Difference between revisions of "Previous Upgrade: October 2013"
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| − | ===New | + | ===New Permission Settings=== |
| + | * The permissions for the [[Quick Messaging]] feature can now be set by role in the [[Email & Email Broadcast Security]] settings page. | ||
| + | * Access to the [[Discussions]] feature can be managed by roles from the [[Manager Permissions]] settings pages. | ||
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The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: | The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator: | ||
| − | === | + | ===Creating Multiple PDFs with a Single Workflow Task=== |
| − | * | + | *System Administrators can configure a [[Workflow]] task to create PDF files from multiple {{WPV}} See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions. |
*The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected. | *The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected. | ||
Revision as of 14:01, 21 October 2013
Global System Upgrades
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the October 2013 upgrade to your server:
System Errors Log
- System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The System Errors Log, available from the Business & System Configuration section of the Global Settings page, maintains a log of server-side errors.
New Calendar Format
- The style of the SmartSimple Calendar has been enhanced, including displaying calendar events in a lightbox format, rather than separate pop-up windows.
- The classic Calendar style can be reverted to, by enabling the "Use Classic Calendar" setting on the Global Settings page.
Google Map / StreetView
- On a company or contact profile, users can directly jump to a Google Maps page, or directly to a Google Maps Street View, of the company's or contact's street address.
Recent-Viewed Objects List Now Enabled by Default
- The Recently Viewed panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the last month's upgrade. With this upgrade, this feature will be enabled by default for all roles.
- For roles which should not have access to the Recently Viewed panel, this feature can be disabled using Manager Permissions.
New Permission Settings
- The permissions for the Quick Messaging feature can now be set by role in the Email & Email Broadcast Security settings page.
- Access to the Discussions feature can be managed by roles from the Manager Permissions settings pages.
On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
Creating Multiple PDFs with a Single Workflow Task
- System Administrators can configure a Workflow task to create PDF files from multiple Web Page View See the Creating Multiple PDFs with a Single Workflow Task page for instructions.
- The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.
New Feature: Reports Caching
- System Administrators can now schedule reports to be run periodically (daily, weekly, monthly).
- Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
- The following types of SmartSimple records can be updated:
- Typical use cases might include:
- On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact profile.
- On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
- On a daily basis, automatically updating on a company's profile a summation of the total number of grants for which contacts of that organization has applied.
Arcadia - Basing Summary Cross-tab on Standard Fields
- One of the key features of SmartSimple's next-generation Arcadia interface is its Summary Matrix, which displays a cross-tabbed view of the records in a SmartSimple application.
- The default display of the cross-tabbed view is to break out an application's statuses as column headings and its templates as the row headings:
- The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.
Setting Alignment of Columns in Report Builder
- Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
IRS/CRA/OFAC Automated Checking
- The system can now be configured to perform automated verification of contact records, as well as organization records, against the OFAC database.
- The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.
