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Previous Upgrade: November 2011

29 bytes added, 15:22, 17 September 2012
Contacts and Accounts
==Contacts and Accounts==
* A new setting to flag a role as a '''UTA Role only'''. Enabling the setting will hide the role from '''Able to Set''' and '''Roles & Access''' page where it is not required.
* New variable syntax to use '''role name''' instead of [[roleid]] to determine if a contact has a given role: '''@'''''object'''''.inRole("'''''Rolename'''''")@'''
::Example: ''@owner.inRole(Researcher)@''
::DO NOT use quotes around the role name.
* Ability to initiate a '''duplicate check''' while viewing a contact or company record. This can be enabled via [[Advanced Logic]]
* '''Group e-mail''' Ad hoc e-mail broadcasts can be sent from the contact search list view using this feature, enabled via [[Advanced Logic]]
* Sign-up pages can be configured to '''Use Internal Formatting''', so the formatting and functionality of the sign-up page will reflect the display and operation of the internal pages.
* The pipe (|) can now be used as a column delimiter when importing contact or accounts.
 
==UTA Enhancements==
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