8,849
edits
Changes
no edit summary
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|When editing custom fields you can now use the custom field batch update to add/update the Tab Name for multiple custom fields at once.
|May 2012
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===Transactions===
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!Feature!!Upgrade Date
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|Transaction Template Formula: server side formulas to be run whenever a transaction is saved.
|May 2012
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|Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.
|May 2012
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|Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Pending Task''' list view.
|November 2011
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|'''Update Custom Field''' task type will be available on Company and Contact workflows
|May 2012
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|Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Custom Field]] on the Company/Contact record
|May 2012
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|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
|May 2012
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