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==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 upgrade to your server:
===Ability to modify search query filters===*Users now have the ability to make modifications to filters after they have been created. *Previously, users were unable to update or make changes to search filters created. See [[filters]] for further information.<!-- 26362 - ability to update search query of filters--> ===Enhancements to Smart Folder organization tree in Arcadia===*The tree structure has been updated on the Arcadia interface with a new modernized look and feel. <!--30092 - Arcadia UI - SmartFolder / organization tree update--> ===Enhancements to tab bars in Arcadia===*All tab bars in the Arcadia interface has been updated with a new look and feel.<!--30106 - Arcadia UI - Tab bar consistency--> ==On-Demand System Upgrades==The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator: ===Enhanced calendar functionality checks for scheduling conflicts===*The system can now flag conflicting dates when creating an event through the SmartSimple calendar.*The system will check for scheduling conflicts for all events for everyone involved in the event, wither personal or a contact.*The feature can be turned on in the [[Global Settings]][[file:Duplicate_check.png]]<!--24746 - Calendar duplicate check--> ===Enhanced OFAC checking against contacts===*System administrators now have the option to run [[OFAC, IRS, CRA Checks|OFAC]] checks against all contacts within an organization.<!--28798 - OFACS check against contacts--> ===Enhanced Number Formatting===*Enhanced number formatting options for greater control and customization.*Users can now specify the number format such as integer, comma, currency, decimal, and percentage.*Additionally, the system allows users the freedom to set number precision e.g. rounding up to the nearest tens, to one or more decimal places etc.<!--29003 - Number Formatting--> ===Email Template Categories===When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:* 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]] {{l1}}''* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''* Contact – ''Email Template will only be available when sending an email from a contact record''<!--20088 - Email Templates--> ===Portal Design Enhancements===When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.<!--21857 - New Portal Design--> ===Hide Notification of Locked Record===A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information. [[Category:Upgrades| 20132014-09]]
Arthur moved page September 2014 Upgrade to Previous Upgrade: September 2014
{{September2014Upgrade}}
