CRM-4841

Spell-check functionality has been added to user-defined fields so that it is consistent with standard text fields. Word spelling has been invoked on these fields.

Previously, user-defined fields had no spelling check.

 

CRM-4842

Added Profile Status field to profiles to allow inactive profiles to be set to Restricted (inactive). The profile status for the active profiles is displayed as Available.

Previously, all profiles were active and available and there was no way to make a profile inactive.

 

CRM-4843

Changed the default value for Notify Attendees to be configurable to avoid sending unnecessary messages to customers. You can configure the default value using System Control|System|Activity and Reminder Settings.

Previously, the field was defaulted to be selected and could result in unnecessary messages to customers.

 

CRM-4873

Fixed the error of missing field list in Remote Sales.

6.7

CRM-4905

CRM Reporting via Crystal Reports has been modified to correctly display decimal values for the numeric format of style “-1123.00”.

Previously, the numeric format of style “-1123.00” was not working for any decimal fields.

6.6.1+

CRMS-187

Profile Add Wizard no longer saves a Profile record when a validation fails for a user-defined field added as non-blank in one of the multiple User-Defined frames. Other affected functions have also been addressed.

Previously, the Profile record was saved.

6.6.1+

CRMS-188

Previously, the Quote and Order lines created in ERP and CRM were incorrectly numbered and had duplicates. This issue has been fixed.

6.6.3+

CRMS-189

Previously, while importing profiles into CRM through Generic Data Import utility, the CRM system did not validate the number of characters in the fields of profile name and alias name. This resulted in errors while sending the profiles into QAD ERP. This issue has been fixed.

6.6.3+

CRMS-191

Profile Summary Report now displays Planned Activities and History with correct sorting based on the start date and time.

Previously, the report was displayed with incorrect sorting.

6.6.3+

CRMS-192

Previously, the Find Profile/Contact displayed incorrect profile name when creating sales quotes for a profile with a comma in its name. This issue has been fixed.

6.6.3+

CRMS-193

The width of the decimal fields for Comparative Sales Report and some other reports has been increased to accommodate at least ten digits.

6.6.3+

CRMS-194

Previously, you could not save an activity with a user ID other than the current login user. This issue has been fixed.

6.6.3+

CRMS-196

Previously, the Quote Printing option printed duplicate lines when a “where” clause was added in the Query Builder for Quote Line and there were two quote lines out of which one line was canceled. This issue has been fixed.

6.6.3+

CRMS-197

Previously, the last comment line was merged into the previous line in the printed quotes. The same issue occurred also to the multiple-line text in External Text and Internal Text. Now the issue has been fixed.

6.6.3+

CRMS-198

Previously, the history activity records were not displayed on the History tab of Activities tab in Customer Console. This issue has been fixed.

6.6.3+

CRMS-200

Fixed the issues that CRM system gave an error while dumping data and there was a discrepancy in opportunity records between the host and the remote system.

6.6.1

CRMS-202

Fixed the incorrect display of time zone for created issues in Installed Base.

6.7

CRMS-204

Previously, the List of Activities panel on Activities window was displayed incorrectly after you changed the numeric format to European in View|Container Information|Session Attributes.

6.7