8,849
edits
Changes
no edit summary
:* 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
|+
|'''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copies, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
|May 2012
|+
|'''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
|May 2012
|+
|New Duplicate Check Settings tab added on Level 1 templates.
* You can now Autoload [[Transactions]] from XML files.
|October 2010
|+
|'''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters.
|November 2011
|+
|Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader.
* The column headings in the standard Contact and Company list views can be defined on the[[List View]] settings page.
|May 2011
|+
|Global Advanced Logic to control View/Edit on contact records
|November 2011
|+
|A new setting to flag a role as a '''UTA Role only'''. Enabling the setting will hide the role from '''Able to Set''' and '''Roles & Access''' page where it is not required.
* A global auto-number field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects and/or in different UTAs.
|May 2011
|+
|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''
|November 2011
|+
|Variable processor support for:
::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''
::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''
::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''
::* Adding business days to a given date, or counting the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''
::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''
::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''
::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...
|May 2012
|+
|New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.
* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode.
|May 2011
|+
|Workflow IDs will be shown in the list of workflows to facilitate configuration
|November 2011
|+
|'''[[Workflow_Branching_Logic|Branching Workflows]]'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path.
|+
|The [[Applicant Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.
|November 2011
|+
|+
|Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account
|November 2011
|+
|Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.
|May 2012
|+
|+
|'''Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.
|May 2012
|+
