Previous Upgrade: November 2012

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.
• 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.

Standard and Custom Fields

• The Level 1 Branch standard field can be configured to allow external companies as well as internal companies.
• A new Middle Name standard field on contacts.
• Dynamic Data and Select One – Combo Box custom fields can now be manifested as radio buttons.
• Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.

Reports

• System variables can now be used 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).
• New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.

Communication

• The "From" address in workflow emails can now be configured using variables.

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.

Miscellaneous

• A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
• Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.
• Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.
• New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.
• Basic search allows for searches based on type.
• Loading a list view now defaults to last set of search criteria used.