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Previous Upgrade: February 2013

377 bytes added, 19:00, 5 November 2011
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* [[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.
* Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.
* When copying a Level 2 the contacts and/or accounts in the multiple contact/account lists (if enabled) can now be copied too.
* Deleted Level 1, Level 2 and Level 3 records can be restored by Global User Administrators
* '''Disable Default Date''' setting at Level 1 so the startdate, starttime, enddate and endtime will be blank on newly created records
x Setting to change the default view of Level 1 records to be Edit mode rather than View Mode.
x On each Status there will be an option to define a 2nd submit button. For example: 1 submit button for approve and another for reject.
* Ability to create your own HTML template to be used for reports that prompt for criteria using the '''???''' syntax
* Setting to mark a report as '''Do Not Rebuild''' to prevent accidentally overwriting customized report template settings. This setting causes a pop-up confirmation when you open report builder.
* Reports that prompt for criteria the criteria entered can be referenced in customized report templates using this syntax: '''@args['''''field id''''']@'''
x Confirm on delete of a report.
x Advanced Export: when you select a field in the drop-down it will append the field to the end of the body, not the start.
x New variable syntax to determine if a contact is in a given role by rolename rather than roleid. @me.inRole("Rolename")@
* Improved interface when entering Advanced Logic
x * Global Advanced Logic to hide the Organization Charton company records
* Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account
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