Changes

Jump to: navigation, search

Template:July2021Upgrade

50 bytes added, 20:19, 21 June 2021
m
Minor Updates
====Extended 'Save As' Option to Save & Submit Buttons====
The “Save As” '''Save As''' button is now available in the '''Save & Submit button Button''' settings. Save time by using “Save As” '''Save As''' to create a copy of the existing '''Submit ''' button to make minor changes instead of creating buttons from scratch.
<!--124105 - Add 'Save As' option to submit button configuration-->
====Updated Interface for Note Entry Mode====
Improved the look of the '''Note Entry Mode ''' on records, in a list view, and on exports. To configure, navigate to a “Text '''Text Box – Text Multiple Lines” Lines''' custom field and toggle ON “Enable '''Enable Note Entry Mode”Mode'''. When users enter text into the input and save, that text is time stamped and displayed below the field.
<!--113295 - Improvements to Enable Note Entry Mode-->
====Added User Group Option to Linked Record List====
If you are using the “Linked '''Linked Record List" ''' custom field to associate contacts inline on a record, you now have the option to associate user groups. This makes it easier to associate a predefined group of users to a record such as "Sales Group". To configure '''User Groups''', go to '''Menu Icon ''' > '''Global Settings ''' > '''Users ''' tab > '''User Groups'''.
<!--112966 - Groups Option not available in Linked record list-->
====Added Optional Fuzzy Search Functionality in Advanced Search====
Added ability to '''Advanced Search ''' function to handle fuzzy searches by using Soundex, which helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the Advanced Seach, select a text-based field and select the new option "Soundex" from the operator dropdown. Note: numeric and date fields are not supported and neither are fields with predefined options. For more on Soundex see https://mariadb.com/kb/en/soundex/ , [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundexview the documentation guide].
<!--122567 - Fuzzy Search through API-->
Smartstaff
2,091
edits

Navigation menu