down boxes. -->
===Reports===
* System variables can now be used on report criteria.
<!-- 15368 - System variable on report criteria -->
* New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand).
<!-- 13339 - Concurrent Connections Report -->
* New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.
<!-- 12919 - Translate report column headings -->
===Communication===
* The "From" address in workflow emails can now be configured using variables.
<!-- 16880 - Variables in E-Mail From Address -->
===Autoloader===
* The autoloader is being enhanced substantially as part of this upgrade, including features such as:
:* Strict CSV - ability to autoload data that contains line breaks within the content.
:* Pre-processing files - ability to combine multiple columns into a single field value.
:* Retrieval from external sources - ability to schedule automated workflows to retrieve data from external sources via Web Services, FTP, SFTP, HTTP file access.
:* Workflow triggering – ability to trigger user or company workflows on every record upon autoloading.
<!-- 16233 - Autoloader - option to run Workflow against all records -->
===Miscellaneous===
* A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
<!-- 11582 - Need a Save Draft button on contacts and accounts -->
* Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.
<!-- 16315 - Record Count on Global Setting Page -->
* Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.
<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->
* New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.
<!-- 16356 - Timezone settings to replace offset -->
* Basic search allows for searches based on type.
* Loading a list view now defaults to last set of search criteria used.
<!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->
[[Category:Upgrades| 2012-10]]
'''''Click on any hyper-linked heading to go to the associated Wiki article for detailed information'''''
===Universal Tracking Application===
* New Duplicate Check Settings tab added on Level 1 templates.
<!-- 14692 - duplicate check across L1 -->
* New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the record to various statuses.
<!-- 10591 -->
===Standard and Custom Fields===
* The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companies.
<!-- 16829 - Enable External Company for Branch -->
* A new '''Middle Name''' standard field on contacts.
<!-- 16981 - Middle Name contact standard field -->
* [[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttons.
<!-- 15324 - Dynamic Control Field - Checkboxes -->
* Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.
<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop-down boxes. -->
===Reports===
* System variables can now be used on report criteria.
<!-- 15368 - System variable on report criteria -->
* New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand).
<!-- 13339 - Concurrent Connections Report -->
* New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.
<!-- 12919 - Translate report column headings -->
===Communication===
* The "From" address in workflow emails can now be configured using variables.
<!-- 16880 - Variables in E-Mail From Address -->
===Autoloader===
* The autoloader is being enhanced substantially as part of this upgrade, including features such as:
:* Strict CSV - ability to autoload data that contains line breaks within the content.
:* Pre-processing files - ability to combine multiple columns into a single field value.
:* Retrieval from external sources - ability to schedule automated workflows to retrieve data from external sources via Web Services, FTP, SFTP, HTTP file access.
:* Workflow triggering – ability to trigger user or company workflows on every record upon autoloading.
<!-- 16233 - Autoloader - option to run Workflow against all records -->
===Miscellaneous===
* A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
<!-- 11582 - Need a Save Draft button on contacts and accounts -->
* Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.
<!-- 16315 - Record Count on Global Setting Page -->
* Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.
<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->
* New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.
<!-- 16356 - Timezone settings to replace offset -->
* Basic search allows for searches based on type.
* Loading a list view now defaults to last set of search criteria used.
<!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->
[[Category:Upgrades| 2012-10]]
