Smartstaff
2,363
edits
Changes
m
→Minor Updates
===Minor Updates===
====Added Login Link and Email Confirmation Options on Signup PagesTitle====Added the ability to include a login link on signup pages for users who already have an existing account. For example, if a user receives an invitation at their personal email and they already have a user account under a different (work) email, then they can click the login link on the signup page to use their existing account instead of creating another account. To configure the link, navigate to '''Global Settings''' > '''Users''' or '''Company''' tab > '''Signup Pages''' > Edit an existing signup page > Toggle on '''Display Login Link on Page'''. To redirect to an existing signup page, enter “''Already have an account? Login''” for the '''Link Text''' and enter “''/s_Login.jsp”'' for '''Link URL'''. Added a new option to help reduce typos when users enter their email address into signup pages. A new toggle called '''Enable Email Confirmation''' will render an email confirmation field directly under the email standard field. The new setting can be found at to '''Global Settings''' > '''Users''' tab > '''Signup Pages''' and edit the desired signup page.<!--126629 - Enhancement: Link Existing Account when Accepting Invitation--><!--126662 - Confirm Email Address Option on Registration Pages--> [[File:2021-11-ticket-126629-1.png|thumb|none|800px|Optional login link on signup pages for users who already have an existing account.]] ====Added Ability to Restrict Email Template Availability by UTA====Added the ability to specify which UTA an email template applies to so it's easier to send specific email templates from a desired UTA. To configure the new setting, navigate to '''Menu Icon''' > '''Email''' > '''Templates''' tab > Edit the desired template > Select either '''UTA Level 1''' or '''UTA Level 2 & 3''' under the '''Category''' dropdown. This will reveal the new UTA dropdown setting where you can pick the desired UTA.<!--126190 - Restrict Email Templates to UTAs--> ====Added Status Filter Lookups to Customer and Branch Standard Field====Updated the '''Customer''' and '''Branch''' standard field by adding the ability to filter lookups by status. To configure, navigate to '''UTA Configuration Settings''' > '''Level 1''' tab > '''Standard Fields''' > Edit '''Customer''' or '''Branch''' > Scroll down to the '''Lookup Filter''' section.<!--122198 - Customer Standard field does not have a feature to filter by Organization status--> ====Added Ability to Display Checkboxes and Radio Buttons in View Mode and in PDFs====Added the ability to easily display checkboxes and radio buttons in view mode and in PDFs. To enable, go to the desired '''Select One – Radio Buttons''' or '''Select Many – Checkboxes''' custom field and toggle on '''Show Checkboxes/Radio Buttons in View Mode'''. You can easily toggle this setting on for many fields at once by using the custom field batch update and specifically selecting '''Show Checkboxes/Radio Buttons''' in the side panel.<!--125931 - Checkboxes not displaying properly in PDF--> [[File:2021-11-ticket-125931-1.png|thumb|none|800px|Optionally surface checkboxes and radio buttons in view mode and in PDFs.]] ====Extended Ability to Create Custom Buttons to Portal Section Types====Extended the ability to easily create custom buttons on various portal section types. This ability was originally only available for '''Banner''' type sections.<!--59652 - Ability to add buttons inside portal section (no script)--> [[File:2021-11-ticket-59652-1.png|thumb|none|800px|A custom button added to a banner portal section]] ====Enhancement for Presenting Consumer Creation Buttons on Records====Added the ability to determine when and where to present a consumer creation button on a record. This can be accomplished using the new variable syntax <code>@ssGet(CCBUTTON,Apply)@</code> (where "Apply" is the button caption) with a '''Display – Text and Variables''' custom field as well as the new custom field called '''Special – Consumer Creation Button Container''', where you can specify the desired display conditionDescription.<!--111440 - Consumer Creation Buttons - Feature Enhancement--> ====Added Filter Options for Level 1/2 Association List Views for Faster Load Times====Added the ability to filter and only show the Level 1/2s from that Organization/User profile based on a selectable association in order to reduce record load time. You can configure this setting by going to the desired '''UTA Configuration Settings''' > '''Level 1/2''' tabs > Scroll down to the List View Settings and toggle on '''Enable List View on Account/Contact Profile''' to see new dropdown labelled '''Filter List View by''' where you can select a filter.<!--126462 - Payment View from Activities Menu Load TimeTicket-->
==Beta Previews==
