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Previous Upgrade: February 2013

126 bytes added, 19:31, 1 October 2012
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===Workflows===
* The following '''[[Workflow|workflow]] task types ''' have been added:
::* Add new user
::* Remove a user role
::* Activate a user
::* Deactivate a user
* "Update Custom Field Value" and "Change Status" tasks have been added to '''transaction ''' Workflows.
===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.
===Miscellaneous===
* Two new date functions have been added:
:* '''@date(currentdate)@ ''' will return current server date as '''YYYY-MM-DD''':* '''@datetime(currentdate)@ ''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''* A setting to specify where a note type is available in the system. You can '''restrict note types ''' available to the following entities:
::* Contacts
::* Companies
::* 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.* Provides the ability to access '''rootcompany ''' objects through the variable processor.* The maximum number of records that appear in a '''Ajax list ''' has increased to '''50'''.* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''

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