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==UTA Enhancements==
* Level 1 graphical Status life cycle indicator
* '''—Select Role—''' can be set as the default role in the Level 1 Contacts section to ensure a role is selected deliberately and not left at the first role listed inadvertently.
* Level 1 template can be restricted to a set of branches, rather than just one.
* Quick entry feature to create multiple Level 2 records at the same time
: * Includes the ability to assign a '''Group Identifier''' to all.
* When displaying Level 2 records on The column heading used in the contact calendar, which records are shown [[List View]]s can be controlled by Status.* Restrict which Statuses are available to each Level 2 or Level 3 "Type"specified.* Search panel can search for empty fields using "Is Empty".* UTA Role custom fields that are available on the UTA at Level 1 Role within the , Level 2 and Level 1 contacts section for all roles3.
* '''Lock on Type''' at Level 2 and Level 3 to prevent changing the type once the record has been created
* Level 2 and Level 3 '''Creation Roles''' to define which user roles are permitted to create each type.
* Level 2 and Level 3 '''Available Statuses''' to define which statuses are available to each type.
* If the Recurring activities can be scheduled weekly on multiple days* When displaying Level 2 multiple records on the contact or account lists calendar, which records are enabled they shown can now be re-positioned below the custom fields, in the same location as they appear at Level 1controlled by Status.* Aggregation UTA * Quick Entry & Group Identifier * UTA Connection [[List View]] (Consumer/Provider) can be customized
* Batch Update for invoice statuses
* '''Void Invoice''' button (controlled by role using Advanced Logic)
* UTA Role Custom Fields at Level 1 and Level 2 as well as Association can be defined to appear for all User Rolesuser roles.
* Contacts can be assigned by Group at Level 2 and Level 3, in the same manner as Level 1. Additionally an Advanced Logic setting to hide the Group assign option at each level if it's not required.
* Status control of which If the Level 2 records will multiple contact or account lists are enabled they can now be displayed on contact calendarre-positioned below the custom fields, if enabled.* '''Is Empty''' search option in the same relative location as they appear at Level 1, Level 2 and Level 3.* Create Activity Workflow Task available at Level 2 to create Level 3 records.* Recurring activities UTA Connection [[List View]] (Consumer/Provider) can be scheduled weekly on multiple dayscustomized
* Data Exchange: Preserve Template, Preserve Type, reject new Template, reject new Type (Level 2 and Level 3)
* Data Exchange: Setting to prevent exchange of new Level 2 records.
* Aggregation UTA: Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
* Reports: Display Charts using Flash animation
* Reports: New dashboard layouts: 1x7, 1x8, 1x9 and 1x10
* Variable processor currency formatting (''@format(FIELD NAME,currency,CURRENCYCODE)@'')
* System Library to provide central access to commonly used option lists, script functions and other components.
* System variable pre-processing (''@system2.@variable name@@'') as well as support for system variables appearing within system variables
* A global autonumber field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects in different UTAs
==Misc==
* Global [[Advanced Logic]] to control who is permitted to edit contact/user profiles.
* Fields searched and displayed when using the Ajax Lookup can be customized for Contacts and Accounts. The column headings can also be customised.
* Global auto-number option
* Manager Permission to provide read-only access to the Message Queue, controlled by user role.
* Manager Permission to restrict use of the Multiple File Upload Applet * Workflow request The [[List View]] column headings can be customised for comment/approval at Level 2 Contacts and Level 3: can define whether the record appears in view or edit modeAccounts.
