8,849
edits
Changes
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|Ability to define the new contact as the primary contact for the new company created when using a hybrid signup page
|May 2012
|+
|Two new date functions have been added:
:* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''
:* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''
|October 2012
|+
|A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:
::* Contacts
::* Companies
::* Events / Activities
::* UTA Level 1
::* UTA Level 2
|October 2012
|+
|A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.
|October 2012
|+
|An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.
|October 2012
|+
|Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:
::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.
::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.
* Provides the ability to access '''rootcompany''' objects through the variable processor.
* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''
|October 2012
|}
[[Category:Upgrades]]
