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==Global System UpgradesGeneral Details==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 their server===Upgrade Dates===Public Cloud Production release date:'''April 28th 2016'''<br />
Public Cloud Backup release date: '''April 14th 2016'''<br />
Private Cloud Backup (Managed Upgrades) release date: '''April 28th 2016'''
==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 their server:
<!--due to issues with data exchange we will continue support for TLS1.0 for this upgrade===New Annotate Specific Application and Form Fields with CommentsDiscontinuing Support for TLS1.0===This new features enables organizations who receive applications and forms In order to add field-level comments maintain the security posture of your server we will be discontinuing support for the TLS1.0 SSL protocol. We previously discontinued support for applicants to review SSLv3 and introduced TLS1.0, TLS1.1, and TLS1.2 and reviseare now discontinuing TLS1.0.:* [[Why?]] | [[How]]<!-- 42199 - Revision comments This feature allows organizations change will be transparent and not affect anyone keeping their computer up to better communicate feedback date with applicants by allowing them the latest component and security patches available, which should be all our customers and community. SSL is the communication methodology employed between your web browser and server to add comments on specific fields on submitted applications communicate securely and formsprivately. The process allows For more information on whether you will be affected by this change you can visit the annotated fields following site to be editable while other fields cannot be modifiedcheck whether your current web browser is compatible with TLS1.1 or TLS1.2 https://en.wikipedia.org/wiki/Template:TLS/SSL_support_history_of_web_browsers
-->
===Enhanced Visual Styles for Tabs and Captions in Arcadia===
Updated the style of tabs and captions within the Arcadia interface for improved look and feel. These include changes to the color and style of field labels, and the introduction of accent colors in tabs.
:* [[Visual Enhancements for Arcadia Tabs and Captions (Apr 2016) - Why?|Why?]]
<!-- 46437 - Arcadia Tabs are boring and grey -->
<!--45946 - Arcadia Caption-->
===Enhanced Stripe IntegrationDynamic List View Filtering===List views and search filters have been enhanced with the ability to dynamically filter lists based upon the current user. This allows the creation of a single list view that shows the current user all records they are associated to in a specific role.<!--This enhancement furthers adds the integration with contemporary payments service, Stripe, ability to filter a list view based on UTA roles and builds the ability to filter list views based on the initial beta release in November.system variables such as @userid@ and @companyid@-->:* [[Dynamic List View Filtering - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]<!-- 43318 42404 - Stripe Integration Dynamic List View Filtering -->
===Enhanced Level 1 List Views With Ability to Search Organization and Contact Fields===
A past enhancement added the ability to display the fields of associated records within a Level 1 list view, this enhancement now allows you the ability to also perform searches on these fields with advanced search. The Advanced Search functionality has now been enhanced to allow you to search the following records on a Level 1:<br />
:a) the organization connected to the Level 1<br />
:b) the branch connected to the Level 1<br />
:c) the external person connected to the Level 1<br />
:d) the internal person connected to the Level 1<br />
:* [[Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?|Why?]] | [[Advanced_Search#Enhancements|How]]
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket-->
===New Arcadia X Layout PickerEnhanced Level 3 List Views With Ability to Search Level 2 Fields===The Arcadia X layout picker enables A past enhancement allowed you to display Level 2 fields within a Level 3 list view, this enhancement now allows you the point-and-click configuration of sections using pre-made templates and ability to also perform searches on the choice of Arcadia X themes Level 2 fields within advanced search. This will allow you to create more complex searches and backgrounds. All Arcadia X sections built using the layout picker are responsivefilters.:* [[Level 2 Fields Now Visible in Level 3 List Views - Why?|Why?]] | [[Level 2 Fields Now Visible in Level 3 List Views|How]]<!-- 37891 43980 - Arcadia X Layout picker View L2 Fields in L3 List View (template for section creationLike L2 List Views) For novice users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating the need for technical know-how. Arcadia X layouts built using the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutions.-->
===New Font Weight and Color Settings Added to List View Columns===
This enhancement adds the ability to easily select a font color or bold the text values of a column in a list view through the list view settings.
<!-- [[Image:List_view_font_weight_and_color.png|link=|700px]] -->
:* [[Font Weight and Color Settings for List View Columns - Why?|Why?]] | [[Bolding Text and Changing Text Color on List View Columns|How]]
<!--46372 - Add Font weight and color settings to list columns-->
===New Privacy and Confidentiality Hyperlink Added to Login Pages by DefaultCurrencies Now Supported in the System===Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on 40 new currencies have been added to the top right corner list of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent mannerstandard system currencies.:* [[New Currencies Now Supported - Why?]] | [[HowWhy?]]<!-- 43930 45534 - Privacy and Confidentiality is a shared responsibilityPrivacy is a shared responsibility. This enhancement makes it even easier New Currencies (for organizations to communicate their privacy and security policies with their user community. A new Privacy and Security tab within the Global Settings page makes is a new centralized place where all privacy, security, and confidentiality policies can be documents. The contents of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages. Boeing) -->
===Enhanced Record Lock Feature Added when Modifying Contacts and Companies=On-Demand System Upgrades==This optional feature locks a contact and company record when in edit mode. This eliminates any possibility The following features are available immediately with the application of two users from modifying the same record at the same time. :* [[Why?]] | [[How]]<!-- 39232 - Would Like to Lock Contact Record when in Edit ModeAlthough unlikelyupgrade, it is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can but must first be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) -->enabled or configured by a System Administrator:
===New Customizable Privacy and Confidentiality Policies===
Privacy is a shared responsibility. This enhancement adds the ability for organizations to define their own policies. Separate policies can be created for individual country and language combinations. Also added is a Privacy & Security tab where all policies are managed. The policies will appear on the standard system login page as well as in the header section in user portals.
:* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]]
<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
===Enhanced Search and Filter Functionality Added to Reports PageProvider / Consumer List Views===This enhancement adds feature enhances provider / consumer list views with the ability to search feature to reports pageand filter results. When viewing a provider record you can apply a list view filter on the list of consumer records.:* [[Creating Provider / Consumer List View Search and Filter Functionality - Why?|Why?]] <!-- | [[How]]<!-- 42000 44457 - Search field on the Reports pageFor organizations with lots of reports, or organizations who will have lots of reports in the future, you will rejoice to learn of this enhancement. Search has been added to the reports page giving you the ability to quickly filter reports by column name, role, status, and type. Provider / Consumer List View Filter -->
===New Disable User Account After Inactive Period===
This enhancement enables user accounts to become disabled after a specified period of inactivity. Controlled by the Password Policy settings, an account can become disabled, requiring a password reset to regain access.<br />
:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]
<!-- 42897 - Disable Account (i.e. expire account if unused) -->
===New Contact Invitations===
The Contact Invitation feature simplifies the process of inviting contacts to collaborate on a system record through an email invitation. It also allows for the invitation of new contacts that do not currently exist in the system. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. Contacts who are new will be directed to a contact sign-up page where you can then control their registration behavior.
:* [[Contact Invitations - Why?|Why?]] | [[Contact Invitations | How]]
<!-- 46588 - L1 invitation functionality -->
===New Assignment List ViewPanels - Phase 1===Global System Upgrades<br />Assignment Panels allows the navigation of different list views simultaneously and easily search and bulk assign users to records. This feature first phase adds the ability to assign many objects (example includes users, organizations, in one panel to Level 1, Level 2, Level 3) to many objectsrecords in the other panel. Phase one of this enhancement (April 2016 Upgrade) This feature will focus on attaching contacts be expanded in the future to Level 1sallow assignment to and from more record types.:* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]
<!-- 35842 - Assignment List View -->
===New Create Consumer Records in Batch from Provider===
This new feature enables the creation of consumer associated records in batch based on the contacts or companies associated to a provider record.
<!-- This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider -->
:* [[Create Level 1 Records in Batch from Provider - Why?|Why?]] | [[Create Consumer Records in Batch from Provider|How]]
<!-- 44779 - Batch create Level one from Provider -->
===37465 Enhanced Stripe e- Revamp Dynamic Control fieldsPayment Integration===Global System Upgrades<br />This feature changes enhancement furthers the way Dynamic Control fields are renderedintegration with contemporary payments service, Stripe, and builds on the initial beta release in November.:* [[Why?]] | [[How]]<!-- -->Through the Invoice module, payments can be accepted by credit cards using the Stripe integration.
<!--The system can now generate a payment form from a Level2 invoice and collect a credit card payment using the Stripe integration.
[[Image:Stripe_form.png]]
-->
:* [[Stripe Payment Processor Integration - Why?|Why?]]<!-- | [[How]] -->
<!-- 43318 - Stripe Integration -->
<!-- 42475 - Payment Form -->
==Notes for Admins==
===New Style Sheet for XML Budgets and Defined Default Classes===
Updated the style of XML data custom fields with a new default style sheet. This enhancement eliminates the need for hand coding HTML styling when creating XML data fields.
:* [[Style Sheet for XML Budgets and Defined Default Classes - Why?|Why?]] | [[Style Sheet for XML Budgets and Defined Default Classes|How]]
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
===UTA Packaging Phase 2 (SmartExchange)New Arcadia X Layout Picker===SmartExchange is a multiThe Arcadia X Pre-Made Layout Picker enables the point-and-click configuration of different portal layouts using pre-made templates and the choice of Arcadia X themes and backgrounds. Arcadia X layouts built using the layout picker are responsive by default. <!--year platform enhancement endeavor aimed at creating All Arcadia X sections built using the layout picker will be formatted for optimal viewing on a single data exchange structure that can be used to package Instance configurationswide rage of devices. For novice users and those not familiar with html, UTA configurations, and other datathe Arcadia X layout picker provides templates with various layouts eliminating the need for technical know-how.-->:* [[Arcadia X Layout Picker - Why?|Why?]] | [[Arcadia X Layout Picker|How]]<!-- 44695 37891 - UTA Packaging Phase 2 Arcadia X Layout picker (SmartExchangetemplate for section creation) -->
===New SmartField PDF Page Options===
This enhancement enables greater control of PDF documents generated from SmartField Views. Easily control page breaks and changes to page orientation within a PDF generated from a SmartField View with field format settings.
<!--
[[Image:Smartfield_pdf_options.png|link=]]<br />
[[Image:Smartfield_pdf_options_example.png|link=]] -->
:* [[Control Page Breaks and Page Orientation With SmartField PDF Options - Why?|Why?]] | [[Control Page Breaks and Page Orientation With SmartField PDF Options|How]]
<!--45228 - Can’t use page break or rotate inside smartfields-->
===Platform password policy enhancementNew Role Permissions for Submit Buttons===Global System Upgrades<br />This feature adds an additional option Submit buttons can now be configured so that they are presented to users based on role and UTA role permissions reducing the password policy allowing need for a user’s ID (in its entirety) cannot be a part of the password, or the whole passwordvisibility conditions.:* [[Why?]] | [[How]]<!-- 44147 - Platform password policy If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence. Prior to this enhancement --> ===Provider / Consumer List View Filter===Global System Upgrades<br />This feature enhances standard list views , Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the ability button was visible. This enhancement adds role and UTA role permissions to view Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a subset of consumers from Submit Button is associated with both a providerrole and UTA role, the UTA role permission will take precedence.-->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]<!-- 44457 40243 - Provider / Consumer List View Filter Role Permission for Submit button -->
===List View Parent and Child Advanced SearchEnhanced Dynamic Control Fields===This feature is an enhancement on Updated the List View Parent design of dynamic control custom fields for more consistent and Child feature introduced in the January 2016 upgradeimproved behavior. With this enhancement Advanced Search functionality has been added The improvements were achieved through changes to the following:<br />a) way Dynamic Control fields are rendered. While subfields are currently repeated multiple times on the organization connected to form, in the L1<br />b) case that they are available for multiple options in the branch connected to dynamic control field, they will now only exist on the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br />form once.:* [[Custom_Field_Type:_Dynamic_Data_–_Dynamic_Control_Field#Enhancements|Why?]] | [[How]]<!-- 44524 37465 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket Revamp Dynamic Control fields -->
===Extended Record Lock Feature to Contact and Company Records===
The Record Lock feature ensures that only one person may be editing a record at any given time. This enhancement extends the Record Lock functionality to include Contacts and Organizations, and eliminates the possibility of two users concurrently editing these records.
:* [[Record Lock Feature Added when Modifying Contacts and Companies - Why?|Why?]] | [[Record Lock Feature Added when Modifying Contacts and Companies|How]]
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
===Batch create Level one from ProviderEnhanced Message Queue Functionality and Re-Sending of Failed Emails===This feature adds Updated the message queue list with the ability to create level 1s based on based on a list of organizations attached to a level one or level two providereasily discover and re-send failed emails.:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?|Why?]] | [[Message Queue|How]]<!-- 44779 45566 - Batch create Level one from Provider Emails Failing -->
