8,849
edits
Changes
m
→Standard Field Visibility Control
Document Management is of high interest to our client community and though we do not position SmartSimple as a Document Management System we continue to enhance the system's abilities to create, store and manage documents. This month we are adding the ability to create and populate MS Word documents dynamically as well as significant enhancements to the current PDF document management features.
===[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]===
* This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
* The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
===[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]===
* You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields.
* To set the visibility logic, navigate to the appropriate tandard standard field screen and enter the condition into the Visibility Condition column.
===[[Relating Contacts and Accounts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]===
