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Upgrades by Category

1,819 bytes added, 16:42, 30 April 2013
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|May 2009
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===Contacts/Accounts===
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!Feature!!Upgrade Date
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|[[Contact and Account Standard Fields|Contact and Account Standard Field Terminology]]
* You will be able to define your own names for the standard Company and Account fields via the [[Global Settings]] page.
* [[Visibility Condition]]s will also be implemented on the Company and Account [[Standard Field]]s to allow control of these using logic, and any fields you don't wish to use can be removed.
|July 2009
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|MS Outlook Contact Synchronization
* Previously only contact ''owners'' were able to synchronize contacts using MS Outlook. We are introducing a new [[Manager Permissions|manager permission]] that will allow [[User|users]] to synchronize contacts for which they are not the owner.
* If this [[Manager Permissions|manager permission]] is enabled, a new section will appear on the user's [[Personal Settings#Additional Personal Settings|System Settings]] page that will allow them to select the contact roles they wish to include in the synchronization.
|July 2009
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* ''For example, if your MS Word Merge field is on Level 3 you can configure the MS Word document to be uploaded to a [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] File field on the associated Level 3, Level 2 or Level 1 record.''
|May 2009
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|Field ID Variable
* It is now possible to reference the field ID of [[Custom Fields]] using a variable rather than the actual field ID. The syntax is @''fieldname''.ID@
* This will allow you to write [[Custom Field Type: Special – Browser Script|Browser Scripts]] without looking up field numbers, as well as making it easy to identify which field is being referenced. When exporting [[Custom Fields]] this will also allow you to avoid having to change the field IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]].
* If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.
|July 2009
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