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Changes
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* The [[Roles]] permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)
|October 2010
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|[[Status Indicator|Level 1 Status Indicator]]
*A graphical indicator can be enabled which will appear at the top of the Level 1 record to show the status pathway and indicate the position of the current record along the path.
|May 2011
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|Default Contact Role
* '''--Select Role--''' can be set as the default role in the Level 1 contacts section to ensure a role is selected and not left at the first role listed.
|May 2011
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|Level 1 Template Branch Restriction
* Level 1 templates can be restricted to any number of internal branches, rather than just one.
|May 2011
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|Quick Entry
* The Quick Entry method of creating multiple Level 2 items has been enhanced. Up to ten records can be created at once with any combination of Level 2 Types, and the custom fields that appear on the quick entry page can be selected. Additionally, an auto-number can be assigned to all records at the time of creation.
|May 2011
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|List View Heading
* The column headings in the list views can be defined on the list view settings page. This applies to Level 1, Level 2, Level 3, Invoices, Contacts and Companies.
|May 2011
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|"Is Empty" Search
* Standard and custom fields and Level 1, Level 2 and Level 3 records can be searched to find empty values using the "Is Empty" search option.
|May 2011
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|[[Types#Type_Settings|Lock on Type]]
* Level 2 and Level 3 records can have their type locked after creation to prevent it from being changed.
|May 2011
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|Creation Roles
* The user roles that are permitted to create each Level 2 and Level 3 record type can be configured separately.
|May 2011
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|Available Statuses
* The statuses that are available to each type of Level 2 or Level 3 record can be defined.
* Similarly, you can define which other statuses are available from each status. This is for Level 2 and Level 3.
|May 2011
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|Recurring Activities
* Recurring activities can be scheduled weekly on multiple days of the week.
|May 2011
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|Level 2 Contact Calendar Status
* When displaying Level 2 records on the contact calendar, the records that are shown for each Level 2 type can be controlled by status.
|May 2011
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|Assign By Role Expansion
* Can now be done from Level 2 to Level 3, or Level 1 to Level 3
* Controlled by Manager Permission
|May 2011
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|Invoice Status Batch Update
* Invoice status can now be changed using batch update.
|May 2011
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|Void Invoice
* A button to automatically void invoices has been introduced. Visibility of the button is controlled by Advanced Logic.
|May 2011
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|UTA Role Custom Fields
* UTA Role Custom Fields at Level 1 and Level 2 as well as Associations can be defined to appear for all user roles.
|May 2011
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|Group Contact Assignment
* When the multiple contact list is enabled, groups of contacts can now be assigned at Level 2 and Level 3 in the same manner as they are at Level 1. Advanced Logic has been introduced to allow this feature to be suppressed at Levels 1, 2 and 3.
|May 2011
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|Multiple Contact/Company List
* When the Level 2 multiple contact or company lists are enabled they can now be re-positioned below the custom fields, in the same relative location as they appear at Level 1.
|May 2011
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|Aggregation UTA
* Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
|May 2011
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|Data Exchange
* Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange of new Level 2 records.
|May 2011
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|UTA Connection List View
* The fields to be shown in the UTA connection list view can be selected when the consumer/provider relationship is enabled.
|May 2011
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|Template Pages
* Level 1, Level 2 and Level 3 Template pages now go through the variable processor. This means you can include variables directly on the template page.
|May 2011
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