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Previous Upgrade: September 2014

3,313 bytes removed, 15:17, 11 November 2014
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{{September2014Upgrade}}
==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 the Arcadia Interface===
*All tab bars in the Arcadia interface have been updated with a new look and feel.
<!--30106 - Arcadia UI - Tab bar consistency-->
*The header and menu options have been modified to better utilize screen real estate and minimize wasted space.
<!--30096 - Arcadia UI - changes to Arcadia header-->
*Changes have been made to the button and input styling for improved consistency, look and feel.
<!--30099 - Arcadia UI - Field alignment and style updates-->
*Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
<!--30104 - Arcadia UI - update list view floating action buttons-->
*Modifications to button styling for better look and feel.
<!--30105 - Arcadia UI - Update Button styles for consistency-->
*The calendar has been updated to a more modern look and feel.
<30422 - update UTA calendar to new calendar-->
 
==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-->
 
===Improved 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-->
 
===Updated Number Formatting===
*Enhanced number formatting options for greater control and personalization.
*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-->
 
===Enhanced ability to open web page views with a lightbox===
*Enhanced the web page view custom field with the ability to open up in a lightbox instead of a pop-up window.
[[file:Wpvlightbox.png]]
<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->
 
===Enhanced notes functionality===
*The notes functionality has been extended to transactions.
<!--30206 - Notes on Transactions-->
[[Category:Upgrades| 2014-09]]
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