Smartstaff, administrator
686
edits
Changes
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Enhanced ability to configure portal shortcuts in any portal section. Instead of being limited to just a single section for all your shortcuts you may now add shortcuts to any portal section. You can also connect a shortcut to a list view in order to display aggregation summaries on the shortcut itself in the portal and to navigate to the list view.
[[File:shortcuts-1-800px.png|framethumb|none|middle|400px|Grid of shortcut icons]]
[[File:shortcuts-2-800px.png|framethumb|none|middle|400px|List of shortcuts with aggregate statistics]]
-->
'''Before:'''
[[File:2017-11-object-before-1.png|framethumb|none|middle|400px800px|Grid of shortcut iconsUTA level 1 record before the upgrade]]
[[File:2017-11-object-before-2.png|framethumb|none|middle|400px800px|Grid of shortcut iconsHow the contacts tab functions pre-upgrade]]
'''After:'''
[[File:2017-11-object-after-1.png|framethumb|none|middle|400px800px|Grid of shortcut iconsUTA level 1 record after the upgrade]]
[[File:2017-11-object-after-3.png|framethumb|none|middle|400px800px|Grid of shortcut iconsHow the contacts tab functions post-upgrade]]
[[File:2017-11-object-after-2.png|framethumb|none|middle|400px800px|Grid of shortcut iconsNew docking mode allows you to simultaneously view the main record page and contacts at the same time]]
Organization and contact record pages have also been updated for an improved look and feel. The default profile card has been updated with a new look.
<!--56545 - Contact/organization Card-->
[[File:2017-11-contact-profile.png|framethumb|none|middle|400px800px|Grid of shortcut iconsNew profile card view on contact and organization profiles]]
====Minor Enhancements to User Interface====
<!--59639 - Lookup in iphone/mobile-->
[[File:2017-11-lookup.png|framethumb|none|middle|400px|Grid of shortcut iconsNew lookup lists]]
* Updated display of multiple file field custom fields for improved look and feel.
<!--60911 - Improved multiple file field list rendering-->
[[File:2017-11-multipleupload.png|framethumb|none|middle|400px600px|Grid of shortcut iconsNew file upload lists]]
* Updated alert messages throughout the system for improved look and feel.
<!--60949 - New style for alerts Jquery-confirm-->
[[File:2017-11-alert.png|framethumb|none|middle|400px|Grid of shortcut iconsNew alerts]]
* Updated display of tabs throughout the system for improved look and feel.
<!--60966 - Improved Start/End Time and Date Picker-->
[[File:2017-11-datetime.png|framethumb|none|middle|400px600px|Grid of shortcut iconsNew time picker]]
* Removed dotted underline indicator from fields and moved any attributes such as field history, etc., out for greater visibility.
<!--60920 - Move new button above list-->
[[File:2017-11-level2fromlevel1button.png|framethumb|none|middle|400px800px|Grid of shortcut iconsUTA level 1 record showing level 2 lists and the new button to create activities within the list]]
====Enhanced List Views Maps====
<!--42294 - Maps Feature in List View-->
[[File:2017-11-map.png|framethumb|none|middle|400px800px|Grid of shortcut iconsEnhanced list view map]]
====New System Security Summary Page====
<!--59814 - Improved Login page (no html CSS rich text exposed)-->
[[File:2017-11-login.png|framethumb|none|middle|400px800px|Grid of shortcut iconsSimplified login screen configuration with the new preview panel on the right]]
===Minor Updates===
====New Geo Mapping Custom Field Type====
New custom field available for geographical mapping. With this field you can allow your users to easily mark up a Google integrated map by dropping pins, or drawing areas for all of your mapping needs. The ability to draw anywhere on the map solves the issue of defining geographical areas that do not have a street address that you can find.
<!--59432 - New Mapping Custom Field-->
[[File:2017-11-geocode.png|framethumb|none|middle|400px800px|Grid of shortcut iconsNew Geo Mapping custom field allows users to mark up any areas]]
====New External Data Source Custom Field Type====
