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Template:July2021Upgrade

No change in size, 14:27, 22 June 2021
m
Minor Updates
<u>'''Note:'''</u> it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields.
<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts-->
 
====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 Search''', 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 information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--122567 - Fuzzy Search through API-->
====Extended 'Save As' Option to Save & Submit Buttons====
If you are using the '''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 Search''', 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 information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--122567 - Fuzzy Search through API-->
====Added Option to Use Configuration Folders for Portal Logos====
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