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Changes
→Document Management
|'''Assign Multiple Contacts''': When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[UTA]] record, you can now search by the values of [[custom fields]] on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficiently.
<!--21889 - User Picker Search options-->
|July 2013
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===Data Exchange===
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!Feature!!Upgrade Date
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|''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''<BR>
The Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.
|July 2013
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