Changes

Previous Upgrade: February 2013

39 bytes added, 13:04, 1 October 2012
no edit summary
The following is a '''tentative''' list of the features included in the upgrade.
==New / Updated Features=====Communication===
* A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.
* There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.
===Standard and Custom Fields===
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.
===Workflows===
* The following workflow task types have been added:
::* Add new user
===Reports===
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.
===Autoloader===
* Contact and Company events can now be uploaded using the autoloader.
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.
===Miscellaneous===
* Two new date functions have been added:
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS