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===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
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!Feature!!Upgrade Date
|Support for Captcha on external pages such as registration forms.
|May 2012
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|The [[Session Timeout]] feature automatically logs out any [[user]] when their session remains inactive for the defined number of minutes. With this upgrade, a [[Timeout Alert]] will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under [[Login & Security Settings]] on the [[Global Settings]] page.<br />
[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]]
<br/>
If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes. <br />
[[Image:SessionExpiredPopUp.jpg|link=|250px|center]]
|June 2013
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|The [[User/Contact Security Audit]] feature allows the System Administrator to enable, through [[Manager Permissions]], a security audit log that tracks changes in user roles, [[Enabling_User_Access#Setting_the_Access_Level|user access levels]], [[Enabling_User_Access#Administrator_User_Types|user types]] and password resets. The audit log displays the date/time the change was made, the user that made the change, the old value and the new value.
|June 2013
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|'''Intruder Alert Emails'''
*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.<!--23413 - Intruder Email Multiple Users-->
|May 2014
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|'''Enhancement to User Lockout Functionality'''
* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.<!--15276 - Message when user enters incorrect password-->
|May 2014
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|'''Updated System Security and System Visibility Permissions'''
*The previously named [[Manager Permissions]] and [[Advanced Logic]] have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the [[Business & System Configuration]] section of [[Global Settings]].
*The settings pages have been updated and organized for more intuitive use. Some of the familiar permission names may have changed to more intuitive descriptions as well.
*Visibility Permissions have been enhanced with the ability to select user roles in addition to custom logic.
<!--29177 - Organizing Manager Permissions and Advanced Logic-->
|July 2014
|}
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!Feature!!Upgrade Date
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]''
You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.
|April 2009
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|[[Advanced Logic|Suppress New Level 2 or Level 3 Buttons]]
|May 2009
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|[[Cross-UTA TransactionsTypes#Type Settings|Level 2 Type Tab Label]]* UTA Transactions Currently you can bridge configure Level 2 different UTAs, either Types to be shown on their own tab in the list view at the bottom of Level 1 or at records, with each tab labelled with the name of the Level 2 Type it contains.* Following this upgrade you will be able to define the tab name for any Types that you wish to have on tabs. If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2Types.|May July 2009
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* There are now 2 different types of [[Level 1 Templates]] available. In addition to the Standard Template there is now a '''Skills Matching Template'''.
* The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that [[Entity|entity]].
* You can now define formulas on the Application Configuration page that apply to all Level 1 Templates. These formulas will run prior to any that are defined on the Template pages.
* Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.
|October 2009
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|[[Record Lock|Record Unlock]]
* The [[Record Lock]] will automatically release all records that have been locked by a user when they log out. This can be used in association with the [[#Automatic Logout|Automatic Logout]] above.
|May 2010
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|October 2010
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|May 2011
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|Aggregation UTA
* Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
|May 2011
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|[[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.
|November 2011
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:* When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.
|November 2011
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|'''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copied, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
|May 2012
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|'''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
|May 2012
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|A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.
|October 2012
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|New Duplicate Check Settings tab added on Level 1 templates.
|November 2012
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|February 2013
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|Enhanced the UTA batch update feature with the ability to update multiple contacts/group for UTA Level 1.
|February 2013
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|An "Available Templates" setting on the [[Level_2_Types|level 2 type]] page has been added. When a new level 2 type is created, this setting allows the user to select the [[Level_1_Templates|level 1 templates]] for which the new level 2 type should be available.
<!--19144 - Setting to Batch Update Template Level 2s-->
<!--19145 - Setting to Batch Update Template Statuses -->
|April 2013
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|On the Security tab of the [[UTA]] settings, a new setting has been added that, when enabled, will hide the user name on the [[Record_Lock|Locked Record alert]] from the selected roles. The name of the user who has checked out a given record will be replaced with the text "another user" on the Locked Record alert. The setting caption is "Anonymize Record Lock Owner Role Settings."
<!--18111 - Do not display the name of the person who has the record open for EDIT ACCESS to external users-->
|April 2013
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|'''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.”
<!--10816 - Access Roles feature for L1 Statuses and Types. -->
|May 2013
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|'''Filter Owner Based on Organization''' – A new [[Standard_Level_1_Field_List|setting]] has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.
<!--20113 - Filter Owner Based on Organization-->
|May 2013
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|'''Hide Notification of Locked Record''': A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.
|August 2013
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|'''Simplified Owner Assignment Configuration'''
*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system.
<!--25029 - Level 2 owner lookup roles-->
|January 2014
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|'''Simplification of Settings Pages'''
*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />
''From the [[UTA Settings - Settings|main Settings page]]:''
#"Filter People Based on Company"
#"Filter Owner Based on Company"
#"Enable Branch Lookup"
#"Enable External company for Level 1 Branch Standard Field"
''From the [[UTA Settings - Security|Security Settings page]]:''
#"Default Contact Lookups based on Level One Company"
#"Default Company Lookup Category"
#"Contact Assignment Role Settings"
#"Company Assignment Role Settings"
#"Standard Contact Lookup Role Settings"
#"Level one Company Lookup Category Settings"
''From the [[UTA Settings - Entity|Entity Settings page]]:''
#"Enable External Owners"
These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).
<!--25029 - Level 2 owner lookup roles-->
|January 2014
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|'''Enhancements to Copying Records'''
* The permissions for copying {{UTA}} records have been enhanced.
* System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.
* The user interface for the Copy Record page is also simplified.<!--26973 - Copy Enhancements-->
|May 2014
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|'''Updated UTA Settings Pages'''
*The settings pages for the {{UTA}} have been reworked with various settings moved and consolidated into their appropriate pages. Some of the familiar settings names may have changed to more intuitive descriptions.
*The UTA [[Advanced Logic]] setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.
*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.
<!--21123 - UTA Settings Pages-->
|July 2014
|}
===Autoloader===
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!Feature!!Upgrade Date
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|[[Autoloader|Autoloader Support for XML Files]]
* You can now Autoload [[Transactions]] from XML files.
|October 2010
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|'''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters.
|November 2011
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|Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader.
* You will now be able to configure calendar events to recur bi-weekly.
|May 2009
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.* The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] function.'''Example:''' ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03, 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';|May 2010|+|[[:Category:Calendars|List Calendars by Company]]* The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.|October 2010|+|'''New Calendar Format''':* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events. * The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.<!Feature!!Upgrade Date--24352 - enable new calendar-->|October 2013
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|A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]Enhanced Calendar Event Coloring''' *The calendar has been released an will be available in enhanced with the '''Downloads''' sectionability to switch to event-based coloring. The Outlook Add-In Users will synchronize be able to switch between event coloring based on [[ContactEvent Types|ContactsEvent Type]] / or the current calendar-based coloring on the fly.*System [[Company & Account Settings|CompaniesEvent Types]] and Calendars, as well as have also been enhanced to allow the ability setting of custom colors to attach emails denote these.*Event highlighting allows for Event Types to either contacts or Level 1 recordsbe differentiated by colors e.g. '''This version replaces all previous versions'''vacation events associated with one color, while meeting events associated with another.<!--14834 - Calendar switch to event type colouring-->|October 2012July 2014
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|There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]New Calendar Event Preview Template''' button at *The calendar event preview has been enhanced to allow System Administrators the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]ability to fully personalize its contents. By filtering using the [[Search Panel|List View Search]], a specific set of records The event preview can be included in personalized to display any details from the Group Email recipient listevent. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E<!--26090 - Personalizable Calendar event preview pop-up--mails.>|October 2012July 2014
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|When using the '''"Forgot Password"Enhanced UTA Calendar Interface''' option on *The UTA calendar has now also been updated to the [[Login Page]], same modern look and feel as the epersonal calendar.<!--30422 -mail will now be sent out immediately.update UTA calendar to new calendar-->|October 2012September 2014
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|'''Enhanced calendar functionality checks for scheduling conflicts'''*You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.*When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.*The "From" address in workflow emails feature can now be configured using variablesenabled on the [[Business_%26_System_Configuration|Global Settings]] page.<!-- 16880 - Variables in E24746 -Mail From Address Calendar duplicate check-->|November 2012September 2014
|}
===Contacts/AccountsCommunication===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Contact and Account Standard Fields|Contact and Account Standard Field Terminology]]Chat* You will be able to define your own names for the standard Company and Account fields The chat window (accessed via the [[Global Settings]] pageImage:Chaticon.* [[Visibility Conditionpng]]s icon located next to the Logout button) will also be implemented now open as a layer on the Company and Account [[Standard Field]]s to allow control top of your current window instead of these using logic, and any fields you don't wish to use can be removedopening in a new window.|July 2009May 2010
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|MS Outlook Contact Synchronization* Previously only contact ''owners'' were able to synchronize contacts using MS Outlook. We are introducing a new [[Manager Permissions|manager permission]] that will allow [[UserSending an Email|usersEmail Attach from Smart Folder]] to synchronize contacts for which they are not the owner.* If this [[Manager Permissions|manager permission]] is enabled, When sending an e-mail to a new section will appear on the user's contact you can now select one or more files from [[Personal Settings#Additional Personal Settings|System SettingsSmart Folders]] page that will allow them to select be attached to the contact roles they wish e-mail, in addition to include in the synchronizationattaching files from your local disk.|July 2009October 2010
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|[[GeocodingSMTP Settings]]* The latitude and longitude of an address outgoing mail port can now be automatically stored configured (uses 25 as a property of the user or company. default)* This is achieved by enabling [[Geocoding]] for one or more User Roles or Account Categories. :[[Image:Geocoding.png]]* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.:* ''Use of this feature will incur an additional subscription fee. Contact [[SmartSimple]] Support for detailsTLS can be enabled.''|October 20092010
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|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)|May 2012|+|A new version of SmartSimple's '''Add-In for [[:Category:VariablesSmartSimple Outlook Synchronization|Unique Contact IdentifierMicrosoft Outlook]]* Each contact ''' has been released an will be available in the system '''Downloads''' section. The Outlook Add-In will now be issued a unique contact identifier codesynchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This code can be accessed and displayed using '''@uuid@This version replaces all previous versions'''.|May 2010October 2012
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|There is now a '''[[Contact and Account Standard FieldsUsing Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|Primary ContactUTA List Views]] when enabled in [[Advanced Logic]]* The Primary Contact . By filtering using the [[Standard FieldSearch Panel|List View Search]] , a specific set of records can now be renamed and have it's visibility controlled via included in the Group Email recipient list. The "[[Contact Owner]]" and Account "Person" [[Standard FieldsField|Standard Field Visibility Settingsstandard fields]] pageare also available as recipients for Group E-mails.|May 2010October 2012
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|[[List View|Accounts List View]]* The [[List View]] for Contact and Accounts (both internal entities and external entities separately) can now be defined via When using the [[Global Settings]] page.* This affects '''"Forgot Password"''' option on the [[List ViewLogin Page]] of contacts and accounts everywhere within the system, except within UTAs other Applications where the [[List View]]s are defined within those Applicationse-mail will now be sent out immediately.|May 2010October 2012
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|E-mail The "From Address* You " address in workflow emails can now define one or more alternate addresses as your '''From''' address via your personal System Settings pagebe configured using variables.* When sending e<!-mail from within [[SmartSimple]] you can select which address will be on the e-mail as the 16880 - Variables in E-Mail From address.Address -->|May 2010November 2012
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|Contact/Company Ajax Search'''Email Template Categories''': When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:The fields that are searched and displayed when using the Ajax Lookup can * General – ''Email Template will be defined for Contacts and Companies. The column headings can also available in all contexts''* UTA Level 1 – ''Email Template will only be customised.available when sending an email from a [[UTA]] {{l1}}''* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or 30){{l3}}''* Contact – ''Email Template will only be available when sending an email from a contact record''<!--20088 - Email Templates-->|May 2011August 2013
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|Edit Contact Logic* Global Advanced Logic has been added '''Sending Emails from {{l2}} Records''': System Administrators can now configure {{UTA}}s to allow control of who is permitted end users to edit contact recordssend emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions. <!--22522-->|May 2011October 2013
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|Contact/Account List View'''Email Addressing'''*New functionality allows for the generation of a unique email address for an object or record. * The column headings in Emails sent to the standard Contact address are parsed and Company list views can be defined on attached to thespecific object or record. <br />:[[List ViewImage:Email_anything.png|link=|600 px]] settings page<br />:[[Image:Email_anything_2.png|link=|600 px]]|} ===Contacts/Accounts==={|May 2011border="1" cellpadding="5"
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|New variable syntax [[Contact and Account Standard Fields|Contact and Account Standard Field Terminology]]* You will be able to use '''role name''' instead of define your own names for the standard Company and Account fields via the [[roleidGlobal Settings]] to determine if a contact has a given role: '''@'''''object'''''page.* [[Visibility Condition]]s will also be implemented on the Company and Account [[inRoleStandard Field]](Rolename)@s to allow control of these using logic, and any fields you don'''::Example: ''@owner.inRole(Researcher)@''::DO NOT t wish to use quotes around the role name in bracketscan be removed.|November 2011July 2009
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|Ability to initiate a MS Outlook Contact Synchronization* Previously only contact ''owners'duplicate check''' while viewing were able to synchronize contacts using MS Outlook. We are introducing a contact or company recordnew [[Manager Permissions|manager permission]] that will allow [[User|users]] to synchronize contacts for which they are not the owner. This can be * If this [[Manager Permissions|manager permission]] is enabled via , a new section will appear on the user's [[Advanced LogicPersonal Settings#Additional Personal Settings|System Settings]]page that will allow them to select the contact roles they wish to include in the synchronization.|November 2011July 2009
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|[[:Category:Variables|Unique Contact Identifier]]* Each contact in the system will now be issued a unique contact identifier code. This code can be accessed and displayed using '''Group e-mail@uuid@''' Ad hoc e-mail broadcasts can be sent from the contact search list view using this feature, enabled via [[Advanced Logic]].|November 2011May 2010
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|Sign-up pages [[Contact and Account Standard Fields|Primary Contact]]* The Primary Contact [[Standard Field]] can now be configured to '''Use Internal Formatting''renamed and have it', so s visibility controlled via the formatting [[Contact and functionality of the sign-up Account Standard Fields|Standard Field Visibility Settings]] page will reflect the display and operation of the internal pages.|November 2011May 2010
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|<nowiki>[[List View|Accounts List View]]* The pipe [[List View]] for Contact and Accounts (|both internal entities and external entities separately)</nowiki> can now be used as a column delimiter when importing contact or defined via the [[Global Settings]] page.* This affects the [[List View]] of contacts and accountseverywhere within the system, except within UTAs other Applications where the [[List View]]s are defined within those Applications.|November 2011|} ===Document Management==={| border="1" cellpadding="5"May 2010
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom FieldAdvanced Logic]]* '''Hide View Tab on User Profile'''* This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.* The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you to easily upload the resulting MS Word document back to SmartSimple '''View''' tab on user and account profiles to be stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file fieldsuppressed.|April 2009October 2010
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|''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]''Contact/Company Ajax Search* If you The fields that are searched and displayed when using a Multiple File field to store PDF documents then you the Ajax Lookup can enable a "Merge" button. * Clicking the Merge button displays a list of all the PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field be defined for Contacts and you select which documents you wish to merge into a single PDF documentCompanies.* The resultant document will column headings can also be stored in the Multiple File field. The original documents will not be changedpersonalized.* This feature will provide for easier printing of "sets" of documentsUser can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)|April 2009May 2011
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|''[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]''Edit Contact Logic* This feature allows you Global Advanced Logic has been added to display extra information (called Meta Data) extracted from each PDF file stored in a [[Custom Field Type: Link – Multiple Files|Multiple File]] field, and display it as extra columns in the list view.* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number allow control of pages, creation date and modified date.* Only PDF files stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field will display this information. The added columns will be blank for all other document typeswho is permitted to edit contact records.|April 2009May 2011
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|''[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]''Contact/Account List View* This feature allows you to extract extra information (called Meta Data) from a PDF stored The column headings in a [[Custom Field Type: Link – Single File|Single File]] field the standard Contact and store it in a [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] field.* The additional attributes that Company list views can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.* Only PDF files stored in a defined on the[[Custom Field Type: Link – Single File|Single FileList View]] field will display this informationsettings page.|April 2009|} ===Integration==={| border="1" cellpadding="5"May 2011
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|Enhanced PubMed service with A new setting to flag a role as a '''UTA Role only'''. Enabling the setting will hide the additional ability role from '''Able to search on publication dateSet''' and '''Roles & Access''' page where it is not required.|February 2013November 2011
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|Introduced integration with GuideStar service and ability New variable syntax to search their databaseuse '''role name''' instead of [[roleid]] to determine if a contact has a given role: '''@'''''object'''''.[[inRole]](Rolename)@'''|February 2013::Example: ''@owner.inRole(Researcher)@''|} ===List Views===::DO NOT use quotes around the role name in brackets.{| border="1" cellpadding="5"November 2011
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|User defined List views: users '''Group e-mail''' Ad hoc e-mail broadcasts can create their own personal be sent from the contact search list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to use in each viewusing this feature, the display orders of the fields and sort order of the data and the colour of each column in the list view.enabled via [[Advanced Logic]]|May 2012November 2011
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|Administrators Sign-up pages can choose be configured to make List Views public to be shared with other users'''Use Internal Formatting''', so the formatting and functionality of the sign-up page will reflect the display and operation of the internal pages.|May 2012November 2011
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|Any List View <nowiki>The pipe (system, public or private|) </nowiki> can now be copied, renamed and savedused as a column delimiter when importing contact or accounts.|May 2012November 2011
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|The contents of Ability to define the new contact as the primary contact for the new company created when using a List View can be exported to MS Excel, MS Word or PDF though an Export featurehybrid signup page
|May 2012
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|The List view contents can also be used A Manager Permission has been added to create enable a set of MS Word letters though a Merge feature"Save Draft" button on company and contact records. When this feature is used an MS Word Merge Word custom field is assigned to the list view to allow bulk merging. (All selected records will be merged into <!-- 11582 - Need a single document for printing)Save Draft button on contacts and accounts -->|May November 2012
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|The System will remember A setting has been added to the last list view used by a [[Contact_Sign_Up_Page_Settings|user ]] and reapply company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a personalized alert message that list view displays when a user tries to update an existing user or company.-->|April 2013|+|The ability to easily configure a [[Custom_Combined_Sign-Up_Page|hybrid signup page]] has been enhanced. A drop-down select box has been added to the user next accesses company sign-up page configuration that part allows you to choose an existing contact sign-up page template to use. In the HTML template of the company sign-up page, the @USER_INPUT_FORM@ SmartSimple [[Web_Page_View_Field_Variables#Miscellaneous_Variables|variable]] can be added to retrieve the user sign up form.<!--18748 - company contact signup page enhancements-->|April 2013|+|'''No Duplicate Email''' - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in the system.<!--19461 - Need an email duplicate check on contact profile-->|May 20122013
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|Multiple fields can be displayed within '''Duplicate-Prevention Enhancement for Contact/Company sign-up pages''': When the same column in a "stackedDo not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configurationscreen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/Company Sign Up page.<!--20017 - Block sign-up of duplicate contact/company-->|May 20122013
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|The [[List View]] for AssociatesA list of the Mexican states will be automatically made available as a dropdown list from the State/Province standard field when "Mexico" is selected as the country on a company profile.<br>(the "Enable State /Associations can Province Combo-box" option must also be customized via selected on the [[Global Company & Account Settings]] page.)|May 2012June 2013
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|Enhanced '''Assign Multiple Contacts''': When using the current saved Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[UTA]] record, you can now search filters to also include your currently selected template/type and status options by the values of [[custom fields]] on the contact records. In this way, groups of contacts that meet a certain criteria can be added as wellcontacts on a UTA record more efficiently.<!--21889 - User Picker Search options-->|March July 2013
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|Enhanced the ability ''Simplified Auditing of Contact/Company Records''*Two new [[standard field]]s, "Created By" and "Created Date," have been added to create multiple system [[List_View|list viewscontact]] per user role (previously limited and company records. Now system administrators can more easily configure their system to one system list view per user role)stamp a contact or company record with the creator and creation date of the record.<!--25990 - created timestamp for users and companies-->|March 2013January 2014
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|New ability to attach a saved search filter to system list views so they System administrators can be now pre-filtereddefine lists of prefixes and suffixes for user names in multiple languages.<!--25192 - How to translate prefix/suffix combo box options-->|March 2013January 2014
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|New ability to manifest a list view as a menu tab'''Updated Listing Level 2 on Company Record'''*Previously, {{UTA}} {{l2}} activities were shown on company [[profile]]s based upon the assigned users on the Level 2. This can be used has now been extended to update also show UTA Level 2 activities on company profiles when the UTA menu in addition company itself is associated to the current tabs for all Level 1 and all Level 2 objectsactivity.<!--18863 17106 - List View EnhancementsShow L2s on Company Record-->|March 2013|} ===Personal Settings==={| border="1" cellpadding="5"July 2014
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|'''[[Adding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Additional Visibility Options]] on Company/Contact Custom Fields (Field Availability)'''* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.* Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.* The following settings will be displayed when configuring global user or company type custom fields::[[Image:Category.png|link=|400px]]<br />:[[Image:Role_type.png|link=|400px]]<!Feature!!Upgrade Date--28795 - Company/Contact Custom fields: Add role/contact picker-->|November 2014
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|Time Format'''Multiple Sign-Up Pages per Company'''* On New functionality allows for the Personal Setting page users are able to select whether the time is displayed in 24h or 12h formatcreation of multiple [[:Category:Sign-Up Features|signup pages]] per company.* The setting will This can be be reflected used to support sign-up pages in times displayed within UTAs for different languages, which associate new users to the standard start and end time fields at Levels 1, 2 and 3same company.<!--32652 - Ability to create multiple signup pages to one company-->|May 2009November 2014
|}
===ReportsData Exchange===''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Report VariablesAutomatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* '''Exportdata''': when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.:<font size=3>@ReportProperty(''reportid'',exportdata)@</font> * '''Csvdata''': when using the Csvdata report variable, the variable will be replaced with The data from the specified report, as comma separated values.:<font size=3>@ReportProperty(''reportid'',csvdata)@</font> '''Example''': To display the exported report for the report with ID 12345 @ReportProperty(12345,exportdata)@ ''These 2 variables exchange can now be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.'' * When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be passed configured to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attributeautomatically unpack incoming packages.
|May 2010
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|Report Builder - Table SelectionData Exchange* The columns in the Report Builder are now filtered by the Table Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and the Type. This will simplify locating the desired field for the reportLevel 3).:[[Image:NewRB.png]]* For example if Tracking Application Additionally there is chosen as the table, a new setting to prevent the Type combo box will be populated with all the UTAs and UTA template types.* Only newly created reports will employ this version exchange of the report builder. Existing reports will notnew Level 2 records.|May 20102011
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|Show Total[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, restricted by [[Status]].* Another new feature within [[Data Exchange Contact Creation]] can be enabled and configured to automatically create a contact upon unpack. For example the report builder is contact record for a Claimant can be created based on the '''Show Total''' checkbox. When selected the last row First Name, Last Name, Phone Number and other details send as part of the report will include a total for that columnLevel 1 record. This is similar to the * The [[List ViewRoles]] Show Total featurepermitted to exchange records, as it only shows notes and view the total of the column of records that are displayed '''on the current page'''Exchange History can now be controlled with a Manager Permission.(Everyone will be selected by default)|May October 2010
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|The Data Exchange feature includes an exchange history for [[Enable CachingLevel 2 Entity|Caching and Record LimitTracking Activities]]* Reports and Charts can . There is now be cached. Complex report and reports an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that are accessed regularly can be configured to be cached by shows the server to improve loading time entire history of when a specific Tracking Activity was exchanged and reduce the processing load on the serverindividual that sent/received that specific Tracking Activity.:[[Image:Repcache.png]]|July 2013|} * Reports can also be '''Cached By User''' when appropriate (Note that you must select both '''Enable Caching''' and '''Cache by User''' and enter an appropriate '''Cache Life Span'''.===Document Management==={|May 2010border="1" cellpadding="5"
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|''[[Custom Field Type:Category:ReportsSpecial - MS Word Merge|Export ButtonMS Word Merge Custom Field]]''* For reports that have defined '''Advanced Export Settings''', when viewing This new [[Custom Fields|Custom Field]] type provides the report within your browser there will now be ability to dynamically create an '''Export''' button located next to the '''Print''' buttonMS Word document from underlying SmartSimple data.* This The MS Word document can also include tables that will allow list details of Level 2 or Level 3 activities associated with a given record.* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you to easily upload the report resulting MS Word document back to SmartSimple to be easily exported to stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file after previewing it in the browserfield.|October 2010April 2009
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|Flash Charts''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]''* Graphs such as bar If you are using a Multiple File field to store PDF documents then you can enable a "Merge" button. * Clicking the Merge button displays a list of all the PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field and pie charts created from SmartSimple reports can you select which documents you wish to merge into a single PDF document.* The resultant document will also be stored in the Multiple File field. The original documents will not be displayed using Flash animationchanged.* This feature will provide for easier printing of "sets" of documents.|May 2011April 2009
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|''[[Creating a Dashboard Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]''* This feature allows you to Display display extra information (called Meta Data) extracted from each PDF file stored in a Set of Charts[[Custom Field Type: Link – Multiple Files|Dashboard LayoutMultiple File]]field, and display it as extra columns in the list view.* New dashboard layout configurations The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of 1x7, 1x8pages, 1x9 creation date and 1x10modified date.* Only PDF files stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field will display this information. The added columns will be blank for all other document types.|May 2011April 2009
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|Once ''[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]'' * This feature allows you to extract extra information (called Meta Data) from a PDF stored in a [[Custom Field Type: Link – Single File|Single File]] field and store it in a report is generated the user [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] field.* The additional attributes that can select an MS Excel template used to create be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.* Only PDF files stored in a MS Excel version of the report[[Custom Field Type: Link – Single File|Single File]] field will display this information.|May 2012April 2009
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|Support for exporting reports to a MS Word template|May 2012|+|The Report Builder will now support the '''having''' clause. '''Having''' is used to accommodate criteria when aggregate functions are used.|May 2012|+|'''[[Custom FieldPDF Annotation]] Settings''' are *SmartSimple now available as a Recordset table for '''reports''' allows you to add annotations to show uploaded PDF documents on the fly. When the properties of [[Custom Field|custom fields]] configured "Enable Annotation" option is selected on your systema multiple-file upload field, PDF documents uploaded to that field can be commented and marked up.|October 2012|+|You Comments, drawings, text strike-throughs and highlights can set be added to any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settingsPDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation-->|October 2012January 2014
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|System variables '''PDF Annotation''':*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can now be used on report criteriacommented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details.<!-- 15368 24791 - System variable on report criteria PDF annotation-->|November 2012March 2014
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|New report added '''Enhancement to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (PDF Writer'''* {{WPV}}s can now be added on demand)configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!-- 13339 22632 - Concurrent Connections Report Ability to specify file name for PDF's generated using pdfwriter-->|November 2012May 2014
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|'''New "Enable Translation" feature added Enforced Naming for Single and Multi-File Uploads'''*The [[Custom Field Type: Link – Single File|single]] and [[Custom Field Type: Link – Multiple Files|multi-file]] upload custom fields have been enhanced to Advanced Report Settings allow the enforcing of file names on uploads to SmartSimple. This will allow report headers System Administrators to use translation options in language libraryenforce various naming conventions for uploaded files.<!-- 12919 29759 - Translate report column headings Enforced Custom file naming for Multi and single file upload field type-->|November 2012July 2014
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===SmartFoldersGeocoding / Mapping===
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!Feature!!Upgrade Date
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|Inclusion [[Geocoding]]* The latitude and longitude of an address can now be automatically stored as a property of Folders in Searchthe user or company.* When This will allow calculation of the distance between 2 addresses. For example you search within could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.|October 2009|+|'''Google Map / StreetView''': On a company or contact [[SmartFoldersprofile]] , users can directly open a Google Maps/Street View of the results will include both files company's or contact's street address.<!--22498 - Google Map and folders that match the search term.StreetView-->|May 2009October 2013
|}
===Standard/Custom FieldsIntegration===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Custom Field Type: Special – Auto SaveEnhanced PubMed service with the additional ability to search on publication date.|February 2013|Auto Save Custom Field]]+* This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc|Introduced integration with GuideStar service and ability to search their database.)|February 2013|+|'''IRS/CRA/OFAC Automated Checking''':* Using the The system can now be configured to perform automated verification of [[Custom Field Type: Special – Auto Save|Auto Save Custom Fieldcontact]] will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for records, as well as [[Level 1 Templates|Level 1 Template Pagesorganization]]records, but will also work for against the internal view of Level 1 recordsOFAC database. * The settings page is not refreshed on-screen, simply saved in to configure the background. No Validation or Calculations will be performed until the record is saved in automatic verification of records against the usual fashionIRS/CRA/OFAC online databases has been simplified.<!--21591 - IRS/CRA/OFAC Automated Checking-->|May 2009September 2013
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|[[Custom Field Type: Special - Barcode|Bar Code Custom Field]]* There is a new custom field type called '''[[Custom Field Type: Special - Barcode|Special - Bar Addition of NTEE Code]]to IRS Database Search'''. * When creating this field type, in the '''Values''' section you must enter the Custom Field ID of the field that contains A new column for NTEE code has been added to the integer or text string you wish to have converted to a bar code.:[[Image:BarCode.PNGOrganization Search Page|IRS database search form]]''In . This column can also be mapped back to the above example 13975 organization when it is the Custom Field ID created.<!--26473 - Retrieval of the "Ticket Number" field, which would display on NTEE code from the record as::[[Image:BarcCode2.PNG]]IRS database-->|May 20092014
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|[[Custom Field Tabs]]'''Improved OFAC checks against contacts'''* Custom Fields OFAC checks can now be displayed run on different tabs, with a '''Next''' demand against an organization and '''Previous''' button at the bottom of each tab to facilitate navigation between the tabsits contacts.* This will enable separation into sections for records that have a large number return the status of [[Custom Fields]]any matching organization or contact and give you the ability to clear incorrect matches.<!--28798 - OFACS check against contacts-->::''This isn't actually a new type of custom field, but rather an additional option within the [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] custom field type.''September 2014* A '''Custom Field Tab''' can be added by creating a new [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] custom field and selecting the '''Use As Tab''' check box. The caption/name of the field will be used as the heading on the tab.} :===[[Image:CFTabs.pngAdministration Interface|Interface]]=== In the above example there are 3 tabs named {| border="Additional Details1", cellpadding="Company Information5" and "Contract Details" Navigation between the tabs can be accomplished by either clicking on the '''Next''' or '''Previous''' buttons, or by clicking on the name of the tab you wish to access.|May 2009
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|Field ID Variable* It is now possible to reference the field ID of [[Custom Fields]] using a variable rather than the actual field ID. The syntax is @''fieldname'Report Interface'''.ID@* This will allow you to write - The format of the Report list view in the [[Custom Field Type: Special – Browser Script|Browser ScriptsReport Management window]] without looking up field numbers, as well as making it easy to identify which field is being referenced. When exporting [[Custom Fields]] this will also allow you has been upgraded to avoid having to change the field IDs show icons in exported [[Custom Field Typeplace of buttons as follows: Special – Browser Script|Browser Scripts]].* If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.{{ReportIcons}}<!--20226 - report list reformatting-->|July 2009May 2013
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|'''SmartFolders Interface''' - The format of the [[Number Format|Custom Field Number FormatSmartFolders]]* In addition list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the current "Currency" number format option which outputs dollars ($20,000SmartFolder is Internet Enabled.00) you will be able to specify other currencies:::{<!--20224 - SmartFolder folder list cleanup-->| border="1" cellpadding="5"May 2013
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|'''Number FormatNew Sample Login Page Template'''- A new sample template for the login page is available in Global Settings > Login Screen Content.<!--10598 - New Login Page Template-->||'''Display'''May 2013
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|Currency'''New File Upload Format''' – A new HTML 5 format for the file upload feature on [[Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 is available on the following [[browsers]]:** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher<br />** Firefox [http://www.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 - HTML5 File upload-->| $20,000.00May 2013
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|Currency'''Manager Permissions Page Redesign''': The [[Manager Permissions]] page has been re-QAR|| QAR 20designed in order to streamline system administration.000The different categories of Manager Permissions (system-wide, on-demand application-specific, [[UTA]]-specific,00[[Arcadia]]) have been broken out into separate tabs.<!--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->|July 2013
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|Currency-EUR'''Portal Design Enhancements''': When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to personalize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables| €20,000system variables]] above the user's portal.00<!--21857 - New Portal Design-->|August 2013
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|Currency'''Revisions to User Interface''': Users of SmartSimple's next generation interface -GBP|| £20,000.00|}* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217[Arcadia]] can be shown by using - may notice minor revisions to the appropriate 3 letter currency code.* This setting only applies in view modeuser interface, or when such as new tab bars and changes to the values are displayed in a [[Web Page View]], [[Report]], [[MS Word Merge]], etc. No formatting is applied in edit modetitle bars on records.: ''Note: in edit mode you must use a period (<!--23277 - Minor UI changes - Sept.) as the decimal, even if the currency defined uses a comma (,).''2013-->|October 2009September 2013
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|'''Arcadia - Basing Summary Cross-tab on Standard Fields''':* One of the key features of SmartSimple's next-generation [[Custom Field Type: Link – Single File#Online Editing|Single File Field Online EditingArcadia]]* Online editing interface is now possible for the its [[Custom Field Type: Link – Single File|Single File fieldSummary Matrix]]. If , which displays a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at cross-tabbed view of the same timerecords in a SmartSimple application.* The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [Custom Field Type: Link – Single File|Single File Field[templates]] with online editing enabledas the row headings::[[Image:SFFEditArcadiaL1SummaryView.png|link=|700px]]* File checked out by another user: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.:[[Image:SFFOut<!--19468 - Arcadia.png]]Summary cross tab based on standard fields-->|October 2009September 2013
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|[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]'''New Icon Sets for Portal pages'''* You can now attach a New icon sets have been added to the [[WorkflowCreating_a_Portal_Interface|portal configuration page]] , enabling administrators to give their copies of SmartSimple a [[Custom Field Type: Link – Single File|Single File field]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Fieldmore contemporary look. The workflow will icons can now be executed any time a file is uploaded to chosen directly from the fieldicon preview page.<!--26674 - New Icons-->|October 2009March 2014
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|[[Edit Data]]'''Update to Rich Text Editor'''* When using The [[Custom Field Type: Text – Rich Text|Rich Text Fieldseditor]], pasting complex HTML in the field it can sometime prevent the page from being displayed correctlyhas been updated and has a new look and feel. Occasionally this prevents saving the record, and thereby makes it impossible This feature allows you to remove the faulty data in the field. * It is now possible easily add formatting to edit the data in the field without actually viewing the faulty recordtext input. This is done via the settings of the [[Custom Field]] concerned.:Select '''Field Data''':[[Image:FieldData.png]] then '''Edit Data''':[[Image:EditData.png]]When prompted enter the ''[[opportunityid]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) for the relevant record and a pop<!--25735 -up window will appear allowing you to directly edit the data in the selected Rich Text custom field for that record.issue-->|October 2009March 2014
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|'''Updated Icon Styles for Mobile Devices'''*New sets of icons are available to personalize the [[Custom Field Type: Special - XML DataPortal design|Custom Field Type: Special - XML Datauser portals]]. * The XML field type can Users on mobile devices will be used to store blocks automatically detected and their portal interface optimized for mobile useability.<!--23845 - Update portal icon style-->|May 2014|+|'''Arcadia X Interface'''*An easy method of XML in a single fieldbuilding custom user interfaces is now available.* Variables can be used to extract values from this block into other custom fields''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and personalized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface-->|May 20102014
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|[[New Custom Field Type: Special - Spreadsheet|Custom Field Type: Special - Spreadsheet]]'''Enhanced Date Selection'''* This field type is used to present the user The date selection window has been updated with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record new look and can be exported as a .xls file, or be opened directly by MS Excelfeel.* Formulas are included. <!--29540 - enhanced date/time selection-->* Information can be moved from MS Excel into this field using a macro within Excel.* The values in one or more cells on the spreadsheet can be referenced as variables[[File:Jquerydatepicker.jpg]]|May 2010July 2014
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|[[Custom Field Type: Select One '''Enhanced Arcadia Interface'''The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.*All tab bars in the Arcadia interface have been updated with a new look and feel.<!--30106 - Arcadia UI - Tab bar consistency- User Group|New Custom Field Type: Select One - User Group]]>* The Select One - User Group Custom Field can be used header and menu options have been modified to link any entity (company, UTA Level 1, Level 2 etcbetter utilize screen real estate.) <!--30096 - Arcadia UI - changes to a User Group.Arcadia header-->* User Groups are defined in ConfigurationChanges have been made to the button and input styling for improved consistency, Roles look and Permissions, User groupsfeel. <!--30099 - Arcadia UI - Field alignment and style updates-->* On its own this field only links the group Changes have been made to the entity. It can then be used in conjunction with a display field and location of list view action buttons ([[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only System Variables]] custom fieldi.e. delete and batch update) for ease of use and look and feel.<!--30104 - Arcadia UI - update list view floating action buttons-->*Modifications to display information derived from the contacts in the related Groupbutton styling for better look and feel.<!--30105 - Arcadia UI - Update Button styles for consistency-->|May 2010September 2014
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|[[Custom Field Type: Lookup - ICD Code|New Custom Field Type: Lookup - ICD Code]]* The standard list of ICD Codes (International Statistical Classification of Diseases and Related Health Problems) is now available as a custom field type.* The field stores the actual ICD code (i.e. ''G44.0''). If you wish Enhanced ability to display the description (i.e. open web page views with a lightbox''Cluster Headache Syndrome'') you can use *Enhanced the syntax '''@''{{WPV}} custom field name''.value@''' with the ability to open up in a [[Read Only http://en.wikipedia.org/wiki/Lightbox_%28JavaScript%29 lightbox] window instead of a pop- System Variables]] field or similarup window.<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->|May 2010September 2014
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|'''Enhanced Arcadia Interface'''The [[Attach a PDF to a Web Page View:Category:Arcadia|Web Page View Field: SSattachArcadia interface]]has undergone UI improvements for object pages and behaviour.* Static PDF documents can now be attached The left-hand menu tabs have been moved to [[Web Page View]]s using [[ssattach]] at a defined the top of the page location desired using for ease of navigation and greater real estate. When one of these menu tabs is selected the following syntax:main section of fields will be hidden (currently this main section is persistent and remains).* Similar tabs will be grouped together for ease of navigation and greater real estate. <!--@ssattach(insert;@static pdf* Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.value@;n)--> :where ''n'Before''' is the page number at which the PDF document should be placed:[[Image:Old.png|link=|650 px]]<br />
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|[[Single FileList View|Single File Custom Field SettingsCompany and Contact Role-Based List View]]* '''Disable E-mail Button''': Removes the ability of users to e-mail the file directly from within The [[SmartSimpleList View]].* '''No Deletion''': Prevents deletion of the file. It for Companies/Accounts and Users/Contacts can only be replaced with a new fileconfigured by role, just as the UTA Level 1, 2 and 3 List Views.|May October 2010
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|[[Multiple Files|Multiple Files Custom Field Settings]]* '''PDF Merge Sort Order'''User defined List views: The PDF merge functionality will now allow you users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to specify use in each view, the display orders of the fields and sort order of the data and the colour of each column in which the documents are mergedlist view.|May 20102012
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|[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]* The '''Lookup - ICD Code''' Custom Field will now have a ''Lookup'' button Administrators can choose to make List Views public to facilitate browsing for the relevant itembe shared with other users.|October 2010May 2012
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|[[onloadfunc|Onload Function]]*similar to savefunc and sbfuncAny List View (system, the system will look for a user defined [[Browser Script]] with a function called [[onloadfunc]] which will public or private) can be executed as soon as the page has loaded fully. * This is in place in the UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts* It only runs in Edit mode at Level 1copied, Contacts renamed and Accountssaved.|October 2010May 2012
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|[[Post to External Server]]* Posting to external servers via The contents of a [[Web Page List View]] has been updated can be exported to allow the response from the server to be stored.MS Excel, MS Word or PDF though an Export feature|October 2010May 2012
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|[[Edit Condition|Standard Field Edit Condition]]A conditional statement The List view contents can also be entered used to control whether standard fields appear as editable or read only. The conditions can be based on role, status, or other criteriacreate a set of MS Word letters though a Merge feature. This When this feature applies is used an MS Word Merge Word custom field is assigned to company, contact and Universal Tracking Application standard fieldsthe list view to allow bulk merging.(All selected records will be merged into a single document for printing)|May 20112012
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|[[Custom Field Language Settings|Custom Field Language Display]]The captions displayed on custom fields can be configured for multiple languages. When viewing System will remember the last list view used by a record user and reapply that list view when the personal language setting for each user will determine which language is displayed to them.next accesses that part of the system|May 20112012
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|New Custom Field Type: Special - Hand DrawingThis field type stores freehand drawings done either with a mouse or touch sensitive screen. The background image Multiple fields can be defined, as well as displayed within the colours to be used and patterns/images that can be same column in a "stampedstacked" onto the imageconfiguration. |May 2011|+|[[Custom_Field_Type:_Display_Only_–_Image|Enable Camera Snapshot]]The "Display Only - Image" custom field has a setting that enables a web cam attached to the computer to be used as the source of the image to be stored in this field type.|May 2011|+|[[Custom_Field_Type:_Link_–_Multiple_Files|Document Console]]When using the [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can enable the document console. This allows you to easily preview and print the documents.|May 2011|+|Settings for '''Standard Field'''s will be managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to '''translate''' Standard Field labels and validation messages
|May 2012
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|You The [[List View]] for Associates/Associations can now '''Track Changes''' on Contact and Company be personalized via the [[Standard FieldsGlobal Settings]]page.
|May 2012
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|An improved [[Custom Field Type: Text Loading a list view now defaults to last set of search criteria used.<!-- 16751 – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibilitybasic search allows you to search based on type now, also loading the list view automatically runs the array of buttons displayed can be configured by an administrator as needed via [[Global Settings]]last search you used. -->|May November 2012
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|File Type Restrictions: '''Single File''' Enhanced the current saved search filters to also include your currently selected template/type and '''Multiple Files''' custom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, status options as well.xls)|May 2012March 2013
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|'''Translation XML''': custom field language translations can now be done by exporting and importing using an XML templateEnhanced the ability to create multiple system [[List_View|list views]] per user role (previously limited to one system list view per user role).|May 2012March 2013
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|Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 New ability to attach a saved search filter to system list views so they can be viewed at once with a new menu bar buttonpre-filtered.|May 2012March 2013
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|Option New ability to make custom fields manifest a list view as hidden a menu tab. This can be used to update the UTA menu in addition to the current tabs for the following field types: Creation all Level 1 and all Level 2 objects.<!- Created By, Creation - Date, Special 18863 - Auto Number, Special List View Enhancements- Calculated Value, Store Value - System Variables. This will allow the value to be updated/saved without being visible on the page.>|May 2012March 2013
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|When editing custom fields you can now use '''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the custom field batch update user to export the results of a list view to add/update Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the Tab Name for multiple custom fields at once[[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] field type.<!--19825 - List View MS Word export never implemented -->|May 20122013
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|There is now an '''"Appear Mandatory"New Feature: [[Quick Edit]]''' setting for custom : This new feature allows users to edit fields on a record directly from the [[list view]]. The [[system administrator]] determines which will make fields display in the field appear as mandatory to [[Quick Edit]] pop-up from the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the fieldlist view [[Configuring List Views|configuration page]].|October 2012July 2013
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|'''HTML''' entered into When you assign an organization to the template on a Organization [[Web Page View Fieldstandard fields|standard field]] will using the Lookup button, the organization details shown in the list view can now be displayed with '''syntax highlighting'''configured by System Administrators.|October 2012July 2013
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|If a '''[[Tool Tip]]Improvements to Arcadia List Views''':* In SmartSimple' has been defined on a s next-generation [[Custom Field|custom fieldArcadia]]interface, the field name column widths of [[captionlist view]] will display with a '''dotted underline''' indicating that the user s can "mouse-over" the field name and Tip text will appearbe defined. Also* List view headings can also be made static, if there are field services (e.g. Map or People Search) or in other words always be visible at the top of the page when scrolling through a long list of records on a [[Track Changes|Track Historylist view]] enabled, then those options will be displayed by hovering the mouse over the field.<!--23751 - Add option for enabling static header for Arcadia list views-->|October 20122013
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|Additional capabilities have been added to the '''Simplified List Views for Companies and Contacts'''*The configuration of [[Browser Scriptlist views]]''' custom field which allow it to trigger system functions (e.gfor companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for [[WorkflowConfiguring Ajax List Views|workflowAjax Lookup list views]], activate user) with options to '''trigger on load, on save, or on demand'''has been consolidated for external and internal companies and contacts.<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->|October 2012March 2014
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|A new custom field setting ([[Type Field Permissions]]) '''Update to List View Status Colours'''*The status colour for each row within a UTA List View has been added moved to make it easy an indicator at the start of the row as opposed to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using highlighting the visibility conditionentire row.<!--27976 - Arcadia X List View Enhancements-->|October 2012May 2014
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|The Level 1 '''BranchList View Improvements''' standard field * [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.* As well, list views can be configured to allow external companies as well as internal companiesbe pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.<!-- 16829 27976 - Enable External Company for Branch Arcadia X List View Enhancements-->|November 2012May 2014|} ===Navigation==={| border="1" cellpadding="5"
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|'''Recent-Viewed Objects List Now Enabled by Default''':* The [[Custom Field Type: Dynamic Data – Dynamic Control FieldRecently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|Dynamic Datalast month's upgrade]] and . With this upgrade, this feature has been updated to be auto-enabled for all roles.* For roles which should not have access to the [[Custom Field Type: Select One – Combo Box|Select One – Combo BoxRecently Viewed]] custom fields panel, this feature can now be manifested as radio buttonsdisabled using [[Manager Permissions]].<!-- 15324 - Dynamic Control Field 24356 - Checkboxes auto enable recent list-->|November 2012October 2013
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|Prefix/Suffix standard fields on Contacts can '''Recent Searches'''*The system will now be customized as drop-down boxesstore a user's last five sets of search criteria, making it easier to switch between lists of records.*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches." <!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop22590 - Last Searches -down boxes. List View Enhancement-->|November 2012May 2014
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|Enhanced the account list view within a UTA with the ability '''Update to list the account owner Advanced Searching on Dates'''*When using date fields as a columnsearch criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions-->|February 2013May 2014
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|'''New Ability to modify search query filters'''*Users now have the ability to update the display order of only a selected group of custom fields within batch update (previously forced make modifications to filters after they have been created. See [[filters]] for further information.<!-- 26362 - ability to update display order search query of all custom fields).filters-->|February 2013September 2014
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===TransactionsNotes===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Transaction Template Formula[[Advanced Logic|Advanced Logic to Suppress Public Notes]]* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.|October 2009|+|'''Enhancements to Notes Functionality''': server side formulas * [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to be run whenever keep track of changes to their system configuration.<!--22531 - Add NOTES linkage to Templates, Types and Custom Fields-->* [[Notes]] are also now available for viewing and editing when a transaction record is savedin [[Edit mode]].<!--22587 - Notes on Edit Mode-->|May 2012August 2013
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|Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.'''Enhanced notes functionality'''|May 2012|+|Enhanced *The [[Notes]] functionality has been extended to transactions with the ability to enable record locking.<!--30206 - Notes on Transactions-->|February 2013September 2014
|}
===Variables / Variable ProcessorPersonal Settings===
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!Feature!!Upgrade Date
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|[[Report Variables|Report Record Count Variable]]Time Format* Introduction of a variable that can generate On the number of records within a specified reportPersonal Setting page users are able to select whether the time is displayed in 24h or 12h format.:<font size=* The setting will be be reflected in times displayed within UTAs for the standard start and end time fields at Levels 1, 2 and 3>@ReportProperty(''reportid'',recordcount)@</font>.'''Example''': To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345|May 2009 @ReportProperty(12345,recordcount)@|+''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] New Timezone option to display a record count, as part of [[Submit Logic]], or included replace "Time Difference in Hours" offset in the title of a [[Portal]] shortcut Personal Settings page.<!-- 16356 - Timezone settings to indicate how many records are at a given status (for example).''replace offset -->|November 2012|} ===Reports==={|October 2009border="1" cellpadding="5"
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|[[Report Variables]]* '''Exportdata''': when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.:<font size=3>@ReportProperty(''reportid'',exportdata)@</font> * '''Csvdata''': when using the Csvdata report variable, the variable will be replaced with data from the specified report, as comma separated values.:<font size=3>@ReportProperty(''reportid'',csvdata)@</font> '''Example''': To display the exported report for the report with ID 12345 @ReportProperty(12345,exportdata)@ ''These 2 variables can be used in a [[Web Page View ]] or [[Custom Field Type: Read Only – System Variables|User/Company Association ListRead Only - System Variables]] custom field, or be included in the body of a [[Workflow]]message.'' * Ability When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be passed to use the list syntax report processor. If the specified report includes the variable: '''@''objectid''[#...#]@''' to show all companies that a user is associated with, or all users associated with a companyit will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.|October 2009May 2010
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|Currency FormattingReport Builder - Table Selection* Values can The columns in the Report Builder are now be changed to standard currency formats using filtered by the Table and the Type. This will simplify locating the desired field for the following syntaxreport.:[[Image: ''@format(FIELD NAMENewRB.png]]* For example if Tracking Application is chosen as the table,currency,CURRENCYCODE)@''the Type combo box will be populated with all the UTAs and UTA template types.* Only newly created reports will employ this version of the report builder. Existing reports will not.|May 20112010
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|System LibraryShow Total* A global [[System Library]] has been added that can be accessed as system variables. The available values and functions can be found under System Variables on Another new feature within the Global Settings page. The syntax report builder is: the ''@system.library.variable name@'Show Total'''* checkbox. When viewing selected the list last row of custom fields the report will identify those include a total for that are using column. This is similar to the [[System LibraryList View]] variablesShow Total feature, as it only shows the total of the column of records that are displayed '''on the current page'''.|May 20112010
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|System Variable Pre-processing* Variables within [[System VariablesEnable Caching|Caching and Record Limit]] will * Reports and Charts can now be cached. Complex report and reports that are accessed regularly can be pre-processed configured to allow dynamic selection of be cached by the server to improve loading time and reduce the processing load on the appropriate variableserver.:[[Image:Repcache. The syntax to png]]* Reports can also be used is: ''@system2.@variable name@@'Cached By User''' when appropriate (Note that you must select both '''Enable Caching''' and '''Cache by User''' and enter an appropriate '''Cache Life Span'''* System variables appearing within other system variables is also now supported. |May 20112010
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|Global Auto-numberRecord Lock* A global auto-number field new table called ''Tracking Application Lock'' can be specified as a used to report on records that have been locked by the [[System VariableRecord Lock]]. This will allow sequential numbers to be provided across different objects and/or in different UTAs.|May 20112010
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|New variable @sstimezone@ allows you [[:Category:Reports|Export Button]]* For reports that have defined '''Advanced Export Settings''', when viewing the report within your browser there will now be an '''Export''' button located next to retrieve the user's timezone setting which can then be used to calculate their relative date/time''Print''' button.<!--17466 - Would like * This will allow the report to have timezone variable that runs on be easily exported to a file after previewing it in the report builder-->browser.|February 2013October 2010|}+|Flash Charts===Web Forms===* Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation.{| border="1" cellpadding="5"May 2011
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|[[Web Form Status]]* [[Web Form]]s now support Once a '''Status''' which report is changed by generated the user can select an MS Excel template used to create a '''Submit''' button at the end MS Excel version of the formreport.|May 20092012
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|[[Convert Web Form Support for exporting reports to PDF]]* Completed [[Web Form]]s can be converted to pdf using a button on the Results page.MS Word template|May 2009|} ===Workflows==={| border="1" cellpadding="5"2012
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|'''[[Workflow Task Type: Create New Activity|Level 2 CreationCustom Field]]* The Settings'''Create New Activity''' [[:Category:Workflows|workflow]] can are now be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.* The available as a Recordset table for '''Create New Activityreports''' to show the properties of [[:Category:WorkflowsCustom Field|workflowcustom fields]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulasconfigured on your system.|May 2009October 2012
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|HTML E-mail Format* Workflow e-mails You can now be sent using HTML format as well as plain textset any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings. |May 2009October 2012
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|Recurring Workflows* Recurring Workflows System variables can now be used to send out e-mails on a daily, weekly or monthly basisreport criteria. * These workflow e<!-- 15368 - System variable on report criteria -mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.>|May 2010November 2012
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|[[Workflow Task TypeNew report added to Usage Statistics category: People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] allows you to automatically add contacts to Level 1 activities with the role specified Maximum Concurrent External Users (shows maximum amount of users logged in the Workflow Taskper month) - (can be added on demand).<!-- 13339 - Concurrent Connections Report -->|May 2010November 2012
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|Level 1 Date Trigger* Workflows associated with Level 1 records can now be set New "Enable Translation" feature added to Advanced Report Settings to allow report headers to trigger based on a date on the Level 1 recorduse translation options in language library.<!-- 12919 - Translate report column headings -->|May 2010November 2012
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|UTA Role Assignment Tasks* The recipient for these tasks '''Subreports can be Linked using Column Values in Main Report''' - When creating a subreport, system administrators can now specify that the reports should be defined linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as the user that was added administrators are no longer limited to using standard fields to the recordlink main reports and subreports, and can now specify a custom field.* You can include information from the Level one record using variable syntax<!--18937 - Reporting: @levelone.''customfieldname''@Pass column value into sub-report criteria-->|May 2010August 2013
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|Transaction Workflows'''New Feature: Reports Caching''':* Workflows [[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 attached updated::*[[Organization]] records:*[[Contact]] records:*[[UTA]] records, i.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]].:* On a weekly basis, automatically updating a user's profile to Transactionsindicate whether or not timesheets have been filled out in SmartSimple.:* On a daily basis, automatically updating on a company's [[profile]] a summation of the total number of grants for which contacts of that organization has applied.<!--22927 - new scheduled reports-->|May 2010September 2013
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|Workflow E-mails* The e-mail header '''Setting Alignment of Columns in Report Builder''': Columns in reports can now be definedset in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.<!--13969 - Reporting Enhancements-->|May 2010September 2013
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|[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]'''Report Builder Enhancements'''* This The [[WorkflowReport Builder]] Task Type allows the current user has been enhanced to select which user will be responsible for the subsequent taskcalculate sub-grouping aggregates and totalling. * This is necessary if System Administrators will find that this allows them to circumvent the following task is due need to be triggered in future, since select '''Let Current User Select''' build [[subreports]] and build summary reports on the subsequent task isn't possible since the trigger is delayedtheir data more quickly.<!--27677 - Report Grouping / Aggregation-->|May 2014|} ===SmartFolders==={|October 2010border="1" cellpadding="5"
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|Workflow RequestsInclusion of Folders in Search* Workflow task types Request for Comment When you search within [[SmartFolders]] the results will include both files and Request for Approval at Level 2 and Level 3 can now be configured to display folders that match the record either in view or in edit modesearch term. |May 20112009
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|'''[[Workflow_Branching_Logic|Branching Workflows]]Enhanced SmartFolders interface'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if *The SmartFolders interface has been updated with a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different pathnew look and feel.<!--30092 - Arcadia UI - SmartFolder / organization tree update-->|September 2014|} ===Standard / Custom Fields==={|November 2011border="1" cellpadding="5"
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|Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the ''[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]'Pending Task''' list view* You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields. * To set the visibility logic, navigate to the appropriate standard field screen and enter the condition into the Visibility Condition column.|November 2011April 2009
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|'''Update [[Custom Field''' task Type: Special – Auto Save|Auto Save Custom Field]]* This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)* Using the [[Custom Field Type: Special – Auto Save|Auto Save Custom Field]] will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for [[Level 1 Templates|Level 1 Template Pages]], but will also work for the internal view of Level 1 records. * The page is not refreshed on-screen, simply saved in the background. No Validation or Calculations will be available on Company and Contact workflowsperformed until the record is saved in the usual fashion.|May 20122009
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|Company and Contact Workflow connectors can be delayed to trigger on [[Custom Field Type: Special - Barcode|Bar Code Custom Field]]* There is a date stored new custom field type called '''[[Custom Field Type: Special - Barcode|Special - Bar Code]]'''. * When creating this field type, in the '''Values''' section you must enter the Custom Field ID of the field that contains the integer or text string you wish to have converted to a bar code.:[[Image:BarCode.PNG]]''In the above example 13975 is the Custom Field]] ID of the "Ticket Number" field, which would display on the Company/Contact recordas::[[Image:BarcCode2.PNG]]|May 20122009
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|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) [[Custom Field Tabs]]* Custom Fields can now be defined using variable syntaxdisplayed on different tabs, rather than being limited with a '''Next''' and '''Previous''' button at the bottom of each tab to facilitate navigation between the list by roletabs. * This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on enable separation into sections for records that have a custom field on the contact, or UTA Contact Role Based custom field(s). For large number of [[NotesCustom Fields]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.|May 2012|+|The following ::''This isn't actually a new type of custom field, but rather an additional option within the [[WorkflowCustom Field Type: Title Bar – Multiple Columns|workflowTitle Bar - Multiple Columns]] custom field type.''* A '''Custom Field Tab''' can be added by creating a new [[Workflow Task TypesCustom Field Type: Title Bar – Multiple Columns|task typesTitle Bar - Multiple Columns]]custom field and selecting the '''Use As Tab''' have been added: check box. The caption/name of the field will be used as the heading on the tab.:[[Image:* Add new userCFTabs.png]]::* Remove a user role In the above example there are 3 tabs named "Additional Details", "Company Information" and "Contract Details"::* Activate a user Navigation between the tabs can be accomplished by either clicking on the '''Next''' or '''Previous''' buttons, ::* Deactivate a user or by clicking on the name of the tab you wish to access.|October 2012May 2009
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|"Update [[Custom Field Value" and "Change Status" tasks Type: MS Word Merge#Uploading the MS Word Merge Document to a Custom Field|MS Word Merge Enhancement]]* If you have been added configured a [[Custom Field Type: MS Word Merge|MS Word Merge]] to be uploaded back into a Custom Field within [[SmartSimple]] you can now select any [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field on the current level, parent level, or grandparent level as the destination.* ''For example, if your MS Word Merge field is on Level 3 you can configure the MS Word document to be uploaded to a [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] File field on the associated Level 3, Level 2 or Level 1 record.'transaction''' Workflows.|October 2012May 2009
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|New Workflow Task Type: Field ID Variable* It is now possible to reference the field ID of [[Custom Fields]] using a variable rather than the actual field ID. The syntax is @''fieldname''.ID@* This will allow you to write [[Update Standard Custom Field ValueType: Special – Browser Script|Update Standard Field ValueBrowser Scripts]]without looking up field numbers, as well as making it easy to identify which field is being referenced. A new workflow task type has been added When exporting [[Custom Fields]] this will also allow you to allow workflows avoid having to update change the values of standard field IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]].* If you have fields with the same name (on Level 1different Templates or Types) you will still have to use the fieldid, Level 2, company, contact and transaction recordssince that is the only way to differentiate fields with identical names.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|July 2009|January 2013+|}[[Number Format|Custom Field Number Format]]* In addition to the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:===Miscellaneous===::{| border="1" cellpadding="5"
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the ''[[Calculated Value - busdateadd FunctionCurrency|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions$20, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.* The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] function000.'''Example:''' ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03, 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';|May 201000
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|System Date & Time* Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the [[Global Settings]] pageCurrency-QAR|| QAR 20.|May 2010000,00
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|Chat* The chat window (accessed via the [[Image:Chaticon.png]] icon located next to the Logout button) will now open as a layer on top of your current window instead of opening in a new windowCurrency-EUR|| €20,000.|May 201000
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|Currency-GBP|| £20,000.00|}* Any currency defined by [[http:Category:Variables|Variable Processor Enhancements]//en.wikipedia.org/wiki/ISO_4217 ISO 4217]can be shown by using the appropriate 3 letter currency code.* for This setting only applies in view mode, or when the values are displayed in a [[Custom Field Type: Display Only – Image|ImageWeb Page View]], [[Single FileReport]] and , [[Web Page ViewMS Word Merge]] fields, you can obtain a URL to the object using: @''fieldname''etc. No formatting is applied in edit mode.value@or using field ID: @#''fieldid''.value#@ * You can Note: in edit mode you must use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain period (.) as the role ID that the user is assigned with on decimal, even if the Level 1. * For [[Multiple Files]] fields you can obtain currency defined uses a count of the number of files stored within the field using the following syntax: @''fieldname''comma (,).numoffiles@or using field ID: @#''fieldid''.numoffiles#@|May 2010October 2009
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|[[Advanced LogicCustom Field Type: Link – Single File#Online Editing|Single File Field Online Editing]]* The visibility of Online editing is now possible for the [[AssociationsCustom Field Type: Link – Single File|Single File field]] on both contact and account profiles now can . If a file is being edited by one user it will be controlled using Global Advanced Logicshown as checked out to prevent other users from trying to edit it at the same time.* Within a [[UTACustom Field Type: Link – Single File|Single File Field]] the hyperlinks in the Level 1 Company with online editing enabled::[[List ViewImage:SFFEdit.png]] can be disabled using [[Advanced Logic]].* Hide Associates on User/Company Profile.File checked out by another user:* Transactions: Show attribution button[[Image:SFFOut.png]]|May 2010October 2009
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|[[List ViewWorkflow Types#UTA File Upload|Company and Contact Role-Based List ViewSingle/Multiple File Field Upload Workflow]]* The You can now attach a [[Workflow]] to a [[Custom Field Type: Link – Single File|Single File field]] or [[List ViewCustom Field Type: Link – Multiple Files|Multiple Files]] for Companies/Accounts and Users/Contacts can Custom Field. The workflow will be configured by role, just as executed any time a file is uploaded to the UTA Level 1, 2 and 3 List Viewsfield.|October 20102009
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|[[Edit Data]]* When using [[Custom Field Type:Category:CalendarsText – Rich Text|List Calendars by CompanyRich Text Fields]], pasting complex HTML in the field it can sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to remove the faulty data in the field. * The list It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of Calendars that you can view will be grouped by internal and/the [[Custom Field]] concerned.:Select '''Field Data''':[[Image:FieldData.png]] then '''Edit Data''':[[Image:EditData.png]]When prompted enter the ''[[opportunityid]]'' (Level 1) or external entity. Your calendar ''[[eventid]]'' (Levels 2 & 3) for the relevant record and your Company/Account/Branch) a pop-up window will always be on topappear allowing you to directly edit the data in the selected field for that record.|October 20102009
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|[[AutoloaderNew Custom Field Type: Special - Spreadsheet|Autoloader Support for XML FilesCustom Field Type: Special - Spreadsheet]]* You This field type is used to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record and can now Autoload [[Transactions]] be exported as a .xls file, or be opened directly by MS Excel.* Formulas are included. * Information can be moved from XML filesMS Excel into this field using a macro within Excel.* The values in one or more cells on the spreadsheet can be referenced as variables.|October May 2010
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|[[Sending an EmailCustom Field Type: Select One - User Group|Email Attach from Smart FolderNew Custom Field Type: Select One - User Group]]* When sending an eThe Select One -mail User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a contact you User Group.* User Groups are defined in Configuration, Roles and Permissions, User groups. * On its own this field only links the group to the entity. It can now select one then be used in conjunction with a display field ([[Web Page View]] or more files from [[Smart FoldersCustom Field Type: Read Only – System Variables|Read Only System Variables]] custom field) to be attached to display information derived from the e-mail, contacts in addition to attaching files from your local diskthe related Group.|October May 2010
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|[[HCAI StatusCustom Field Type: Lookup - ICD Code|New Custom Field Type: Lookup - ICD Code]]* The status standard list of ICD Codes (International Statistical Classification of submissions to HCAI can be displayed from Diseases and Related Health Problems) is now available as a custom field type.* The field stores the invoice view actual ICD code (or OCF-18 view if enabledi.e. ''G44.0''). It can also be stored If you wish to a custom field on display the Invoice description (or Level 2 for OCF-18si.e. ''Cluster Headache Syndrome'') so that it you can be displayed within use the syntax '''@''field name''.value@''' in a [[List ViewRead Only - System Variables]] field or [[Reports]]similar.|October May 2010
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|[[SMTP SettingsAttach a PDF to a Web Page View|Web Page View Field: SSattach]]* The outgoing mail port Static PDF documents can now be configured attached to [[Web Page View]]s using [[ssattach]] at a defined page location desired using the following syntax: <!--@ssattach(uses 25 as defaultinsert;@static pdf.value@;n)--> :where ''n'' is the page number at which the PDF document should be placed. * TLS ssattach can now be enabledused to attach PDF documents from multi-file fields:: Syntax for single file field: <!--@ssattach(after;@Cvfile.value@)-->: Syntax for multiple file field: <!--@ssattach(after;@Cvfiles.files@)--> |October May 2010
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|[[Advanced LogicWeb Page View|Web Page View Settings]]* '''Hide PDF Page Restriction''': Within the [[Web Page View Tab on ]] custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the [[Multiple Files]] Custom Field specified in the '''Value Stores To''' setting.* '''Automatically Use User ProfileID as File Name''' allows : When the [[Web Page View]] is stored the userid of the person who created it will be used as the file name. When used in association with the '''ViewSave to Multiple File Field''' tab on setting this will ensure each user is only permitted to generate and account profiles to store one file in that folder ('''Keep Versions''' must be disabled on the [[Multiple Files]] Custom Field).* '''Value Stores To''': The [[Multiple Files]] field selected can be enforced as the only file field the Web Page View can be suppressedsaved into, rather than simply being the default.|October May 2010
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|[[Single File Upload with Proxy Server|Single File Custom Field Settings]]* '''Disable E-mail Button''': Removes the ability of users to e-mail the file directly from within [[SmartSimple]].We have also introduced a new multiple * '''No Deletion''': Prevents deletion of the file upload tool that . It can only be enabled if your office connects to the internet via replaced with a proxy servernew file.|May 20112010
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|Message Queue[[Multiple Files|Multiple Files Custom Field Settings]]A manager permission has been implemented to provide read-only access * '''PDF Merge Sort Order''': The PDF merge functionality will now allow you to specify the order in which the message queue. Previously only Global Administrators had accessdocuments are merged. |May 20112010
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|Multi[[Custom Field Type: Lookup -File Upload AppletICD Code|ICD Code Lookup Button]]Use of the multi* The '''Lookup -file upload tool can be restricted by role using ICD Code''' Custom Field will now have a manager permission''Lookup'' button to facilitate browsing for the relevant item. |May 2011October 2010
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|[[Advanced_Searchonloadfunc|Advanced SearchOnload Function]]: A more powerful search facility can now be enabled *similar to replace the right-hand search panel within Contactssavefunc and sbfunc, Companies and the system will look for a user defined [[Universal Tracking ApplicationBrowser Script]]with a function called [[onloadfunc]] which will be executed as soon as the page has loaded fully. The Advanced search enables quick * This is in place in the UTA at L1, L2, L3 and easy input of multiple criteria including ANDInvoicing, OR as well as on Contacts and Accounts* It only runs in Edit mode at Level 1, Contacts and NOT operandsAccounts.|November 2011October 2010
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|[[XML Section BuilderPost to External Server]]* Posting to external servers via a [[Web Page View]]: An automated tool has been updated to allow the response from the server to facilitate creation of XML tables such as budget templates etcbe stored.|November 2011October 2010
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|Auto-close [[Edit Condition|Standard Field Edit Condition]]A conditional statement can be entered to control whether standard fields appear as editable or read only. The conditions can be based on set password page: after setting a password for a role, status, or other criteria. This feature applies to company, contact the confirmation window will auto-close in 3 secondsand Universal Tracking Application standard fields.|November May 2011
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|'''[[Custom Field Language Library''': Labels within the system can be custom translated using the Settings|Custom Field Language Library, accessible from Global Settings. Display]]The same label captions displayed on custom fields can be given different translations configured for multiple languages. When viewing a record the personal language setting for each specific page within the systemuser will determine which language is displayed to them.|November May 2011
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|'''Last Search''' option for Contact searchNew Custom Field Type: Special - Hand DrawingThis field type stores freehand drawings done either with a mouse or touch sensitive screen. The background image can be defined, Company search as well as the colours to be used and Level 2 patterns/ Level 3 searchesimages that can be "stamped" onto the image. |November May 2011
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|The [[Applicant TrackingCustom_Field_Type:_Display_Only_–_Image|Enable Camera Snapshot]] builtThe "Display Only -in application can now Image" custom field has a setting that enables a web cam attached to the computer to be renamed. This will facilitate its use used as a Volunteer tracking systemthe source of the image to be stored in this field type.|November May 2011
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|Workflow IDs will be shown in [[Custom_Field_Type:_Link_–_Multiple_Files|Document Console]]When using the list of workflows [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can enable the document console. This allows you to facilitate configurationeasily preview and print the documents.|November May 2011
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|Global Advanced Logic Settings for '''Standard Field'''s will be managed in a similar manner to control View/Edit on contact recordsCustom Fields. Including Role and Status Field Permissions lookups and the ability to '''translate''' Standard Field labels and validation messages|November 2011May 2012
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|Global Advanced Logic to hide the Organization Chart You can now '''Track Changes''' on company recordsContact and Company [[Standard Fields]]|November 2011May 2012
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|An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via [[Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and accountSettings]]|November 2011May 2012
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|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables File Type Restrictions: '''@accesstypeid@Single File''' and '''@accesstype@Multiple Files'''|November 2011|+|'''Autoloader Encoding''' When autoloading from CSV files you custom fields can now specify if the CSV be configured to define which file is encoded as UTF-8 or UTF-16 to facilitate special characters.|November 2011|+|Advanced Date Searching: When using the advanced search extensions can be uploaded to search a date each specific field (standard or custom) you can search using: One.g. .pdf, before.doc, after, between or is empty.xls)
|May 2012
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|'''Level 1 CopyTranslation XML''': Specify which Custom Fields will custom field language translations can now be copied when a Level 1 is copies, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy statusdone by exporting and importing using an XML template.
|May 2012
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|'''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including 1 Track Changes: the ability to have role base custom field history of all fields to track attributes of the association between specific consumer and provider recordswith Track Changes enabled on Level 1 can be viewed at once with a new menu bar button.
|May 2012
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|Pandora '''utarole_addOption to make custom fields manifest as hidden for the following field types: Creation - Created By, utarole_remove''' and '''utarole_update''' functions extended Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables. This will allow the value to create, remove and update consumerbe updated/provider relationshipssaved without being visible on the page.
|May 2012
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|'''Batch Update''' Contacts When editing custom fields you can be added now use the custom field batch update to Level 2 records using batch add/update when the Multiple Contact List is enabled Tab Name for multiple custom fields at Level 2once.
|May 2012
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|Variable processor support for:::* Displaying the last time a user logged into the system: There is now an '''@me.lastlogin@"Appear Mandatory"'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''::* Displaying Contact/Company association role based setting for custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a given date, or counting which will make the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report Template Header field appear as mandatory to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''::* Passing criteria to reports when using user even though the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column NameAllow Empty","Criteria")@''' where criteria setting is the answer to ??? on the reportselected. If This is useful when using variables in JavaScript validation on the Criteria you should use @ReportProperty2..field.|May October 2012
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|A new setting in email broadcast to choose '''HTML''' entered into the template on a user custom field as email address instead of user standard field (e[[Web Page View Field]] will be displayed with '''syntax highlighting'''.g. alternate e-mail address)|May October 2012
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|Ability to define If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the new contact as field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the primary contact for mouse over the new company created when using a hybrid signup pagefield.|May October 2012
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|Two new date functions Additional capabilities have been added::* to the '''@date(currentdate)@[[Browser Script]]''' will return current server date as '''YYYY-MM-DD''':* '''@datetimecustom field which allow it to trigger system functions (currentdatee.g. [[Workflow|workflow]], activate user)@''' will return current server time as with options to '''YYYY-MM-DD HH:MM:SStrigger on load, on save, or on demand'''.
|October 2012
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|A new custom field setting ([[Type Field Permissions]]) has been added to specify where make it easy to select the level 1 template(s) and level 2 types on which a note type is available in field will be visible, rather than using the systemvisibility condition. You |October 2012|+|The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companies.<!-- 16829 - Enable External Company for Branch -->|November 2012|+|A new '''restrict note typesMiddle Name''' available to the following entities:standard field on contacts.<!-- 16981 - Middle Name contact standard field -->|November 2012|+|[[Custom Field Type:Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type:* ContactsSelect One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttons.<!-- 15324 - Dynamic Control Field - Checkboxes -->|November 2012::* Companies|+::* Events |Prefix/ ActivitiesSuffix standard fields on Contacts can now be customized as drop-down boxes.::* UTA Level 1::* UTA Level 2<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop-down boxes. -->|October November 2012
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|Enhanced the account list view within a UTA with the ability to list the account owner as a column.|February 2013|+|New ability to update the display order of only a selected group of custom fields within batch update (previously forced to update display order of all custom fields).|February 2013|+|New ability to retain options within [[Custom_Field_Type:_Select_One_–_Combo_Box|Select One – Combo Box]]/[[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]] options that have been retired and are no longer available, but need to be retained for historical value.<!--17011 - Combo/Check box: retain missing option setting-->|March 2013|+|For fields of type “[[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]” a new “Sort Values To Display Vertically” setting has been added. This setting allows the user to select whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns:<div align="center">{| class="wikitable" style="text-align: center"|“Sort Values To Display Vertically”<br>setting is Unchecked:||||||“Sort Values To Display Vertically”<br>setting is Checked:|-|A B||||||A D|-|C D||||||B E|-|E F||||||C F|}</div><!--17647 - Sorting of Checkboxes -->|April 2013|+|'''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 - New Field Type:Ajax Lookup-->|May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 2013|+|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. <!--19501 - multiple address enhancements2-->|May 2013|+|'''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[UTAConditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|May 2014|+|'''Enhanced Number Validation and Formatting'''*Custom fields configured to accept number formats now have additional formatting options. *The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.*See the [[Number Format]] page for additional information.<!--29003 - Number Formatting-->|September 2014|+|'''Updated Functionality for Maximum Character Limit'''* The [[Maximum Length|maximum character/word limit functionality]] of custom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.<!--27018 - Maximum character counter on multi-line text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image:Error_message.png|link=|300 px]]|November 2014|+|'''Enhanced Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the [[Custom Field Type: Lookup – Ajax Options|Lookup - Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|Lookup - Entity and People]] fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de-select an option, simply click on the gray "x" next to the option name. [[Image:Selectuniversity.png|link=]] [[Image:Selecteduniversities.png|link=]]|November 2014|} ===Statuses / Submissions==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Status#Status Settings|Submitted URL Redirect]]* A '''Submitted URL''' option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.* ''For example, you may want the user to be returned to their standard Portal View whenever a record is closed.''|May 2009|+|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows you to define a script that is run when the '''Submit'''button is pressed. The normal Submit button functions are not executed (validation and status change). * This will allow you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the script.|July 2009|+|[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the [[User|user]] will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.|July 2009|+|Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.|November 2011|+|New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the record to various statuses.<!-- 10591 -->|November 2012|+|Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 templatepages.<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->|November 2012|+|'''Bypass Validation Option on Submit Buttons''': System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.<!--19637 - Submit button option to bypass validation-->|August 2013|+|'''Consolidation of Submit Logic Failure Messages''': In order to assist end users complete forms with multiple [[Submit Logic]] validations, 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-->|September 2013|+|'''New Functionality for Save / Save Draft buttons'''* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Visibility Condition|Visibility conditions]] and button labels of these can now be controlled.<!--19758 - Visibility of Save and Save Draft buttons-->|May 2014|} ===Transactions==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Cross-UTA Transactions]]* UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.|May 2009|+|Transaction Template Formula: server side formulas to be run whenever a transaction is saved.|May 2012|+|Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.|May 2012|+|Enhanced transactions with the ability to enable record locking.|February 2013|+|'''Transaction List Views''' : [[List Views]] can now be defined for [[transactions]] to match the list view functionality for other system objects.<!--20205 - Transactions - List Views-->|August 2013|} ===Variables / Variable Processor==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Report Variables|Report Record Count Variable]]* Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(''reportid'',recordcount)@</font>'''Example''': To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345 @ReportProperty(12345,recordcount)@''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example).''|October 2009|+|[[Template Formula|Assign Level 1 Customer]]* Ability to assign to the browser Customer Level 1 Standard field (also called Client).:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''|October 2009|+|[[Web Page View Field Variables|User/Company Association List]]* Ability to use the list syntax '''[#...#]''' to show all companies that a user is associated with, or all users associated with a company.|October 2009|+|[[:Category:Variables|Variable Processor Enhancements]]* for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can obtain a URL to the object using: @''fieldname''.value@or using field ID: @#''fieldid''.value#@ * You can use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Level 1. * For [[Multiple Files]] fields you can obtain a count of the number of files stored within the field using the following syntax: @''fieldname''.numoffiles@or using field ID: @#''fieldid''.numoffiles#@|May 2010|+|Currency Formatting* Values can now be changed to standard currency formats using the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@''|May 2011|+|System Library* A global [[System Variables|System Library]] has been added that can be accessed as system variables. The available values and functions can be found under System Variables on the Global Settings page. The syntax is: ''@system.library.variable name@''* When viewing the list of custom fields will identify those that are using [[System Variables|System Library]] variables.|May 2011|+|System Variable Pre-processing* Variables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables is also now supported. |May 2011|+|Global Auto-number* A global auto-number field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects and/or in different UTAs.|May 2011|+|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''|November 2011|+|Variable processor support for:::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a given date, or counting the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...|May 2012|+|Two new date functions have been added::* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD''':* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''|October 2012|+|New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.<!--17466 - Would like to have timezone variable that runs on the report builder-->|February 2013|+|'''New setting: [[SmartField View]]''' – This new feature within the custom field configuration page has been added to facilitate the building of [[Custom Field Type: Display Only – Web Page View|Web Page Views]] and for user-defined printable data summaries. :A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user .:Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ [[variable]], which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.<!--11510 - Enhance WPV to use as Print Preview functionality-->|May 2013|+|'''Simplified Display of Uploaded Files'''*A new syntax has been added for referencing files uploaded to a field. You can display uploaded files as a string of text by using the @''Fieldname''.filenames()@ variable. The syntax is @''field name''.filenames(''delimiter'')@.:''Example'': To display a comma separated list of file names of the files uploaded to a field named '''''Uploaded Files''''', you would enter the variable ''@Uploaded Files.filenames(,)@''.<!--21086 - Link - Multiple Files Display-->|March 2014|} ===Web Forms==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Web Form Status]]* [[Web Form]]s now support a '''Status''' which is changed by a '''Submit''' button at the end of the form.|May 2009|+|[[Convert Web Form to PDF]]* Completed [[Web Form]]s can be converted to pdf using a button on the Results page.|May 2009|} ===Workflows==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Workflow Task Type: Create New Activity|Level 2 Creation]]* The '''deletesCreate New Activity''' [[:Category:Workflows|workflow]] can now be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.* The '''Create New Activity''' [[:Category:Workflows|workflow]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.|May 2009|+|HTML E-mail Format* Workflow e-mails can now be sent using HTML format as well as plain text. |May 2009|+|Recurring Workflows* Recurring Workflows can be used to send out e-mails on a daily, weekly or monthly basis. * These workflow e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.|May 2010|+|[[Workflow Task Type: People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] allows you to automatically add contacts to Level 1 activities with the role specified in the Workflow Task.|May 2010|+|Level 1 Date Trigger* Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record .|May 2010|+|UTA Role Assignment Tasks* The recipient for these tasks can now be defined as the user that they are currently was added to the record.* You can include information from the Level one record using variable syntax: @levelone.''customfieldname''@|May 2010|+|Transaction Workflows* Workflows can now be attached to Transactions.|May 2010|+|Workflow E-mails* The e-mail header can now be defined.|May 2010|+|[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]* This [[Workflow]] Task Type allows the current user to select which user will be responsible for the subsequent task. * This is necessary if the following task is due to be triggered in future, since select '''Let Current User Select''' on the subsequent task isn't possible since the trigger is delayed.|October 2010|+|Create Activity* The Create Activity workflow task can now be used at Level 2 to create one or more Level 3 activities. |May 2011|+|Workflow Requests* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode. |May 2011|+|Workflow IDs will be shown in the list of workflows to facilitate configuration|November 2011|+|'''[[Workflow_Branching_Logic|Branching Workflows]]'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path.|November 2011|+|Workflow History: a Manager Permission will enable a tab on Level 1, Level 2 and Level 3 to display the history of workflows triggered on the entity.|November 2011|+|Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Pending Task''' list view.|November 2011|+|'''Update Custom Field''' task type will be available on Company and Contact workflows|May 2012|+|Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Custom Field]] onthe Company/Contact record|May 2012|+|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being brought back limited to the parent recordlist by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.|May 2012|+|The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added: ::* Add new user::* Remove a user role::* Activate a user::* Deactivate a user|October 2012|+|"Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.|October 2012|+|New Workflow Task Type: [[Update Standard Field Value|Update Standard Field Value]]. A new workflow task type has been added to allow workflows to update the values of standard fields on Level 1, Level 2, company, contact and transaction records.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|January 2013|+|Enhanced the routing ability of [[Workflow_Task|workflow tasks]] to be able to set the owner of an object (i.e. owner of a Level 1 or Level 2).<!--13602 - Owner available in level 2 workflows-->|March 2013|+|New [[Workflow_Task_Types|task type]] added for Level 3 [[workflows]]: Change [[Status]].<!--10802 - Level 3 Workflow change Status Feature-->|April 2013|+|'''Multiple User-Selected Recipients for Workflow Messages''': System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.<!-- 15849 - Workflow routing: let user select many recipients-->|August 2013|+|'''Creating Multiple PDFs with a Single Workflow Task''': The [[Workflow]] task to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple {{WPV}} fields. See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.<!--22494 - generate pdf workflow task ability to create multiple pdfs-->|October 2013|+|'''Update Company Categories with Workflow Tasks''': A new [[Workflow Task Types|Workflow Task Type]] can been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[Client Categories|Organization Category]] from an [[organization]] [[profile]].<!--23763 - create workflow task to update company category-->|October 2013|} ===XML==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Custom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]]* The XML field type can be used to store blocks of XML in a single field.* Variables can be used to extract values from this block into other custom fields.|May 2010|+|[[XML Section Builder]]: An automated tool to facilitate creation of XML tables such as budget templates etc.|November 2011|+|'''Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]'''*It is now possible to enable the [[Track Changes]] option for XML fields.<!--21240 - Add Track Changes to XML Data custom field-->*XML fields now allow for tabbed sections. Example:[[Image: TabbedXMLfield.png|link=|550px|center]]<!--21470 - Tabbing Divs on XML field-->|June 2013|+|'''XML Field Enhancement'''* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be applied able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.<!--28567 - XML Data Field extension to all create L2s-->|May 2014|} ===Miscellaneous==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|System Date & Time* Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the [[Global Settings]] page.|May 2010|+|[[Advanced Logic]]* The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.* Within a [[UTA Levels ]] the hyperlinks in the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].* Hide Associates on User/Company Profile.* Transactions: Show attribution button.|May 2010|+|[[HCAI Status]]* The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (1or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]]|October 2010|+|File Upload with Proxy ServerWe have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.|May 2011|+|Message QueueA manager permission has been implemented to provide read-only access to the message queue. Previously only Global Administrators had access. |May 2011|+|Multi-File Upload AppletUse of the multi-file upload tool can be restricted by role using a manager permission. |May 2011|+|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.|November 2011|+|Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds|November 2011|+|'''Language Library''': Labels within the system can be custom translated using the Language Library, accessible from Global Settings. The same label can be given different translations for each specific page within the system|November 2011|+|'''Last Search''' option for Contact search, Company search and Level 2 & / Level 3searches|November 2011|+|The [[Applicant Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.|November 2011|+|Global Advanced Logic to hide the Organization Chart on company records|November 2011|+|Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account|November 2011|+|Advanced Date Searching: When using the advanced search to search a date field (standard or custom) under you can search using: On, before, after, between or is empty.|May 2012|+|Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended to create, remove and update consumer/provider relationships.|May 2012|+|'''Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.|May 2012|+|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)|May 2012|+|A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:::* Contacts::* Companies::* Events / Activities::* UTA Level 1::* UTA Entity settings.Level 2|October 2012
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|An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.
|October 2012|+|Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.* Provides the ability to access '''rootcompany''' objects through the variable processor.* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''|October 2012|+|Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.<!-- 16315 - Record Count on Global Setting Page -->|November 2012|+|Basic search allows for searches based on type.|November 2012
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|Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:::* '''"Sales Tracking - Hide Settings Tab"Alert message for unsaved forms''' - hides – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the settings tab based on role user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for Opportunities in Sales Trackingleaving the page.:This setting applies to the following types of records::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.Company profiles;:* Provides the ability to access '''rootcompany''' objects through the variable processor.Contact profiles;:* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.Transactions;:* The SmartSimple currency functionLevel One, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is nowTwo and Three Objects;: '''ssFormatCurrency(num,sym)'''* XML pages; and|October 2012|+|A Manager Permission has been added to enable a :* any "Save DraftTabs" button on company and contact recordsthose objects.<!-- 11582 20294 - Need a Save Draft button on contacts and accounts Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->|November 2012May 2013
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|Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size'''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.<!-- 16315 19908 - Record Count Notes on Global Setting Page Invoices-->|November 2012May 2013
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|Variables displaying save and submit buttons ('''New Feature: Recently-Viewed Objects''': * When enabled through [[Manager Permissions]], a new right-hand panel titled "@SYSTEMBUTTONS@[[Recently Viewed]]") now available for level 2 and 3 template pagescan 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.<!-- 16215 23152 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page Record and display most recently viewed objects-->|November 2012September 2013
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|New Timezone option '''Configuration Error Log''' - System Administrators now have a new tool to replace "Time Difference in Hours" offset in Personal troubleshoot errors generated by the system when troubleshooting configuration changes. The [[Configuration Error Log]], available from the [[Business & System Configuration]] section of the [[Global Settings ]] page, maintains a log of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!-- 16356 20280 - Timezone settings to replace offset system error log-->|November 2012October 2013
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|Basic search allows '''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 searches based on typeaccess to the [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.<!--24095 - new manager restrictions -->|November 2012October 2013
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|Loading a list view now defaults to last set of search criteria used.<!-- 16751 – basic search allows you to search based '''Remember Me Deprecated''': For security reasons the "Remember Me" setting on type now, also loading the list view automatically runs the last search you usedlogin page has been deprecated and removed. -->|November 2012October 2013
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[[Category:Upgrades]]
