Administrator Guide

July 2017 Update Details

June 30, 2017

Custom Document Folder naming conventions would not display all documents if the name was changed. This issue has been resolved.

June 20, 2017

Could not create a New Contact using the Outlook Plugin under certain conditions. This issue has been resolved.

June 14, 2017

The automated field “Date Completed� on a Task wasn’t updating. This issue has been resolved.

June 13, 2017

When a LookUp field is disabled it would crash the Edit page under certain conditions. This issue has been resolved.

May 31, 2017

When a Folder was deleted for a standalone parent item, any associated Document Folders were not deleted. This issue has been resolved.

May 30, 2017

Status field on a Task was not Display Form editable. This issue has been resolved.

May 24, 2017

SharePoint percentage columns were not displaying correctly on Display Forms. This issue has been resolved.

May 23, 2017

Document Merge Template names were showing with encoded code for naming conventions using brackets. This issue has been resolved.

May 18, 2017

When using Custom Linking on a Connection oriented Sub Grid, the Add Connection button should not show. This issue has been resolved.

May 9, 2017

Connections list was not removing items under certain conditions. This issue has been resolved.

May 7, 2017

User messages for Connection buttons on Campaign Contacts Grid improved.

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