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Platform - Spring 2016

 
Don't miss out on all the *new* features and enhancements in this release!
General
  • Enhanced the SSRS Report Viewer Component to the latest version.
  • Enhanced report paths by increasing the length of the Launch_Page field to accommodate longer urls.
  • Enhanced the application pools to place the Check-In 2 application in its own application pool and configure it to automatically recycle under heavy CPU loads as a best practice.
  • *New* Added a Contact Card panel along with the system panels to display Contact information of the Contact associated with the open record.
  • *New* Added additional panels on open records for quick reference to details about options chosen from drop-downs in the main record.
  • *New* Added column based searching. Don't worry, if you love searching by commas, you still can!
User Interface / Layout / Graphics
  • Enhanced record layout to increase label width reducing wrapping of field labels.
  • *New* Added record status color indicators to calendar layout.
  • *New* Added selection check boxes to calendar layout.
Advanced Search / Views
  • Fixed an issue where views using the Date Updated field did not reflect mass update Audit Log activity.
  • Fixed an issue where View Notifications were using the deprecated User Email field on the User record instead of the Email Address field on the Contact record. 
Login Page
  • Enhanced the Login screen so that the username and password fields are centered if there are no Social Login elements (external authentication) available.
Home Page
  • Fixed an issue where sub page selections were not displayed properly on the Home page > My Selections tab thus preventing them from being cleared.
  • Fixed an issue where non-admin users could not see all relevant columns on Home page > My Notifications tab.
  • Fixed an issue where the Home page > My Tasks tab grid columns showed incorrect column numbers.
  • Fixed an issue where searching using commas on the Home page tabs was not consistent with the displayed column numbers.
  • Enhanced My Selections tab on Home page so that selections have checkboxes for the ability to select the desired selections to delete.
Copy / Recurring Records
  • Fixed an issue where when creating a recurring series the current record was not updated to become part of the series.
  • Enhanced Copy functionality to include option to copy files attached to the copied record.
Creating / Editing / Deleting Records
  • Fixed an issue where rich text control did not save properly when editing in HTML mode and full-screen mode.
  • Fixed an issue where HTML being pasted into an HTML field in source mode generated an error.
  • Fixed an issue where when editing records with dates that have seconds in the time component were updated to have no seconds. This could potentially re-fire Processes if they were triggered by the date field.
  • Fixed an issue where when editing a record the time portion of a date & time field was cleared (set to midnight) if Cancel button was clicked after initial Edit.
  • Fixed an issue where when creating an Event using Quick Add the End Date could be before the Start Date.
  • Fixed an issue where users with rights to a sub-page, but not the page itself, could not successfully use the add button from the sub-page.
  • Enhanced save record functionality to only update fields the user specifically changed. This prevents records being simultaneously edited from overwriting fields not directly edited.
  • Enhanced new record creation so that new records visibly display any default values configured in the database. For Example, a new Event record will show a default value for "Minutes for Setup" of 0.
  • Enhanced the New Message Tool to automatically clean the HTML (and remove MSO tags) when pasting from MS Word into a rich text editor. This also means the Paste from Word button has been removed from the New Message Tool.
Tasks
  • Fixed an issue where changing the Task Title on Tasks assigned by a Process could generate an error.
  • Enhanced the Description field of Tasks to include validation to prevent field from being truncated due to length.
Messages
  • *New* Added additional error handling in email processing engine to avoid canceling the message to remaining recipients if one recipient fails.   
  • Enhanced the New Message Tool to automatically clean the HTML (and remove MSO tags) when pasting from MS Word into a rich text editor. This also means the Paste from Word button has been removed from the New Message Tool.
Selections
  • Fixed an issue where saved selections were not showing up in the selections drop-down without refreshing the page or browser.
  • Fixed an issue where trying to save a selection without providing a selection name generates an error.
Audit Log
  • Fixed an issue where date & time fields were recorded in the Audit Log as "updated" even when no changes were made.
  • *New* Added ability to group Audit Log panel by field name (in addition to date).
Processes
  • Fixed an issue where a space character at the end of the value in the Trigger Field field in Process generated an error.
  • Fixed an issue where a space character at the end of the value in the Lookup User Field field in Process Steps generated an error.