Difference between revisions of "Template:November2014Upgrade"

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(Created page with "==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...")
 
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===Enhanced Arcadia Interface===
 
===Enhanced Arcadia Interface===
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The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.
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Following on the updates to the Arcadia interface introduced with our September 2014 upgrade, the ordering of tabs has been updated to enhance the usability of the interface.
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*All tab bars in the Arcadia interface have been updated with a new look and feel.
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*  
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<!--30106 - Arcadia UI - Tab bar consistency-->
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<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->
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*The header and menu options have been modified to better utilize screen real estate.
 
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<!--30096 - Arcadia UI - changes to Arcadia header-->
 
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*Changes have been made to the button and input styling for improved consistency, look and feel.
 
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<!--30099 - Arcadia UI - Field alignment and style updates-->
 
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*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.
 
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<!--30104 - Arcadia UI -  update list view floating action buttons-->
 
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*Modifications to button styling for better look and feel.
 
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<!--30105 - Arcadia UI - Update Button styles for consistency-->
 
  
 
==On-Demand System Upgrades==
 
==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:
 
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
  
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===Enhanced calendar functionality checks for scheduling conflicts===
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===Multiple Aliases per Copy of SmartSimple===
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*You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
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*  
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*When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.
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<!--32304 - Allow multiple aliases per instance-->
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*The feature can be enabled on the [[Business_%26_System_Configuration|Global Settings]] page.
 
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<!--24746 - Calendar duplicate check-->
 
  
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===Improved OFAC checks against contacts===
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===Multiple Sign-Up Pages per Company===
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*OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.
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*  
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<!--28798 - OFACS check against contacts-->
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<!--32652 - Ability to create multiple signup pages to one company-->
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===Enhanced Number Validation and Formatting===
 
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*Custom fields configured to accept number formats now have additional formatting options.
 
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*The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.
 
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*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.
 
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*See the [[Number Format]] page for additional information.
 
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<!--29003 - Number Formatting-->
 
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===Enhanced ability to open web page views with a lightbox===
 
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*Enhanced the {{WPV}} custom field with the ability to open up in a [http://en.wikipedia.org/wiki/Lightbox_%28JavaScript%29 lightbox] window instead of a pop-up window.
 
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<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->
 
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===Enhanced notes functionality===
 
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*The [[Notes]] functionality has been extended to transactions.
 
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<!--30206 - Notes on Transactions-->
 

Revision as of 10:26, 11 November 2014

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:

Re-organization of Navigation Tabs in Arcadia Interface

Maximum Character Count on Multi-Line Text Fields

Additional Visibility Options on Company/Contact Custom Fields

Enhanced Arcadia Interface

Following on the updates to the Arcadia interface introduced with our September 2014 upgrade, the ordering of tabs has been updated to enhance the usability of the interface.

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:

Multiple Aliases per Copy of SmartSimple

Multiple Sign-Up Pages per Company

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