https://wiki.smartsimple.com/api.php?action=feedcontributions&user=Douglas&feedformat=atomSmartWiki - User contributions [en-gb]2024-03-28T18:15:19ZUser contributionsMediaWiki 1.27.1https://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12022Report Recordsets2012-10-12T14:57:14Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
<br />
[[Image:Report-tables-2012.png]]<br />
<br />
<br />
[[Category:Reports]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12021Report Recordsets2012-10-12T14:55:36Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
<br />
[[Image:Report-tables-2012.png]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12020Report Recordsets2012-10-12T14:52:14Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
[[Image:HelpDownloads.png]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12019Report Recordsets2012-10-12T14:49:59Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
[[Image:Report tables 2012.png]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=File:Report-tables-2012.png&diff=12018File:Report-tables-2012.png2012-10-12T14:48:26Z<p>Douglas: Report Recordset Descriptions</p>
<hr />
<div>Report Recordset Descriptions</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12016Report Recordsets2012-10-11T18:51:51Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
[[Image:Report Tables NEW Descriptions1.png]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12014Report Recordsets2012-10-11T18:47:03Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
[[Image:Report Tables NEW Descriptions.png]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12013Report Recordsets2012-10-11T18:36:37Z<p>Douglas: </p>
<hr />
<div>This table lists all of the Recordsets that are available to be included for your report.<br />
[[Image:Report Tables NEW Descriptions.pdf]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Creating_Custom_Fields&diff=12011Creating Custom Fields2012-10-10T19:45:11Z<p>Douglas: </p>
<hr />
<div>==Creating Custom Fields – Step by Step==<br />
<br />
In this example you will add [[Custom Fields|custom fields]] to the employee [[Role|role]] information, however; the attributes of the [[Custom Fields|custom fields]] are the same, regardless of the object.<br />
<br />
1. Click the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]].<br />
<br />
2. Click the '''Edit''' button for the '''Employee''' [[Role|role]].<br />
<br />
[[Image:Creat1.png]]<br />
<br />
There are three types of [[Custom Fields|custom fields]] that you can associate with a [[Role|role]].<br />
* '''Base Custom Fields''' – these fields are always associated with the [[Role|role]].<br />
* '''UTA Custom Fields''' – these fields are only used when you associate a contact with the [[Role|role]] in the context of a [[Universal Tracking Application]].<br />
* '''Association Custom Fields''' – these fields are only used when you associate a contact with the [[Role|role]] in the context of associating a contact with an organisation.<br />
<br />
3. Click the '''Base Custom Fields''' tab.<br />
<br />
The [[Custom Field|custom field]] list is displayed – currently blank.<br />
<br />
[[Image:Creat2.png]]<br />
<br />
4. Click the '''New Field''' tab.<br />
<br />
The '''New Custom Field''' window is displayed.<br />
<br />
[[Image:Creat3.png]]<br />
<br />
This window consists of the following settings:<br />
<br />
==General Settings==<br />
<br />
[[Image:Creat4.png]]<br />
<br />
* '''Display Order''' - determines the order in which the fields will be displayed on the page. The display order will start at the number 10 and increment by 10 for each [[Custom Field|custom field]]. The display order can be changed at any time without affecting any data.<br />
* '''Field Name''' – the name for the [[Custom Field|custom field]]. This name will also function as the caption unless the caption is set.<br />
* '''Caption''' – an alternative caption to the field name. If a caption is set it will be displayed rather than the field name.<br />
* '''Field Type''' - defines the content type for the field.<br />
* '''Tab Name''' – by adding a tab name, the [[Custom Field|custom field]] will be displayed on a tab of the same name at the top of the form. This technique reduces the length of the page. You can use multiple tabs and each field will be displayed under the associated tab.<br />
* '''Searchable''' – indicates if the field should be included in the search features.<br />
<br />
<u>'''Allow Empty Input Check Box'''</u><br />
<br />
The '''Allow Empty Input''' check box is displayed for text and select type fields, and controls if data is mandatory in that field.<br />
<br />
[[Image:Creat5.png]]<br />
<br />
* If you disable '''Allow Empty Input''' for '''Text''' type fields, the [[User|user]] will have to enter a value into the text box.<br />
* If you disable '''Allow Empty Input''' for '''Select''' type fields, the [[User|user]] will NOT be able to save the record without selecting a value other than the first value.<br />
<br />
* '''Appear Mandatory''': Makes the field appear as through it required even though "Allow Empty" is selected.<br />
<br />
<u>'''Additional Field level Options'''</u><br />
<br />
* '''Searchable Check Box''' - the '''Searchable''' check box is used to make the field searchable.<br />
* '''Track Changes''' – this setting is used to indicate that all changes to the value in field should be tracked. This tracking includes the original and replacement value, the [[Username|username]] and the date/time that the change was made.<br />
<br />
In order to see the changes a [[User|user]] needs to be in a [[Role|role]] associated with the '''Manager Permission''' – '''View Custom Field Changes'''. When in this [[Role|role]] an icon is displayed next to the field caption.<br />
<br />
[[Image:Creat6.png]]<br />
<br />
<u>'''Option Settings'''</u><br />
<br />
The '''Options''' field displayed below the field type will change depending on the field type selected.<br />
* For '''Select one''' or '''Multiple select''' type fields this will contain the list of selection options – separated by semi-colons.<br />
* For '''Text type''' [[Custom Fields|custom fields]], this can contain a default value for the field, or an instruction as to the purpose of the field.<br />
* For '''Calculated''' fields, this contains the expression.<br />
* For a multiple column layout, a '''Title Label''' field is used and the default value is set to the number of columns required.<br />
<br />
<u>'''Services Settings'''</u><br />
<br />
The services options provide links between a field’s contents and [[External|external]] web services.<br />
<br />
[[Image:Creat7.png]]<br />
<br />
* '''Enable Map Service''' – displays the map icon next to the field name. This icon will launch the [[User|user’s]] selected map service and display a map of the content of the field – provided a valid address is stored in the field.<br />
* '''Enable People Search Service''' – displays the '''Search Internet''' icon next to the field name. This icon will launch a variety of search services and display the contact details from those services– provided a valid contact name is stored in the field.<br />
* '''Enable Organisation Search Service''' – displays the '''Search Internet''' icon next to the field name. This icon will launch a variety of search services and display the organisations details from those services– provided a valid organisation name is stored in the field.<br />
<br />
<u>'''Validation Settings'''</u><br />
<br />
The '''Validation''' fields displayed below the field type will change depending on the field type selected.<br />
<br />
[[Image:Creat8.png]]<br />
<br />
You can control the validation of any text type [[Custom Field|custom field]].<br />
* '''Basic validation''' consists of date, numeric, and alphabetic validation. If you select date validation, a calendar icon will be displayed to the right of the field name automatically.<br />
* '''Custom validation''' allows you to set input masks for the field. For example '''>100 or @value@>100''' would restrict the value entered to greater than 100. To validate 9 digits SIN number, '''isMatch(@value@, 'NNNNNNNNN', false)'''. See the [[SmartSimple]] wiki for additional examples.<br />
* Message will display a field specific message if the validation criteria are not met.<br />
* For more advanced page level validations you can use the [[Custom Field Type: Special – Browser Script|Custom Field – Special Browser Script]] to add a specific script to any page.<br />
<br />
<u>'''Value Stores To'''</u><br />
<br />
[[Image:Creat9.png]]<br />
<br />
* This setting will take the value for the current field and store it into another field associated with the same [[Entity|entity]].<br />
* For example, you may need two fields, one captioned in English and another captioned in French, but need to store the value into a single field.<br />
<br />
<u>'''Formatting Settings'''</u><br />
<br />
The formatting settings control the presentation of text type fields.<br />
<br />
[[Image:Creat10.png]]<br />
<br />
* '''Height''' – controls the number of lines for a text box. This size is based on the default text size in the client [[Browser|browser]].<br />
* '''Width''' – controls the width of the next box.<br />
* '''Number Format''' – controls the format of the data when the field is displayed in '''View''' mode. You can use standard setting such as Integer, Decimal, Currency, Percent or custom formats such as $#,###.00.<br />
* '''Style''' – controls the bold, underline, italic and highlight attribute when the field is displayed in view mode.<br />
* '''Tool Tip''' – provides mouse over help to the [[User|user]] in the use of the field.<br />
<br />
<u>'''Role Permissions'''</u><br />
<br />
Access to a [[Custom Field|custom field]] is controlled by [[Role|role]] based permissions.<br />
<br />
[[Image:Creat11.png]]<br />
<br />
* '''Allow View Field''' – If you associate this setting with [[Role|roles]], then the field will only be displayed to people with these [[Role|roles]]. If you leave this field blank, then everyone will be able to see the field.<br />
* '''Allow Modify Field''' – If you associate this setting with [[Role|roles]], then the field will only be modifiable by people with these [[Role|roles]]. If you leave this field blank, then everyone will be able to modify the value on the field.<br />
* '''Deny View Field''' – If you associate this setting with [[Role|roles]], then the field will not be displayed to people with these [[Role|roles]]. If you leave this field blank, then everyone will be able to see the field.<br />
* '''Deny Modify Field''' – If you associate this setting with [[Role|roles]], then the field will not be modifiable by people with these [[Role|roles]]. If you leave this field blank, then everyone will be able to modify the value on the field.<br />
<br />
<br />
<br />
==Creating Custom Fields==<br />
<br />
1. Create the following fields for the employee [[Role|role]] you have previously established:<br />
<br />
[[Image:Create.png]]<br />
<br />
The completed field list will look as follows:<br />
<br />
[[Image:Creat17.png]]<br />
<br />
2. Review an '''Employee''' record and set the fields as shown below:<br />
<br />
[[Image:Creat18.png]]<br />
<br />
3. Select the '''Compensation''' fields.<br />
<br />
[[Image:Creat19.png]]<br />
<br />
[[Category:System Management]][[Category:Custom Fields]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Custom_Field_Type:_Special_%E2%80%93_Color_Code&diff=12010Custom Field Type: Special – Color Code2012-10-10T19:43:04Z<p>Douglas: </p>
<hr />
<div><u>'''Field Display'''</u> <br />
<br />
'''Edit Mode'''<br />
<br />
[[Image:Cf63.png]]<br />
<br />
'''View Mode'''<br />
<br />
[[Image:Cf64.png]]<br />
<br />
<u>'''General Description'''</u> <br />
<br />
Used to display a colour box based on the value selected by the [[User|user]]. <br />
<br />
<u>'''Field Options''' </u><br />
<br />
* '''Display Order''': The order (relative to other fields) in which this field is displayed<br />
* '''Tab Name''': Displays the field under a given tab<br />
* '''Field Name''': The name of the field, used internally to reference the user's input<br />
* '''[[Caption]]''': The leading question or prologue before the field<br />
* '''Allow Empty''': This checkbox allows the field to be left empty<br />
* '''Appear Mandatory''': Makes the field appear as through it required even though "Allow Empty" is selected.<br />
* '''Searchable''': This field can be searched within the tracking application<br />
* '''Track Changes''': Keeps track of changes made to this field<br />
<br />
<u>'''Special Options for Field'''</u> <br />
<br />
* '''Values''': Sets the colour code and the value linked by an equal sign and separated by a semi-colon. For example:<br />
<br />
'''CC0000=Red;336600=Green;3333FF=Blue;000000=Black'''<br />
<br />
<u>'''Services'''</u> <br />
<br />
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field<br />
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services<br />
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services<br />
<br />
<u>'''Value Stores To'''</u><br />
<br />
* '''Custom Field''': Enables linking two different custom fields to the same user data<br />
<br />
<u>'''Field Formatting Options'''</u> <br />
<br />
* '''Width''': Determines the width of the field<br />
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font> <br />
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over<br />
* '''Read Only''': Checkbox<br />
* '''HTML Tag''': Additional attributes to the field HTML tag<br />
* '''[[Visibility Condition]]''': Conditions upon which the field is visible<br />
<br />
<br />
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u> <br />
<br />
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.<br />
<br />
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u> <br />
* ''Only present within the [[Universal Tracking Application]]''<br />
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.<br />
<br />
<br />
[[Category:Custom Fields]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Deprecated_-_Custom_Field_Type:_Select_Many_%E2%80%93_List_Box&diff=12009Deprecated - Custom Field Type: Select Many – List Box2012-10-10T19:41:52Z<p>Douglas: </p>
<hr />
<div><u>'''Field Display'''</u> <br />
<br />
'''Edit Mode'''<br />
<br />
[[Image:Cf50.png]]<br />
<br />
'''View Mode'''<br />
<br />
[[Image:Cf51.png]]<br />
<br />
<u>'''General Description'''</u> <br />
<br />
Displays as a '''List''' box in '''Edit''' mode. Displays as a list of values the user can select multiple values. The user needs to use '''Control + Click''' to select multiple items or '''Shift + Click''' to select a set of contiguous items. <br />
<br />
<u>'''Field Options''' </u><br />
<br />
* '''Display Order''': The order (relative to other fields) in which this field is displayed<br />
* '''Tab Name''': Displays the field under a given tab<br />
* '''Field Name''': The name of the field, used internally to reference the user's input<br />
* '''[[Caption]]''': The leading question or prologue before the field<br />
* '''Allow Empty''': This checkbox allows the field to be left empty<br />
* '''Appear Mandatory''': Makes the field appear as through it required even though "Allow Empty" is selected.<br />
* '''Searchable''': This field can be searched within the tracking application<br />
* '''Track Changes''': Keeps track of changes made to this field<br />
<br />
<u>'''Special Options for Field'''</u> <br />
<br />
'''Values''': The values to be used in the list box delimited by a semi-colon with no spaces<br />
<br />
'''Note:''' If you want the value(s) ''stored'' in the field to be different from what is ''displayed'' beside in list box you can use the following syntax in the '''Values''' section:<br />
''StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3;<br />
<br />
The value '''before''' the equal sign will be stored. The value '''after''' the equal sign is what will be displayed in the list box, but does not get saved. <br />
<br />
<u>'''Services'''</u> <br />
<br />
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field<br />
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services<br />
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services<br />
<br />
<u>'''Field Validation'''</u> <br />
<br />
* '''Type''': Select Date, Numeric, or Alphabetic validation<br />
* '''[[JavaScript Validation]]''': Custom JavaScript validation formulas can be entered in this field<br />
* '''[[Validation Message|Message]]''': The message that the user will see if the data in the field fails a validation check<br />
<br />
<u>'''Value Stores To'''</u><br />
<br />
* '''Custom Field''': Enables linking two different custom fields to the same user data<br />
<br />
<u>'''Field Formatting Options'''</u> <br />
<br />
* '''Width''': Determines the width of the field<br />
* '''Height''': Determines the height of the field<br />
* '''[[Number Format]]''': Allows you to define how numbers in this field will be displayed. See [[Number Format|here]] for details. <br />
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font> <br />
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over<br />
* '''Read Only''': Checkbox<br />
* '''HTML Tag''': Additional attributes to the field HTML tag<br />
* '''[[Visibility Condition]]''': Conditions upon which the field is visible<br />
<br />
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u> <br />
<br />
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.<br />
<br />
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u> <br />
* ''Only present within the [[Universal Tracking Application]]''<br />
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.<br />
<br />
<br />
[[Category:Custom Fields]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Custom_Field_Type:_Select_Many_%E2%80%93_Check_Boxes&diff=12008Custom Field Type: Select Many – Check Boxes2012-10-10T19:40:43Z<p>Douglas: </p>
<hr />
<div><u>'''Field Display'''</u><br />
<br />
'''Edit Mode'''<br />
<br />
[[Image:Cf48.png]]<br />
<br />
'''View Mode'''<br />
<br />
[[Image:Cf49.png]]<br />
<br />
<u>'''General Description'''</u> <br />
<br />
Displays as a set of check boxes in '''Edit''' mode. The [[User|user]] can select multiple values. In '''View''' mode the values are displayed as text, semi-colon delimited. The # of columns option is used to define the number of columns required for display. <br />
<br />
<u>'''Field Options''' </u><br />
<br />
* '''Display Order''': The order (relative to other fields) in which this field is displayed<br />
* '''Tab Name''': Displays the field under a given tab<br />
* '''Field Name''': The name of the field, used internally to reference the user's input<br />
* '''[[Caption]]''': The leading question or prologue before the field<br />
* '''Allow Empty''': This checkbox allows the field to be left empty<br />
* '''Appear Mandatory''': Makes the field appear as through it required even though "Allow Empty" is selected.<br />
* '''Searchable''': This field can be searched within the tracking application<br />
* '''Track Changes''': Keeps track of changes made to this field<br />
<br />
<u>'''Special Options for Field'''</u> <br />
<br />
* '''Values''': The values to be used for each check box delimited by a semi-colon with no spaces<br />
<br />
'''Note:''' If you want the value(s) ''stored'' in the field to be different from what is ''displayed'' beside the check boxes you can use the following syntax in the '''Values''' section:<br />
''StoreValue1=DisplayValue1;StoreValue2=DisplayValue2;StoreValue3=DisplayValue3;<br />
<br />
The value '''before''' the equal sign will be stored. The value '''after''' the equal sign is what will be displayed by each check box, but does not get saved. <br />
<br />
<u>'''Services'''</u> <br />
<br />
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field<br />
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services<br />
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services<br />
<br />
<u>'''Field Validation'''</u> <br />
<br />
* '''Type''': Select Date, Numeric, or Alphabetic validation<br />
* '''[[JavaScript Validation]]''': Custom JavaScript validation formulas can be entered in this field<br />
* '''[[Validation Message|Message]]''': The message that the user will see if the data in the field fails a validation check<br />
<br />
<u>'''Value Stores To'''</u><br />
<br />
* '''Custom Field''': Enables linking two different custom fields to the same user data<br />
<br />
<u>'''Field Formatting Options'''</u> <br />
<br />
* '''# of Columns''': Determines the number of columns to be used for display purposes<br />
* '''[[Number Format]]''': Allows you to define how numbers in this field will be displayed. See [[Number Format|here]] for details. <br />
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font> <br />
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over<br />
* '''Read Only''': Checkbox<br />
* '''HTML Tag''': Additional attributes to the field HTML tag<br />
* '''[[Visibility Condition]]''': Conditions upon which the field is visible<br />
<br />
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u> <br />
<br />
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.<br />
<br />
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u> <br />
* ''Only present within the [[Universal Tracking Application]]''<br />
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.<br />
<br />
==Notes==<br />
'''<u>Referencing the Value</u>'''<br />
<br />
When trying to reference the values of this custom field type, you must use '''@fieldname.value@''' when the values in the combo box are 1=Yes;2=No;3=Maybe.<br />
<br />
Using @fieldname.value@ will return the 1, 2, or 3.<br />
<br />
==See Also==<br />
* [[Select Check Boxes by Default]]<br />
* [[Allowing Only One Check Box to be Selected]]<br />
<br />
[[Category:Custom Fields]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Deprecated_-_Custom_Field_Type:_Display_Only_%E2%80%93_Text_or_System_Object&diff=12006Deprecated - Custom Field Type: Display Only – Text or System Object2012-10-10T19:38:18Z<p>Douglas: </p>
<hr />
<div><u>'''Field Display'''</u> <br />
<br />
'''Example #1 Static text'''<br />
<br />
[[Image:Cf17.png]]<br />
<br />
'''Example #2 Chart'''<br />
<br />
[[Image:Cf18.png]]<br />
<br />
<u>'''General Description'''</u> <br />
<br />
Displays a block of static text for instructional purposes, or a link to some other [[SmartSimple]] [[Entity|entity]] (or external [[URL]]). Typically, this field type is used to embed a chart into some related [[Entity|entity]]. For example, a chart of the [[User|user’s]] login history into their profile. <br />
<br />
<u>'''Field Options''' </u><br />
<br />
* '''Display Order''': The order (relative to other fields) in which this field is displayed<br />
* '''Tab Name''': Displays the field under a given tab<br />
* '''Field Name''': The name of the field, used internally to reference the user's input<br />
* '''[[Caption]]''': The leading question or prologue before the field<br />
* '''Allow Empty''': This checkbox allows the field to be left empty<br />
* '''Appear Mandatory''': Makes the field appear as through it required even though "Allow Empty" is selected.<br />
<br />
<u>'''Special Options for Field'''</u> <br />
<br />
Text/Link<br />
<br />
Supports both static text for display purposes or system links such as a report or chart link. <br />
<br />
<u>'''Services'''</u> <br />
<br />
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field<br />
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services<br />
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services<br />
<br />
<u>'''Field Validation'''</u> <br />
<br />
* '''Type''': Select Date, Numeric, or Alphabetic validation<br />
* '''[[JavaScript Validation]]''': Custom JavaScript validation formulas can be entered in this field<br />
* '''[[Validation Message|Message]]''': The message that the user will see if the data in the field fails a validation check<br />
<br />
<u>'''Field Formatting Options'''</u> <br />
<br />
* '''Number Format''': Formats any numbers entered into this field<br />
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font> <br />
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over<br />
* '''Read Only''': Checkbox<br />
* '''HTML Tag''': Additional attributes to the field HTML tag<br />
* '''[[Visibility Condition]]''': Conditions upon which the field is visible<br />
<br />
<br />
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u> <br />
<br />
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.<br />
<br />
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u> <br />
* ''Only present within the [[Universal Tracking Application]]''<br />
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.<br />
<br />
<br />
<br />
<u>'''Notes'''</u> <br />
<br />
* Support HTML for additional formatting. <br />
* This field is similar to [[Read Only - Text]], but also allows inclusion of report chart URLs when you need to append the objectid to the chart so it will only report based on the current object.<br />
[[Category:Custom Fields]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Custom_Field_Type:_Text_Box%E2%80%93_Text_Single_Line&diff=12005Custom Field Type: Text Box– Text Single Line2012-10-10T19:31:11Z<p>Douglas: </p>
<hr />
<div><u>'''General Description'''</u><br />
<br />
A single line of text.<br />
<br />
<u>'''Field Options''' </u><br />
<br />
* '''Display Order''': The order (relative to other fields) in which this field is displayed<br />
* '''Tab Name''': Displays the field under a given tab<br />
* '''Field Name''': The name of the field, used internally to reference the user's input<br />
* '''[[Caption]]''': The leading question or prologue before the field<br />
* '''Allow Empty''': This checkbox allows the field to be left empty<br />
* '''Appear Mandatory''': Makes the field appear as through it required even though "Allow Empty" is selected.<br />
* '''Searchable''': This field can be searched within the tracking application<br />
* '''Track Changes''': Keeps track of changes made to this field<br />
<br />
<u>'''Special Options for Field'''</u><br />
* '''Default Text''': The default text that will be displayed in the text box<br />
<br />
You can refer to [[Web Page View Field Variables|variables]] as part of the ''Default Text'' as explained in [[Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields|this article]]<br />
<br />
You can also hide the '''caption''' on the field so that only the text entry box appears:<br />
<br />
[[Image:Custom_field_step_1.JPG]]<br />
<br />
The result of the custom field will be:<br />
<br />
[[Image:Custom_field_step_2.JPG]]<br />
<br />
<u>'''Services'''</u> <br />
<br />
* '''Enable Map Service''': displays the map icon next to the field name that will launch the user’s selected map service and display a map of the content of the field<br />
* '''Enable People Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the contact details from those services<br />
* '''Enable Organization Search Service''': displays the search Internet icon next to the field name that will launch a variety of search services and display the organisations details from those services<br />
<br />
<u>'''Field Validation'''</u> <br />
<br />
* '''Type''': Select Date, Numeric, or Alphabetic validation<br />
* '''[[JavaScript Validation]]''': Custom JavaScript validation formulas can be entered in this field<br />
* '''[[Validation Message|Message]]''': The message that the user will see if the data in the field fails a validation check<br />
* '''Maximum Length''': Sets the maximum length of the text entry. <b>Show Counter</b> determines whether a counter will be shown to the user. <b>Count Words</b> sets the counter to count words (instead of characters, the default).<br />
* '''Maximum Message''': Message the user will see when they reach the maximum length <br />
<br />
To turn a text box into a '''read only''' box, you can use '''HTML'''. Insert the following (readonly class=textreadonly) into the HTML tag:<br><br />
[[Image:Read_only_single_line.JPG]]<br />
<br />
<u>'''Value Stores To'''</u><br />
<br />
* '''Custom Field''': Enables linking two different custom fields to the same user data<br />
<br />
<u>'''Field Formatting Options'''</u> <br />
<br />
* '''Width''': Determines the width of the field, in characters<br />
* '''[[Number Format]]''': Allows you to define how numbers entered in this field will be displayed. See [[Number Format|here]] for details. <br />
* '''Style''': '''Bold''', <u>Underline</u>, ''Italic'', <font color="red">Highlight</font> <br />
* '''[[Tool Tip]]''': Enter help text to be shown on mouse-over<br />
* '''Read Only''': Checkbox<br />
* '''HTML Tag''': Additional attributes to the field HTML tag<br />
* '''[[Visibility Condition]]''': Conditions upon which the field is visible<br />
<br />
<br />
<u>'''[[Role Field Permissions|Role - Field Permissions]]'''</u> <br />
<br />
These [[Role Field Permissions|fields]] allow you to control by [[Role]] who is allowed to view and/or modify the field.<br />
<br />
<u>'''[[Status Field Permissions|Status - Field Permissions]]'''</u> <br />
* ''Only present within the [[Universal Tracking Application]]''<br />
These [[Status Field Permissions|fields]] allow you to control by the [[Status]] of the record whether or not the field can be viewed and/or modified.<br />
<br />
<br />
==See Also==<br />
* [[Changing Text to Uppercase or Lowercase]]<br />
[[Category:Custom Fields]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Report_Recordsets&diff=12004Report Recordsets2012-10-10T18:45:05Z<p>Douglas: Created page with ' This table lists all of the Recordsets that are available to be included for your report.'</p>
<hr />
<div><br />
This table lists all of the Recordsets that are available to be included for your report.</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=12003Previous Upgrade: February 20132012-10-10T17:58:33Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Tuesday October 9, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 4th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm Local Time)<br />
:* smartsimple.ca.za (after 10pm Local Time)<br />
:* factorial.ca<br />
:* frontdeskinc.net<br />
<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 4th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.<br />
* There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the '''"Forgot Password"''' option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* '''HTML''' entered into the template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.<br />
* If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to '''trigger on load, on save, or on demand'''.<br />
* A new custom field setting ([[Type Field Permissions]]) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.<br />
<br />
<br />
===Reports===<br />
* '''[[Custom Field]] Settings''' are now available as a Recordset table for '''reports''' to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] '''events''' can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* '''[[Transactions]]''' can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''<br />
:* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''<br />
* A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access '''rootcompany''' objects through the variable processor.<br />
* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Workflow_Task_Types&diff=12002Workflow Task Types2012-10-10T17:54:18Z<p>Douglas: </p>
<hr />
<div>The task type determines how the task should be processed. <br />
<br />
The following Task Types are available:<br />
<br />
<br />
# '''Acknowledgement''' tasks simply generate a message to appropriate [[User|users]].<br />
# '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the [[Workflow]] Request area.<br />
# '''Request for Comment''' tasks generate comment requirements. These will be displayed in the [[Workflow]] Request area.<br />
# '''Change Status''' tasks changes the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type.<br />
# '''[[Workflow Task Type: Create New Activity|Create New Activity]]''' tasks can be used in [[Universal Tracking Application]] workflows to create new Level 2 records.<br />
# '''Update Custom Field Value''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value.<br />
# '''[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]''' used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date.<br />
# '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project.<br />
# '''Internet Communication - HTTP POST''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step.<br />
# '''[[Workflow Task Type: Generate PDF File|Generate PDF File]]''' - this feature provides for the the auto generation of a '''PDF''' that will be emailed to the person(s) designated in the [[Workflow|workflow]] step.<br />
# '''Move Object''' type tasks can be used for files, companies, and people. This task type is used to move files from one [[Smart Folder]] to another or move a company under another company or move people to another company. ''(Not available on all servers)''<br />
# '''[[Workflow Task Type: People Association|People Association]]''' - This task type will add either pre-defined, or user selected, contact(s) to the contacts section of a Level 1 record with a given [[role]].<br />
# '''Activate/Deactivate User''' task will set the access type of a user and not set any password or remove access. The task can be triggered for "New", "Modified" or "On Demand". "On Demand" is used when a script calls the workflow.<br />
# '''Update User Role''' task will add or remove selected roles from the user.<br />
<br />
<br />
'''Note:''' The Task Types available will vary depending on the [[Workflow Types|Workflow Type]] selected.<br />
<br />
<br />
==See Also==<br />
* [[Workflow Types]]<br />
<br />
[[Category:Workflows]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Mgr_Perms&diff=12001Mgr Perms2012-10-10T17:05:46Z<p>Douglas: </p>
<hr />
<div>#REDIRECT [[Manager Permissions]]<br />
==Setting Manager Permissions==<br />
<br />
System and application manager functions are controlled through [[Role|role]] based permissions. You will need to set these permissions before you can fully configure the system.<br />
<br />
These permissions control both permissions and restrictions:<br />
* '''Permissions''' – enhanced functionality for people in a [[Role|role]] associated with the permission.<br />
* '''Restrictions''' – reduced functionality for people in a [[Role|role]] associated with the restriction.<br />
* [[Universal Tracking Application]] ([[UTA]]) Permissions – When you start to add your own [[Application|application]] to the system you will use the same settings page to control access to these [[Application|applications]].<br />
<br />
1. Click the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]].<br />
<br />
The '''Permission Settings''' are located at the bottom of the page.<br />
<br />
[[Image:Perm.png]]<br />
<br />
2. Click the '''Manager Permissions''' link.<br />
<br />
The '''Manager Permissions''' page is displayed.<br />
<br />
[[Image:Perm2.png]]<br />
<br />
Not all [[Role|roles]] displayed may exist in your [[Instance|instance]].<br />
<br />
This screen is divided into a number of sections.<br />
* Permissions, Restrictions and [[UTA]] Permissions (and restrictions) are selected from the left panel.<br />
* [[Role|Roles]] that you may wish to associate with the selected permission are selected in the right panel.<br />
* The '''Save''' button is displayed below the check boxes for the [[Role|role]] selection.<br />
The number of [[Application|applications]] on the '''Permission''' list will vary depending on the [[Application|applications]] that you have chosen to subscribe.<br />
<br />
==Manager Permissions Available==<br />
<br />
The following lists all the permissions that can be set. As the system is updated, additional permissions are sometimes added.<br />
<br />
You will find out the details of these permissions in the [[SmartSimple]] newsletter and in the [[SmartSimple]] wiki.<br />
<br />
The following lists the most commonly used permissions, more specialized permissions are reviewed at the end of this section.<br />
* '''Calendars Permission''' – [[Role|Roles]] with this permission are able to create new calendars. All [[User|users]] are able to view and add entries to calendars, but only to the extent permitted by that specific calendar. All [[User|users]] have full control of their personal calendar regardless of this permission.<br />
* '''Discussion Groups Permission''' - [[Role|Roles]] with this permission are able to add new discussion groups. All [[User|users]] are able to participate in the discussion groups, but only to the extent permitted by that specific discussion group. For example, a specific organisation may be added to the discussion, but everyone may be able to read the discussion.<br />
* '''Enable Persistent Login Permission''' - [[Role|Roles]] with this permission are able to enable [[Personal_Settings|persistent login]] in the user's personal settings.<br />
* '''Filters and Templates Permission''' – [[Role|Roles]] with this permission are able to share search filters, and email templates with all other users. All [[User|users]] can create filters and message templates, but the [[User|user]] needs to be in a [[Role|role]] associated with this manager permission in order to make the filter or template public.<br />
* '''External Organisations Permission''' – [[Role|Roles]] with this permission are able to modify the details of external organisations, regardless of the account ownership. Generally, only the [[User|user]] that “owns” the account can modify the account details; however, sometimes it is necessary to assign this type of access to an administrative role.<br />
* '''Transfer Account Ownership''' – [[Role|Roles]] with this permission are able to modify the ownership of multiple accounts at the same time. This functionality requires that the [[Sales Tracking]] application be enabled. The feature is generally used in a sales setting where you wish to bulk change the ownership of accounts when someone leaves the organisation or a new sales person joins.<br />
* '''Reports Permission''' – [[Role|Roles]] with this permission are able to create reports, graphs based on those reports, and dashboards combining those graphs. Once created, each report and dashboard can be permissioned to other roles to view, but not to modify.<br />
* '''View Custom Field History''' – Roles with this permission are able to view all the changes made to fields where the '''Track Changes''' option has been selected.<br />
* '''View External Page Access Statistics''' – [[Role|Roles]] with this permission are able to view the statistics associated with [[External|external]] web pages – these include pages associated with the [[Applicant Tracking]] System, [[Sign-Up Pages]] and any web pages accessed from [[Smart Folder|SmartFolders]].<br />
* '''Workflows''' – [[Role|Roles]] with this permission are able to create and edit workflows. [[User|Users]] without this permission can participate in workflow driven processes, but are not able to view, edit or create new workflows.<br />
<br />
==Special Manager Permissions==<br />
<br />
The following permissions are used in specialized circumstances.<br />
<br />
<u>'''People Relationship Permission'''</u><br />
<br />
You can establish people relationship diagrams within the system. Two permissions are used to control this feature.<br />
* '''People Relationships – Edit''' - [[Role|Roles]] with this permission are able to create types or relationships such as colleague, partner spouse, etc.<br />
* '''People Relationships – View''' - [[Role|Roles]] with this permission are able to view relationship diagrams and add new relationships between contacts but only using the defined relationship types.<br />
<br />
<u>'''Web Form Related Permissions – Web Forms Application must be enabled'''</u><br />
<br />
* '''Edit Web Form Results''' - [[Role|Roles]] with this permission are able to edit the individual results of surveys, and assessments created in the Web Form application<br />
* '''View Web Form Results''' - [[Role|Roles]] with this permission are able to view the individual results of surveys, and assessments created in the Web Form application. Other users can complete forms and the summary results, but cannot see the individual results.<br />
<br />
<u>'''Job Costing Permission – Job Costing [[Application]] must be enabled'''</u> <br />
<br />
* [[Role|Roles]] with this permission are able to create and manage projects within [[SmartSimple]]. This [[Role|role]] also provides the ability to add equipment, materials and other resources to the organisation [[Hierarchy|hierarchy]], set rates, display and filter these resource types in the '''Organisation chart''' view.<br />
<br />
==Restrictions==<br />
<br />
You can also use the restriction sections to restrict a role from certain features.<br />
* '''Disable Activities''' – [[Role|Roles]] with this permission are not able to view activities for anyone including their own profile.<br />
* '''Job Costing View Only''' – [[Role|Roles]] with this permission are not able to create or edit projects but they are able to view their details.<br />
* '''Restrict Deleting Activities''' – Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected. <br />
* '''Restrict Deleting Companies''' – [[Role|Roles]] with this permission are not able to delete Companies.<br />
* '''Restrict Deleting Users''' – [[Role|Roles]] with this permission are not able to delete Users.<br />
* '''Restrict Editing Activities''' – Applies to activities created under the company, user, or calendar. Activities for leads and opportunities in Sales Tracking will not be affected. <br />
* '''Sales Tracking – Leads only''' – [[Role|Roles]] with this permission can only see the leads section in the [[Sales Tracking]] application.<br />
* '''View Own Sales Accounts Only''' – [[Role|Roles]] with this permission are only able to see accounts where they are the owner of the account.<br />
<br />
<u>'''Applying Manager Permission Changes'''</u><br />
<br />
Permission changes require that you log out and re-log in to the system.<br />
<br />
[[Category:System Management]][[Category:Security]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Mgr_Perms&diff=12000Mgr Perms2012-10-10T17:05:10Z<p>Douglas: Redirected page to Manager Permissions</p>
<hr />
<div>#REDIRECT [[Manager Permissions]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Microsoft_Outlook_Synchronization&diff=11999SmartSimple Microsoft Outlook Synchronization2012-10-09T21:24:48Z<p>Douglas: </p>
<hr />
<div>=Overview=<br />
<br />
The '''SmartSimple Microsoft Outlook Synchronization''' tool provides the following features:<br />
* Maintenance of contact and company information in Outlook or [[SmartSimple]]. Note: only companies and their associated contacts, where the company "ownership" is set to the current [[SmartSimple]] [[User|user]], will be synchronized. This feature also supports the use of custom fields and roles for contacts and multiple notes.<br />
* Maintenance of your personal calendar in Outlook or [[SmartSimple]]. This feature also supports multiple notes for each calendar entry and the use of any custom calendar fields defined in [[SmartSimple]]. Notes can be created in Outlook or [[SmartSimple]].<br />
* If you are using the [[SmartSimple]] [[Applicant Tracking]] system you can synchronize applicant information including applicant resumes.<br />
<br />
<br />
=SmartSimple Initial Setup=<br />
<br />
There are several items that must be configured in SmartSimple to enable you to be able to synchronize your Contacts and Calendar events with Outlook.<br />
<br />
<br />
===SmartSimple Manager Permissions===<br />
<br />
The ability to synchronize between SmartSimple and Outlook is controlled by a Manager Permission. Only users in a role which has been given the '''“Contacts – Allow Outlook Synchronization of All”''' will be able to use this feature.<br />
<br />
# Login to SmartSimple using an account with Global User Administrator access.<br />
# On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
# In Permission Settings, click on Manager Permissions.<br />
# Click on the Contacts – Allow Outlook Synchronization of All permission.<br />
# In the Manager Roles box on the right, select the roles you would like to have access to use the Outlook Add-In. <br />
# Click '''Save'''.<br />
<br />
Note: All users in the selected roles will be able to use the Outlook Add-In based on their configuration as described below.<br />
<br />
<br />
===SmartSimple Company Ownership===<br />
<br />
Only contacts in companies that the user is an owner (Manager) of will be available for that user to synchronize to their Outlook. This applies to either internal or external companies or branches.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#Navigate to view the companies (branches) that you would like to exchange contacts with. From the left navigation bar, under Communications, click '''Contacts'''.<br />
#Click on '''Accounts''' on the menu bar at the top.<br />
#You can search for particular companies by using the Account Search on the right side.<br />
#Open the company record, typically by clicking on the company name from the list.<br />
#Click '''Edit''' from the menu bar.<br />
#Ensure that the Manager (Owner) field is set to your name.<br />
#Click '''Save'''.<br />
<br />
As a company can only have one owner (Manager), only one user can synchronize contacts in a given company in SmartSimple with their Outlook. <br />
<br />
<br />
===SmartSimple User Role Permissions===<br />
<br />
Each user will only be able to synchronize contacts which possess roles that they have selected in their personal system settings. In order for the role list to appear in a user’s system settings, they must first be given the ability to set (assign) those roles. If a user has multiple roles, only one of their roles needs to be given this access.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
#In Role & Category Settings, click on User Roles.<br />
#Click '''Edit''' for the role that the user belongs to <br />
#In the Role Permissions section, select all of the roles that include the contacts that you want to synchronize.<br />
#Click '''Save'''.<br />
<br />
<br />
===SmartSimple Outlook Synchronization Roles===<br />
<br />
Users can set which roles will be used for synchronization.<br />
<br />
#Login to SmartSimple using the account of the user you want to configure for Outlook Synchronization.<br />
#Open the user’s profile either through a clicking on an icon or clicking on the user’s name at the top of the page.<br />
#Click on '''Settings''' then '''System'''.<br />
#Scroll down the page until you see a section called Outlook synchronization.<br />
#If you have set the User Role Permissions properly (as above) then you will see a list of roles. Only the roles selected will be available for synchronization. <br />
#Check off roles you wish to enable for synchronization.<br />
#Click '''Save'''.<br />
<br />
<br />
=Downloading the SmartSimple Outlook Synchronization Add-In=<br />
<br />
You can download the Outlook Synchronization Add-in from your copy of SmartSimple.<br />
<br />
There are 2 versions of the Plug-in, one for Microsoft Windows 32 bit and a separate one for Microsoft Windows 64 bit. Download and install the corresponding file for the version of Windows that you are running.<br />
<br />
*It does not matter what version of Microsoft Outlook you are running (32 bit vs 64 bit), you just need to install the proper version for the operating system you are running (Windows 32 bit vs Windows 64 bit).<br />
<br />
*There are no longer different installer files for the older versions of Outlook (2003, 2007). Use the same installer regardless of which version of Outlook you are running.<br />
<br />
*Microsoft .NET Framework 4 is required for the Add-In to work and will be installed automatically as part of the setup.<br />
<br />
<br />
===Outlook Synchronization Installer for '''Windows 32-bit'''===<br />
:1. Select the '''Help, Downloads''' menu.<br />
[[Image:HelpDownloads.png]]<br />
:2. Under the Microsoft Outlook header, find Outlook Synchronization for '''Windows 32-bit'''. To the right you’ll find a download link. Click '''Download''' and choose to '''Save''' the '''SSOutlookAddInSetup32.zip''' file.<br />
:3. Place this file in any folder.<br />
<br />
===Outlook Synchronization Installer for '''Windows 64-bit'''===<br />
:1. Select the '''Help, Downloads''' menu.<br />
[[Image:HelpDownloads.png]]<br />
:2. Under the Microsoft Outlook header, find Outlook Synchronization for '''Windows 64-bit'''. To the right you’ll find a download link. Click '''Download''' and choose to '''Save''' the '''SSOutlookAddInSetup64.zip''' file.<br />
:3. Place this file in any folder.<br />
<br />
<br />
<br />
=Installing the SmartSimple Outlook Synchronization Add-In=<br />
<br />
Depending on the version of Windows you are running and the security settings applied on your computer, you may need Administrative access to install the plug-in.<br />
<br />
Be sure to download the appropriate version from your copy of [[SmartSimple]] before proceeding.<br />
<br />
Use the following step-by-step instructions to install this feature.<br />
<br />
The images in this example are taken from Outlook 2010.<br />
<br />
<br />
1. Launch '''Microsoft Outlook'''.<br />
<br />
2. Choose the '''Tools''', '''Options''' [[Menu|menu]].<br />
<br />
[[Image:Exc13.png]]<br />
<br />
3. Click the '''Other''' tab.<br />
<br />
[[Image:Exc14.png]]<br />
<br />
4. Click the '''Advance Options''' button.<br />
<br />
[[Image:Exc15.png]]<br />
<br />
5. Click the '''COM Add-ins''' button.<br />
<br />
[[Image:Exc16.png]]<br />
<br />
6. Click the '''Add''' button.<br />
<br />
[[Image:Exc17.png]]<br />
<br />
7. Browse to the folder where you stored the file '''SSOutlook.dll'''.<br />
<br />
[[Image:Exc18.png]]<br />
<br />
8. Select the File - '''SSOutlook.dll'''.<br />
<br />
9. Click the '''OK''' button.<br />
<br />
The '''Add-in''' is added and selected.<br />
<br />
[[Image:Exc19.png]]<br />
<br />
10. Click the '''OK''' button on each screen until you are returned to Outlook.<br />
<br />
The new buttons will be added to the Outlook toolbar – '''Setting and Sync'''.<br />
<br />
[[Image:Exc20.png]]<br />
<br />
You are now ready to configure the settings.<br />
<br />
=Using the Settings button=<br />
<br />
There are three buttons on the [[SmartSimple]] toolbar:<br />
<br />
[[Image:Exc11.png]]<br />
<br />
=Setting your User Information=<br />
<br />
The following instructions show you how to set [[User|user]] information.<br />
<br />
You only need to set these values the first time you use the '''Synchronization''' tool.<br />
<br />
11. Click the '''SmartSimple Settings''' button.<br />
<br />
The '''SmartSimple Settings Options''' are displayed.<br />
<br />
[[Image:Exc21.png]]<br />
<br />
12. Enter your [[Username|username]], [[Password|password]], company [[Alias|alias]] and [[URL]].<br />
<br />
[[Image:Exc22.png]]<br />
<br />
13. Click the '''Refresh''' button to validate the setting.<br />
<br />
14. Click the '''Close''' button.<br />
<br />
If any of the values are incorrect the following message will be displayed.<br />
<br />
[[Image:Exc23.png]]<br />
<br />
=Setting up a SmartSimple Enabled Calendar or Contact List=<br />
<br />
The '''Synchronization''' feature uses the name of the folder to identify if the selected folder – either contacts or calendar – that should be synchronized with [[SmartSimple]].<br />
* If the name of a selected folder contains the word "smartsimple" (not case sensitive) then the '''Sync Calendar''' or '''Sync Contact''' button will be enabled depending on the folder type.<br />
* If you wish to synchronize your personal calendar or personal contacts you must add the word “smartsimple” to the description, as you cannot change the names of these personal folders. To add the word [[SmartSimple]] to the calendar description use the following instructions.<br />
<br />
Right click on the calendar or contacts icon and choose properties.<br />
<br />
The description will be displayed as a large text box in the middle of the settings.<br />
<br />
Type [[SmartSimple]].<br />
<br />
Click the '''OK''' button.<br />
<br />
* If you wish to synchronize an existing list of contacts in Outlook with [[SmartSimple]] then you will need to rename the folder to contain the word "smartsimple" - not case sensitive.<br />
<br />
=Creating a New Folder=<br />
<br />
Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.<br />
<br />
15. If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].<br />
<br />
[[Image:Exc24.png]]<br />
<br />
16. Select the level where you wish to add the new folder.<br />
<br />
17. Choose the '''File''', '''New Folder''' [[Menu|menu]].<br />
<br />
[[Image:Exc25.png]]<br />
<br />
18. Type a folder name – be sure to include the word "smartsimple".<br />
<br />
[[Image:Exc26.png]]<br />
<br />
19. Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).<br />
<br />
[[Image:Exc27.png]]<br />
<br />
20. Click the '''Ok''' button.<br />
<br />
[[Image:Exc28.png]]<br />
<br />
The folder icon will indicate either contacts or appointments.<br />
<br />
=Creating a Shortcut on your Outlook Sidebar=<br />
<br />
You can drag the folder name to the '''Outlook''' sidebar to create a shortcut. This will make it easier to locate the folder in the future.<br />
<br />
21. Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.<br />
<br />
[[Image:Exc29.png]]<br />
<br />
You can repeat the folder creation process with a new calendar folder.<br />
<br />
[[Image:Exc30.png]]<br />
<br />
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.<br />
<br />
=Using Outlook Synchronization=<br />
<br />
22. Click on the '''Contact''' folder.<br />
<br />
The '''Sync Contacts''' button is enabled.<br />
<br />
[[Image:Exc31.png]]<br />
<br />
23. Click the '''Sync Contacts''' button.<br />
<br />
The '''Synchronization''' process is for contacts is executed.<br />
<br />
[[Image:Exc32.png]]<br />
<br />
24. Click on the '''Calendar''' folder.<br />
<br />
The Sync Contacts button is enabled.<br />
<br />
[[Image:Exc33.png]]<br />
<br />
25. Click the '''Sync Calendar''' button.<br />
<br />
The '''Synchronization''' process for the calendar is executed.<br />
<br />
=Outlook Contact Fields Verse SmartSimple Fields=<br />
<br />
The following table shows how '''Outlook Contact''' fields are mapped to [[SmartSimple]] '''Contact''' fields.<br />
<br />
[[Image:Exc12.png]]<br />
<br />
=Setting Custom Fields Values for Contacts=<br />
<br />
Once the folder has been synchronized for the fist time you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].<br />
<br />
26. Double click on any contact.<br />
<br />
The contact window is displayed.<br />
<br />
[[Image:Exc34.png]]<br />
<br />
Note the '''SmartSimple Fields''' button.<br />
<br />
[[Image:Exc35.png]]<br />
<br />
27. Click the '''SmartSimple Fields''' button.<br />
<br />
The '''SmartSimple Fields''' window is displayed.<br />
<br />
[[Image:Exc36.png]]<br />
<br />
The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].<br />
<br />
=Setting Additional Contact Roles=<br />
<br />
This window is used to set additional [[Role|roles]] for the contact.<br />
* Current [[Role|roles]] are indicated with a tick mark next to the [[Role|role]] name.<br />
* Other additional [[Role|roles]] you can set are displayed.<br />
* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].<br />
* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with a contact will be displayed.<br />
* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact.<br />
<br />
You cannot create a new [[Role|role]] or a [[Custom Fields|custom fields]] in Outlook. This must be done in [[SmartSimple]].<br />
<br />
28. Select an additional [[Role|role]].<br />
<br />
[[Image:Exc37.png]]<br />
<br />
Additional fields will be displayed if they are associated with the new [[Role|role]].<br />
<br />
=Setting a Custom Field Value=<br />
<br />
29. Double click on a field on the bottom pane to set its value.<br />
<br />
[[Image:Exc38.png]]<br />
<br />
The selection options and the validation types will be same as originally established in [[SmartSimple]].<br />
<br />
30. Click the '''OK''' button to save the new value.<br />
<br />
31. Click the '''Save and Close''' button. <br />
<br />
[[Image:Exc39.png]]<br />
<br />
The contact record is updated and closed.<br />
<br />
=Updating Calendar Events=<br />
<br />
Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event.<br />
<br />
32. Create a new appointment in your '''SmartSimple Synchronized''' folder.<br />
<br />
33. '''Save''' and redisplay the appointment.<br />
<br />
[[Image:Exc40.png]]<br />
<br />
34. Click the '''SmartSimple Fields''' button.<br />
<br />
If any event [[Custom Fields|custom fields]] exist, you can set their values.<br />
<br />
=Adding Event Notes=<br />
<br />
You can add multiple notes to a single event in [[SmartSimple]]. This functionality is replicated in the '''Outlook Calendar''' event.<br />
<br />
35. Click the '''SmartSimple Notes''' button.<br />
<br />
[[Image:Exc41.png]]<br />
<br />
Existing notes are displayed in the top pane of the window.<br />
<br />
A new note is composed in the bottom pane of the window.<br />
<br />
If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box.<br />
<br />
[[Image:Exc42.png]]<br />
<br />
36. Click the '''New Note''' button.<br />
<br />
37. Type the new '''Note'''.<br />
<br />
[[Image:Exc43.png]]<br />
<br />
38. Click the '''OK''' button.<br />
<br />
The '''Note''' is added.<br />
<br />
These notes will be uploaded the next time you synchronize with [[SmartSimple]].<br />
<br />
=Reserved Fields in Outlook=<br />
<br />
The '''Outlook Synchronization''' feature uses three contact outlook fields to store the custom contact and [[Role|role]] information. <br />
<br />
These fields are '''Contact Information''' – '''Billing''', '''Miscellaneous fields''' – '''User1''' and '''User2'''.<br />
<br />
You should not use these fields for other purposes. If you do any information that you enter will be overwritten the next type you synchronize with [[SmartSimple]].<br />
<br />
[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=File:HelpDownloads.png&diff=11998File:HelpDownloads.png2012-10-09T20:53:30Z<p>Douglas: </p>
<hr />
<div></div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Microsoft_Outlook_Synchronization&diff=11997SmartSimple Microsoft Outlook Synchronization2012-10-09T20:50:52Z<p>Douglas: </p>
<hr />
<div>=Overview=<br />
<br />
The '''SmartSimple Microsoft Outlook Synchronization''' tool provides the following features:<br />
* Maintenance of contact and company information in Outlook or [[SmartSimple]]. Note: only companies and their associated contacts, where the company "ownership" is set to the current [[SmartSimple]] [[User|user]], will be synchronized. This feature also supports the use of custom fields and roles for contacts and multiple notes.<br />
* Maintenance of your personal calendar in Outlook or [[SmartSimple]]. This feature also supports multiple notes for each calendar entry and the use of any custom calendar fields defined in [[SmartSimple]]. Notes can be created in Outlook or [[SmartSimple]].<br />
* If you are using the [[SmartSimple]] [[Applicant Tracking]] system you can synchronize applicant information including applicant resumes.<br />
<br />
<br />
=SmartSimple Initial Setup=<br />
<br />
There are several items that must be configured in SmartSimple to enable you to be able to synchronize your Contacts and Calendar events with Outlook.<br />
<br />
<br />
===SmartSimple Manager Permissions===<br />
<br />
The ability to synchronize between SmartSimple and Outlook is controlled by a Manager Permission. Only users in a role which has been given the '''“Contacts – Allow Outlook Synchronization of All”''' will be able to use this feature.<br />
<br />
# Login to SmartSimple using an account with Global User Administrator access.<br />
# On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
# In Permission Settings, click on Manager Permissions.<br />
# Click on the Contacts – Allow Outlook Synchronization of All permission.<br />
# In the Manager Roles box on the right, select the roles you would like to have access to use the Outlook Add-In. <br />
# Click '''Save'''.<br />
<br />
Note: All users in the selected roles will be able to use the Outlook Add-In based on their configuration as described below.<br />
<br />
<br />
===SmartSimple Company Ownership===<br />
<br />
Only contacts in companies that the user is an owner (Manager) of will be available for that user to synchronize to their Outlook. This applies to either internal or external companies or branches.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#Navigate to view the companies (branches) that you would like to exchange contacts with. From the left navigation bar, under Communications, click '''Contacts'''.<br />
#Click on '''Accounts''' on the menu bar at the top.<br />
#You can search for particular companies by using the Account Search on the right side.<br />
#Open the company record, typically by clicking on the company name from the list.<br />
#Click '''Edit''' from the menu bar.<br />
#Ensure that the Manager (Owner) field is set to your name.<br />
#Click '''Save'''.<br />
<br />
<br />
===SmartSimple User Role Permissions===<br />
<br />
Each user will only be able to synchronize contacts which possess roles that they have selected in their personal system settings. In order for the role list to appear in a user’s system settings, they must first be given the ability to set (assign) those roles. If a user has multiple roles, only one of their roles needs to be given this access.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
#In Role & Category Settings, click on User Roles.<br />
#Click '''Edit''' for the role that the user belongs to <br />
#In the Role Permissions section, select all of the roles that include the contacts that you want to synchronize.<br />
#Click '''Save'''.<br />
<br />
<br />
===SmartSimple Outlook Synchronization Roles===<br />
<br />
Users can set which roles will be used for synchronization.<br />
<br />
#Login to SmartSimple using the account of the user you want to configure for Outlook Synchronization.<br />
#Open the user’s profile either through a clicking on an icon or clicking on the user’s name at the top of the page.<br />
#Click on '''Settings''' then '''System'''.<br />
#Scroll down the page until you see a section called Outlook synchronization.<br />
#If you have set the User Role Permissions properly (as above) then you will see a list of roles. Only the roles selected will be available for synchronization. <br />
#Check off roles you wish to enable for synchronization.<br />
#Click '''Save'''.<br />
<br />
<br />
=Downloading the SmartSimple Outlook Synchronization Add-In=<br />
<br />
You can download the Outlook Synchronization Add-in from your copy of SmartSimple.<br />
<br />
There are 2 versions of the Plug-in, one for Microsoft Windows 32 bit and a separate one for Microsoft Windows 64 bit. Download and install the corresponding file for the version of Windows that you are running.<br />
<br />
*It does not matter what version of Microsoft Outlook you are running (32 bit vs 64 bit), you just need to install the proper version for the operating system you are running (Windows 32 bit vs Windows 64 bit).<br />
<br />
*There are no longer different installer files for the older versions of Outlook (2003, 2007). Use the same installer regardless of which version of Outlook you are running.<br />
<br />
*Microsoft .NET Framework 4 is required for the Add-In to work and will be installed automatically as part of the setup.<br />
<br />
<br />
===Outlook Synchronization Installer for Windows 32-bit===<br />
#Select the '''Help, Downloads''' menu.<br />
#Under the Microsoft Outlook header, find Outlook Synchronization for Windows 32-bit. To the right you’ll find a download link. Click and choose to Save the SSOutlookAddInSetup32.zip file.<br />
#Place this file in any folder.<br />
<br />
<br />
<br />
=Installing Outlook Synchronization=<br />
<br />
There are two versions of the '''Outlook Synchronization''' tool: one for versions 98 to 2000 and another version for version 2002 and 2003.<br />
<br />
Be sure to download the appropriate version from your copy of [[SmartSimple]] before proceeding.<br />
<br />
Use the following step-by-step instructions to install this feature.<br />
<br />
The images in this example are taken from Outlook 2000.<br />
<br />
1. Launch '''Microsoft Outlook'''.<br />
<br />
2. Choose the '''Tools''', '''Options''' [[Menu|menu]].<br />
<br />
[[Image:Exc13.png]]<br />
<br />
3. Click the '''Other''' tab.<br />
<br />
[[Image:Exc14.png]]<br />
<br />
4. Click the '''Advance Options''' button.<br />
<br />
[[Image:Exc15.png]]<br />
<br />
5. Click the '''COM Add-ins''' button.<br />
<br />
[[Image:Exc16.png]]<br />
<br />
6. Click the '''Add''' button.<br />
<br />
[[Image:Exc17.png]]<br />
<br />
7. Browse to the folder where you stored the file '''SSOutlook.dll'''.<br />
<br />
[[Image:Exc18.png]]<br />
<br />
8. Select the File - '''SSOutlook.dll'''.<br />
<br />
9. Click the '''OK''' button.<br />
<br />
The '''Add-in''' is added and selected.<br />
<br />
[[Image:Exc19.png]]<br />
<br />
10. Click the '''OK''' button on each screen until you are returned to Outlook.<br />
<br />
The new buttons will be added to the Outlook toolbar – '''Setting and Sync'''.<br />
<br />
[[Image:Exc20.png]]<br />
<br />
You are now ready to configure the settings.<br />
<br />
=Using the Settings button=<br />
<br />
There are three buttons on the [[SmartSimple]] toolbar:<br />
<br />
[[Image:Exc11.png]]<br />
<br />
=Setting your User Information=<br />
<br />
The following instructions show you how to set [[User|user]] information.<br />
<br />
You only need to set these values the first time you use the '''Synchronization''' tool.<br />
<br />
11. Click the '''SmartSimple Settings''' button.<br />
<br />
The '''SmartSimple Settings Options''' are displayed.<br />
<br />
[[Image:Exc21.png]]<br />
<br />
12. Enter your [[Username|username]], [[Password|password]], company [[Alias|alias]] and [[URL]].<br />
<br />
[[Image:Exc22.png]]<br />
<br />
13. Click the '''Refresh''' button to validate the setting.<br />
<br />
14. Click the '''Close''' button.<br />
<br />
If any of the values are incorrect the following message will be displayed.<br />
<br />
[[Image:Exc23.png]]<br />
<br />
=Setting up a SmartSimple Enabled Calendar or Contact List=<br />
<br />
The '''Synchronization''' feature uses the name of the folder to identify if the selected folder – either contacts or calendar – that should be synchronized with [[SmartSimple]].<br />
* If the name of a selected folder contains the word "smartsimple" (not case sensitive) then the '''Sync Calendar''' or '''Sync Contact''' button will be enabled depending on the folder type.<br />
* If you wish to synchronize your personal calendar or personal contacts you must add the word “smartsimple” to the description, as you cannot change the names of these personal folders. To add the word [[SmartSimple]] to the calendar description use the following instructions.<br />
<br />
Right click on the calendar or contacts icon and choose properties.<br />
<br />
The description will be displayed as a large text box in the middle of the settings.<br />
<br />
Type [[SmartSimple]].<br />
<br />
Click the '''OK''' button.<br />
<br />
* If you wish to synchronize an existing list of contacts in Outlook with [[SmartSimple]] then you will need to rename the folder to contain the word "smartsimple" - not case sensitive.<br />
<br />
=Creating a New Folder=<br />
<br />
Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.<br />
<br />
15. If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].<br />
<br />
[[Image:Exc24.png]]<br />
<br />
16. Select the level where you wish to add the new folder.<br />
<br />
17. Choose the '''File''', '''New Folder''' [[Menu|menu]].<br />
<br />
[[Image:Exc25.png]]<br />
<br />
18. Type a folder name – be sure to include the word "smartsimple".<br />
<br />
[[Image:Exc26.png]]<br />
<br />
19. Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).<br />
<br />
[[Image:Exc27.png]]<br />
<br />
20. Click the '''Ok''' button.<br />
<br />
[[Image:Exc28.png]]<br />
<br />
The folder icon will indicate either contacts or appointments.<br />
<br />
=Creating a Shortcut on your Outlook Sidebar=<br />
<br />
You can drag the folder name to the '''Outlook''' sidebar to create a shortcut. This will make it easier to locate the folder in the future.<br />
<br />
21. Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.<br />
<br />
[[Image:Exc29.png]]<br />
<br />
You can repeat the folder creation process with a new calendar folder.<br />
<br />
[[Image:Exc30.png]]<br />
<br />
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.<br />
<br />
=Using Outlook Synchronization=<br />
<br />
22. Click on the '''Contact''' folder.<br />
<br />
The '''Sync Contacts''' button is enabled.<br />
<br />
[[Image:Exc31.png]]<br />
<br />
23. Click the '''Sync Contacts''' button.<br />
<br />
The '''Synchronization''' process is for contacts is executed.<br />
<br />
[[Image:Exc32.png]]<br />
<br />
24. Click on the '''Calendar''' folder.<br />
<br />
The Sync Contacts button is enabled.<br />
<br />
[[Image:Exc33.png]]<br />
<br />
25. Click the '''Sync Calendar''' button.<br />
<br />
The '''Synchronization''' process for the calendar is executed.<br />
<br />
=Outlook Contact Fields Verse SmartSimple Fields=<br />
<br />
The following table shows how '''Outlook Contact''' fields are mapped to [[SmartSimple]] '''Contact''' fields.<br />
<br />
[[Image:Exc12.png]]<br />
<br />
=Setting Custom Fields Values for Contacts=<br />
<br />
Once the folder has been synchronized for the fist time you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].<br />
<br />
26. Double click on any contact.<br />
<br />
The contact window is displayed.<br />
<br />
[[Image:Exc34.png]]<br />
<br />
Note the '''SmartSimple Fields''' button.<br />
<br />
[[Image:Exc35.png]]<br />
<br />
27. Click the '''SmartSimple Fields''' button.<br />
<br />
The '''SmartSimple Fields''' window is displayed.<br />
<br />
[[Image:Exc36.png]]<br />
<br />
The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].<br />
<br />
=Setting Additional Contact Roles=<br />
<br />
This window is used to set additional [[Role|roles]] for the contact.<br />
* Current [[Role|roles]] are indicated with a tick mark next to the [[Role|role]] name.<br />
* Other additional [[Role|roles]] you can set are displayed.<br />
* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].<br />
* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with a contact will be displayed.<br />
* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact.<br />
<br />
You cannot create a new [[Role|role]] or a [[Custom Fields|custom fields]] in Outlook. This must be done in [[SmartSimple]].<br />
<br />
28. Select an additional [[Role|role]].<br />
<br />
[[Image:Exc37.png]]<br />
<br />
Additional fields will be displayed if they are associated with the new [[Role|role]].<br />
<br />
=Setting a Custom Field Value=<br />
<br />
29. Double click on a field on the bottom pane to set its value.<br />
<br />
[[Image:Exc38.png]]<br />
<br />
The selection options and the validation types will be same as originally established in [[SmartSimple]].<br />
<br />
30. Click the '''OK''' button to save the new value.<br />
<br />
31. Click the '''Save and Close''' button. <br />
<br />
[[Image:Exc39.png]]<br />
<br />
The contact record is updated and closed.<br />
<br />
=Updating Calendar Events=<br />
<br />
Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event.<br />
<br />
32. Create a new appointment in your '''SmartSimple Synchronized''' folder.<br />
<br />
33. '''Save''' and redisplay the appointment.<br />
<br />
[[Image:Exc40.png]]<br />
<br />
34. Click the '''SmartSimple Fields''' button.<br />
<br />
If any event [[Custom Fields|custom fields]] exist, you can set their values.<br />
<br />
=Adding Event Notes=<br />
<br />
You can add multiple notes to a single event in [[SmartSimple]]. This functionality is replicated in the '''Outlook Calendar''' event.<br />
<br />
35. Click the '''SmartSimple Notes''' button.<br />
<br />
[[Image:Exc41.png]]<br />
<br />
Existing notes are displayed in the top pane of the window.<br />
<br />
A new note is composed in the bottom pane of the window.<br />
<br />
If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box.<br />
<br />
[[Image:Exc42.png]]<br />
<br />
36. Click the '''New Note''' button.<br />
<br />
37. Type the new '''Note'''.<br />
<br />
[[Image:Exc43.png]]<br />
<br />
38. Click the '''OK''' button.<br />
<br />
The '''Note''' is added.<br />
<br />
These notes will be uploaded the next time you synchronize with [[SmartSimple]].<br />
<br />
=Reserved Fields in Outlook=<br />
<br />
The '''Outlook Synchronization''' feature uses three contact outlook fields to store the custom contact and [[Role|role]] information. <br />
<br />
These fields are '''Contact Information''' – '''Billing''', '''Miscellaneous fields''' – '''User1''' and '''User2'''.<br />
<br />
You should not use these fields for other purposes. If you do any information that you enter will be overwritten the next type you synchronize with [[SmartSimple]].<br />
<br />
[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Microsoft_Outlook_Synchronization&diff=11996SmartSimple Microsoft Outlook Synchronization2012-10-09T20:44:13Z<p>Douglas: </p>
<hr />
<div>=Overview=<br />
<br />
The '''SmartSimple Microsoft Outlook Synchronization''' tool provides the following features:<br />
* Maintenance of contact and company information in Outlook or [[SmartSimple]]. Note: only companies and their associated contacts, where the company "ownership" is set to the current [[SmartSimple]] [[User|user]], will be synchronized. This feature also supports the use of custom fields and roles for contacts and multiple notes.<br />
* Maintenance of your personal calendar in Outlook or [[SmartSimple]]. This feature also supports multiple notes for each calendar entry and the use of any custom calendar fields defined in [[SmartSimple]]. Notes can be created in Outlook or [[SmartSimple]].<br />
* If you are using the [[SmartSimple]] [[Applicant Tracking]] system you can synchronize applicant information including applicant resumes.<br />
<br />
<br />
=SmartSimple Initial Setup=<br />
<br />
There are several items that must be configured in SmartSimple to enable you to be able to synchronize your Contacts and Calendar events with Outlook.<br />
<br />
<br />
===SmartSimple Manager Permissions===<br />
<br />
The ability to synchronize between SmartSimple and Outlook is controlled by a Manager Permission. Only users in a role which has been given the '''“Contacts – Allow Outlook Synchronization of All”''' will be able to use this feature.<br />
<br />
# Login to SmartSimple using an account with Global User Administrator access.<br />
# On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
# In Permission Settings, click on Manager Permissions.<br />
# Click on the Contacts – Allow Outlook Synchronization of All permission.<br />
# In the Manager Roles box on the right, select the roles you would like to have access to use the Outlook Add-In. <br />
# Click '''Save'''.<br />
<br />
Note: All users in the selected roles will be able to use the Outlook Add-In based on their configuration as described below.<br />
<br />
<br />
===SmartSimple Company Ownership===<br />
<br />
Only contacts in companies that the user is an owner (Manager) of will be available for that user to synchronize to their Outlook. This applies to either internal or external companies or branches.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#Navigate to view the companies (branches) that you would like to exchange contacts with. From the left navigation bar, under Communications, click '''Contacts'''.<br />
#Click on '''Accounts''' on the menu bar at the top.<br />
#You can search for particular companies by using the Account Search on the right side.<br />
#Open the company record, typically by clicking on the company name from the list.<br />
#Click '''Edit''' from the menu bar.<br />
#Ensure that the Manager (Owner) field is set to your name.<br />
#Click '''Save'''.<br />
<br />
<br />
===SmartSimple User Role Permissions===<br />
<br />
Each user will only be able to synchronize contacts which possess roles that they have selected in their personal system settings. In order for the role list to appear in a user’s system settings, they must first be given the ability to set (assign) those roles. If a user has multiple roles, only one of their roles needs to be given this access.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
#In Role & Category Settings, click on User Roles.<br />
#Click '''Edit''' for the role that the user belongs to <br />
#In the Role Permissions section, select all of the roles that include the contacts that you want to synchronize.<br />
#Click '''Save'''.<br />
<br />
<br />
===SmartSimple Outlook Synchronization Roles===<br />
<br />
Users can set which roles will be used for synchronization.<br />
<br />
#Login to SmartSimple using the account of the user you want to configure for Outlook Synchronization.<br />
#Open the user’s profile either through a clicking on an icon or clicking on the user’s name at the top of the page.<br />
#Click on Settings then System.<br />
#Scroll down the page until you see a section called Outlook synchronization.<br />
#If you have set the User Role Permissions properly (as above) then you will see a list of roles. Only the roles selected will be available for synchronization. <br />
#Check off roles you wish to enable for synchronization.<br />
#Click Save.<br />
<br />
<br />
<br />
<br />
<br />
=Installing Outlook Synchronization=<br />
<br />
There are two versions of the '''Outlook Synchronization''' tool: one for versions 98 to 2000 and another version for version 2002 and 2003.<br />
<br />
Be sure to download the appropriate version from your copy of [[SmartSimple]] before proceeding.<br />
<br />
Use the following step-by-step instructions to install this feature.<br />
<br />
The images in this example are taken from Outlook 2000.<br />
<br />
1. Launch '''Microsoft Outlook'''.<br />
<br />
2. Choose the '''Tools''', '''Options''' [[Menu|menu]].<br />
<br />
[[Image:Exc13.png]]<br />
<br />
3. Click the '''Other''' tab.<br />
<br />
[[Image:Exc14.png]]<br />
<br />
4. Click the '''Advance Options''' button.<br />
<br />
[[Image:Exc15.png]]<br />
<br />
5. Click the '''COM Add-ins''' button.<br />
<br />
[[Image:Exc16.png]]<br />
<br />
6. Click the '''Add''' button.<br />
<br />
[[Image:Exc17.png]]<br />
<br />
7. Browse to the folder where you stored the file '''SSOutlook.dll'''.<br />
<br />
[[Image:Exc18.png]]<br />
<br />
8. Select the File - '''SSOutlook.dll'''.<br />
<br />
9. Click the '''OK''' button.<br />
<br />
The '''Add-in''' is added and selected.<br />
<br />
[[Image:Exc19.png]]<br />
<br />
10. Click the '''OK''' button on each screen until you are returned to Outlook.<br />
<br />
The new buttons will be added to the Outlook toolbar – '''Setting and Sync'''.<br />
<br />
[[Image:Exc20.png]]<br />
<br />
You are now ready to configure the settings.<br />
<br />
=Using the Settings button=<br />
<br />
There are three buttons on the [[SmartSimple]] toolbar:<br />
<br />
[[Image:Exc11.png]]<br />
<br />
=Setting your User Information=<br />
<br />
The following instructions show you how to set [[User|user]] information.<br />
<br />
You only need to set these values the first time you use the '''Synchronization''' tool.<br />
<br />
11. Click the '''SmartSimple Settings''' button.<br />
<br />
The '''SmartSimple Settings Options''' are displayed.<br />
<br />
[[Image:Exc21.png]]<br />
<br />
12. Enter your [[Username|username]], [[Password|password]], company [[Alias|alias]] and [[URL]].<br />
<br />
[[Image:Exc22.png]]<br />
<br />
13. Click the '''Refresh''' button to validate the setting.<br />
<br />
14. Click the '''Close''' button.<br />
<br />
If any of the values are incorrect the following message will be displayed.<br />
<br />
[[Image:Exc23.png]]<br />
<br />
=Setting up a SmartSimple Enabled Calendar or Contact List=<br />
<br />
The '''Synchronization''' feature uses the name of the folder to identify if the selected folder – either contacts or calendar – that should be synchronized with [[SmartSimple]].<br />
* If the name of a selected folder contains the word "smartsimple" (not case sensitive) then the '''Sync Calendar''' or '''Sync Contact''' button will be enabled depending on the folder type.<br />
* If you wish to synchronize your personal calendar or personal contacts you must add the word “smartsimple” to the description, as you cannot change the names of these personal folders. To add the word [[SmartSimple]] to the calendar description use the following instructions.<br />
<br />
Right click on the calendar or contacts icon and choose properties.<br />
<br />
The description will be displayed as a large text box in the middle of the settings.<br />
<br />
Type [[SmartSimple]].<br />
<br />
Click the '''OK''' button.<br />
<br />
* If you wish to synchronize an existing list of contacts in Outlook with [[SmartSimple]] then you will need to rename the folder to contain the word "smartsimple" - not case sensitive.<br />
<br />
=Creating a New Folder=<br />
<br />
Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.<br />
<br />
15. If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].<br />
<br />
[[Image:Exc24.png]]<br />
<br />
16. Select the level where you wish to add the new folder.<br />
<br />
17. Choose the '''File''', '''New Folder''' [[Menu|menu]].<br />
<br />
[[Image:Exc25.png]]<br />
<br />
18. Type a folder name – be sure to include the word "smartsimple".<br />
<br />
[[Image:Exc26.png]]<br />
<br />
19. Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).<br />
<br />
[[Image:Exc27.png]]<br />
<br />
20. Click the '''Ok''' button.<br />
<br />
[[Image:Exc28.png]]<br />
<br />
The folder icon will indicate either contacts or appointments.<br />
<br />
=Creating a Shortcut on your Outlook Sidebar=<br />
<br />
You can drag the folder name to the '''Outlook''' sidebar to create a shortcut. This will make it easier to locate the folder in the future.<br />
<br />
21. Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.<br />
<br />
[[Image:Exc29.png]]<br />
<br />
You can repeat the folder creation process with a new calendar folder.<br />
<br />
[[Image:Exc30.png]]<br />
<br />
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.<br />
<br />
=Using Outlook Synchronization=<br />
<br />
22. Click on the '''Contact''' folder.<br />
<br />
The '''Sync Contacts''' button is enabled.<br />
<br />
[[Image:Exc31.png]]<br />
<br />
23. Click the '''Sync Contacts''' button.<br />
<br />
The '''Synchronization''' process is for contacts is executed.<br />
<br />
[[Image:Exc32.png]]<br />
<br />
24. Click on the '''Calendar''' folder.<br />
<br />
The Sync Contacts button is enabled.<br />
<br />
[[Image:Exc33.png]]<br />
<br />
25. Click the '''Sync Calendar''' button.<br />
<br />
The '''Synchronization''' process for the calendar is executed.<br />
<br />
=Outlook Contact Fields Verse SmartSimple Fields=<br />
<br />
The following table shows how '''Outlook Contact''' fields are mapped to [[SmartSimple]] '''Contact''' fields.<br />
<br />
[[Image:Exc12.png]]<br />
<br />
=Setting Custom Fields Values for Contacts=<br />
<br />
Once the folder has been synchronized for the fist time you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].<br />
<br />
26. Double click on any contact.<br />
<br />
The contact window is displayed.<br />
<br />
[[Image:Exc34.png]]<br />
<br />
Note the '''SmartSimple Fields''' button.<br />
<br />
[[Image:Exc35.png]]<br />
<br />
27. Click the '''SmartSimple Fields''' button.<br />
<br />
The '''SmartSimple Fields''' window is displayed.<br />
<br />
[[Image:Exc36.png]]<br />
<br />
The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].<br />
<br />
=Setting Additional Contact Roles=<br />
<br />
This window is used to set additional [[Role|roles]] for the contact.<br />
* Current [[Role|roles]] are indicated with a tick mark next to the [[Role|role]] name.<br />
* Other additional [[Role|roles]] you can set are displayed.<br />
* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].<br />
* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with a contact will be displayed.<br />
* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact.<br />
<br />
You cannot create a new [[Role|role]] or a [[Custom Fields|custom fields]] in Outlook. This must be done in [[SmartSimple]].<br />
<br />
28. Select an additional [[Role|role]].<br />
<br />
[[Image:Exc37.png]]<br />
<br />
Additional fields will be displayed if they are associated with the new [[Role|role]].<br />
<br />
=Setting a Custom Field Value=<br />
<br />
29. Double click on a field on the bottom pane to set its value.<br />
<br />
[[Image:Exc38.png]]<br />
<br />
The selection options and the validation types will be same as originally established in [[SmartSimple]].<br />
<br />
30. Click the '''OK''' button to save the new value.<br />
<br />
31. Click the '''Save and Close''' button. <br />
<br />
[[Image:Exc39.png]]<br />
<br />
The contact record is updated and closed.<br />
<br />
=Updating Calendar Events=<br />
<br />
Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event.<br />
<br />
32. Create a new appointment in your '''SmartSimple Synchronized''' folder.<br />
<br />
33. '''Save''' and redisplay the appointment.<br />
<br />
[[Image:Exc40.png]]<br />
<br />
34. Click the '''SmartSimple Fields''' button.<br />
<br />
If any event [[Custom Fields|custom fields]] exist, you can set their values.<br />
<br />
=Adding Event Notes=<br />
<br />
You can add multiple notes to a single event in [[SmartSimple]]. This functionality is replicated in the '''Outlook Calendar''' event.<br />
<br />
35. Click the '''SmartSimple Notes''' button.<br />
<br />
[[Image:Exc41.png]]<br />
<br />
Existing notes are displayed in the top pane of the window.<br />
<br />
A new note is composed in the bottom pane of the window.<br />
<br />
If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box.<br />
<br />
[[Image:Exc42.png]]<br />
<br />
36. Click the '''New Note''' button.<br />
<br />
37. Type the new '''Note'''.<br />
<br />
[[Image:Exc43.png]]<br />
<br />
38. Click the '''OK''' button.<br />
<br />
The '''Note''' is added.<br />
<br />
These notes will be uploaded the next time you synchronize with [[SmartSimple]].<br />
<br />
=Reserved Fields in Outlook=<br />
<br />
The '''Outlook Synchronization''' feature uses three contact outlook fields to store the custom contact and [[Role|role]] information. <br />
<br />
These fields are '''Contact Information''' – '''Billing''', '''Miscellaneous fields''' – '''User1''' and '''User2'''.<br />
<br />
You should not use these fields for other purposes. If you do any information that you enter will be overwritten the next type you synchronize with [[SmartSimple]].<br />
<br />
[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Microsoft_Outlook_Synchronization&diff=11995SmartSimple Microsoft Outlook Synchronization2012-10-09T20:43:29Z<p>Douglas: </p>
<hr />
<div>=Overview=<br />
<br />
The '''SmartSimple Microsoft Outlook Synchronization''' tool provides the following features:<br />
* Maintenance of contact and company information in Outlook or [[SmartSimple]]. Note: only companies and their associated contacts, where the company "ownership" is set to the current [[SmartSimple]] [[User|user]], will be synchronized. This feature also supports the use of custom fields and roles for contacts and multiple notes.<br />
* Maintenance of your personal calendar in Outlook or [[SmartSimple]]. This feature also supports multiple notes for each calendar entry and the use of any custom calendar fields defined in [[SmartSimple]]. Notes can be created in Outlook or [[SmartSimple]].<br />
* If you are using the [[SmartSimple]] [[Applicant Tracking]] system you can synchronize applicant information including applicant resumes.<br />
<br />
<br />
=SmartSimple Initial Setup=<br />
<br />
There are several items that must be configured in SmartSimple to enable you to be able to synchronize your Contacts and Calendar events with Outlook.<br />
<br />
===SmartSimple Manager Permissions===<br />
<br />
The ability to synchronize between SmartSimple and Outlook is controlled by a Manager Permission. Only users in a role which has been given the '''“Contacts – Allow Outlook Synchronization of All”''' will be able to use this feature.<br />
<br />
# Login to SmartSimple using an account with Global User Administrator access.<br />
# On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
# In Permission Settings, click on Manager Permissions.<br />
# Click on the Contacts – Allow Outlook Synchronization of All permission.<br />
# In the Manager Roles box on the right, select the roles you would like to have access to use the Outlook Add-In. <br />
# Click '''Save'''.<br />
<br />
Note: All users in the selected roles will be able to use the Outlook Add-In based on their configuration as described below.<br />
<br />
===SmartSimple Company Ownership===<br />
<br />
Only contacts in companies that the user is an owner (Manager) of will be available for that user to synchronize to their Outlook. This applies to either internal or external companies or branches.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#Navigate to view the companies (branches) that you would like to exchange contacts with. From the left navigation bar, under Communications, click '''Contacts'''.<br />
#Click on '''Accounts''' on the menu bar at the top.<br />
#You can search for particular companies by using the Account Search on the right side.<br />
#Open the company record, typically by clicking on the company name from the list.<br />
#Click '''Edit''' from the menu bar.<br />
#Ensure that the Manager (Owner) field is set to your name.<br />
#Click '''Save'''.<br />
<br />
<br />
===SmartSimple User Role Permissions===<br />
<br />
Each user will only be able to synchronize contacts which possess roles that they have selected in their personal system settings. In order for the role list to appear in a user’s system settings, they must first be given the ability to set (assign) those roles. If a user has multiple roles, only one of their roles needs to be given this access.<br />
<br />
#Login to SmartSimple using an account with Global User Administrator access.<br />
#On the left navigation bar, under Configuration, click on Roles and Permissions.<br />
#In Role & Category Settings, click on User Roles.<br />
#Click '''Edit''' for the role that the user belongs to <br />
#In the Role Permissions section, select all of the roles that include the contacts that you want to synchronize.<br />
#Click '''Save'''.<br />
<br />
===SmartSimple Outlook Synchronization Roles===<br />
<br />
Users can set which roles will be used for synchronization.<br />
<br />
#Login to SmartSimple using the account of the user you want to configure for Outlook Synchronization.<br />
#Open the user’s profile either through a clicking on an icon or clicking on the user’s name at the top of the page.<br />
#Click on Settings then System.<br />
#Scroll down the page until you see a section called Outlook synchronization.<br />
#If you have set the User Role Permissions properly (as above) then you will see a list of roles. Only the roles selected will be available for synchronization. <br />
#Check off roles you wish to enable for synchronization.<br />
#Click Save.<br />
<br />
<br />
<br />
<br />
<br />
=Installing Outlook Synchronization=<br />
<br />
There are two versions of the '''Outlook Synchronization''' tool: one for versions 98 to 2000 and another version for version 2002 and 2003.<br />
<br />
Be sure to download the appropriate version from your copy of [[SmartSimple]] before proceeding.<br />
<br />
Use the following step-by-step instructions to install this feature.<br />
<br />
The images in this example are taken from Outlook 2000.<br />
<br />
1. Launch '''Microsoft Outlook'''.<br />
<br />
2. Choose the '''Tools''', '''Options''' [[Menu|menu]].<br />
<br />
[[Image:Exc13.png]]<br />
<br />
3. Click the '''Other''' tab.<br />
<br />
[[Image:Exc14.png]]<br />
<br />
4. Click the '''Advance Options''' button.<br />
<br />
[[Image:Exc15.png]]<br />
<br />
5. Click the '''COM Add-ins''' button.<br />
<br />
[[Image:Exc16.png]]<br />
<br />
6. Click the '''Add''' button.<br />
<br />
[[Image:Exc17.png]]<br />
<br />
7. Browse to the folder where you stored the file '''SSOutlook.dll'''.<br />
<br />
[[Image:Exc18.png]]<br />
<br />
8. Select the File - '''SSOutlook.dll'''.<br />
<br />
9. Click the '''OK''' button.<br />
<br />
The '''Add-in''' is added and selected.<br />
<br />
[[Image:Exc19.png]]<br />
<br />
10. Click the '''OK''' button on each screen until you are returned to Outlook.<br />
<br />
The new buttons will be added to the Outlook toolbar – '''Setting and Sync'''.<br />
<br />
[[Image:Exc20.png]]<br />
<br />
You are now ready to configure the settings.<br />
<br />
=Using the Settings button=<br />
<br />
There are three buttons on the [[SmartSimple]] toolbar:<br />
<br />
[[Image:Exc11.png]]<br />
<br />
=Setting your User Information=<br />
<br />
The following instructions show you how to set [[User|user]] information.<br />
<br />
You only need to set these values the first time you use the '''Synchronization''' tool.<br />
<br />
11. Click the '''SmartSimple Settings''' button.<br />
<br />
The '''SmartSimple Settings Options''' are displayed.<br />
<br />
[[Image:Exc21.png]]<br />
<br />
12. Enter your [[Username|username]], [[Password|password]], company [[Alias|alias]] and [[URL]].<br />
<br />
[[Image:Exc22.png]]<br />
<br />
13. Click the '''Refresh''' button to validate the setting.<br />
<br />
14. Click the '''Close''' button.<br />
<br />
If any of the values are incorrect the following message will be displayed.<br />
<br />
[[Image:Exc23.png]]<br />
<br />
=Setting up a SmartSimple Enabled Calendar or Contact List=<br />
<br />
The '''Synchronization''' feature uses the name of the folder to identify if the selected folder – either contacts or calendar – that should be synchronized with [[SmartSimple]].<br />
* If the name of a selected folder contains the word "smartsimple" (not case sensitive) then the '''Sync Calendar''' or '''Sync Contact''' button will be enabled depending on the folder type.<br />
* If you wish to synchronize your personal calendar or personal contacts you must add the word “smartsimple” to the description, as you cannot change the names of these personal folders. To add the word [[SmartSimple]] to the calendar description use the following instructions.<br />
<br />
Right click on the calendar or contacts icon and choose properties.<br />
<br />
The description will be displayed as a large text box in the middle of the settings.<br />
<br />
Type [[SmartSimple]].<br />
<br />
Click the '''OK''' button.<br />
<br />
* If you wish to synchronize an existing list of contacts in Outlook with [[SmartSimple]] then you will need to rename the folder to contain the word "smartsimple" - not case sensitive.<br />
<br />
=Creating a New Folder=<br />
<br />
Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.<br />
<br />
15. If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].<br />
<br />
[[Image:Exc24.png]]<br />
<br />
16. Select the level where you wish to add the new folder.<br />
<br />
17. Choose the '''File''', '''New Folder''' [[Menu|menu]].<br />
<br />
[[Image:Exc25.png]]<br />
<br />
18. Type a folder name – be sure to include the word "smartsimple".<br />
<br />
[[Image:Exc26.png]]<br />
<br />
19. Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).<br />
<br />
[[Image:Exc27.png]]<br />
<br />
20. Click the '''Ok''' button.<br />
<br />
[[Image:Exc28.png]]<br />
<br />
The folder icon will indicate either contacts or appointments.<br />
<br />
=Creating a Shortcut on your Outlook Sidebar=<br />
<br />
You can drag the folder name to the '''Outlook''' sidebar to create a shortcut. This will make it easier to locate the folder in the future.<br />
<br />
21. Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.<br />
<br />
[[Image:Exc29.png]]<br />
<br />
You can repeat the folder creation process with a new calendar folder.<br />
<br />
[[Image:Exc30.png]]<br />
<br />
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.<br />
<br />
=Using Outlook Synchronization=<br />
<br />
22. Click on the '''Contact''' folder.<br />
<br />
The '''Sync Contacts''' button is enabled.<br />
<br />
[[Image:Exc31.png]]<br />
<br />
23. Click the '''Sync Contacts''' button.<br />
<br />
The '''Synchronization''' process is for contacts is executed.<br />
<br />
[[Image:Exc32.png]]<br />
<br />
24. Click on the '''Calendar''' folder.<br />
<br />
The Sync Contacts button is enabled.<br />
<br />
[[Image:Exc33.png]]<br />
<br />
25. Click the '''Sync Calendar''' button.<br />
<br />
The '''Synchronization''' process for the calendar is executed.<br />
<br />
=Outlook Contact Fields Verse SmartSimple Fields=<br />
<br />
The following table shows how '''Outlook Contact''' fields are mapped to [[SmartSimple]] '''Contact''' fields.<br />
<br />
[[Image:Exc12.png]]<br />
<br />
=Setting Custom Fields Values for Contacts=<br />
<br />
Once the folder has been synchronized for the fist time you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].<br />
<br />
26. Double click on any contact.<br />
<br />
The contact window is displayed.<br />
<br />
[[Image:Exc34.png]]<br />
<br />
Note the '''SmartSimple Fields''' button.<br />
<br />
[[Image:Exc35.png]]<br />
<br />
27. Click the '''SmartSimple Fields''' button.<br />
<br />
The '''SmartSimple Fields''' window is displayed.<br />
<br />
[[Image:Exc36.png]]<br />
<br />
The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].<br />
<br />
=Setting Additional Contact Roles=<br />
<br />
This window is used to set additional [[Role|roles]] for the contact.<br />
* Current [[Role|roles]] are indicated with a tick mark next to the [[Role|role]] name.<br />
* Other additional [[Role|roles]] you can set are displayed.<br />
* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].<br />
* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with a contact will be displayed.<br />
* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact.<br />
<br />
You cannot create a new [[Role|role]] or a [[Custom Fields|custom fields]] in Outlook. This must be done in [[SmartSimple]].<br />
<br />
28. Select an additional [[Role|role]].<br />
<br />
[[Image:Exc37.png]]<br />
<br />
Additional fields will be displayed if they are associated with the new [[Role|role]].<br />
<br />
=Setting a Custom Field Value=<br />
<br />
29. Double click on a field on the bottom pane to set its value.<br />
<br />
[[Image:Exc38.png]]<br />
<br />
The selection options and the validation types will be same as originally established in [[SmartSimple]].<br />
<br />
30. Click the '''OK''' button to save the new value.<br />
<br />
31. Click the '''Save and Close''' button. <br />
<br />
[[Image:Exc39.png]]<br />
<br />
The contact record is updated and closed.<br />
<br />
=Updating Calendar Events=<br />
<br />
Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event.<br />
<br />
32. Create a new appointment in your '''SmartSimple Synchronized''' folder.<br />
<br />
33. '''Save''' and redisplay the appointment.<br />
<br />
[[Image:Exc40.png]]<br />
<br />
34. Click the '''SmartSimple Fields''' button.<br />
<br />
If any event [[Custom Fields|custom fields]] exist, you can set their values.<br />
<br />
=Adding Event Notes=<br />
<br />
You can add multiple notes to a single event in [[SmartSimple]]. This functionality is replicated in the '''Outlook Calendar''' event.<br />
<br />
35. Click the '''SmartSimple Notes''' button.<br />
<br />
[[Image:Exc41.png]]<br />
<br />
Existing notes are displayed in the top pane of the window.<br />
<br />
A new note is composed in the bottom pane of the window.<br />
<br />
If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box.<br />
<br />
[[Image:Exc42.png]]<br />
<br />
36. Click the '''New Note''' button.<br />
<br />
37. Type the new '''Note'''.<br />
<br />
[[Image:Exc43.png]]<br />
<br />
38. Click the '''OK''' button.<br />
<br />
The '''Note''' is added.<br />
<br />
These notes will be uploaded the next time you synchronize with [[SmartSimple]].<br />
<br />
=Reserved Fields in Outlook=<br />
<br />
The '''Outlook Synchronization''' feature uses three contact outlook fields to store the custom contact and [[Role|role]] information. <br />
<br />
These fields are '''Contact Information''' – '''Billing''', '''Miscellaneous fields''' – '''User1''' and '''User2'''.<br />
<br />
You should not use these fields for other purposes. If you do any information that you enter will be overwritten the next type you synchronize with [[SmartSimple]].<br />
<br />
[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Microsoft_Outlook_Synchronization&diff=11994SmartSimple Microsoft Outlook Synchronization2012-10-09T20:31:10Z<p>Douglas: Redirected page to SmartSimple Outlook Synchronization</p>
<hr />
<div>#REDIRECT [[SmartSimple Outlook Synchronization]]<br />
=Overview=<br />
<br />
The '''SmartSimple Microsoft Outlook Synchronization''' tool provides the following features:<br />
* Maintenance of contact and company information in Outlook or [[SmartSimple]]. Note: only companies and their associated contacts, where the company "ownership" is set to the current [[SmartSimple]] [[User|user]], will be synchronized. This feature also supports the use of custom fields and roles for contacts and multiple notes.<br />
* Maintenance of your personal calendar in Outlook or [[SmartSimple]]. This feature also supports multiple notes for each calendar entry and the use of any custom calendar fields defined in [[SmartSimple]]. Notes can be created in Outlook or [[SmartSimple]].<br />
* If you are using the [[SmartSimple]] [[Applicant Tracking]] system you can synchronize applicant information including applicant resumes.<br />
<br />
=Installing Outlook Synchronization=<br />
<br />
There are two versions of the '''Outlook Synchronization''' tool: one for versions 98 to 2000 and another version for version 2002 and 2003.<br />
<br />
Be sure to download the appropriate version from your copy of [[SmartSimple]] before proceeding.<br />
<br />
Use the following step-by-step instructions to install this feature.<br />
<br />
The images in this example are taken from Outlook 2000.<br />
<br />
1. Launch '''Microsoft Outlook'''.<br />
<br />
2. Choose the '''Tools''', '''Options''' [[Menu|menu]].<br />
<br />
[[Image:Exc13.png]]<br />
<br />
3. Click the '''Other''' tab.<br />
<br />
[[Image:Exc14.png]]<br />
<br />
4. Click the '''Advance Options''' button.<br />
<br />
[[Image:Exc15.png]]<br />
<br />
5. Click the '''COM Add-ins''' button.<br />
<br />
[[Image:Exc16.png]]<br />
<br />
6. Click the '''Add''' button.<br />
<br />
[[Image:Exc17.png]]<br />
<br />
7. Browse to the folder where you stored the file '''SSOutlook.dll'''.<br />
<br />
[[Image:Exc18.png]]<br />
<br />
8. Select the File - '''SSOutlook.dll'''.<br />
<br />
9. Click the '''OK''' button.<br />
<br />
The '''Add-in''' is added and selected.<br />
<br />
[[Image:Exc19.png]]<br />
<br />
10. Click the '''OK''' button on each screen until you are returned to Outlook.<br />
<br />
The new buttons will be added to the Outlook toolbar – '''Setting and Sync'''.<br />
<br />
[[Image:Exc20.png]]<br />
<br />
You are now ready to configure the settings.<br />
<br />
=Using the Settings button=<br />
<br />
There are three buttons on the [[SmartSimple]] toolbar:<br />
<br />
[[Image:Exc11.png]]<br />
<br />
=Setting your User Information=<br />
<br />
The following instructions show you how to set [[User|user]] information.<br />
<br />
You only need to set these values the first time you use the '''Synchronization''' tool.<br />
<br />
11. Click the '''SmartSimple Settings''' button.<br />
<br />
The '''SmartSimple Settings Options''' are displayed.<br />
<br />
[[Image:Exc21.png]]<br />
<br />
12. Enter your [[Username|username]], [[Password|password]], company [[Alias|alias]] and [[URL]].<br />
<br />
[[Image:Exc22.png]]<br />
<br />
13. Click the '''Refresh''' button to validate the setting.<br />
<br />
14. Click the '''Close''' button.<br />
<br />
If any of the values are incorrect the following message will be displayed.<br />
<br />
[[Image:Exc23.png]]<br />
<br />
=Setting up a SmartSimple Enabled Calendar or Contact List=<br />
<br />
The '''Synchronization''' feature uses the name of the folder to identify if the selected folder – either contacts or calendar – that should be synchronized with [[SmartSimple]].<br />
* If the name of a selected folder contains the word "smartsimple" (not case sensitive) then the '''Sync Calendar''' or '''Sync Contact''' button will be enabled depending on the folder type.<br />
* If you wish to synchronize your personal calendar or personal contacts you must add the word “smartsimple” to the description, as you cannot change the names of these personal folders. To add the word [[SmartSimple]] to the calendar description use the following instructions.<br />
<br />
Right click on the calendar or contacts icon and choose properties.<br />
<br />
The description will be displayed as a large text box in the middle of the settings.<br />
<br />
Type [[SmartSimple]].<br />
<br />
Click the '''OK''' button.<br />
<br />
* If you wish to synchronize an existing list of contacts in Outlook with [[SmartSimple]] then you will need to rename the folder to contain the word "smartsimple" - not case sensitive.<br />
<br />
=Creating a New Folder=<br />
<br />
Displaying the '''Outlook folder''' list before you create the folder makes it easier to see where the folder will be created.<br />
<br />
15. If the folder list is not displayed, choose the '''View Folder List''' [[Menu|menu]].<br />
<br />
[[Image:Exc24.png]]<br />
<br />
16. Select the level where you wish to add the new folder.<br />
<br />
17. Choose the '''File''', '''New Folder''' [[Menu|menu]].<br />
<br />
[[Image:Exc25.png]]<br />
<br />
18. Type a folder name – be sure to include the word "smartsimple".<br />
<br />
[[Image:Exc26.png]]<br />
<br />
19. Set the folder type to either '''Appointment''' items (for Calendar Synchronization) or '''Contact''' items (for Contact Synchronization).<br />
<br />
[[Image:Exc27.png]]<br />
<br />
20. Click the '''Ok''' button.<br />
<br />
[[Image:Exc28.png]]<br />
<br />
The folder icon will indicate either contacts or appointments.<br />
<br />
=Creating a Shortcut on your Outlook Sidebar=<br />
<br />
You can drag the folder name to the '''Outlook''' sidebar to create a shortcut. This will make it easier to locate the folder in the future.<br />
<br />
21. Drag the '''Folder''' name to the required location on the '''Outlook''' sidebar.<br />
<br />
[[Image:Exc29.png]]<br />
<br />
You can repeat the folder creation process with a new calendar folder.<br />
<br />
[[Image:Exc30.png]]<br />
<br />
Once complete you can use the '''View Folder List''' [[Menu|menu]] to hide the folder list.<br />
<br />
=Using Outlook Synchronization=<br />
<br />
22. Click on the '''Contact''' folder.<br />
<br />
The '''Sync Contacts''' button is enabled.<br />
<br />
[[Image:Exc31.png]]<br />
<br />
23. Click the '''Sync Contacts''' button.<br />
<br />
The '''Synchronization''' process is for contacts is executed.<br />
<br />
[[Image:Exc32.png]]<br />
<br />
24. Click on the '''Calendar''' folder.<br />
<br />
The Sync Contacts button is enabled.<br />
<br />
[[Image:Exc33.png]]<br />
<br />
25. Click the '''Sync Calendar''' button.<br />
<br />
The '''Synchronization''' process for the calendar is executed.<br />
<br />
=Outlook Contact Fields Verse SmartSimple Fields=<br />
<br />
The following table shows how '''Outlook Contact''' fields are mapped to [[SmartSimple]] '''Contact''' fields.<br />
<br />
[[Image:Exc12.png]]<br />
<br />
=Setting Custom Fields Values for Contacts=<br />
<br />
Once the folder has been synchronized for the fist time you can set [[Custom Field|custom field]] values for any contact or change their [[Role|role]] to the extent that your [[SmartSimple]] [[Role|role]] supports adding or changing [[Role|roles]].<br />
<br />
26. Double click on any contact.<br />
<br />
The contact window is displayed.<br />
<br />
[[Image:Exc34.png]]<br />
<br />
Note the '''SmartSimple Fields''' button.<br />
<br />
[[Image:Exc35.png]]<br />
<br />
27. Click the '''SmartSimple Fields''' button.<br />
<br />
The '''SmartSimple Fields''' window is displayed.<br />
<br />
[[Image:Exc36.png]]<br />
<br />
The top pane of the window displays the contact [[Role|roles]] and the bottom pane displays the fields associated with the selected [[Role|role]].<br />
<br />
=Setting Additional Contact Roles=<br />
<br />
This window is used to set additional [[Role|roles]] for the contact.<br />
* Current [[Role|roles]] are indicated with a tick mark next to the [[Role|role]] name.<br />
* Other additional [[Role|roles]] you can set are displayed.<br />
* As you select additional [[Role|roles]] the field list will change to display any additional fields associated with the selected [[Role|role]].<br />
* If [[Role|roles]] have not been established then only [[Custom Fields|custom fields]] associated with a contact will be displayed.<br />
* If no custom fields are set for a [[Role|role]], you can still set the [[Role|role]] for the contact.<br />
<br />
You cannot create a new [[Role|role]] or a [[Custom Fields|custom fields]] in Outlook. This must be done in [[SmartSimple]].<br />
<br />
28. Select an additional [[Role|role]].<br />
<br />
[[Image:Exc37.png]]<br />
<br />
Additional fields will be displayed if they are associated with the new [[Role|role]].<br />
<br />
=Setting a Custom Field Value=<br />
<br />
29. Double click on a field on the bottom pane to set its value.<br />
<br />
[[Image:Exc38.png]]<br />
<br />
The selection options and the validation types will be same as originally established in [[SmartSimple]].<br />
<br />
30. Click the '''OK''' button to save the new value.<br />
<br />
31. Click the '''Save and Close''' button. <br />
<br />
[[Image:Exc39.png]]<br />
<br />
The contact record is updated and closed.<br />
<br />
=Updating Calendar Events=<br />
<br />
Synchronized calendar events can also have [[Custom Fields|custom fields]] and multiple notes for each event.<br />
<br />
32. Create a new appointment in your '''SmartSimple Synchronized''' folder.<br />
<br />
33. '''Save''' and redisplay the appointment.<br />
<br />
[[Image:Exc40.png]]<br />
<br />
34. Click the '''SmartSimple Fields''' button.<br />
<br />
If any event [[Custom Fields|custom fields]] exist, you can set their values.<br />
<br />
=Adding Event Notes=<br />
<br />
You can add multiple notes to a single event in [[SmartSimple]]. This functionality is replicated in the '''Outlook Calendar''' event.<br />
<br />
35. Click the '''SmartSimple Notes''' button.<br />
<br />
[[Image:Exc41.png]]<br />
<br />
Existing notes are displayed in the top pane of the window.<br />
<br />
A new note is composed in the bottom pane of the window.<br />
<br />
If there are multiple types of notes with different permissions then you can select the note type form the '''Note Type''' combo box.<br />
<br />
[[Image:Exc42.png]]<br />
<br />
36. Click the '''New Note''' button.<br />
<br />
37. Type the new '''Note'''.<br />
<br />
[[Image:Exc43.png]]<br />
<br />
38. Click the '''OK''' button.<br />
<br />
The '''Note''' is added.<br />
<br />
These notes will be uploaded the next time you synchronize with [[SmartSimple]].<br />
<br />
=Reserved Fields in Outlook=<br />
<br />
The '''Outlook Synchronization''' feature uses three contact outlook fields to store the custom contact and [[Role|role]] information. <br />
<br />
These fields are '''Contact Information''' – '''Billing''', '''Miscellaneous fields''' – '''User1''' and '''User2'''.<br />
<br />
You should not use these fields for other purposes. If you do any information that you enter will be overwritten the next type you synchronize with [[SmartSimple]].<br />
<br />
[[Category:Plug-Ins for Microsoft Office]][[Category:System Management]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11993Previous Upgrade: February 20132012-10-09T16:05:59Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Tuesday October 9, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 4th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm Local Time)<br />
:* smartsimple.ca.za (after 10pm Local Time)<br />
:* factorial.ca<br />
:* frontdeskinc.net<br />
<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 4th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.<br />
* There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the '''"Forgot Password"''' option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* '''HTML''' entered into the template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.<br />
* If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to '''trigger on load, on save, or on demand'''.<br />
* A new custom field setting ([[Type Field Permissions]]) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following '''[[Workflow|workflow]] task types''' have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.<br />
<br />
<br />
===Reports===<br />
* '''[[Custom Field]] Settings''' are now available as a Recordset table for '''reports''' to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] '''events''' can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* '''[[Transactions]]''' can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''<br />
:* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''<br />
* A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access '''rootcompany''' objects through the variable processor.<br />
* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Type_Field_Permissions&diff=11990Type Field Permissions2012-10-09T16:02:36Z<p>Douglas: </p>
<hr />
<div>When you use custom fields in conjunction with the [[UTA]] additional permissions are available. The Type fields permissions control the visibility and modifiability of the field for different [[Templates]]/[[Types]].<br />
<br />
[[Image:TypeFP.png]]<br />
<br />
* '''Allow View Field''' – Defines on which templates/types the field will be displayed. If you leave this field blank, then the field will be able for all templates/types.<br />
* '''Deny View Field''' – Defines on which templates/types the field will not be displayed. If you leave this field blank, then the field will be able for all templates/type<br />
<br />
<br />
* These permissions are used in conjunction with the [[Role Field Permissions]] and the [[Status Field Permissions]]. You must be in [[Role|role]] to see a field AND the field needs to be visible at that [[Status]].<br />
* In addtion to Role, Status and Type field permissions, field visibility may also be controlled by [[Visibility Condition]]s.<br />
* This feature is available for all [[Custom Field|custom fields]] at levels 1, 2 and 3 in the [[UTA]].<br />
<br />
<br />
<br />
==See Also==<br />
*[[Visibility Condition]]s<br />
*[[Role Field Permissions]] <br />
*[[Status Field Permissions]]<br />
*[[Batch Update Custom Field Settings]]<br />
<br />
<br />
[[Category:Custom Fields]][[Category:Security]][[Category:Roles]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Type_Field_Permissions&diff=11988Type Field Permissions2012-10-09T16:01:14Z<p>Douglas: </p>
<hr />
<div>When you use custom fields in conjunction with the [[UTA]] additional permissions are available. The Type fields permissions control the visibility and modifiability of the field for different [[Templates]]/[[Types]].<br />
<br />
[[Image:TypeFP.png]]<br />
<br />
* '''Allow View Field''' – Defines on which templates/types the field will be displayed. If you leave this field blank, then the field will be able for all templates/types.<br />
* '''Deny View Field''' – Defines on which templates/types the field will not be displayed. If you leave this field blank, then the field will be able for all templates/type<br />
<br />
<br />
* These permissions are used in conjunction with the [[Role Field Permissions]] and the [[Status Field Permissions]]. You must be in [[Role|role]] to see a field AND the field needs to be visible at that [[Status]].<br />
* In addtion to Role, Status and Type field permissions, field visibility may also be controlled by [[Visibility Condition]]s.<br />
* This feature is available for all [[Custom Field|custom fields]] at levels 1, 2 and 3 in the [[UTA]].<br />
<br />
<br />
<br />
==See Also==<br />
*[[Visibility Condition]]s<br />
*[[Status Field Permissions]]<br />
* [[Batch Update Custom Field Settings]]<br />
<br />
<br />
[[Category:Custom Fields]][[Category:Security]][[Category:Roles]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Type_Field_Permissions&diff=11986Type Field Permissions2012-10-09T15:54:32Z<p>Douglas: Created page with 'When you use custom fields in conjunction with the UTA additional permissions are available. The Type fields permissions control the visibility and modifiability of the field for…'</p>
<hr />
<div>When you use custom fields in conjunction with the UTA additional permissions are available. The Type fields permissions control the visibility and modifiability of the field for different templates/types.<br />
<br />
[[Image:TypeFP.png]]<br />
<br />
* '''Allow View Field''' – Defines on which templates/types the field will be displayed. If you leave this field blank, then the field will be able for all templates/types.<br />
* '''Deny View Field''' – Defines on which templates/types the field will not be displayed. If you leave this field blank, then the field will be able for all templates/type<br />
<br />
<br />
==See Also==<br />
*[[Visibility Condition]]s<br />
*[[Status Field Permissions]]<br />
* [[Batch Update Custom Field Settings]]<br />
<br />
<br />
[[Category:Custom Fields]][[Category:Security]][[Category:Roles]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=File:TypeFP.png&diff=11985File:TypeFP.png2012-10-09T15:21:45Z<p>Douglas: </p>
<hr />
<div></div>Douglashttps://wiki.smartsimple.com/index.php?title=Outlook_Synchronization&diff=11984Outlook Synchronization2012-10-09T13:48:55Z<p>Douglas: Redirected page to SmartSimple Outlook Synchronization</p>
<hr />
<div>#REDIRECT [[SmartSimple Outlook Synchronization]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11983Previous Upgrade: February 20132012-10-09T12:23:59Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Tuesday October 9, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 4th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm Local Time)<br />
:* smartsimple.ca.za (after 10pm Local Time)<br />
:* factorial.ca<br />
:* frontdeskinc.net<br />
<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 4th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.<br />
* There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the '''"Forgot Password"''' option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* '''HTML''' entered into the template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.<br />
* If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to '''trigger on load, on save, or on demand'''.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following '''[[Workflow|workflow]] task types''' have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.<br />
<br />
<br />
===Reports===<br />
* '''[[Custom Field]] Settings''' are now available as a Recordset table for '''reports''' to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] '''events''' can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* '''[[Transactions]]''' can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''<br />
:* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''<br />
* A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access '''rootcompany''' objects through the variable processor.<br />
* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Outlook_Synchronization&diff=11976SmartSimple Outlook Synchronization2012-10-04T15:45:02Z<p>Douglas: </p>
<hr />
<div>Download instructions here:<br />
<br />
<!-- '''[http://smartsimple.com/files/113/f102251/SmartSimple_Outlook_Guide.pdf SmartSimple Outlook Guide]''' --><br />
'''[http://smart.smartsimple.com/files/113/f140356/SmartSimple_Outlook_Add-In.pdf SmartSimple Outlook Guide]'''<br />
<br />
<br />
[[Category:SmartSimple Documentation]][[Category:Plug-Ins for Microsoft Office]][[Category:Training]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=SmartSimple_Outlook_Synchronization&diff=11975SmartSimple Outlook Synchronization2012-10-04T15:43:57Z<p>Douglas: </p>
<hr />
<div>Download instructions here:<br />
<br />
<!-- '''[http://smartsimple.com/files/113/f102251/SmartSimple_Outlook_Guide.pdf SmartSimple Outlook Guide]''' --><br />
<!-- '''[http://smart.smartsimple.com/files/113/f140356/SmartSimple_Outlook_Add-In.pdf SmartSimple Outlook Guide]''' --><br />
'''[http://smart.smartsimple.com/files/113/f238448/SmartSimple_Outlook_Add-In.pdf SmartSimple Outlook Guide]'''<br />
<br />
[[Category:SmartSimple Documentation]][[Category:Plug-Ins for Microsoft Office]][[Category:Training]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11965Previous Upgrade: February 20132012-10-01T19:31:23Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm Local Time)<br />
:* smartsimple.ca.za (after 10pm Local Time)<br />
:* factorial.ca<br />
:* frontdeskinc.net<br />
<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.<br />
* There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the '''"Forgot Password"''' option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* '''HTML''' entered into the template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.<br />
* If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to '''trigger on load, on save, or on demand'''.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following '''[[Workflow|workflow]] task types''' have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.<br />
<br />
<br />
===Reports===<br />
* '''[[Custom Field]] Settings''' are now available as a Recordset table for '''reports''' to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] '''events''' can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* '''[[Transactions]]''' can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''<br />
:* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''<br />
* A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access '''rootcompany''' objects through the variable processor.<br />
* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11964Previous Upgrade: February 20132012-10-01T19:24:33Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm Local Time)<br />
:* smartsimple.ca.za (after 10pm Local Time)<br />
:* factorial.ca<br />
:* frontdeskinc.net<br />
<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.<br />
* There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the '''"Forgot Password"''' option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* '''HTML''' entered into the template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.<br />
* If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to '''trigger on load, on save, or on demand'''.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following [[Workflow|workflow]] task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* [[Custom Field]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* [[Transactions]] can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* @date(currentdate)@ will return current server date as YYYY-MM-DD<br />
:* @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11963Previous Upgrade: February 20132012-10-01T19:16:49Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm Local Time)<br />
:* smartsimple.ca.za (after 10pm Local Time)<br />
:* factorial.ca<br />
:* frontdeskinc.net<br />
<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following [[Workflow|workflow]] task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* [[Custom Field]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* [[Transactions]] can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* @date(currentdate)@ will return current server date as YYYY-MM-DD<br />
:* @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11962Previous Upgrade: February 20132012-10-01T19:14:19Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following [[Workflow|workflow]] task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* [[Custom Field]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* [[Transactions]] can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
:* @date(currentdate)@ will return current server date as YYYY-MM-DD<br />
:* @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11961Previous Upgrade: February 20132012-10-01T17:35:07Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following [[Workflow|workflow]] task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* [[Custom Field]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* [[Transactions]] can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11960Previous Upgrade: February 20132012-10-01T17:32:33Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[Getting Started with the Universal Tracking Application|UTA]] [[List View|list views]] when enabled in [[Advanced Logic]]. By filtering using the [[List View]] [[Search Panel|search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following [[Workflow|workflow]] task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* [[Custom Field]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* [[Transactions]] can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11959Previous Upgrade: February 20132012-10-01T17:30:44Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[Getting Started with the Universal Tracking Application|UTA]] [[List View|list views]]when enabled in [[Advanced Logic]]. By filtering using the [[List View]] [[Search Panel|search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following [[Workflow|workflow]] task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* [[Custom Field]] Settings are now available as a Recordset table for reports to show the properties of [[Custom Field|custom fields]] configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the [[Report|report]] settings.<br />
<br />
<br />
===Autoloader===<br />
* [[Contact]] and [[Company & Account Settings|Company]] events can now be uploaded using the [[Autoloader|autoloader]].<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* [[Transactions]] can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new [[UTA]] setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11958Previous Upgrade: February 20132012-10-01T17:19:20Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[Getting Started with the Universal Tracking Application|UTA]] [[List View|list views]]when enabled in [[Advanced Logic]]. By filtering using the [[List View]] [[Search Panel|search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11957Previous Upgrade: February 20132012-10-01T16:15:53Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[Getting Started with the Universal Tracking Application|UTA]] [[List View|list views]]when enabled in [[Advanced Logic]]. By filtering using the [[List View]] [[Search Panel|search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on a [[Web Page View Field]] will be displayed with syntax highlighting.<br />
* If a [[Tool Tip]] has been defined on a [[custom field]], the field name [[caption]] will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the [[Browser Script]] custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11956Previous Upgrade: February 20132012-10-01T16:10:17Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[Getting Started with the Universal Tracking Application|UTA]] [[List View|list views]]when enabled in [[Advanced Logic]]. By filtering using the [[List View]] [[Search Panel|search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[Login Page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11955Previous Upgrade: February 20132012-10-01T16:09:28Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]] has been released an will be available in the Downloads section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a [[Using Group Email in Applicant Tracking|Group Email]] button at the bottom of [[Getting Started with the Universal Tracking Application|UTA]] [[List View|list views]]when enabled in [[Advanced Logic]]. By filtering using the [[List View]] [[Search Panel|search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the [[login page]], the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11954Previous Upgrade: February 20132012-10-01T13:48:55Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.<br />
<br />
'''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''<br />
<br />
The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the login page, the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11953Previous Upgrade: February 20132012-10-01T13:44:59Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades. So, effective October 2012, we will be releasing upgrades on a monthly basis. The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" one week prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the login page, the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11952Previous Upgrade: February 20132012-10-01T13:43:32Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
===New Monthly Upgrades===<br />
The pace of business change has increased since we started SmartSimple in 2002. One feature of our service that has not kept pace has been the application of upgrades. So, effective October 2012, we will be releasing upgrades on a monthly basis. The benefits of this approach are as follows: <br />
:* The upgrades will be performed in smaller batches.<br />
:* New features will come on-stream faster, as we can fast track key enhancements into early updates.<br />
<br />
The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. <br />
<br />
The [[SmartSimple]] platform is upgraded with new features and enhancements approximately every 2 to 3 months.<br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" one week prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the login page, the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11951Previous Upgrade: February 20132012-10-01T13:04:36Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
The [[SmartSimple]] platform is upgraded with new features and enhancements approximately every 2 to 3 months.<br />
<br />
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
<br />
==System Upgrade Process==<br />
<br />
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
<br />
===Backup Server Update===<br />
<br />
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" one week prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
<br />
===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
<br />
<br />
<br />
----<br />
----<br />
<br />
=Next Upgrade: October 2012=<br />
<br />
The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
<br />
The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
<br />
<br />
'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
<br />
<br />
If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
<br />
<br />
We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
<br />
<br />
<br />
The following is a '''tentative''' list of the features included in the upgrade.<br />
<br />
==New / Updated Features==<br />
===Communication===<br />
* A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the login page, the e-mail will now be sent out immediately.<br />
<br />
<br />
===Standard and Custom Fields===<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
<br />
<br />
===Workflows===<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
<br />
<br />
===Reports===<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
<br />
<br />
===Autoloader===<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
<br />
<br />
===Miscellaneous===<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
<br />
<br />
<br />
----<br />
<br />
=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
<br />
<br />
[[Category:Upgrades| ]]</div>Douglashttps://wiki.smartsimple.com/index.php?title=Previous_Upgrade:_February_2013&diff=11950Previous Upgrade: February 20132012-10-01T12:43:39Z<p>Douglas: </p>
<hr />
<div>=General Information=<br />
<br />
The [[SmartSimple]] platform is upgraded with new features and enhancements approximately every 2 to 3 months.<br />
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This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).<br />
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==System Upgrade Process==<br />
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The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.<br />
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===Backup Server Update===<br />
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* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" one week prior to the upgrade date.<br />
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.<br />
* Internal staff will also be using these servers to perform instance specific testing.<br />
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===Update Go/No-Go===<br />
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.<br />
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=Next Upgrade: October 2012=<br />
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The following server will be upgraded on Thursday October 8, 2012 at 10pm EST:<br />
:* smartsimple3.biz<br />
The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 8th for testing.<br />
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The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.com<br />
:* smartsimple2.biz<br />
:* smartsimple4.biz<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
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The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.<br />
:* smartsimple.ca<br />
:* smartsimple.us<br />
:* smartsimple.biz<br />
:* smartsimple.ie (after 10pm GMT)<br />
:* factorial.ca<br />
The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 8th for testing.<br />
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'''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]<br />
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If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' November 1st. <br />
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We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]<br />
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The following is a '''tentative''' list of the features included in the upgrade.<br />
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==Communication==<br />
* A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.<br />
* There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.<br />
* When using the "Forgot Password" option on the login page, the e-mail will now be sent out immediately.<br />
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==Standard and Custom Fields==<br />
* There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.<br />
* HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.<br />
* If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.<br />
* Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.<br />
* A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.<br />
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==Workflows==<br />
* The following workflow task types have been added: <br />
::* Add new user<br />
::* Remove a user role<br />
::* Activate a user<br />
::* Deactivate a user<br />
* "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.<br />
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==Reports==<br />
* Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.<br />
* You can set any report to ignore the Global Report Template and use the template defined in the report settings.<br />
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==Autoloader==<br />
* Contact and Company events can now be uploaded using the autoloader.<br />
* Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.<br />
* Transactions can now be autoloaded and attached to Level 2 records.<br />
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==Miscellaneous==<br />
* Two new date functions have been added:<br />
@date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS<br />
* A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:<br />
::* Contacts<br />
::* Companies<br />
::* Events / Activities<br />
::* UTA Level 1<br />
::* UTA Level 2<br />
* A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.<br />
* An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.<br />
* Two new manager permissions have been added for Sales Tracking Opportunities:<br />
::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.<br />
::* "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.<br />
* Provides the ability to access rootcompany objects through the variable processor.<br />
* The maximum number of records that appear in a Ajax list has increased to 50.<br />
* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)<br />
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=Previous Upgrades=<br />
Click on the links below to find detailed information on previous upgrades.<br />
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.<br />
==[[Previous Upgrade: May 2012]]==<br />
==[[Previous Upgrade: November 2011]]==<br />
==[[Previous Upgrade: May 19th 2011]]==<br />
==[[Previous Upgrade: October 1st 2010]]==<br />
==[[Previous Upgrade: May 13th 2010]]==<br />
==[[Previous Upgrade: October 1st 2009]]==<br />
==[[Previous Upgrade: July 30th 2009]]==<br />
==[[Previous Upgrade: May 28th 2009]]==<br />
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[[Category:Upgrades| ]]</div>Douglas