Changes

Upgrades by Category

2,285 bytes added, 13:00, 3 May 2013
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|'''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters.
|November 2011
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|Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.
|May 2012
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|'''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copies, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
|May 2012
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|'''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
|May 2012
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|Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended to create, remove and update consumer/provider relationships.
|May 2012
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|'''Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.
|May 2012
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|Variable processor support for:
::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''
::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''
::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''
::* Adding business days to a given date, or counting the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''
::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''
::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''
::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...
|May 2012
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|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)
|May 2012
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|Ability to define the new contact as the primary contact for the new company created when using a hybrid signup page
|May 2012
|}
[[Category:Upgrades]]
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