Wednesday, December 21, 2011

What's new in Pivotal CRM 6.0.10?

CDC Software released service pack 10 for Pivotal CRM.

So what's new:

End user features:

  • Drill-down graphs: Users can now double-click on a graph segment to drill-down and get additional information.
  • Tooltips on Graphs.
  • Column personalization support when a Search Results List display is specified: When a search is executed through Client Tasks or through a command with a specified Search Results List display, personalized display for the search is no longer ignored.
  • Optional parameter for Crystal Reports: The optional parameters defined in Crystal Report Designer will now be reflected as optional in the Report Options dialog box while running a report in the Client. Previously these parameters appeared as mandatory in the Report Options dialog box.


Customizers features:

  • Pivotal Visual Workflow 6.0.10.
  • Preselected standard filters: OnStandardFilterLoaded notification was added.
  • Enhancements to Active Search Page: OnSearchResultsListItemClicked notification handler is now fired when a record is clicked on an Active Search Page.
  • External attachment support.
  • Additional Client API to export data in a specified format to a specified destination file: ExportData method.
  • Connector APIs for automated sending of e-mail messages: send e-mail messages automatically without displaying the Outlook inspector window.
  • Additional client-side Connector APIs: Retrieve and Modify.
  • New dialog box for Set Global Options in the Security Business Object.
  • New chart types for Graphs: Line, Column, Doughnut, Point.
  • A Unicode version of the rlangdict.csv file.
  • New fields in E-mail command: To, Cc, Bcc, Subject.
  • Option to open links in a modeless Pivotal Client window.
  • Localization of the Crystal parameter labels.
  • Display open parameters in multiple columns: Open parameters for a search can now be displayed in either a single column or multiple columns.
  • New lightweight SystemProxy proxy class: replacement for PBS XML API.


Administrator features:

  • New user interface with settings to specify form layout display and user authentication during installation.
  • Support for specifying Fully Qualified Domain Name (FQDN) to access ClickOnce deployment servers from different locations.
  • HTTPS support in ClickOnce deployment.
  • Microsoft SQL Server 2008 R2 Native Client support.
  • Improved Pivotal Diagnostics.
  • EMS Inbound Email Address now supports the configuration of the POP3 server port.
  • Enhancements to the Rn1SendX component in Pivotal Business Server to support the configuration of an SMTP port number.
  • SQL Server read-committed snapshot database option.


And of cause, many bugs were fixed.

Thank you,
Max Shafranski

3 comments:

  1. Hi Max,

    Have you tried SystemProxy proxy class?
    Can you explain a bit?

    Thanks,
    Kathy

    ReplyDelete
  2. I didn't try it yet.
    But I think you can create SystemProxy object from 3rd party application and use it in a usual way to access Pivotal data.

    Here is an example how to use it:

    // Programs should create a single SystemProxy instance for each user and then use that
    // instance. Do not create multiple SystemProxy instances for the same user,
    // as doing so is a waste of resources and can reduce performance.
    SystemProxy sp = new SystemProxy(new Uri("http://localhost"), systemName, UserInfo.CreateUser("Client"));

    // Get the Company data template.
    DataTemplate companyTemplate = sp.UserProfile.GetMetaItem("Company");

    // Load the company with ID 0x0000000000000229 using the Company data template.
    ParameterList loadParameters = new ParameterList();
    using (DataSet dataSet = sp.DataService.LoadData(companyTemplate,
    Id.Create("0x0000000000000229"), loadParameters))
    {
    // Change the company name.
    dataSet.Tables["Company"].Rows[0]["Company_Name"] = "Alton Towers";

    // Save changes.
    ParameterList saveParameters = new ParameterList();
    sp.DataService.SaveData(companyTemplate, dataSet, saveParameters);
    }

    Regards,
    Max

    ReplyDelete