Difference between revisions of "Template:March2015Upgrade"

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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 applicatio...")
 
 
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Watch this video to get a '''general overview''' of the new features in our March 2015 upgrade.
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{{#ev:youtube|VaXTfssqfr8}}
  
 
==Global System Upgrades==
 
==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:
 
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:
  
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===Enhanced Arcadia Interface===
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===Enhanced Multi-Level List Views===
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The [[:Category:Arcadia|Arcadia interface]] has undergone several user interface changes for an improved user experience.
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* Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.
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* Replaced the list view search functionality with quick search. This allows you to easily search all the available columns in your list view without needing to select specific fields. Various search options and advanced search have been consolidated into the quick search box to provide greater screen real estate.
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<!-- 35869 - Display L1 fields on L2 List Views -->
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* Updated the menu and footer bars to provide greater screen real estate. The footer bars have been removed and the People Online window has been moved to within the Tools -> Quick Messages screen. The title bar has been removed and instead the title text is now displayed in the top menu header, and the header menus have been shifted to be right-aligned.
 
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* Updated the action bar to be more consistent and persistent across various screens and objects. A new Back button has been introduced into this bar for ease of navigation. The Recent list has been moved into the action bar beside the Back button and is indicated by the icon [[Image:Recent.png|link=|]]
 
  
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====Before Upgrade====
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===Extended Filter Functionality for Personal List Views===
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:[[Image:Before_Arcadia_UI.png|link=|650 px]]<br />
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* Extended the ability to attach personal filters to personal list views.
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<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
  
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====After Upgrade====
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===Extended Modern List View Functionality for Invoices===
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:[[Image:Arcadia_After_UI.png|link=|660 px]]<br />
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* Extended the modern list view functionality to be available for invoices.
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<!-- 26405 - Enable New List View for Invoices -->
  
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===Updated Menu Options===
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===Added Button for Arcadia Navigation to List Views===
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* Updates have been made to the menu options for improved consolidation and ease of navigation. The previous Communications menu has been renamed to Tools and various applications such as Email Broadcast, SmartFolders...etc. have been moved into this menu.
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* New view list button introduced within object views in Arcadia to easily navigate back to your list views.
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<!-- 33368 - Update Arcadia menu headings -->
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<!-- 35085 - Arcadia navigation to list view/parent -->
  
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===Enhanced Custom List View Export===
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[[File:Arcadia list view navigation.png| link=|660 px]]<br />
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* Enhanced list view functionality with the ability tospecify custom export templates to allow for greater flexibility and ease of exporting.
 
  
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:[[Image:Custom_Field_Export.png|link=|650 px]]<br />
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===Enhanced File Upload Field Refreshing===
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<!-- 33016 - Custom list view export -->
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* Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.
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<!-- 35016 - Refresh file field view (single and multi) after uploading files -->
  
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===New Adjustable List View Column Widths===
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===Enhanced XML Field Refreshing===
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* Enhanced list view functionality allows for adjustable column widths. Administrators can set default column widths for list views while every user can further adjust the columns widths to their personal liking.
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* Enhanced {{ROSV}} type custom fields on the object to refresh after saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.
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<!-- 35015 - Refresh read only fields referencing XML -->
  
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:[[Image:Adjustable width.png|link=|650 px]]<br />
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===Updated XML Custom Fields to Trigger Status Workflows===
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<!-- 32956 - Adjustable list view column width -->
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* Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.
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<!-- 34683 - Trigger workflow from a L2 generated via XML-->
  
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===New Fixed Column Headings in Reports===
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==On-Demand System Upgrades==
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* Enhanced Reports with fixed floating headers now.
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The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
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<!-- 22783 - Non-scrollable/fixed position column headings in reports -->
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===Enhanced Arcadia X Interface - Panels===
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* New ability to configure multiple column layouts in Arcadia X portal design.
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<!-- 34607 - Arcadia X Panels-->
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===Enhanced Arcadia X Interface - Aggregate Portal===
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* Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
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* Extended the configuration of Arcadia X sections into a central area for easy setup.
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<!-- 34306 - Arcadia X - Aggregate Portal -->
  
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===Enhanced Recurring Event Updates===
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===New XML Display Variable===
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* Enhanced the recurring events in the calendar with the ability to bulk update the assigned contacts.
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* New variable syntax allows you to easily render the HTML formatted display of an XML field.  
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<!-- 28857 - Update Recurring Event Button -->
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* Syntax is per section @xml.[fieldname].[section nodename].html@
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<!-- 33545 - XML Built-in Display -->
  
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===Enhanced Duplicate Check for Additional Fields===
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===New Custom Field Caption Variable===
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* Updated Duplicate Check functionality to be able to target all custom fields. Previously, not all custom fields were available for selection.
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* New variable syntax to be able to retrieve the caption of a custom field.
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<!-- 31709 - Duplicate Check -->
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* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@
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<!-- 18000 - Standard/Custom Field Caption Property -->
  
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==On-Demand System Upgrades==
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===Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===
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The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
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* New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.
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<!-- 35077 - Workflow triggers on organization and contact statuses -->
  
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===New Statuses for Companies and Contacts===
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===Enhanced Contact Sign-Up Page===
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* Extended the status standard field and functionality to Companies and Contacts. This allows for stronger validation via submit logic validation.
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* Enhanced contact sign-up page to enable the ability to add a confirm email input.
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<!-- 28796 - Add Statuses and Submit Buttons to Companies-->
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<!-- 33518 - Contact signup page confirm email field -->
  
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===New Customized Naming of MS Word Merge Documents===
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===Enhanced Ability to Assign Companies to UTA Objects===
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* New ability to dynamically generate the name of MSWord Merge documents at run time.
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* New workflow task types introduced with the ability to associate companies to UTA objects.
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<!-- 14652 - File name on MSWord Merge -->
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<!-- 28237 - Workflow - Ability to assign companies to UTA objects -->
  
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===New Import Interface for Autoloader Imports===
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===Enhanced Amount Standard Fields===
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* New import wizard page for uploading files into SmartFolders connected to Autoloader imports.
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* Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.
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<!-- 33017 - Import interface to connect to smartfolder and autoloader -->
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<!-- 34952 - Amount Standard Field Enhancements -->
  
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===Updated Save Splash Screen===
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===Enhanced the Security of Company to Company Relationship Feature===
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* The SmartSimple save in progress splash screen has been changed to a more generic animation.
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* Enhanced the company to company relationship feature with greater security control.
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<!-- 33568 - Update Save screen to have a more modern spinner Icon -->
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* More updates for more granular control are upcoming in a future release
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<!-- 27695 - Company Relationship -->

Latest revision as of 10:16, 27 March 2015

Watch this video to get a general overview of the new features in our March 2015 upgrade.

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:

Enhanced Multi-Level List Views

  • Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.

Extended Filter Functionality for Personal List Views

  • Extended the ability to attach personal filters to personal list views.

Extended Modern List View Functionality for Invoices

  • Extended the modern list view functionality to be available for invoices.

Added Button for Arcadia Navigation to List Views

  • New view list button introduced within object views in Arcadia to easily navigate back to your list views.

Arcadia list view navigation.png

Enhanced File Upload Field Refreshing

  • Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.

Enhanced XML Field Refreshing

  • Enhanced Read Only – System Variables type custom fields on the object to refresh after saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.

Updated XML Custom Fields to Trigger Status Workflows

  • Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.

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:

Enhanced Arcadia X Interface - Panels

  • New ability to configure multiple column layouts in Arcadia X portal design.

Enhanced Arcadia X Interface - Aggregate Portal

  • Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
  • Extended the configuration of Arcadia X sections into a central area for easy setup.

New XML Display Variable

  • New variable syntax allows you to easily render the HTML formatted display of an XML field.
  • Syntax is per section @xml.[fieldname].[section nodename].html@

New Custom Field Caption Variable

  • New variable syntax to be able to retrieve the caption of a custom field.
  • This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@

Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses

  • New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.

Enhanced Contact Sign-Up Page

  • Enhanced contact sign-up page to enable the ability to add a confirm email input.

Enhanced Ability to Assign Companies to UTA Objects

  • New workflow task types introduced with the ability to associate companies to UTA objects.

Enhanced Amount Standard Fields

  • Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.

Enhanced the Security of Company to Company Relationship Feature

  • Enhanced the company to company relationship feature with greater security control.
  • More updates for more granular control are upcoming in a future release
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