View source for Newsletter February 2008 - Issue 27

==NEW FEATURES==

===Platform Enhancement: Company Transactions===

* Similar to [[Personal Transaction]]s, '''Company Transactions''' are sets of [[Custom Fields|custom fields]] grouped together into specific definable transaction types, such as annual financial statements or investment history. These transaction types can be linked to one or more category.

===Universal Tracking Application: Level 2 Tab List View===

* Each '''Level 2 Item''' type can now have its own list view.

===Platform Enhancement: System Configuration===

* Under [[Global Settings]], System Configuration you can now review system settings and permissions across all roles and the [[Custom Fields|custom fields]]. This is a '''View Only''' feature. This feature has been designed to assist you in creating system documentation.

===Platform Enhancement: Conditional Portal Shortcuts===

* You can now apply logic to any [[Portal|portal]] shortcut. This provides you with the ability to control the circumstances when an icon is displayed. For example, you can include/exclude an icon based on a [[User|user]] being associated with a specific [[Universal Tracking Application]] or the city in the [[User|user]]'s profile, their company name, or even a value stored in a [[Custom Fields|custom fields]] associated with the [[User|user]].

===Platform Enhancement: API Enhancements===

* You can now upload a file into the system through the [[API]]. This "uploadFileField" function allows [[API]]-based programs to upload into either a single file field or an image field.
* In order to control which [[User|users]] are permissioned to use an [[API]]-based program, we have added a new manager permission named '''Use API Client'''. A [[System Administrator|system administrator]] must now explicitly permit a [[Role|role]] to access the system via the [[API]]. If you are using [[API]]-based [[Applications|applications]] you must enable this permission immediately after the update.

==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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