Difference between revisions of "Upgrades by Category"

• The Instance Lock-Down provides the ability to remove access to all settings in your copy of SmartSimple using a global system-lock password.
• This will prevent creation, deletion or modification of Standard or Custom Fields, changes to any of the Settings or Application Configuration pages, changes in permissions, portal views, etc.
• The lock will be in effect for all users, including Global Administrators. It can only be unlocked by re-entering the global system-lock password.
• This can be configured and enabled on the Global Settings page in the Login & Security Settings section.

• You can disable system access for multiple internal users all at the same time.
• This is accessed through Global Settings > Licensing (at the top of the page) > Licenses > Then click on the hyperlink for the number of enabled Internal Users.
• Select the check box(es) to the left of the users from which you wish to remove system access and click on the Disable Button.

• Global Administrators can instantly disconnect a logged in user if required for security reasons.
• This is performed by clicking on the name of the user in the People Online pane and selecting Terminate User Session from the top of the Quick Message Window.

• The system can be configured to automatically logout the user and store the session end time in the user log whenever:

• The Logout button is clicked.
• The user navigates to a different website while logged into the SmartSimple system.
• The browser is closed.

• A pop-up message can also be enabled to confirm that the user will be logged out.

Note If this feature is enabled, any Record Locks will be immediately released at the time of logout.

• You will be able to specify complex password requirements, such as a minimum quantity of upper case, lower case, numbers and/or symbols.

• The e-mail that is sent to all current administrators when a contact is enabled as a Local User Administrator can be suppressed via Global Settings.

• Note: this is only relevant to clients that use multiple instances of SmartSimple.
• This feature allows one instance of SmartSimple to authenticate users to gain access to a separate instance (the Authentication Member instance) without having to log in separately (Single Sign-On)
• This access can be granted to all users, or limited to a subset of users.

• The Access Type (Administration or Portal Interface, User Centric or Applicant Interface , Web Services User, No Access) and User Type (Global User Admin, Local User Admin, User) can be displayed in Reporting.

A different password policy can be defined for each company which will automatically apply to all sub-companies in the hierarchy, unless they have defined their own password policy.

• Rather than having to log in to SmartSimple each time you open your web browser, a "cookie" can be installed on your computer that will automatically authenticate you, allowing you to bypass the login screen. (This setting can be enabled or disabled by your system administrator).

• The ability to send e-mails from within SmartSimple can be restricted by user role.

• Access to the backup server can be disabled for all non-Global User Administrator accounts.

• A new command called ssEncrypt allows object IDs to be encrypted manually

• A new setting will encrypt object IDs such as userid, companyid, activity. This enhances security by making it impossible to guess URLs.

If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes.

• We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.

• System administrators can now define a custom message to display to users when a user is locked out due to too many failed login attempts.
• This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.

• If you associate a large number of contacts or accounts (companies) with Level 1 items, you can now display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
• You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section. You can associate as many tab names to roles as required. Tabs can also be deleted through the same screen.

• You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and Enable UTA Account Filter.
• Once the feature has been enabled for either Contacts or Accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.
• You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.

• You can now restrict the number of contacts belonging to a given Role that can be associated with a Level 1 record.

• This can also be used to restrict the total number of contacts that can be assigned to a Level 1 record.

• You can also restrict the number of times a given user can be assigned to a Level 1 record, or the number of times a given user can be assigned to the record with a given Role.
• To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.

If you enable the Use Multiple Contact List checkbox on the Settings > Application Configuration screen you will be able to associate and control contact associations in a similar manner to Level 1 contacts.

If you enable the Use Multiple Account List checkbox on the Settings > Application Configuration screen you will be able to associate and control account associations in a similar manner to Level 1 contacts.

You can restrict the selection of contacts that can be associated with Level 2 items by role. Previously you could only restrict by specified named contacts. An additional lookup text area has been added the bottom of the Level 2 Types Settings page to specify the roles.

• You can now restrict the types of transactions available for each Level 1 template type.
• If Level 1 Transactions are in use, within the Settings tab > Application Configuration, when you select one of the Level 1 templates, the Disabled Transaction Type section of check boxes will appear. One or many Transaction Types can be disabled per Level 1 Template.

You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.

• Advanced Logic is being put in place to allow you to suppress the New button used to create Level 2 or Level 3 activities.
• For example, you may want to prevent creation of new Level 2 records when the associated Level 1 record has a Status of Closed.

• On the Batch Update tab you will now be able to change the Owner of many records as a batch. This is done in the same way that you can batch update the Status of a number of records all at once.

• UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.

• Currently you can configure Level 2 Types to be shown on their own tab in the list view at the bottom of Level 1 records, with each tab labelled with the name of the Level 2 Type it contains.
• Following this upgrade you will be able to define the tab name for any Types that you wish to have on tabs. If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2 Types.

• There are now 2 different types of Level 1 Templates available. In addition to the Standard Template there is now a Skills Matching Template.
• The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a Skills Match button will appear which will allow you to find contacts that have the relevant skills defined for that entity.
• For example, if the Level 1 record is a funding application for a project researching whale migration patterns you may want to assign reviewers with skills in oceanography, marine biology and meteorology.

• Using Advanced Logic you are now able to suppress the Contacts hyperlink at Level 1.
• This allows you to define criteria to prevent UTA users from clicking into and viewing the contact record for contacts associated with a Level 1 record.

• This new feature will allow you enable a Record Lock at Level 1, Level 2, and/or Level 3.
• The Record Lock will give the first person to access a record in Edit mode exclusive access to the record so that other cannot edit it until released:

• Other users trying to edit the record will be prevented from doing so:

• You can now define formulas on the Application Configuration page that apply to all Level 1 Templates. These formulas will run prior to any that are defined on the Template pages.
• Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.

• When using the Branch standard field at Level 1 you can restrict which companies are available in the Branch drop-down list based on which user is editing the record to either their own company (using companyid = @companyid@) or to the branches under their company (using parentlist like '%,@companyid@,%' ).

• As with Level 2, you will be able to define a Level 3 Type to be the default when creating a new Level 3 record. Currently the first Level 3 Type in the list is selected by default.

• The Batch Update feature has been expanded to include Level 2 and Level 3 as well as Level 1. The fields that can be updated have also been expanded:

• Level 1: Status, Owner and Person can all be batch updated.

Contacts can assigned to records with a given Role

UTA Consumer/Provider

Level 1 records can be archived (see below)

• Level 2: Status and Owner
• Level 3: Status and Owner
• Time & Expenses: Status

• Whether or not the Batch Update tab is available to users can now be controlled on a per-Role basis for each UTA using Manager Permissions.

• Level 1 activities can now be archived (via the Batch Update tab) so they no longer appear in the Level 1 list view.
• Reports can also be filtered based on whether or not the object has been archived.

• The contacts available to be selected in the Person standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1

• When a new Level 2 is created the current user is normally added to the Assigned standard field. A new setting will disable that behaviour.

• The field being edited will be highlighted.
• This feature only applies to the Universal Tracking Application, but will be expanded to other system areas in future upgrades.

• The Record Lock will automatically release all records that have been locked by a user when they log out. This can be used in association with the Automatic Logout above.

• The List View of UTA records can now be defined separately for each user Role within the system.
• User with multiple Roles will be able to select from each List View that is configured for their assigned Roles. The sequence these will be listed in the combo box can also be defined.
• This feature is available at Level 1, Level 2 and Level 3.

• The List View at Level 2 and Level 3 can now be configured to be colour coded based on the Type instead of the Status
• This is controlled within the List View setting at Level 2 and at Level 3, and can be set separately for each Role-Based List View.
• If the Calendar is enabled (Application Configuration page - Level 1 settings section) you can determine if the Level 2 activities are colour coded by Status or Type.

• The Level 3 Activity List Batch Update feature allows the status of one or more Level 3 Activities to be changed directly from the Level 3 List View.
• This includes both the List View of all Level 3 activities (if enabled) and the list of Level 3 activities at the bottom a Level 2 record.

• A Level 1 record can be configured to be a Master Schedule. When using the Level 1 Copy function on a Master Schedule, the Level 1 record will be copied along with all attached Level 2 records. A new Level 1 start date is selected, and the start and end dates on the new record will be offset to the same scheduled date ranges defined on the Master Schedule template and its Level 2 records.

• When using the Restrict Contact Assignment by Role setting on Level 2 Types, you can now automatically assign the contacts on a Level 1 to the associated Level 2 records based on their roles assigned at Level 1 and the contact Role assignment restrictions in place on the Level 2 Type.
• A manager permission controls the visibility of this feature.

• You can now use the navigation bar to move sideways between Level 2 records, the same way you can with Level 1 records.

• Within a UTA you can use the Batch Update function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.

• A graphical indicator can be enabled which will appear at the top of the Level 1 record to show the status pathway and indicate the position of the current record along the path.

• --Select Role-- can be set as the default role in the Level 1 contacts section to ensure a role is selected and not left at the first role listed.

• Level 1 templates can be restricted to any number of internal branches, rather than just one.

• The Quick Entry method of creating multiple Level 2 items has been enhanced. Up to ten records can be created at once with any combination of Level 2 Types, and the custom fields that appear on the quick entry page can be selected. Additionally, an auto-number can be assigned to all records at the time of creation.

• The column headings in the list views can be defined on the list view settings page. This applies to Level 1, Level 2, Level 3, Invoices, Contacts and Companies.

• Standard and custom fields and Level 1, Level 2 and Level 3 records can be searched to find empty values using the "Is Empty" search option.

• Level 2 and Level 3 records can have their type locked after creation to prevent it from being changed.

• The user roles that are permitted to create each Level 2 and Level 3 record type can be configured separately.

• The statuses that are available to each type of Level 2 or Level 3 record can be defined.
• Similarly, you can define which other statuses are available from each status. This is for Level 2 and Level 3.

• Recurring activities can be scheduled weekly on multiple days of the week.

• When displaying Level 2 records on the contact calendar, the records that are shown for each Level 2 type can be controlled by status.

• Can now be done from Level 2 to Level 3, or Level 1 to Level 3
• Controlled by Manager Permission

• Invoice status can now be changed using batch update.

• A button to automatically void invoices has been introduced. Visibility of the button is controlled by Advanced Logic.

• UTA Role Custom Fields at Level 1 and Level 2 as well as Associations can be defined to appear for all user roles.

• When the multiple contact list is enabled, groups of contacts can now be assigned at Level 2 and Level 3 in the same manner as they are at Level 1. Advanced Logic has been introduced to allow this feature to be suppressed at Levels 1, 2 and 3.

• When the Level 2 multiple contact or company lists are enabled they can now be re-positioned below the custom fields, in the same relative location as they appear at Level 1.

• Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.

• The fields to be shown in the UTA connection list view can be selected when the consumer/provider relationship is enabled.

• Level 1, Level 2 and Level 3 Template pages now go through the variable processor. This means you can include variables directly on the template page.

This will allows reassignment of records from one contact to another if a team or staff member changes.

• Level 2 records can act as Providers
• UTA Consumer records can be accessed as variables
• When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.

• The ability to restrict the assignment of contacts to the Level 2 "Owner" standard field to a given set of roles has been added to the system.

• The UTA Settings pages have been streamlined by reorganizing certain settings options to the standard field configuration pages:
  

From the main Settings page:

1. "Filter People Based on Company"
2. "Filter Owner Based on Company"
3. "Enable Branch Lookup"
4. "Enable External company for Level 1 Branch Standard Field"

From the Security Settings page:

1. "Default Contact Lookups based on Level One Company"
2. "Default Company Lookup Category"
3. "Contact Assignment Role Settings"
4. "Company Assignment Role Settings"
5. "Standard Contact Lookup Role Settings"
6. "Level one Company Lookup Category Settings"

From the Entity Settings page:

1. "Enable External Owners"

These settings can now be configured by configuring the relevant standard fields ("Branch," "Owner," "Person," etc.).

• The permissions for copying records have been enhanced.
• System administrators can define, by role, the permissions for parts of a record that will be copied. See Setting Copy Restrictions for more information.
• The user interface for the Copy Record page is also simplified.

• You can now Autoload Transactions from XML files.

• Strict CSV - ability to autoload data that contains line breaks within the content.
• Pre-processing files - ability to combine multiple columns into a single field value.
• Retrieval from external sources - 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.

• You will now be able to configure calendar events to recur bi-weekly.

• Instead of using the holidays that are built-in to SmartSimple it is now possible to define which dates should be considered holidays.
• When using the busdateadd() or isHoliday() functions, a new variable called ssvar_holidays can be used to override the system defined holiday dates on that level.
• The ssvar_holidays variable must be included in a Browser Script custom field on the same level as the busdateadd() or isHoliday() function.

Example:

ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03,
2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24,
2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';

• The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.

• 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.

• The chat window (accessed via the icon located next to the Logout button) will now open as a layer on top of your current window instead of opening in a new window.

• When sending an e-mail to a contact you can now select one or more files from Smart Folders to be attached to the e-mail, in addition to attaching files from your local disk.

• The outgoing mail port can be configured (uses 25 as default)
• TLS can be enabled.

• General – Email Template will be available in all contexts
• UTA Level 1 – Email Template will only be available when sending an email from a UTA Level 1
• UTA Level 2 & 3 – Email Template will only be available when sending an email from a UTA Level 2 or Level 3
• Contact – Email Template will only be available when sending an email from a contact record

• You will be able to define your own names for the standard Company and Account fields via the Global Settings page.
• Visibility Conditions will also be implemented on the Company and Account Standard Fields to allow control of these using logic, and any fields you don't wish to use can be removed.

• Previously only contact owners were able to synchronize contacts using MS Outlook. We are introducing a new manager permission that will allow users to synchronize contacts for which they are not the owner.
• If this manager permission is enabled, a new section will appear on the user's System Settings page that will allow them to select the contact roles they wish to include in the synchronization.

• The latitude and longitude of an address can now be automatically stored as a property of the user or company.
• This is achieved by enabling Geocoding for one or more User Roles or Account Categories.

• This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.

• Use of this feature will incur an additional subscription fee. Contact SmartSimple Support for details.

• Each contact in the system will now be issued a unique contact identifier code. This code can be accessed and displayed using @uuid@.

• The Primary Contact Standard Field can now be renamed and have it's visibility controlled via the Standard Field Visibility Settings page.

• The List View for Contact and Accounts (both internal entities and external entities separately) can now be defined via the Global Settings page.
• This affects the List View of contacts and accounts everywhere within the system, except within UTAs other Applications where the List Views are defined within those Applications.

• You can now define one or more alternate addresses as your From address via your personal System Settings page.
• When sending e-mail from within SmartSimple you can select which address will be on the e-mail as the From address.

• Hide View Tab on User Profile allows the View tab on user and account profiles to be suppressed.

The fields that are searched and displayed when using the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be customised.

• User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)

• Global Advanced Logic has been added to allow control of who is permitted to edit contact records.

• The column headings in the standard Contact and Company list views can be defined on theList View settings page.

Example: @owner.inRole(Researcher)@

DO NOT use quotes around the role name in brackets.

(the "Enable State / Province Combo-box" option must also be selected on the Company & Account Settings page.)

• Two new standard fields, "Created By" and "Created Date," have been added to contact and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.

• The data exchange can now be configured to automatically unpack incoming packages.

• Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange of new Level 2 records.

The Data Exchange has 3 new features:

• The data exchange can now be configured to exchange Level 3 activities, restricted by Status.
• Data Exchange Contact Creation can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.
• The Roles permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)

• This new Custom Field type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
• The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
• The SmartDoc for MS Word Template also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified Single or Multiple file field.

• If you are using a Multiple File field to store PDF documents then you can enable a "Merge" button.
• Clicking the Merge button displays a list of all the PDFs document stored in the Multiple File field and you select which documents you wish to merge into a single PDF document.
• The resultant document will also be stored in the Multiple File field. The original documents will not be changed.
• This feature will provide for easier printing of "sets" of documents.

• This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a Multiple File field, and display it as extra columns in the list view.
• The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
• Only PDF files stored in the Multiple File field will display this information. The added columns will be blank for all other document types.

• This feature allows you to extract extra information (called Meta Data) from a PDF stored in a Single File field and store it in a Read Only - System Variables field.
• The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
• Only PDF files stored in a Single File field will display this information.

• SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.

• Web Page Views can now be configured to specify the filename for a PDF file generated from that Web Page View. See this page for additional information.

• 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.

• A new column for NTEE code has been added to the IRS database search form. This column can also be mapped back to the organization when it is created.

• • Run Report:
  • Edit Report:
  • Copy Report:
  • Internet Enabled: (if the report is not Internet Enabled, the icon will be grayed out: )
  • Custom Export: (if the report is not enabled for Custom Export, the icon will be grayed out: )
  • File Export: (if the report is not enabled for File Export, the icon will be grayed out: )

• • Internet Explorer download: version 10.0 and higher
    
  • Firefox download
    
  • Chrome download
    

• 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.

• New icon sets have been added to the portal configuration page, enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the icon preview page.

• The Rich Text editor has been updated and has a new look and feel. This feature allows you to easily add formatting to text input.

• New sets of icons are available to personalize the user portals.
• Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.

• An easy method of building custom user interfaces is now available.
• Arcadia X allows System Administrators build role-based portals with features such as tab-based navigation, and customized list views with enhanced filtering and searching options.

• The List View for Companies/Accounts and Users/Contacts can be configured by role, just as the UTA Level 1, 2 and 3 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.

• The configuration of list views for companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for Ajax Lookup list views has been consolidated for external and internal companies and contacts.

• The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.

• List views can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
• As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.

• The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
• Select the dropdown under the "Apply Filter" heading of the Basic Search panel, or the "Saved Filter" heading of the Advanced Search panel, to see a list of the last five searches performed, under the heading "Last Searches."

• When using date fields as search criteria in Advanced Search, users can now easily specify whether they want records from "Last Year" or "This Year."

• Using Advanced Logic you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.

• Notes can now be added to the configuration pages for Templates, Types, Statuses and Custom Fields. This will allow system administrators to keep track of changes to their system configuration.
• Notes are also now available for viewing and editing when a record is in Edit mode.

• On the Personal Setting page users are able to select whether the time is displayed in 24h or 12h format.
• The setting will be be reflected in times displayed within UTAs for the standard start and end time fields at Levels 1, 2 and 3.

• Exportdata: when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.

@ReportProperty(reportid,exportdata)@

• Csvdata: when using the Csvdata report variable, the variable will be replaced with data from the specified report, as comma separated values.

@ReportProperty(reportid,csvdata)@

Example: To display the exported report for the report with ID 12345

@ReportProperty(12345,exportdata)@

These 2 variables can be used in a Web Page View or Read Only - System Variables custom field, or be included in the body of a Workflow message.

• When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID (opportunityid, eventid, userid, etc) will be passed to the report processor. If the specified report includes the variable: @objectid@, it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.

• The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field for the report.

• For example if Tracking Application is chosen as the table, the Type combo box will be populated with all the UTAs and UTA template types.
• Only newly created reports will employ this version of the report builder. Existing reports will not.

• Another new feature within the report builder is the Show Total checkbox. When selected the last row of the report will include a total for that column. This is similar to the [[List View] Show Total feature, as it only shows the total of the column of records that are displayed on the current page.

• Reports and Charts can now be cached. Complex report and reports that are accessed regularly can be configured to be cached by the server to improve loading time and reduce the processing load on the server.

• Reports can also be Cached By User when appropriate (Note that you must select both Enable Caching and Cache by User and enter an appropriate Cache Life Span.

• A new table called Tracking Application Lock can be used to report on records that have been locked by the Record Lock.

• For reports that have defined Advanced Export Settings, when viewing the report within your browser there will now be an Export button located next to the Print button.
• This will allow the report to be easily exported to a file after previewing it in the browser.

• Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation.

• New dashboard layout configurations of 1x7, 1x8, 1x9 and 1x10.

• 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:

• Organization records
• Contact records
• UTA records, i.e. Level 1, Level 2 and Level 3 records

• 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.

• The Report Builder has been enhanced to calculate sub-grouping aggregates and totalling.
• System Administrators will find that this allows them to circumvent the need to build subreports and build summary reports on their data more quickly.

• When you search within SmartFolders the results will include both files and folders that match the search term.

• You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields.
• To set the visibility logic, navigate to the appropriate standard field screen and enter the condition into the Visibility Condition column.

• This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)
• Using the Auto Save Custom Field will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for Level 1 Template Pages, but will also work for the internal view of Level 1 records.
• The page is not refreshed on-screen, simply saved in the background. No Validation or Calculations will be performed until the record is saved in the usual fashion.

• There is a new custom field type called Special - Bar Code.
• When creating this field type, in the Values section you must enter the Custom Field ID of the field that contains the integer or text string you wish to have converted to a bar code.

In the above example 13975 is the Custom Field ID of the "Ticket Number" field, which would display on the record as:

• Custom Fields can now be displayed on different tabs, with a Next and Previous button at the bottom of each tab to facilitate navigation between the tabs.
• This will enable separation into sections for records that have a large number of Custom Fields.

This isn't actually a new type of custom field, but rather an additional option within the Title Bar - Multiple Columns custom field type.

• A Custom Field Tab can be added by creating a new Title Bar - Multiple Columns custom field and selecting the Use As Tab check box. The caption/name of the field will be used as the heading on the tab.

In the above example there are 3 tabs named "Additional Details", "Company Information" and "Contract Details"
Navigation between the tabs can be accomplished by either clicking on the Next or Previous buttons, 
or by clicking on the name of the tab you wish to access.

• If you have configured a MS Word Merge to be uploaded back into a Custom Field within SmartSimple you can now select any Single or Multiple file field on the current level, parent level, or grandparent level as the destination.
• For example, if your MS Word Merge field is on Level 3 you can configure the MS Word document to be uploaded to a Single or Multiple File field on the associated Level 3, Level 2 or Level 1 record.

• It is now possible to reference the field ID of Custom Fields using a variable rather than the actual field ID. The syntax is @fieldname.ID@
• This will allow you to write Browser Scripts without looking up field numbers, as well as making it easy to identify which field is being referenced. When exporting Custom Fields this will also allow you to avoid having to change the field IDs in exported Browser Scripts.
• If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.

• In addition to the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:

Number Format	Display
Currency	$20,000.00
Currency-QAR	QAR 20.000,00
Currency-EUR	€20,000.00
Currency-GBP	£20,000.00

• Any currency defined by ISO 4217 can be shown by using the appropriate 3 letter currency code.
• This setting only applies in view mode, or when the values are displayed in a Web Page View, Report, MS Word Merge, etc. No formatting is applied in edit mode.

Note: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).

• Online editing is now possible for the Single File field. If a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at the same time.
• Single File Field with online editing enabled:

• File checked out by another user:

• You can now attach a Workflow to a Single File field or Multiple Files Custom Field. The workflow will be executed any time a file is uploaded to the field.

• When using Rich Text Fields, pasting complex HTML in the field it can sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to remove the faulty data in the field.
• It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of the Custom Field concerned.

Select Field Data: then Edit Data:

When prompted enter the opportunityid (Level 1) or eventid (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit the data in the selected field for that record.

• This field type is used to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record and can be exported as a .xls file, or be opened directly by MS Excel.
• Formulas are included.
• Information can be moved from MS Excel into this field using a macro within Excel.
• The values in one or more cells on the spreadsheet can be referenced as variables.

• The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.
• User Groups are defined in Configuration, Roles and Permissions, User groups.
• On its own this field only links the group to the entity. It can then be used in conjunction with a display field (Web Page View or Read Only System Variables custom field) to display information derived from the contacts in the related Group.

• The standard list of ICD Codes (International Statistical Classification of Diseases and Related Health Problems) is now available as a custom field type.
• The field stores the actual ICD code (i.e. G44.0). If you wish to display the description (i.e. Cluster Headache Syndrome) you can use the syntax @field name.value@ in a Read Only - System Variables field or similar.

• Static PDF documents can now be attached to Web Page Views using ssattach at a defined page location desired using the following syntax:

<!--@ssattach(insert;@static pdf.value@;n)-->  

where n is the page number at which the PDF document should be placed.

• ssattach can now be used to attach PDF documents from multi-file fields:

Syntax for single file field:

<!--@ssattach(after;@Cvfile.value@)-->

Syntax for multiple file field:

<!--@ssattach(after;@Cvfiles.files@)--> 

• PDF Page Restriction: Within the Web Page View custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the Multiple Files Custom Field specified in the Value Stores To setting.
• Automatically Use User ID as File Name: When the Web Page View is stored the userid of the person who created it will be used as the file name. When used in association with the Save to Multiple File Field setting this will ensure each user is only permitted to generate and store one file in that folder (Keep Versions must be disabled on the Multiple Files Custom Field).
• Value Stores To: The Multiple Files field selected can be enforced as the only file field the Web Page View can be saved into, rather than simply being the default.

• Disable E-mail Button: Removes the ability of users to e-mail the file directly from within SmartSimple.
• No Deletion: Prevents deletion of the file. It can only be replaced with a new file.

• PDF Merge Sort Order: The PDF merge functionality will now allow you to specify the order in which the documents are merged.

• The Lookup - ICD Code Custom Field will now have a Lookup button to facilitate browsing for the relevant item.

• similar to savefunc and sbfunc, the system will look for a user defined Browser Script with a function called onloadfunc which will be executed as soon as the page has loaded fully.
• This is in place in the UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts
• It only runs in Edit mode at Level 1, Contacts and Accounts.

• Posting to external servers via a Web Page View has been updated to allow the response from the server to be stored.

A conditional statement can be entered to control whether standard fields appear as editable or read only. The conditions can be based on role, status, or other criteria. This feature applies to company, contact and Universal Tracking Application standard fields.

The captions displayed on custom fields can be configured for multiple languages. When viewing a record the personal language setting for each user will determine which language is displayed to them.

This field type stores freehand drawings done either with a mouse or touch sensitive screen. The background image can be defined, as well as the colours to be used and patterns/images that can be "stamped" onto the image.

The "Display Only - Image" custom field has a setting that enables a web cam attached to the computer to be used as the source of the image to be stored in this field type.

When using the Multiple Files custom field you can enable the document console. This allows you to easily preview and print the documents.

• A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See Conditional Lists of Values for more information.

• A Submitted URL option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.
• For example, you may want the user to be returned to their standard Portal View whenever a record is closed.

• Allows you to define a script that is run when the Submit button is pressed. The normal Submit button functions are not executed (validation and status change).
• This will allow you to create a Browser Script that will perform custom validation of the data on the page, and can then optionally change the status or execute the submit function as part of the script.

• When the Submit button is pressed for a given Status, instead of remaining on the view of the current record the user will be redirected to the URL defined in this section. If no URL is entered the current record will stay in view.
• This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.

• System administrators can now add custom Save and Save Draft buttons on records. Visibility conditions and button labels of these can now be controlled.

• Introduction of a variable that can generate the number of records within a specified report.

@ReportProperty(reportid,recordcount)@

Example: To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345

@ReportProperty(12345,recordcount)@

This can be used in a Web Page View or as a Read Only - System Variable to display a record count, as part of Submit Logic, or included in the title of a Portal shortcut to indicate how many records are at a given status (for example).

• Ability to assign to the Customer Level 1 Standard field (also called Client).

• Example template formula: @opportunity.companyid@=@opportunity.owner.companyid@

• Ability to use the list syntax [#...#] to show all companies that a user is associated with, or all users associated with a company.

• for Image, Single File and Web Page View fields, you can obtain a URL to the object using:

@fieldname.value@

or using field ID:

@#fieldid.value#@

• You can use @roleid@ on a UTA Role based Custom Field to obtain the role ID that the user is assigned with on the Level 1.

• For Multiple Files fields you can obtain a count of the number of files stored within the field using the following syntax:

@fieldname.numoffiles@

or using field ID:

@#fieldid.numoffiles#@

• Values can now be changed to standard currency formats using the following syntax: @format(FIELD NAME,currency,CURRENCYCODE)@

• A global System Library has been added that can be accessed as system variables. The available values and functions can be found under System Variables on the Global Settings page. The syntax is: @system.library.variable name@
• When viewing the list of custom fields will identify those that are using System Library variables.

• Variables within System Variables will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: @system2.@variable name@@
• System variables appearing within other system variables is also now supported.

• A global auto-number field can be specified as a System Variable. This will allow sequential numbers to be provided across different objects and/or in different UTAs.

• Displaying the last time a user logged into the system: @me.lastlogin@
• Listing all the companies under another company: [#(object=company) ~name~ #]
• Displaying Contact/Company association role based custom fields: [#(?object=association;)$?afc_customfieldid$#]
• Adding business days to a given date, or counting the number of business days between 2 dates: SS_FUNC.addbusdays(DATE, BUSINESSDAYS) and SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)
• Within Report Template Header to obtain the criteria entered by users: @args[1]@, @args[2]@
• Within Report Template Header to obtain date/time report was run: @runtime@
• Passing criteria to reports when using the ReportProperty variable: @ReportProperty(12345,recordcount,"Column Name","Criteria")@ where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...

• @date(currentdate)@ will return current server date as YYYY-MM-DD
• @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS

A new variable, @SmartFields@, will return custom fields formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.

Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ variable, which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.

• A new syntax has been added for referencing files uploaded to a field. You can display uploaded files as a string of text by using the @Fieldname.filenames()@ variable. The syntax is @field name.filenames(delimiter)@.

Example: To display a comma separated list of file names of the files uploaded to a field named Uploaded Files, you would enter the variable @Uploaded Files.filenames(,)@.

• Web Forms now support a Status which is changed by a Submit button at the end of the form.

• Completed Web Forms can be converted to pdf using a button on the Results page.

• The Create New Activity workflow can now be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.
• The Create New Activity workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.

• Workflow e-mails can now be sent using HTML format as well as plain text.

• Recurring Workflows can be used to send out e-mails on a daily, weekly or monthly basis.
• These workflow e-mails can use the ReportProperty functions mentioned above to automatically e-mail periodic reports.

• A new Workflow Task allows you to automatically add contacts to Level 1 activities with the role specified in the Workflow Task.

• Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record.

• The recipient for these tasks can now be defined as the user that was added to the record.
• You can include information from the Level one record using variable syntax: @levelone.customfieldname@

• Workflows can now be attached to Transactions.

• The e-mail header can now be defined.

• This Workflow Task Type allows the current user to select which user will be responsible for the subsequent task.
• This is necessary if the following task is due to be triggered in future, since select Let Current User Select on the subsequent task isn't possible since the trigger is delayed.

• The Create Activity workflow task can now be used at Level 2 to create one or more Level 3 activities.

• Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode.

• Add new user
• Remove a user role
• Activate a user
• Deactivate a user

• The XML field type can be used to store blocks of XML in a single field.
• Variables can be used to extract values from this block into other custom fields.

• It is now possible to enable the Track Changes option for XML fields.
• XML fields now allow for tabbed sections. Example:

• Upgraded the XML Data custom field type to be able to create, edit or delete Level 2 records on the fly. See Managing Level 2 Activities with an XML Section for more information.

• Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the Global Settings page.

• The visibility of Associations on both contact and account profiles now can be controlled using Global Advanced Logic.
• Within a UTA the hyperlinks in the Level 1 Company List View can be disabled using Advanced Logic.
• Hide Associates on User/Company Profile.
• Transactions: Show attribution button.

• The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the List View or Reports

We have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.

A manager permission has been implemented to provide read-only access to the message queue. Previously only Global Administrators had access.

Use of the multi-file upload tool can be restricted by role using a manager permission.

• Contacts
• Companies
• Events / Activities
• UTA Level 1
• UTA Level 2

• "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.
• "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.

• Provides the ability to access rootcompany objects through the variable processor.
• The maximum number of records that appear in a Ajax list has increased to 50.
• The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)

This setting applies to the following types of records:

• Company profiles;
• Contact profiles;
• Transactions;
• Level One, Two and Three Objects;
• XML pages; and
• any "Tabs" on those objects.

• When enabled through Manager Permissions, a new right-hand panel titled "Recently Viewed" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to navigate easily through the system.
• 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, 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.

• 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.

• You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple file upload field, PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the PDF Annotation article for further details.