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Previous Upgrade: July 30th 2009

87 bytes added, 18:22, 11 September 2009
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===[[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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