Smartstaff
2,168
edits
Changes
m
→Minor Updates
===Minor Updates===
====TitleAdded Ability to Edit Default From Address====DescriptionAdded a setting that allows users to modify the From Address when a default From Address has been globally set. Therefore, you can now choose to lock the From Address to restrict any emails sent to come from the same address or you can give users the flexibility to change the From Address on an email-by-email basis. To use this feature, you must have Enable Default Address toggled on. To turn this feature on, go to Menu Icon > Global Settings > Communications tab > Email Options and Security > Toggle on Allow users to edit the From Address when composing emails. <!-- 135164 - From Address field --> ====Added Custom Search for Aggregate Shortcuts to List View====Added the ability to link an aggregate type shortcut to a section within a portal. This allows aggregate shortcuts to link the user to a list view with customized search criteria options. <!-- 125548 - Allow custom search for aggregate shortcuts to a list view --> ====Added Ability to Batch Add Notes in List View====Added ability to add notes to records in batch from the list view. To turn this feature on, go to the desired list view settings and toggle on Enable Add Note. When multiple records are selected in the list view, the Add Note button allows you to enter a single note for all selected records. <!-- 129191 - Enhancement Request: We would like to be able to add a Note to multiple records at once--> ====Added Access to Record Notes on SmartCards====Added ability to quickly view notes on records from within SmartCards. If a user navigates to SmartCards under the user menu, there will now be a note icon in the right-hand corner of each record which allows users to view notes on that record in a modal window without having to open the record. Additionally, a new note can also be added in this modal window. To enable this feature, go to Global Settings > System tab > Toggle on Open record notes directly from SmartCards.<!-- 134941 - Workshare communication using SmartCards - YELLOW STICKY NOTE! --> ====Added Ability to Batch Update Organization Fields ====Added the ability to batch update the Owner and the Parent Company fields from the organization list view. The associated role permission to give access to the feature is found at Menu Icon > Global Settings > Security tab > System Feature Permissions > Organization tab. The settings are Enable Batch Update and Enable Batch Update Owner. Once permissions have been set up, go to Menu Icon > Organizations > Select the desired organizations > Click the Assign Owner button. <!-- 138628 - Batch update for organization and users --> ====Added Role Permissions to Shortcut Visibility====Added an easier way to set role permissions for the visibility of shortcuts on the Common portal role. Previously, visibility conditions had to be set in order to show or hide shortcuts based on role. To set permissions, go to Menu icon > Global Settings > Users tab > Portals > Select the Common portal > Click the Shortcuts button in the top action bar > Edit a shortcut > Permissions tab > Set roles for Allow Access or Deny Access. <!-- 144913 - Add role access permissions to shortcuts --> ====Added Portal and Draft Portal Buttons to Shortcuts====Updated the configuration pages for portal Shortcuts to include the Portal and Draft Portal buttons in the top action bar. These new buttons will help the user easily navigate to the appropriate portal from the shortcut configuration screen.<!-- ticked id 144920 - Add portal link into the breadcrumb on the editing shortcut screen -->
==Notes for Admins==