Difference between revisions of "Previous Upgrade: October 2013"

Revision as of 14:35, 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 updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events.
• The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the Global Settings page.

Google Map / StreetView

• On a company or contact profile, users can directly open 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 has been updated to be auto-enabled 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

• Restriction settings have been introduced for the Quick Messaging feature which can be set by role in the Email & Email Broadcast Security settings page.
• Permission Settings have been introduced for access to the Discussions feature which can be set by role in the Manager Permissions settings page.

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

• The Workflow task to create a PDF file from a Web Page View field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple Web Page View fields. See the Creating Multiple PDFs with a Single Workflow Task page for instructions.

Improvements to Arcadia List Views

• In SmartSimple's next-generation Arcadia interface, the column widths of list views can be defined.
• List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a list view.

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.

Sending Emails from Level 2 Records

• System Administrators can now configure s to allow end users to send emails directly from a Level 2 record. See this page for instructions.

Update Company Categories with Workflow Tasks

• A new Workflow Task Type can been created named Update Company Category which can automate the action of adding or removing a Organization Category from an organization profile.