8,849
edits
Changes
→New / Updated Features
* New Duplicate Check Settings tab added on Level 1 templates.
<!-- 14692 - duplicate check across L1 -->
* Advanced Logic condition New ability added to hide configure multiple submit buttons on Level 1 with varying visibility conditions that move the "View" button at Level 1 (for clients who only use the edit mode for records)to various statuses.<!-- 16276 - L1, L2 and L3 menu bar items 10591 -->
===Standard and Custom Fields===
* [[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttons.
<!-- 15324 - Dynamic Control Field - Checkboxes -->
* Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.
<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop-down boxes. -->
===Reports===
===Autoloader===
* The autoloader is being enhanced substantially as part of this upgrade, including features such as:
:* Strict CSV: allowing autoloading - ability to autoload data that contains line breaks within the content.:* Pre-processing files- ability to combine multiple columns into a single field value.:* Retrieval from external sources - ability to schedule automated workflows to retrieve data from external sources via Web ServiceServices, FSPFTP, SFTP, HTTP file access.:* Setting added Workflow triggering – ability to fire workflow for trigger user or company workflows on every autoloaded recordupon autoloading.
<!-- 16233 - Autoloader - option to run Workflow against all records -->
===Miscellaneous===
* A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
<!-- 11582 - Need a Save Draft button on contacts and accounts -->
* New Timezone option to replace "Time Distance in Hour" offset in Personal Settings page.
<!-- 16356 - Timezone settings to replace offset -->
* Records deleted using [[Pandora|Pandora]] Basic search allows for searches based on type.* Loading a list view now retrievable from Deleted Object pagesdefaults to last set of search criteria used.<!--16354 - Add deletion restore feature for pandora deletes 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->
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