Changes

Changed the behavior of the '''Deny Access ''' permission setting for pages on the '''Common ''' portal. This setting will now deny access to the portal page for any roles selected. Previously, the '''Deny Access ''' permission hid the link from view in the main header menu but the page was still accessible via a portal shortcut. If you want to hide a portal page but still allow people to access the portal page via a shortcut, toggle off '''Display As Header Link'''. To see the affected setting go to '''Global Settings ''' > '''Users ''' tab > '''Portals ''' > '''Common ''' > edit Edit a '''Portal Page ''' > '''Permissions ''' tab.

We will be deprecating several password variables for security reasons in 2023. For example, sending passwords as plain text via emails is not a secure practice. If your system contains any of these deprecated variables, they will display as plain text. Deprecated variables include: <code>@password@</code>, <code>@checkportalpassword@</code>, <code>@checkactivatedpassword@</code>, <code>@randompassword@</code> and <code>@passwordresetlink@</code>. System Administrators must change existing email templates to use password activation links that will send the user to a page where the user can set their password. The syntax for password links is https://<code>@url@@activationlink@</code>. Emails that need to be updated are located at '''Menu Icon ''' > '''Global Settings ''' > '''Security ''' tab > '''Password and Activation Policies ''' > Click the ''' Activation Emails ''' tab in the left navigation. Another location where these variables may be present is on user signup pages. To find user signup email templates go to Menu icon > Global Settings > Communications > System Email Templates > Search for “New User”.

Mapping. Also, the Advanced Logic setting has been renamed UTA Link Button Condition and has been moved to the bottom of the Main tab. To see these changes, go to Global Settings > Transactions tab > Types and edit a type.

Added ability to add a new configuration folder directly from the autoloader settings page. Previously, if the desired processing folder was not yet created, users would have to go to the SmartFolders to create a folder and then return to the autoloader page in order to select the newly created folder. To see this the new Create Folder button, go to Autoloaders > Edit an autoloader > General tab. The new button appears beside the Processing Folder input.

Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.

Added a button to the system email templates page to allow for exports. To see the Export Email button, go to Global Settings > Communications tab > System Email Templates

Added the Primary Contact option when creating a group email from a UTA Level 1, 2, and 3 list view.

Added search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 Activity tab to see the list view with search options. On level 2 records, click on the Level 3 Activity tab to see the list view with search options.

====Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls==== Added the ability to use custom lookup fields as the primary fields in Dynamic Field Visibility Controls. To set up custom lookup options, create a Select One -Dropdown List with Enable Dynamic Content and Use Custom Lookup Options toggled on. To specify a custom lookup options field, go to UTA Settings > Level 1 tab > Dynamic Field Visibility Controls > Create a new visibility control > Once saved, set the Primary Field to be the desired Custom Lookup Options field.

====Added Configuration Mode in View Mode==== Added ability to enter Configuration Mode when a record is in View Mode. Previously, Configuration Mode was only available when records were in Edit Mode. Configuration Mode can be found under the Tools menu for User, Company, and Level 1 record pages.

Added a new setting for Special - Web Page View custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new Default option whenever possible. This ensures you always have the latest template. There is a Custom option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the General Settings tab, the new setting is called Page Layout.

Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to UTA > Select desired records > Click Group Email > Select users and click Next > Click the Template field to see a new lookup field. This feature is also available for group emails sent from the record contacts page.

Added a Failed tab to the E-Signatures Queue to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to Global Settings > Integrations > E-signature Queue > Failed tab.