A couple of changes have just gone live:

• If you use the “my user” restriction to limit access to profiles, there are new options about which activity records affected operators may see. System administrators can change this in the ‘security’ tab of global settings.
• Groups using relationships will now by default not include the linked profile as the ‘second’ member of the group, but you can include them if needed by editing your group definition. We have also fixed an issue with communication recipients using groups.
• You can now restrict custom activity fields to operators with manager or higher access level.

We’re currently working hard on a completely new and re-written help system – coming soon!

There was a small update with some fixes and updates to the system this morning.

One that you may notice is that by default sending emails cc is no longer available as an option. You can enable this in system admin > global settings > communication settings if you really need it. But as cc emails are one of the most common ways that data breaches can happen, removing it by default makes accidents a little less likely without significantly reducing functionality.

Other changes include:

• profile type now appears in report templates.
• you can view 100 records in a table – though the more you have the slower it will be.
• downloading “complete responses” from an evaluation report will give you all the questions as columns, in order that they appear on the survey, not just the answers with responses. There is also a ‘project’ column showing which project the evaluation was entered in.