Page history

July2021Upgrade

22 June 2021

• Avincent

  →‎Added Task Types to Company and User Workflows

  m

  15:21

• Avincent

  →‎Updated the Address Field to Use Google Location API for Auto-Population of Standard Fields

  m

  15:00

  +37

• Avincent

  no edit summary

  m

  14:59

  +43

• Avincent

  →‎Added User Group Option to Linked Record List

  m

  14:58

  +12

• Avincent

  →‎Updated Interface for Note Entry Mode

  m

  14:57

  +12

• Avincent

  →‎Updated the Address Field to Use Google Location API for Auto-Population of Standard Fields

  m

  14:57

  +1

• Avincent

  →‎New Setting to Control the Display of Portal Pages as Links in the Header

  m

  14:56

  +1

• Avincent

  →‎New Setting to Control the Display of Portal Pages as Links in the Header

  m

  14:03

  +36

• Avincent

  →‎Enhanced List View Searching with New Search Options

  m

  14:00

  -1

• Avincent

  →‎Enhanced List View Searching with New Search Options

  m

  14:00

  +7

• Avincent

  →‎Enhanced List View Searching with New Search Options

  m

  13:59

  +10

• Mark

  →‎Added User Group Option to Linked Record List

  13:58

  +123

• Avincent

  →‎Global System Upgrades

  m

  13:58

  +64

• Avincent

  →‎Global System Upgrades

  m

  13:51

• Avincent

  →‎New Setting to Control the Display of Portal Pages as Links in the Header

  m

  13:43

  -6

• Avincent

  →‎New Setting to Suppress the Display of Portal Pages in the Header

  m

  13:40

  +8

• Avincent

  →‎New Setting to Suppress the Display of Portal Pages in the Header

  m

  13:40

  +70

• Avincent

  →‎Added Role Sharing Permissions for SmartCards

  m

  13:36

  -65

• Avincent

  →‎New Setting to Suppress the Display of Portal Pages in the Header

  m

  13:27

  +2

• Mark

  →‎Updated Interface for Note Entry Mode

  13:02

  +149

• Mark

  →‎Updated the Address Field to Use Google Location API for Auto-Population of Standard Fields

  12:15

  +160

• Mark

  →‎New Setting to Suppress the Display of Portal Pages in the Header

  12:02

  +179

• Avincent

  →‎Added Transaction Counts to Level 1, Level 2, User, and Organization Records

  m

  11:25

• Avincent

  →‎Added Transaction Counts to Level 1/2, User, and Organization Records

  m

  11:24

  +7

• Avincent

  →‎Global System Upgrades

  m

  11:24

  +1

• Avincent

  →‎Added Option to Ignore Comment Lines

  m

  11:17

• Avincent

  →‎Added Option to Disable File Serving

  m

  11:17

  +3

• Avincent

  →‎Added Optional Fuzzy Search Functionality in Advanced Search

  m

  11:15

  +14

• Avincent

  →‎Enhancement to Special Chart Custom Field to support Line Charts

  m

  11:14

  +8

• Avincent

  →‎On-Demand System Upgrades

  m

  11:08

• Avincent

  →‎Enhanced Shopping Cart Feature for Matching Gift programs

  m

  11:04

• Avincent

  →‎Added Metadata to Email Templates

  m

  11:02

  +7

• Avincent

  →‎Added Metadata to Email Templates

  m

  11:02

  +3

• Avincent

  →‎Added Optional Fuzzy Search Functionality in Advanced Search

  m

  11:00

  -2

• Avincent

  →‎Added Optional Fuzzy Search Functionality in Advanced Search

  m

  10:59

  -2

• Avincent

  →‎Added Confirmation Dialog for List View Exports that Trigger Status Changes or Workflows

  m

  10:56

  -21

• Avincent

  →‎Added Additional Fields to Third-Party IRS and CRA Verifciation

  m

  10:51

• Avincent

  →‎Updated Interface for Note Entry Mode

  m

  10:49

  +2

• Avincent

  →‎Added Additional Fields to Third-Party IRS and CRA Verifciation

  m

  10:46

• Avincent

  →‎Updated the Address Field to Use Google Location API for Auto-Population of Standard Fields

  m

  10:46

  +8

• Avincent

  →‎New Setting to Suppress the Display of Portal Pages in the Header

  m

  10:43

  +40

• Avincent

  →‎New Setting to Suppress the Display of Portal Pages in the Header

  m

  10:41

  -52

• Avincent

  →‎Added New Option to Ignore Comment Lines

  m

  10:40

  -4

• Avincent

  →‎Updated Interface for Portal List Views

  m

  10:40

  +11

• Avincent

  →‎Beta Previews

  m

  10:28

  +57

• Avincent

  →‎Minor Updates

  m

  10:27

• Avincent

  no edit summary

  m

  10:22

  +2

• Avincent

  →‎Updated the Address Field to use the Google Location API for Auto-Population of Standard Fields

  m

  10:17

  -6

• Avincent

  →‎On-Demand System Upgrades

  m

  09:58

  +1

• Avincent

  →‎Global System Upgrades

  m

  09:58

  +1

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