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Previous Upgrade: February 2013

1,293 bytes removed, 15:04, 11 February 2010
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===Archive Level 1 Activities===
* Level 1 activities can now be archived (via the [[Batch Update]] tab) so they no longer appear in the Level 1 list view.
* Reports can also be filtered based on whether or not the object has been archived (Cam --> is this a standard field visible in reporting?).
* The field being edited will be highlighted.
* This feature only applies to the [[Universal Tracking Application]], but will be expanded to other system areas in future upgrades.
  ===Record Unlock===* --> Ask Steve which '''Colour & Fonts''' setting is applied herThe [[Record Lock]] will automatically release any record that has been locked and not saved for over 3 hours. I think the '''People Online Highlight''' setting needs to be moved to Global
===UTA Data Exchange Automatic Unpack===
* The data exchange can now be configured to automatically unpack incoming packages.
* --> Workflow also involved here.
 
* '''PDF Page Restriction''': Within the [[Web Page View]] custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the [[Multiple Files]] Custom Field specified in the '''Value Stores To''' setting.
* '''Automatically Use User ID as File Name''': When used in association with the '''Save to Multiple File Field''' for HTML or PDF setting, when the [[Web Page View]] is stored to it will automatically be assigned with the [[userid]] of the person who created it. This can be used to ensure each user is only permitted to generate and store one file in that folder ('''Keep Versions''' must be disabled on the [[Multiple Files]] Custom Field)
'''Cam--> not sure this is working, as the file name is still prompted'''
* '''Value Stores To''': if a [[Single File]] or [[Multiple Files]] field is selected it will be the '''only''' File field that the Web Page View can be stored to. (Previously it acted as the default, but could be changed). If nothing is selected in the '''Value Stores To''' setting on the Web Page View field, any [[Multiple Files]] field on the current or parent level(s) can be selected by the user when the [[Web Page View]] is displayed.
==Contacts & Accounts==
===Unique Contact Identifier===
* Each contact in the system will now be issues a unique contact identifier code. This code can be accessed and displayed using @'''@uuid@'''@.
===Recurring Workflows===
* Recurring Workflows can be used to send out e-mails on a daily, weekly, monthly basis. These e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.
'''Cam--> The functionality still needs to be built out a bit''':
:How to control what day it fires on?
:Can we have a M-F workflow?
:If delay of 1 day does it fire at midnight?
:Activate. Is there a Deactivate?
:Should there only be Acknowledgement Task Type available?
* The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.
* Within a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].
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==QUESTIONS==
===Pandora===
* '''Should this be announced?'''
* At least explain in the Wiki what the '''Content Management''' L1 Template is for, and the '''Pandora Configuration''' on Global settings.
* Maybe say it's for advance programmers, and contact Support for details if you have IT staff with those skills?
===Web Service Settings - Enable and manage Web service (SOAP) for level 1 items===
* Announce, or just add brief explanation to Wiki?
 ===UTA Data Exchange Mapping===* Announce, or just add to Wiki?  ===Pandora UTA Invoicing===* Is this something that can be rolled out? (Oliver)  ===Record Unlock===* '''Cam-->Not in place, but if possible can we have an automated solution to unlock records --> i.e. after a give amount of time, or when user logs out (if enabled)'''  ===Status/Progress Indicator===--> Cam talk to Ting.--
=Previous Upgrades=
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