Search Results Archives: August 2007

Release Notes – Aug 25th 2007

August 24, 2007 at 4:36 pm Filed in:Release Notes No Comments

Additions:

  • You can now set up alerts that will notify all users of the account once the alert event has happened.
  • New security setting added to the Security Settings screen under Setup: Administrator Access. This setting can determine if User Administrators can always see other user’s data regardless of the selected security setting.
  • By default the system will now remember the last page you were at in result listings. You can turn it off and have all record listings default to page 1. The option to do so is on Page 2 in your user preferences screen.
  • Identifier fields added to the contact and company full search forms
  • Using the XML web services (which allow pro users to create records in the CRM from their own websites) now allows the assigning of a record to a particular user based on its Id. You can see your user’s unique Id via the Setup->Create/Edit Users screen.
  • Calendar, case and task exports via the left navigation menu now include a list of assigned users.
  • Relevant exports now show certain dates and times both in the UTC time zone and the user’s local time. For example, in the calendar export the start and end dates now show both in the UTC and local timezones (as set in your preferences).
  • All exports via the left navigation menu now show the record tags where applicable.

Fixes:

  • When completing mass record updates the screen will now refresh back to the initial step.
  • Resolved an issue with email campaigns not auto sending when using the XML web services to update the CRM from your own website.
  • Quick create form now redirects to edit screen again if set to do so in your preferences.
  • Deal’s ‘Show All’ button now works as intended.

Release Notes – Aug 3nd 2007

August 3, 2007 at 9:09 am Filed in:Release Notes No Comments

Another small maintenance release with a couple of fixes:

  • Fixed an issue with country drop down appearing to not ‘stick’ in some cases when editing address.
  • Fixed an issue with export – when exporting company and contact records, and selecting to export only default addresses, the address information will show if it is marked as default, OR if it is the only address entry for the exported record. Before only addresses marked explicitly as default would show using that option.