Changes

==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 />

==On-Demand System Private Cloud Production (Managed 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) release date:'''May 12th 2016'''<br />

<!--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 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 -->

===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.-->

<!--===Create a new style sheet for XML budgets New Font Weight and define default classes for cellsColor Settings Added to List View Columns===This enhancement adds basic styling the ability to XML budgets via predefined CSSeasily select a font color or bold the text values of a column in a list view through the list view settings. The results are XML budgets that look good without any independent styling<!-- [[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]]--><!-- 36544 46372 - Create a new style sheet for XML budgets Add Font weight and define default classes for cells color settings to list columns-->

===Enhanced Record Lock Feature Added when Modifying Contacts New Customizable Privacy and CompaniesConfidentiality Policies===Privacy is a shared responsibility. This optional feature locks 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 contact and company record when in edit modePrivacy & Security tab where all policies are managed. This eliminates any possibility of two users from modifying The policies will appear on the same record at standard system login page as well as in the same timeheader section in user portals. :* [[Customizable Privacy and Confidentiality Policies - Why?|Why?]] | [[Configuring Privacy, Confidentiality and Other Policies|How]]<!-- 39232 43930 - Would Like to Lock Contact Record when in Edit ModeAlthough unlikely, 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 Privacy and company records eliminating two possibility of two people editing the same record record simultaneously. This feature Confidentiality is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users) a shared responsibility -->

===Enhanced Search Functionality Added to Reports PageNew Disable User Account After Inactive Period===This enhancement adds enables user accounts to become disabled after a specified period of inactivity. Controlled by the search feature Password Policy settings, an account can become disabled, requiring a password reset to reports pageregain access.<br />:* [[Disable User Account After Inactive Period - Why?|Why?]] | [[Disable User Account After Inactive Period|How]]<!-- 42000 42897 - Search field on the Reports pageFor organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancementDisable Account (i. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and typee. expire account if unused) -->

==Beta Previews=Enhanced Custom ====New Field List Views Now Display Last Modified DateRevision Annotations===Global System UpgradesRevision Annotations allows you to add annotations at the field level and allow edits to be made to specific fields while keeping the rest of the record locked. Flexible security allows you to configure role-based permissions to allow different users the ability to add annotations to fields while others the ability to edit the field value.<br />!--This enhancement adds the last modified date feature enables organizations who receive applications and forms to add field-level comments for applicants to custom list views review and makes it easy revise. This feature allows organizations to determine when a custom field list view was modifiedbetter communicate feedback with applicants by enabling them to add comments to specific fields on submitted applications and forms. This will process allows the annotated fields to be particularly useful when troubleshooting changes made to list viewseditable only.[[Image:Annotations_Notes_Drawer_1.png]]<br /><br />[[Image:Annotation_add_new_anno_icon.png]]<br /><br />[[Image:Annotated_field_ex.png]]<br />-->:* [[Field Revision Annotations - Why?|Why?]] <!-- | [[How]]--><!-- 35656 42199 - Add date last modified to custom field list view Revision comments -->

===New Role Permissions for Submit buttons===Global System Upgrades<br />Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence.:* [[Why?]] | [[How]]<!-- 40243 - Role Permission for Submit buttonPrior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. -->  ===New Ability to Assign Many Objects to Many Objects With the Assignment List View Panels - Phase 1===Global System Upgrades<br />This feature adds Assignment Panels allows the ability to assign many objects to many objects through the new Assignment List View feature. This feature will allow you to navigation of different list views simultaneously and easily attach a group of reviewers to a Level One, search and bulk assign many users to one ore many organizations, even attach a Level 1 to one or more Level Onesrecords. Once fully implemented, this enhancement This first phase adds the ability to assign many objects (like users, organizations, in one panel to Level 1, Level 2, Level 3s), to many objectsrecords in the other panel. Phase one of this enhancement (April 2016 Upgrade) This feature will add be expanded in the ability future to attach one or many contacts allow assignment to Level 1sand from more record types.:* [[Assignment Panels - Why?|Why?]] | [[Assignment Panels|How]]

===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.

===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) -->

===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 visibility conditions. <!--If a user’s ID (in its entirety) cannot be Submit button is associated with both a part of role and UTA role, the passwordUTA role permission will take precedence. Prior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the whole passwordbutton was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them. '''Note:''' If a Submit Button is associated with both a role and UTA role, the UTA role permission will take precedence.-->:* [[Role Permissions for Submit Buttons - Why?|Why?]] | [[Submit & Save Buttons#Enhancements|How]]<!-- 44147 40243 - Platform password policy enhancement Role Permission for Submit button -->

===Provider / Consumer List View FilterExtended Record Lock Feature to Contact and Company Records===Global System Upgrades<br />The Record Lock feature ensures that only one person may be editing a record at any given time. This feature enhances standard list views with enhancement extends the ability Record Lock functionality to view a subset include Contacts and Organizations, and eliminates the possibility of consumers from a providertwo 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]]<!-- 44457 39232 - Provider / Consumer List View Filter Would Like to Lock Contact Record when in Edit Mode -->

 ===List View Parent Enhanced Message Queue Functionality and Child Advanced SearchRe-Sending of Failed Emails===This feature is an enhancement on Updated the message queue list with the List View Parent ability to easily discover and Child feature introduced in the January 2016 upgradere-send failed emails. With this enhancement Advanced Search functionality has been added to the following:<br />a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br />:* [[Message Queue Functionality Enables Re-Sending of Failed Emails - Why?]] | [[How]]<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket -->  ===Batch create Level one from Provider===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:* [[Why?]] | [[Message Queue|How]]<!-- 44779 45566 - Batch create Level one from Provider Emails Failing -->