Changes

Previous Upgrade: February 2013

254 bytes removed, 16:00, 17 September 2009

→‎Upcoming Features

* The Record Lock will give the first person to access a record in Edit mode exclusive access to the record so that other cannot edit it until released.

===[[Advanced Logic|Advanced Logic to Suppress Public Notes]]===

* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.

* 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 1, 2 & 3 Formulas===

* You can now define a formula on the [[Application Configuration]] page that applies to all Level 1 Templates. This formula will run prior to any Template specific formulas.

* Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.

 

===[[Advanced Logic|Advanced Logic to Suppress Public Notes]]===

* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.

==Internal Branch Filter===

* 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==

• ← Older edit
• Newer edit →

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