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newreleases:release_2.17.12 [2018/01/16 09:14] – [Direct Engagement] 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.\\ | ||
+ | |||
+ | **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.\\ | ||
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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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====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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+ | </ | ||
+ | <pane id=" | ||
=====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. | ||
+ | </ | ||
</ | </ | ||
+ | </ | ||