211.1.19
New Features Pre-releasePre-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