Changes

Previous Upgrade: February 2013

283 bytes added, 00:56, 7 November 2011

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The following is a list of the features included in the upgrade.

==Security==

* Password algorithm* The maximum number of password changes a user can make within a 24 hour period can be defined. (This is to prevent users bypassing the password history restriction by changing their password back repeatedly to return to a previously used password).* The A new [[Global Setting]] to prevent use of the '''exlogin''' External Login Shortcut can be blocked by a new setting on Global Settingsexternal login short-cut.

==General==

* '''Advanced Search''' : An more powerful search facility can now be be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enable quick and easy input of multiple criteria including AND, OR and NOT operands.* '''Branching Workflows'''. A logical statement can be added to workflow connectors. This will enable workflows to branchbased on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while reqeusts requests under $100,000 will take a different path.

* XML Field Section builder

* Autoclose Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds 

==Roles==

* Batch Update can now be used to remove contacts or companies by role. Additionally it will be possible to replace a given contact (or company) with a new contact (i.e. Allows reassignment of records from one contact to another)

* '''Disable Default Date''' setting at Level 1 so the startdate, starttime, enddate and endtime will be blank on new records

* Level 1 branch standard field can be configured to manifest as an ajax Ajax search with a lookup button instead of a combo box.

x Setting to change the default view of Level 1 records to be Edit mode rather than View Mode.

* UTA Consumer/Provider Enhancements

==Misc==

* '''Last Search''' option for Contact search, Company search and Leve Level 2 / Level 3 searches

* The [[Applicant Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.

x New variable syntax to determine if a contact is in a given role by rolename rather than roleid. @me.inRole("Rolename")@

* Global Advanced Logic to control View/Edit on contact records

* Global Advanced Logic to hide the Organization Chart on company records

* Global Advanced Logic to remove the hyperlinks hyper links on the e-mail field and phone number field on contacts and account

* The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''

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