Changes

Upgrades by Category

1,750 bytes added, 19:36, 2 May 2013
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* 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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|[[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.
|November 2011
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|Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.
|November 2011
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|When copying a Level 2 the contacts and/or companies in the multiple contact/company lists (if enabled) can now be copied with the record.
|November 2011
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|Deleted Level 1, Level 2 and Level 3 records can be restored by Global User Administrators
|November 2011
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|Batch Update can now be used to remove contacts or companies by role. Additionally a given contact (or company) can be replaced in batches with a new contact (or company).
::This will allows reassignment of records from one contact to another if a team or staff member changes.
|November 2011
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|'''Disable Default Date''' setting at Level 1 so the startdate, starttime, enddate and endtime will be blank on new records
|November 2011
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|Level 1 branch standard field can be configured to manifest as an Ajax search with a lookup button instead of a combo box.
|November 2011
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|Open Level 1 records in Edit mode: When defining the [[List View]] at Level 1 there is a new setting to determine whether the Level 1 records should open in Edit mode rather than View Mode.
|November 2011
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|UTA Consumer/Provider Enhancements
:* Level 2 records can act as Providers
:* UTA Consumer records can be accessed as variables
:* When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.
|November 2011
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