View source for Newsletter June 2008 - Issue 29

==NEW FEATURES==

We are pleased to announce some extremely useful and powerful enhancements to [[SmartSimple]]. These enhancements provide new ease of use and security.


===Faster Organisation and Contact Lookups===

To date we have displayed a '''Lookup''' button whenever you need to associate an [[Internal|internal]]/[[External|external]] [[Entity|entity]] or a contact to a record.

With this enhancement you can start typing the name of the organization or the name of the person you wish to associate into the '''Lookup''' box and the system will automatically display all matching criteria for your selection.

[[Image:New2.png]]

The current security rules will apply for the [[User|user]]. The original '''Lookup''' button will remain to ensure backwards compatibility.

This change applies to the following fields:

'''[[Universal Tracking Application]]'''
* '''Organization''' lookup
* '''Association Company''' lookup
'''[[Sales Tracking]]''' system
* Opportunity page
'''[[Applicant Tracking]]''' system
* Job page
'''Global Contact''' page
* Company lookup.


===Custom Field Change History and Undelete===

* We have added a feature to monitor [[Custom Fields|custom field]] changes. Now, you can track any changes made to [[Custom Fields|custom field]] settings such as security permissions, field type and validation. Under the [[Custom Fields|Custom Field]] page - '''Update''' history you will find a new tab displaying the history of the change - the originator and the date in which the change occurred.
* To prevent the permanent deletion of a [[Custom Fields|custom field]] caused by error, we have added an '''undelete''' feature. For example, if a [[Custom Fields|custom field]] is deleted in error it can be recovered along with all values through the [[Global Settings]], [[System Variables]] and [[Custom Fields]] section, '''Deleted Custom Fields'''.

[[Image:New1.png]]


===Update-able Web Page View Fields===

Many of you use the [[Web Page View Field|Web Page View]] [[Custom Fields|custom field]] to create automatically filled on-line versions of your forms, letters, contracts and other agreements.

Documents created using this field are automatically populated from underlying data. Though you can enable [[User|users]] to edit the resulting document, to date, you have not been able to store the added information back to the database. Now you can configure these documents to be able to successfully store the new added information back into the database.


===Enhanced User Centric Interface===

An extended version of the [[User Centric Interface]] is now available. This version supports the following features:

* '''Five completely definable tabs''' - the current version of the [[Interfaces|interface]] only allows the contents of the fifth tab to be defined; now all five tabs can be defined.
* '''Introductory Pages available for all tabs''' - you can now define introductory text for each of the tabs that you add to the [[Interfaces|interface]].
* '''People Online''' - you can now enable the '''People Online''' feature in this [[Interfaces|interface]] as a floating window.

This increased functionality will allow you to build alternative [[Interfaces|interfaces]] to the [[Portal]] and [[Administration Interface|Administrative]] [[Interfaces|interfaces]]. The upgrade is backwards compatible with your existing interface and it will not impact on currently deployed [[Interfaces|interfaces]].


===Role Logic===

You are now able to add formulas to a [[Role|role]] and create '''Role Logic'''. For example, if you wish to sum values from underlying personal transactions or apply a value to a field based on the [[User|user]]'s [[Role|role]] you will utilize this feature.


===Beta Release - File Uploader===

With so many of our customers using [[SmartSimple]] as a context rich document management system we have created a new '''Windows''' desktop component to assist in integrating the document management features into your day to day operations.

The component consists of an [[Application|application]] that you need to install on your computer. Once installed, you can drag one or more files onto the '''File Uploader''' (or copy the file and then paste).  It also provides the option to choose where you need to store the file(s).

You can store the files in any document type field (multiple or single types) anywhere in the system, they can be stored in an organization profile, [[User]] Profile, [[Universal Tracking Application]] or a standard [[Application|application]]. The usual security rules will apply; [[User|users]] will not be able to select restricted fields.

We are also providing a MS-Word template functionality that you can access directly from an open document and store it from within MS-Word.

If you would like to participate in the beta release of this feature please contact the help desk and they will provide you with the [[Application|application]].


===Password Policy - Increased Functionality===

Within the [[Global Settings]], [[Password Policy]] we have added two new features:

'''Force New Password on First Login''' - this feature forces a [[User|user]] to change their [[Password|password]] if:
* It is their first time logging in.
* If they have requested a new '''password''' from the '''Request Password''' link on the login page.
* If an [[Administrator|administrator]] has resent the [[User|user]] a [[Password|password]].
* [[Password|Passwords]] sent to [[User|users]] via email will be forced to be changed, except when the [[Administrator|administrator]] has set a [[Password|password]] that has not been sent to the [[User|user]].

'''Reset ALL Passwords''' - this feature forces ALL [[User|users]] to select a new [[Password|password]] the next time they log into the system. This feature is designed to be used where you believe [[User|users]] have compromised [[Password|passwords]] and wish to reset the [[Password|passwords]].

===Outlook Synchronization===

A new version of the [[Outlook Synchronization|Outlook]] 2007 [[Outlook Synchronization|Synchronization]] tool is now available in the '''Help''', '''Downloads''' section.


=TRAINING=

Our Toronto classroom is fully operational.  Click on the links below to see the course outlines and 2008 training schedule.  Please contact mailto:gabriela@smartsimple.com if you would like to register.

'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Course_Outlines_2008.pdf Training Course Outlines]'''

'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Schedule_2008.pdf Training Dates 2008]''' 

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