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Previous Upgrade: July 30th 2009

87 bytes added, 18:22, 11 September 2009
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The following features were implemented as part of the Upgrade upgrade cycle which commenced on July 30th 2009.
'''''Click on any heading to go to the associated Wiki article for detailed information'''''
===[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]===
* When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the [[User|user ]] will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.
* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.
===[[Skills Matching Template]]===
* There are now 2 different types of [[Level 1 Templates]] available. In addition to the Standard Template there is now a '''Skills Matching Template'''.
* The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that [[Entity|entity]].
* ''For example, if the Level 1 record is a funding application for a project researching whale migration patterns you may want to assign reviewers with skills in oceanography, marine biology and meteorology.''
===[[Advanced Logic|Advanced Logic to Suppress Contact Hyperlinks]]===
* Using [[Advanced Logic]] you are now able to suppress the Contacts hyperlink at Level 1.
* 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.
==Contact/Account==
===MS Outlook Contact Synchronization===
* Previously only contact ''owners'' were able to synchronize contacts using MS Outlook. We are introducing a new [[Manager Permissions|manager permission ]] that will allow [[User|users ]] to synchronize contacts for which they are not the owner.* If this [[Manager Permissions|manager permission ]] is enabled , a new section will appear on the users user's [[Personal Settings#Additional Personal Settings|System Settings]] page which that will allow them to select the contact roles they wish to include in the synchronization.
==Miscellaneous==
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