GA-278 - Client Portal Group Duplication - 3eG will now automatically assign a Client Portal user access to a group that he or she created using the Client Portal group duplication process.
GA-281 - Client Portal - User Administration Search - Client Portal admin users now have the ability to filter users by group access. GA-277 - Client Portal Group Duplication - Rich Text Field - This field and control were upgraded to allow for rich text, this way you can easily paste rich text content such as a grid copied from Microsoft Word, for example.
FIELD GENIUS KNOWLEDGE BASE PDF
We also have an option to turn the creation of this PDF off for the CP companies who are not interested in the PDF/RFC. This PDF form is created from a template we can house in the doc center and is automatically attached to the New Group email alert that get sent. GA-279 - Client Portal Group Duplication - Create a PDF RFC document from the online form - Ternian requested that an RFC document get created using the group information submitted by the CP users during the group duplication process. Now, we can grant all Client Portal users access to ALL products and they will only be able to view the products that are within their group access. Their Client Portal users were not automatically inheriting new products access previously, which made it so they could not see some of their members / products / groups. This will alleviate issues we were having with Ternian, for example, who adds new products all the time. If a user is granted all product access, they will be able to see all products in the groups they have been granted access to. CLIENT PORTAL GA-264 - CP Permissions - Product Access Auto-Mapping - There are now new checkboxes on the Client Portal user edit screen allowing us to assign ALL products to a given user.
FIELD GENIUS KNOWLEDGE BASE SOFTWARE
Here is a summary of all the areas of Genius Avenue software that were enhanced with the release.