newreleases:release_2.17.12

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newreleases:release_2.17.12 [2018/01/16 09:14] – [Direct Engagement] ivannewreleases: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="info">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.</alert>
  
-**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="tabs"> 
 +  *[[#tabs-user|User]] 
 +  *[[#tabs-admin|System Administrator]] 
 +  *[[#tabs-enhancements|Enhancements]] 
 +  *[[#tabs-fixes|Fixes]] 
 + 
 +<pane id="tabs-user">
  
 =====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> 
 +<pane id="tabs-admin">
 ===== 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.\\ 
 +
 +**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.
 +
 +**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.\\
 +
 +If you want all departments to see a custom column it would need to be generated in the Default department.\\
 +
  
 ====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. \\ 
- 
- 
  
 ====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, in the Person table records the date/time of the last contact event type identified as an actual contact. T\\ +Once triggered a new column, FilteredLastContactEvent, in the Person table records the date/time of the last contact event type identified as an actual contact.\\ 
-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’.\\ 
 +</pane>
  
 <ifauth @newreleases,@internal> <ifauth @newreleases,@internal>
 +<pane id="tabs-enhancements">
 =====Enhancements=====  =====Enhancements===== 
  
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   * Maintenance, Phone Types allow editing display name.   * Maintenance, Phone Types allow editing display name.
   * Document download area   * Document download area
 +
 +</pane>
 +<pane id="tabs-fixes">
  
 =====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.
 +</pane>
 </ifauth> </ifauth>
 +</nav>
  
  
  • newreleases/release_2.17.12.1516094071.txt.gz
  • Last modified: 2018/01/16 09:14
  • by ivan