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| newreleases:release_2.17.12 [2018/01/16 09:13] – created ivan | newreleases:release_2.17.12 [2018/05/01 15:29] (current) – [Filtered last contact date] ivan | ||
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| ====== Release 2.17.12 ====== | ====== Release 2.17.12 ====== | ||
| + | ~~NOTOC~~ | ||
| + | <alert type=" | ||
| - | **Note**: If you have custom forms defined in IQX, not all new features may be available to you. Your agency custom forms are shown on Help – About. | + | <nav type=" |
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| + | <pane id=" | ||
| =====User===== | =====User===== | ||
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| Complete bank account numbers can be obscured. Users will be able to see the last four digits of the account number for confirmation purposes. | Complete bank account numbers can be obscured. Users will be able to see the last four digits of the account number for confirmation purposes. | ||
| - | + | </ | |
| + | <pane id=" | ||
| ===== System Administrator ===== | ===== System Administrator ===== | ||
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| Existing columns can be hidden by inserting 0 in the Position column. Specifying a specific position can be problematic as the position of a column is also affected by \\ | Existing columns can be hidden by inserting 0 in the Position column. Specifying a specific position can be problematic as the position of a column is also affected by \\ | ||
| hidden columns. Therefore, some trial and error may be necessary to get a column to appear in the desired position.\\ | hidden columns. Therefore, some trial and error may be necessary to get a column to appear in the desired position.\\ | ||
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| + | **Tip:** Set the position of a custom column by moving it within the relevant view, right clicking on a column header and saving it as a either a Departmental or Named Layout. | ||
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| + | **Note:** If you create a custom column in a department which is not your User default department you will not be able to see those columns.\\ | ||
| + | |||
| + | You would need to change your default department and then reopen the person selector to see them displayed.\\ | ||
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| + | If you want all departments to see a custom column it would need to be generated in the Default department.\\ | ||
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| ====Default Searches and Easier access to Searches==== | ====Default Searches and Easier access to Searches==== | ||
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| The end user will also need the Quick Lookup Facility on Person Selector activated. \\ | The end user will also need the Quick Lookup Facility on Person Selector activated. \\ | ||
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| - | ====Direct Engagement==== | ||
| - | |||
| - | **Proposed controlled by Can override Temp Charge Rates 10/1/18** \\ | ||
| ====1 page New Person Wizard==== | ====1 page New Person Wizard==== | ||
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| The selections are recorded in the ContClassPersonDivFilter table on the database. \\ | The selections are recorded in the ContClassPersonDivFilter table on the database. \\ | ||
| - | Once triggered a new column, FilteredLastContactEvent, | + | Once triggered a new column, FilteredLastContactEvent, |
| - | his information can be searched on and added to reports.\\ | + | This information can be searched on and added to reports.\\ |
| In addition, this information can be searched on once a new searchable data Item is set up in Database Setup - Dictionary of Searchable Data Items.\\ | In addition, this information can be searched on once a new searchable data Item is set up in Database Setup - Dictionary of Searchable Data Items.\\ | ||
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| To obscure bank account numbers go to Maintenance – General Settings – Privacy – Star start of Bank Account Number and set the values to ‘Y’.\\ | To obscure bank account numbers go to Maintenance – General Settings – Privacy – Star start of Bank Account Number and set the values to ‘Y’.\\ | ||
| + | </ | ||
| <ifauth @newreleases, | <ifauth @newreleases, | ||
| + | <pane id=" | ||
| =====Enhancements===== | =====Enhancements===== | ||
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| * Maintenance, | * Maintenance, | ||
| * Document download area | * Document download area | ||
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| + | </ | ||
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| =====Fixes===== | =====Fixes===== | ||
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| * Prevent save changes messages on contact events. | * Prevent save changes messages on contact events. | ||
| * Company - Placement unexpected characters in charge column. | * Company - Placement unexpected characters in charge column. | ||
| + | </ | ||
| </ | </ | ||
| + | </ | ||
ivan