Release Notes — July 18, 2013

Below is a summary of recent Release Note Highlights:

  • View Contact Note drafts now available on the Add New Note dialogs - this means if you accidentally don't save a Note, it will be available in the Note drafts section for you to copy and save at a later date.  See the end of this post for details.
  • Added option to Session Timeout setting to support All Day option - previously, 90 minutes was the longest available option. See this post for details.
  • User list on Dashboard Recently Viewed Notes is now alpha sorted.
  • Added User Rights for Contact Note Delete, Contact Record Delete, Changing Contact Details, Exporting, Running Reports, and Combining Contacts - see this post for details.
  • Email Signature support up to 7900 characters - bumped up the character limit to provide greater flexibility with email signatures.
  • Activity Note length increased to 7900 characters - bumped up the character limit to allow for more detailed notes associated with activities.
  • Now blocking files types with the extensions *.exe, *.bat and *.msi from uploading to CRM Doc Storage - introduced as a security measure.
  • Changing a user's password now requires the current user password - As an extra security precaution to protect your data, we've implemented this requirement.  Details on changing your password are here.
  • Now masking the Contact SSN/TAXID number by default - Full number is accessible with a click, but as an extra security measure only the last four digits are displayed by default.  Note: you can change this default setting within your Site Preferences.
  • Added "Old Email" as a new Internet Type - Use this new Type designation to track as many old email addresses for contacts as you need for archiving purposes.  Details are here.
  • Switch-in Database Users can now be a part of any Database Team - learn more here.
  • Change of labels in Custom Exports — Assistant Information is now Primary Contact.
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