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Cameron moved page Previous Upgrade: September 2013 Upgrade to Previous Upgrade: September 2013 without leaving a redirect
Watch this video to get a '''general overview''' of the new features in our September 2013 upgrade.
{{#ev:youtube|QZ0KnS0ybR0}}
''To watch these videos full screen, click on the YouTube link''
__TOC__<br>
==Global System Upgrades==
===Consolidation of Submit Logic Failure Messages===
*In order to assist end users complete forms with multiple [[mandatorySubmit Logic]] fieldsvalidations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.
<!--23325 - Group all failed submit logic into one message-->
===New Feature: Recently-Viewed Objects===
*When enabled through [[Manager Permissions]], a new right-hand panel titled "[[Recently Viewed]]" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[navigation|navigate]] easily through the system.
*The Recently Viewed panel can be locked to always be shown on 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: Scheduling ReportsCaching===
* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly).
* Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.* The following types of SmartSimple records can be updated::*[[Organization]] records:*[[organizationContact]] and records:*[[contactUTA]] records, allowing for the periodic aggregation of datai.e.{{l1}}, {{l2}} and {{l3}} records
* Typical use cases might include:
:* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].
* The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templates]] as the row headings:
[[Image:ArcadiaL1SummaryView.png|link=|700px]]
* The September 2013 upgrade allows system administrators to configure the Arcadia interface to use enable the Customer, Branch , Person and Owner standard fields as row headings as alternate methods of displaying data summaries.
<!--19468 - Arcadia. Summary cross tab based on standard fields-->
===IRS/CRA/OFAC Automated Checking===
*The system can now be configured to perform automated verification of [[contact]] records, as well as [[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.
<!--21591 - IRS/CRA/OFAC Automated Checking-->
[[Category:Upgrades| 2013-09]]
