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* Multiple fields can be displayed within the same column in a "stacked" configuration.
* The [[List View]] for Associates/Associations can be customized via the [[Global Settings]] page.
==Reports==
* Support for exporting reports to a MS Word template
* The Report Builder will now support the '''having''' clause. '''Having''' is used to accommodate criteria when aggregate functions are used.
==Standard and Custom Fields==
* '''Translation XML''': custom field language translations can now be done by exporting and importing using an XML template.
* Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 can be viewed at once with a new menu bar button.
* Option to make custom fields manifest as hidden for the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables. This will allow the value to be updated/saved without being visible on the page.
* When editing custom fields you can now use the custom field batch update to add/update the Tab Name for multiple custom fields at once.
==Transactions==
* Transaction Template Formula: server side formulas to be run whenever a transaction is saved.
* Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.
==Workflows==
* Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Custom Field]] on the Company/Contact record
* The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
==Autoloader==
* A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)
* Ability define the new contact as the primary contact for the new company created when using a hybrid signup page
[[Category:Upgrades| 2011-11]]
