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Previous Upgrade: February 2013

186 bytes added, 17:30, 1 October 2012
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* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to trigger on load, on save, or on demand.
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.
===Workflows===
* The following [[Workflow|workflow ]] task types have been added:
::* Add new user
::* Remove a user role
===Reports===
* [[Custom Field ]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields ]] configured on your system.* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report ]] settings.
===Autoloader===
* [[Contact ]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.
* [[Transactions ]] can now be autoloaded and attached to Level 2 records.
::* UTA Level 1
::* UTA Level 2
* A new [[UTA ]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.
* Two new [[Manager Permissions|manager permissions ]] have been added for [[Sales Tracking ]] [[Working with Opportunities- Overview|Opportunities]]:
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.

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