8,849
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→Universal Tracking Application
===New Monthly UpgradesUniversal Tracking Application===The pace of business change has increased since we started * New [[SmartSimplecaption]] in 2002. One feature of our service that has not kept pace has been setting introduced for the application configuration of upgrades. '''So, effective October 2012, we will be releasing upgrades on a monthly basis.''' The benefits [[Template|type]]/[[status]] of this approach are as follows: :* The upgrades will be performed in smaller batches.:* New features will come on-stream fasterobjects, as we can fast track key enhancements into early updates. The overall upgrade process is not changing. We will provide a list of updates allowing you to both change the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller. This page will provide default display name of 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:/type/smartstatus.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the New [[:Category:Newsletter ArchivesVariable List|Technical Journalvariables]] that is sent out prior @statuscaption@ and @typecaption@ have been introduced 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])retrieve these captions.<!--17980 - Captions in English-->==System Upgrade Process==<!--Variable List page updated--> The objective * New language translation setting introduced for the configuration of types and statuses for the '''System Upgrade Process''' is to ensure that customers have a chance to reviewUTA at Level 1, without compromising the integrity of their production systemLevel 2, how their applications and information will work following the upgradeLevel 3. 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 New [[Backup Server and Testing InstancesVariable List|variables]] Wiki article, or contact @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the [[SmartSimple]] support deskcurrent user. ===Backup Server Update=== * Each New [[Backup Server and Testing InstancesField Permission Matrix|backup serverfield visibility matrix]] will be updated introduced allowing you to the "release candidate" prior to the upgrade dateconfigure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk.* This update will provide for instance specific testing of release candidate, as you can log into your respective Enhanced the UTA [[Backup Server and Testing InstancesBatch Update|backup serverbatch update]] and test the the changes against feature to open directly off your most current data and configuration.* Internal staff will also be using these servers list view results instead of directing to perform instance specific testinga separate search page. ===Update Go/No-Go===* Subject to satisfactory testing on both Enhanced the pre-production server and UTA [[Batch Update|batch update]] feature with the production backup servers, the goability to update multiple contacts/no go decision will be made on Wednesday at 12:00pmgroup for UTA Level 1.
===Standard and Custom Fields===
* The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companies.<!-- 16829 - Enable External Company for Branch -->* A new '''Middle Name''' standard field on contacts.<!-- 16981 - Middle Name contact standard field -->* Enhanced the account [[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Datalist view]] and within a [[Custom Field Type: Select One – Combo Box|Select One – Combo BoxUTA]] custom fields can now be manifested as radio buttons.<!-- 15324 - Dynamic Control Field - Checkboxes -->* Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop-down boxes. --> ===Reports===* System variables can now be used on report criteria.<!-- 15368 - System variable on report criteria -->* New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand).<!-- 13339 - Concurrent Connections Report -->* New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.<!-- 12919 - Translate report column headings --> ===Communication===* The "From" address in workflow emails can now be configured using variables.<!-- 16880 - Variables in E-Mail From Address --> ===Autoloader===* The autoloader is being enhanced substantially as part of this upgrade, including features such as::* Strict CSV - with the ability to autoload data that contains line breaks within list the content.:* Pre-processing files - ability to combine multiple columns into account [[owner]] as a single field valuecolumn.:* Retrieval from external sources - New ability to schedule automated workflows to retrieve data from external sources via Web Services, FTP, SFTP, HTTP file access.:* Workflow triggering – ability to trigger user or company workflows on every record upon autoloading.<!-- 16233 - Autoloader - option to run Workflow against all records --> ===Miscellaneous===* A Manager Permission has been added to enable update the [[display order]] of only a "Save Draft" button on company and contact records.<!-- 11582 - Need a Save Draft button on contacts and accounts -->* Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.<!-- 16315 - Record Count on Global Setting Page -->* Variables displaying save and submit buttons selected group of [[custom fields]] within [[Batch Update|batch update]] ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->* New Timezone option previously forced to replace "Time Distance in Hour" offset in Personal Settings page.<!-- 16356 - Timezone settings to replace offset -->* Basic search allows for searches based on type.* Loading a list view now defaults to last set update display order of search criteria used.<!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you usedall custom fields). -->
=Previous Upgrades==Integration===Click on * Enhanced PubMed service with the links below additional ability to find detailed information search on previous upgradespublication date.* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that dateIntroduced [[integration]] with GuideStar service and ability to search their database.
[[Category:Upgrades| 2013-02]]