211.1.19

New Features Pre-release

Pre-Release Version: features are only available to customers using a pre-release version who have signed up to the Early Adopter Programme.


New Features
  • Added the ability to merge companies
  • Added Launch Buttons to the drop downs on the Move Person form
  • Added Drag and Drop functionality to most popup list text boxes
  • Added a menu option to launch ‘Move Person’
  • Added Company External Reference to Person Import
  • Added Company External Reference to Case Import
  • Added Company External Reference to Task Import
  • Added Company External Reference to Opportunity Import
  • Added End User Company External Reference to Opportunity Import
  • Extended the memo import and exports to support memo types
  • Added the ability to select a memo type when entering memos
  • added a new table and maintenance for memo types
  • Added settings to determine whether memos are enabled per entity
  • Enabled Memos on Cases
  • Enabled Memos on Opportunities
  • Enabled Memos on Tenders
  • Enabled Memos on Tasks
  • Added menu items for Opportunity, Tender and Case Import/Export
  • Added Forgot Password and Change Password endpoints to the API

Date applied: February 4, 2022