Changes

<!--Watch this video to get a '''general overview''' of the new features in our October 2013 upgrade. ''To watch this video in full screen, please click on the '''YouTube link''', then the '''full screen button''' on the bottom right.'' {{#ev:youtube|3oc-8ZgPvl8}}

===System Errors Configuration Error Log===*System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[System Errors Configuration Error Log]], available from the [[Business & System Configuration]] section of the [[Global Settings]] page, maintains a log of server-side errors.:[[Image:SystemErrorsLogConfigErrorLog.png|link=|700px]]

===Revisions to User InterfaceNew Calendar Format===* Users The style of the SmartSimple's next generation interface - [[Arcadia:Category:Calendars|Calendar]] - may notice minor revisions to the user interfacehas been updated and enhanced, allowing new functionality such as new tab bars the ability to click-and changes -drag to move events. * The option to revert back to the classic Calendar style is available by enabling the title bars "Use Classic Calendar" setting on recordsthe [[Global Settings]] page.<!--24352 - enable new calendar--> ===Google Map / StreetView===* On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--23277 22498 - Google Map and StreetView--> ===Recent-Viewed Objects List Now Enabled by Default===* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently- Minor UI changes viewed records, was introduced in a previous upgrade. With this upgrade, this feature has been updated to be auto- Septenabled for all roles. 2013* For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].<!--24356 - auto enable recent list--> ===New Permission Settings===* Restriction settings have been introduced for the [[Quick Messages|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.<br!--24095 - new manager restrictions --> ===Remember Me Deprecated===* For security reasons the "Remember Me" setting on the login page has been deprecated and removed.

===New Feature: Recently-Viewed ObjectsCreating Multiple PDFs with a Single Workflow Task===*When enabled through The [[Manager PermissionsWorkflow]], task to create a new right-hand panel titled "[[Recently Viewed]]" can be shown containing PDF file from a list of the most recently-viewed records. Users can then click on their most recently-viewed records {{WPV}} field has been enhanced to [[navigation|navigate]] easily through the system. *The Recently Viewed panel can be locked allow System Administrators to always be shown on configure the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.<!--23152 - Record and display most recently viewed objects--> ===New Feature: Reports Caching===* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly). * Scheduled reports can be configured to store custom field values task 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. create multiple PDF files from multiple {{l1WPV}}, {{l2}} and {{l3}} records* Typical use cases might include::* On a monthly basis, automatically storing fields. See 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 Creating Multiple PDFs with a daily basis, automatically updating on a company's [[profileSingle Workflow Task]] a summation of the total number of grants page for which contacts of that organization has appliedinstructions.<!--22927 22494 - new scheduled reportsgenerate pdf workflow task ability to create multiple pdfs-->

===Improvements to Arcadia - Basing Summary Cross-tab on Standard FieldsList Views===* One of the key features of In SmartSimple's next-generation [[Arcadia]] interface is its , the column widths of [[Summary Matrixlist view]], which displays a cross-tabbed view of the records in a SmartSimple applications can be defined. * The default display of the cross-tabbed List view is to break out an application's [[status]]es as column headings and its [[templates]] as can also be made static, or in other words always be visible at the top of the row headings:page when scrolling through a long list of records on a [[Image:ArcadiaL1SummaryView.png|link=|700pxlist view]]* 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.<!--19468 23751 - Add option for enabling static header for Arcadia. Summary cross tab based on standard fieldslist views-->

===Setting Alignment of Columns in Report BuilderSending Emails from {{l2}} Records===*Columns in reports System Administrators can now be set in the Report Builder configure {{UTA}}s to be left-, right- or center-aligned without resorting allow end users to custom HTMLsend emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.<!--13969 - Reporting Enhancements22522-->

===IRS/CRA/OFAC Automated CheckingUpdate Company Categories with Workflow Tasks===*The system A new [[Workflow Task Types|Workflow Task Type]] can now be configured to perform automated verification been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[contactClient Categories|Organization Category]] records, as well as from an [[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[[profile]].<!--21591 23763 - IRS/CRA/OFAC Automated Checkingcreate workflow task to update company category-->

[[Category:Upgrades| 2013-10]]