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===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
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!Feature!!Upgrade Date
|May 2012
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|The [[Session Timeout]] feature automatically logs out any [[user]] when their session remains inactive for the defined number of minutes. With this upgrade, a [[Timeout Alert]] will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under [[Login & Security Settings]] on the [[Global Settings]] page.<br />
[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]]
<br/>If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes. <br />
[[Image:SessionExpiredPopUp.jpg|link=|250px|center]]
|June 2013
*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.<!--23413 - Intruder Email Multiple Users-->
|May 2014
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|'''Enhancement to User Lockout Functionality'''
* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.<!--15276 - Message when user enters incorrect password-->
|May 2014
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|'''Updated System Security and System Visibility Permissions'''
*The previously named [[Manager Permissions]] and [[Advanced Logic]] have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the [[Business & System Configuration]] section of [[Global Settings]].
*The settings pages have been updated and organized for more intuitive use. Some of the familiar permission names may have changed to more intuitive descriptions as well.
*Visibility Permissions have been enhanced with the ability to select user roles in addition to custom logic.
<!--29177 - Organizing Manager Permissions and Advanced Logic-->
|July 2014
|}
|[[Batch Update|Batch Update Owner Field]]
* On the '''Batch Update''' tab you will now be able to change the '''Owner''' of many records as a batch. This is done in the same way that you can batch update the '''Status''' of a number of records all at once.
|May 2009
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|April 2013
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|'''Hide Notification of Locked Record''': A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.
<!--25029 - Level 2 owner lookup roles-->
|January 2014
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|'''Enhancements to Copying Records'''
* The permissions for copying {{UTA}} records have been enhanced.
* System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.
* The user interface for the Copy Record page is also simplified.<!--26973 - Copy Enhancements-->
|May 2014
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|'''Updated UTA Settings Pages'''
*The settings pages for the {{UTA}} have been reworked with various settings moved and consolidated into their appropriate pages. Some of the familiar settings names may have changed to more intuitive descriptions.
*The UTA [[Advanced Logic]] setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.
*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.
<!--21123 - UTA Settings Pages-->
|July 2014
|}
<!--24352 - enable new calendar-->
|October 2013
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|'''Enhanced Calendar Event Coloring'''
*The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on [[Event Types|Event Type]] or the current calendar-based coloring on the fly.
*System [[Event Types]] have also been enhanced to allow the setting of custom colors to denote these.
*Event highlighting allows for Event Types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.
<!--14834 - Calendar switch to event type colouring-->
|July 2014
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|'''New Calendar Event Preview Template'''
*The calendar event preview has been enhanced to allow System Administrators the ability to fully personalize its contents. The event preview can be personalized to display any details from the event.
<!--26090 - Personalizable Calendar event preview pop-up-->
|July 2014
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|'''Enhanced UTA Calendar Interface'''
*The UTA calendar has now also been updated to the same modern look and feel as the personal calendar.<!--30422 - update UTA calendar to new calendar-->
|September 2014
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|'''Enhanced calendar functionality checks for scheduling conflicts'''
*You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
*When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.
*The feature can be enabled on the [[Business_%26_System_Configuration|Global Settings]] page.<!--24746 - Calendar duplicate check-->
|September 2014
|}
<!--22522-->
|October 2013
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|'''Email Addressing'''
*New functionality allows for the generation of a unique email address for an object or record.
*Emails sent to the address are parsed and attached to the specific object or record. <br />
:[[Image:Email_anything.png|link=|600 px]]
<br />
:[[Image:Email_anything_2.png|link=|600 px]]
|}
* If this [[Manager Permissions|manager permission]] is enabled, a new section will appear on the user's [[Personal Settings#Additional Personal Settings|System Settings]] page that will allow them to select the contact roles they wish to include in the synchronization.
|July 2009
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|[[:Category:Variables|Unique Contact Identifier]]
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|Contact/Company Ajax Search
The fields that are searched and displayed when using the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be customisedpersonalized.
* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)
|May 2011
|November 2012
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|A setting has been added to the [[Contact_Sign_Up_Page_Settings|user]] and company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized personalized alert message that displays when a user tries to update an existing user or company.-->
|April 2013
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<!--25192 - How to translate prefix/suffix combo box options-->
|January 2014
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|'''Updated Listing Level 2 on Company Record'''
*Previously, {{UTA}} {{l2}} activities were shown on company [[profile]]s based upon the assigned users on the Level 2. This has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.
<!--17106 - Show L2s on Company Record-->
|July 2014
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|'''[[Adding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Additional Visibility Options]] on Company/Contact Custom Fields (Field Availability)'''
* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.
* Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.
* The following settings will be displayed when configuring global user or company type custom fields:
:[[Image:Category.png|link=|400px]]<br />
:[[Image:Role_type.png|link=|400px]]
<!--28795 - Company/Contact Custom fields: Add role/contact picker-->
|November 2014
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|'''Multiple Sign-Up Pages per Company'''
* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company.
* This can be used to support sign-up pages in different languages, which associate new users to the same company.
<!--32652 - Ability to create multiple signup pages to one company-->
|November 2014
|}
*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation-->
|January 2014
|+|'''PDF Annotation''':*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details. <!--24791 - PDF annotation-->|March 2014|+|'''Enhancement to PDF Writer'''* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->|May 2014|+|'''New Enforced Naming for Single and Multi-File Uploads'''*The [[Custom Field Type: Link – Single File|single]] and [[Custom Field Type: Link – Multiple Files|multi-file]] upload custom fields have been enhanced to allow the enforcing of file names on uploads to SmartSimple. This will allow System Administrators to enforce various naming conventions for uploaded files.<!--29759 - Enforced Custom file naming for Multi and single file upload field type-->|July 2014|}
===Geocoding / Mapping===
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!Feature!!Upgrade Date
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|[[Geocoding]]
* The latitude and longitude of an address can now be automatically stored as a property of the user or company.
* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.
|October 2009
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|'''Google Map / StreetView''': On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.
*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.<!--26473 - Retrieval of the NTEE code from the IRS database-->
|May 2014
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|'''Improved OFAC checks against contacts'''
*OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.<!--28798 - OFACS check against contacts-->
|September 2014
|}
|July 2013
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|'''Portal Design Enhancements''': When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize personalize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.
<!--21857 - New Portal Design-->
|August 2013
|'''Arcadia X Interface'''
*An easy method of building custom user interfaces is now available.
*''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and customized personalized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface-->
|May 2014
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|'''Enhanced Date Selection'''
*The date selection window has been updated with a new look and feel.
<!--29540 - enhanced date/time selection-->
[[File:Jquerydatepicker.jpg]]
|July 2014
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|'''Enhanced Arcadia Interface'''
The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.
*All tab bars in the Arcadia interface have been updated with a new look and feel.
<!--30106 - Arcadia UI - Tab bar consistency-->
*The header and menu options have been modified to better utilize screen real estate.
<!--30096 - Arcadia UI - changes to Arcadia header-->
*Changes have been made to the button and input styling for improved consistency, look and feel.
<!--30099 - Arcadia UI - Field alignment and style updates-->
*Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
<!--30104 - Arcadia UI - update list view floating action buttons-->
*Modifications to button styling for better look and feel.
<!--30105 - Arcadia UI - Update Button styles for consistency-->
|September 2014
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|'''Enhanced ability to open web page views with a lightbox'''
*Enhanced the {{WPV}} custom field with the ability to open up in a [http://en.wikipedia.org/wiki/Lightbox_%28JavaScript%29 lightbox] window instead of a pop-up window.<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->
|September 2014
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|'''Enhanced Arcadia Interface'''
The [[:Category:Arcadia|Arcadia interface]] has undergone UI improvements for object pages and behaviour.
* The left-hand menu tabs have been moved to the top of the page for ease of navigation and greater real estate. When one of these menu tabs is selected the main section of fields will be hidden (currently this main section is persistent and remains).
* Similar tabs will be grouped together for ease of navigation and greater real estate.
* Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.
'''Before'''
:[[Image:Old.png|link=|650 px]]<br />
'''After'''
:[[Image:New.png|link=|660 px]]
<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->
|November 2014
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|'''Multiple Aliases per Copy of SmartSimple'''
* New functionality allows for the creation of virtual aliases. This feature allows clients to mask the instance URL through the Content Manager.
* For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: ''company.smartsimple.com'', ''subcompany.smartsimple.com'') can now be set to bring users to the same copy of SmartSimple.
<!--32304 - Allow multiple aliases per instance-->
|November 2014
|}
|May 2012
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|The [[List View]] for Associates/Associations can be customized personalized via the [[Global Settings]] page.
|May 2012
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!Feature!!Upgrade Date
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|'''Recent-Viewed Objects List Now Enabled by Default''':
* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles.
* For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].
<!--24356 - auto enable recent list-->
|October 2013
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|'''Recent Searches'''
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions-->
|May 2014
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|'''New Ability to modify search query filters'''
*Users now have the ability to make modifications to filters after they have been created. See [[filters]] for further information.<!-- 26362 - ability to update search query of filters-->
|September 2014
|}
<!--22587 - Notes on Edit Mode-->
|August 2013
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|'''Enhanced notes functionality'''
*The [[Notes]] functionality has been extended to transactions.<!--30206 - Notes on Transactions-->
|September 2014
|}
* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.
|May 2009
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|'''Enhanced SmartFolders interface'''
*The SmartFolders interface has been updated with a new look and feel. <!--30092 - Arcadia UI - SmartFolder / organization tree update-->
|September 2014
|}
===Standard / Custom Fields===
|March 2013
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|'''New Field Type Added''' - Lookup – Ajax Options. The new For fields of type “[[Custom Field TypeCustom_Field_Type: Lookup – Ajax Options_Select_Many_–_Check_Boxes|Lookup Select Many – Ajax OptionsCheck Boxes]] field type ” a new “Sort Values To Display Vertically” setting has been added. This setting allows a system administrator the user to create their own [[Ajax lookup]] fieldsselect whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values in the (designated "A" through "F") would be displayed if a checkbox field settings can were to be set configured with “store values” and “display values” using the same syntax as the [[Custom Field Typetwo columns: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 div align="center">{| class="wikitable" style="text- New Field Typealign:Ajax Lookup--center"|“Sort Values To Display Vertically”<br>setting is Unchecked:|||May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.|“Sort Values To Display Vertically”<!br>setting is Checked:|-|A B||||||A D|-20211 |C D||||||B E|- Global user and company custom fields-->|May 2013E F||||||+C F|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. }</div><!--19501 17647 - multiple address enhancements2Sorting of Checkboxes -->|May April 2013|} ===Statuses / Submissions==={| border="1" cellpadding="5"
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|'''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!Feature!!Upgrade Date--11099 - New Field Type:Ajax Lookup-->|May 2013
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|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 2013|+|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. <!--19501 - multiple address enhancements2-->|May 2013|+|'''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|May 2014|+|'''Enhanced Number Validation and Formatting'''*Custom fields configured to accept number formats now have additional formatting options. *The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.*See the [[Number Format]] page for additional information.<!--29003 - Number Formatting-->|September 2014|+|'''Updated Functionality for Maximum Character Limit'''* The [[Maximum Length|maximum character/word limit functionality]] of custom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.<!--27018 - Maximum character counter on multi-line text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image:Error_message.png|link=|300 px]]|November 2014|+|'''Enhanced Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the [[Custom Field Type: Lookup – Ajax Options|Lookup - Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|Lookup - Entity and People]] fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de-select an option, simply click on the gray "x" next to the option name. [[Image:Selectuniversity.png|link=]] [[Image:Selecteduniversities.png|link=]]|November 2014|} ===Statuses / Submissions==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Status#Status Settings|Submitted URL Redirect]]* A '''Submitted URL''' option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.
* ''For example, you may want the user to be returned to their standard Portal View whenever a record is closed.''
|May 2009
<!--23325 - Group all failed submit logic into one message-->
|September 2013
|+
|'''New Functionality for Save / Save Draft buttons'''
* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Visibility Condition|Visibility conditions]] and button labels of these can now be controlled.<!--19758 - Visibility of Save and Save Draft buttons-->
|May 2014
|}
|+
!Feature!!Upgrade Date
|+
|[[Cross-UTA Transactions]]
* UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.
|May 2009
|+
|Transaction Template Formula: server side formulas to be run whenever a transaction is saved.
|}
===XML==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Custom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]]* The XML field type can be used to store blocks of XML in a single field.* Variables can be used to extract values from this block into other custom fields.|May 2010|+|[[XML Section Builder]]: An automated tool to facilitate creation of XML tables such as budget templates etc.|November 2011|+|'''Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]'''*It is now possible to enable the [[Track Changes]] option for XML fields.<!--21240 - Add Track Changes to XML Data custom field-->*XML fields now allow for tabbed sections. Example:[[Image: TabbedXMLfield.png|link=|550px|center]]<!--21470 - Tabbing Divs on XML field-->|June 2013|+|'''XML Field Enhancement'''* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.<!--28567 - XML Data Field extension to create L2s-->|May 2014
|}
===Miscellaneous===
|+
|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.
|November 2011
|+
:[[Image:ConfigErrorLog.png|link=|700px]]
<!--20280 - system error log-->
|October 2013
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|'''Remember Me Deprecated''': For security reasons the "Remember Me" setting on the login page has been deprecated and removed.
|October 2013
|}
[[Category:Upgrades]]
