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Previous Upgrade: February 2013

223 bytes added, 13:57, 2 September 2009
UTA Enhancements
* This allows you to define criteria to prevent [[UTA]] users from clicking into and viewing the contact record for contacts associated with a Level 1 record.
 
===Level 3 Default Type Setting===
* As with Level 2, you will be able to define a Level 3 Type to be the default Type when creating a new Level 3 record. Currently the first Level 3 Type in the list is selected by default.
===Invoicing===
* Ability to create invoices that aggregate by client, or by Level 1 records.
==Custom Field Options==
===Custom Field Number Format===
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