Changes

====Updated ChartAdded Role Sharing Permissions for SmartCards====Added the ability to control which user roles have permission to share SmartCards by roles and added the ability to specify which roles you can share with. The new settings are located under Menu Icon > System tab > SmartCard > Sharing Permission tab.<!--116022 - Recommended Enhancement for SmartCards--> ====Added New Variable for Status Group Name====Added the ability to call the status group name value on all UTA levels using two new variables. This will make it easier to display the status group name to internal users who would not have otherwise seen this value. The new variables can be referenced by @statusgroupname@ (which will display the status group name) and @statusgroupname_lang@ (which will display the translation of the status group name). If no translation is configured, the English caption will be displayed.<!--116771 - Status Group Name new variable--> ====Added Additional Fields to Third-type Portal Sections Party IRS and CRA Verifciation====Added additional fields for IRS third party verification mapping. New fields include: "Tax Period", "Revenue Amount (Form 990)", "Asset Amount" and "Income Amount". You can see the new field mapping options by going to Menu Icon > Global Settings > Transactions > Types > Edit a Type set to “Company” with Ability “Use third party verification service” toggled on > Third Party Verification Mapping. <!--122856 - Third party verification settings for IRS and CRA--> ====Improved Searchability of System Emails List View====To make it easier to find workflow emails in the “System Emails” List view, additional information was added to the "Name" column. You can now search workflow emails on Task ID, Workflow ID, Task Number, and Task Description. Go to Open RecordsMenu Icon > Global Settings > Communications tab > System Emails.<!--115635 - Email template overview modification--> ====Updated chart-type sections within Advanced Search with a New Multiple Search Option in a portal Single Condition====Added new functionality to allow the Advanced Search in list views where you can search for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. To do that, go to drill down, Menu Icon > People > Advanced Search > Select “Email” for the standard field > Select the “Multiple” option and enter email addresses delimited by a semi colon ( ; ). Note: it is an OR search between values and open up individual recordsthe values must be an exact match. This will functionality is available for fields like “Application Name” but not available for fields with pre-defined options like a select one or date fields.<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts--> ====Extended 'Save As' Option to Save & Submit Buttons====The “Save As” button is now function similar available in the Save & Submit button settings. Save time by using “Save As” to create a copy of the existing Submit button to make minor changes instead of creating buttons from scratch. <!--124105 - Add 'Save As' option to submit button configuration--> ====Updated Interface for Note Entry Mode ====Improved the look of the Note Entry Mode on records, in a list view, and on exports. To configure, navigate to a “Text Box – Text Multiple Lines” custom field and toggle ON “Enable Note Entry Mode”. When users enter text into the input and save, that text is time stamped and displayed below the tablefield. <!-type sections allowing -113295 - Improvements to Enable Note Entry Mode--> ====Added User Group Option to Linked Record List====If you are using the “Linked Record List" custom field to associate contacts inline on a record, you now have the option to associate user groups. This makes it easier to associate a predefined group of users to a record such as "Sales Group". To configure User Groups, go to Menu Icon > Global Settings > Users tab > User Groups. <!--112966 - Groups Option not available in Linked record list--> ====Added Optional Fuzzy Search Functionality in Advanced Search====Added ability to Advanced Search function to handle fuzzy searches by using Soundex, which helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the Advanced Seach, select a text-based field and select the new option "Soundex" from the operator dropdown. Note: numeric and date fields are not supported and open individual records neither are fields with predefined options. For more on Soundex see https://mariadb.com/kb/en/soundex/ https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex <!--122567 - Fuzzy Search through API--> ====Added Option to Use Configuration Folders for Portal Logos====Within the portal builder we have added support for reviewselecting and display logos from configuration folders. To see this setting go to Menu Icon > Global Settings > Users tab > Portals > Edit a portal.<!--50994 117211 - Ability to upload logo from a configuration folder in portal section Chart improvementsconfiguration--> ====x====x.<!--x-->