Difference between revisions of "Template:April2016Upgrade"
| Line 14: | Line 14: | ||
43318 - Stripe Integration | 43318 - Stripe Integration | ||
| + | This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November. | ||
| − | 37891 - Arcadia X Layout picker (template for section creation) | + | 37891 - Arcadia X Layout picker (template for section creation)<br /> |
| + | For novice uses, the Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates. Users have the ability to choose an Arcadia X theme and background. The resulting layouts will be responsive in nature. | ||
36544 - Create a new style sheet for XML budgets and define default classes for cells<br /> | 36544 - Create a new style sheet for XML budgets and define default classes for cells<br /> | ||
| Line 27: | Line 29: | ||
| − | 39232 - Would Like to Lock Contact Record when in Edit Mode | + | 39232 - Would Like to Lock Contact Record when in Edit Mode<br /> |
This feature adds the record Lock function when modifying contacts and companies preventing two users from modifying the same record. | This feature adds the record Lock function when modifying contacts and companies preventing two users from modifying the same record. | ||
Function can be turned on and off by going into Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | Function can be turned on and off by going into Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) | ||
| − | 42000 - Search field on the Reports page | + | 42000 - Search field on the Reports page<br /> |
| − | + | This enhancement adds the ability to search for reports from within the Reports module. | |
35656 - Add date last modified to custom field list view<br /> | 35656 - Add date last modified to custom field list view<br /> | ||
| Line 74: | Line 76: | ||
| − | 44524 - List View Parent and Child | + | 44524 - List View Parent and Child Advanced Search<br /> |
This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:<br /> | This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:<br /> | ||
a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br /> | a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br /> | ||
| − | 44779 - Batch create Level one from Provider | + | 44779 - Batch create Level one from Provider<br /> |
This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider | This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider | ||
Revision as of 12:43, 7 March 2016
Global System Upgrades
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:
On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
42404 - Dynamic List View Filtering
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@
42199 - Revision comments
This feature allows annotations to be added to specific blocks of text. Annotation allows revisions to be make to a field without making other fields editable.
43318 - Stripe Integration
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
37891 - Arcadia X Layout picker (template for section creation)
For novice uses, the Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates. Users have the ability to choose an Arcadia X theme and background. The resulting layouts will be responsive in nature.
36544 - Create a new style sheet for XML budgets and define default classes for cells
This enhancement adds basic styling to XML budgets via predefined css. The results are XML budgets that look good without any independent styling.
43930 - Privacy and Confidentiality is a shared responsibility
This enhancement makes it easier for organizations and their users to understand their privacy and confidentially responsibilities.
39232 - Would Like to Lock Contact Record when in Edit Mode
This feature adds the record Lock function when modifying contacts and companies preventing two users from modifying the same record.
Function can be turned on and off by going into Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users)
42000 - Search field on the Reports page
This enhancement adds the ability to search for reports from within the Reports module.
35656 - Add date last modified to custom field list view
Global System Upgrades
Added the Last Modified Date field to custom field list views allowing users and support to see when fields were last changed.
40243 - Role Permission for Submit button
Global System Upgrades
Added role and UTA permission settings to Submit buttons. This enhancement makes managing Submit buttons easier and eliminates visibiliy conditions.
If a Submit button is associated with both a role and UTA role, the UTA role will take precedence.
35842 - Assignment List View
Global System Upgrades
This feature adds the ability to assign many objects (example includes users, organizations, Level 1, Level 2, Level 3) to many objects. Phase one of this enhancement (April 2016 Upgrade) will focus on attaching contacts to Level 1s.
37465 - Revamp Dynamic Control fields
Global System Upgrades
This feature changes the way Dynamic Control fields are rendered.
43980 - View L2 Fields in L3 List View (Like L2 List Views)
Global System Upgrades
This feature allows level 2 fields to be listed within a level 3 list views in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
44695 - UTA Packaging Phase 2 (SmartExchange)
44147 - Platform password policy enhancement
Global System Upgrades
This feature adds an additional option to the password policy allowing for a user’s ID (in its entirety) cannot be a part of the password, or the whole password.
44457 - Provider / Consumer List View Filter
Global System Upgrades
This feature enhances standard list views with the ability to view a subset of consumers from a provider.
44524 - List View Parent and Child Advanced Search
This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:
a) the organization connected to the L1
b) the branch connected to the L1
c) the external person connected to the L1
d) the internal person connected to the L1
44779 - Batch create Level one from Provider
This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider
