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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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|July 2009
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* 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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|[[Batch Update|Transaction Batch Update]]
* Within a [[UTA]] you can use the [[Batch Update]] function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.
|October 2010
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|May 2011
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* The fields to be shown in the UTA connection list view can be selected when the consumer/provider relationship is enabled.
|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.
<!-- 14692 - duplicate check across L1 -->
|November 2012
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|April 2013
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|For fields On the Security tab of type “the [[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check BoxesUTA]]” settings, a new “Sort Values To Display Vertically” setting has been added. This setting allows that, when enabled, will hide the user to select whether multiple columns of values should be ordered horizontally or verticallyname on the [[Record_Lock|Locked Record alert]] from the selected roles. <br>The example below illustrates how values (designated "A" through "F") would be displayed if name of the user who has checked out a checkbox field were to given record will be configured replaced with two columns:<div align=the text "centeranother user">{| class=on the Locked Record alert. The setting caption is "wikitable" style="text-align: centerAnonymize Record Lock Owner Role Settings."|“Sort Values To Display Vertically”<br!--18111 - Do not display the name of the person who has the record open for EDIT ACCESS to external users-->setting is Unchecked:|April 2013|+|'''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|+|“Sort Values To Display Vertically”<br>'''Filter Owner Based on Organization''' – A new [[Standard_Level_1_Field_List|setting is Checked:]] 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-->|A BMay 2013|+|'''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|+|'''Simplified Owner Assignment Configuration'''|A D*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-->|C DJanuary 2014|+|'''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"|B EThese settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).|<!--25029 - Level 2 owner lookup roles-->|E FJanuary 2014|+|'''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|+|C F'''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.</div>*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.<!--17647 21123 - Sorting of Checkboxes UTA Settings Pages-->|April 2013July 2014|} ===Autoloader==={| border="1" cellpadding="5"
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|'''Level 1 Templates''' – [[Level 1 TemplatesAutoloader|Autoloader Support for XML Files]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.” <!--10816 - Access Roles feature for L1 Statuses and Types* You can now Autoload [[Transactions]] from XML files. -->|May 2013October 2010
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|'''Filter Owner Based on OrganizationAutoloader Encoding''' – A new setting has been added at level 1 of When autoloading from CSV files you can now specify if the UTA Settings page CSV file is encoded as UTF-8 or UTF-16 to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organizationfacilitate special characters.<!--20113 - Filter Owner Based on Organization-->|May 2013|} ===Autoloader==={| border="1" cellpadding="5"|+!Feature!!Upgrade DateNovember 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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|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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|[[:Category:Variables|Unique Contact Identifier]]* Each contact A new setting in the system will now be issued email broadcast to choose a unique contact identifier codeuser custom field as email address instead of user standard field (e. This code can be accessed and displayed using '''@uuid@'''g.alternate e-mail address)|May 20102012
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|A new version of SmartSimple's '''Add-In for [[Contact and Account Standard FieldsSmartSimple Outlook Synchronization|Primary ContactMicrosoft Outlook]]* ''' has been released an will be available in the '''Downloads''' section. The Primary Contact Outlook Add-In will synchronize [[Standard FieldContact|Contacts]] can now be renamed and have it's visibility controlled via the / [[Contact and Company & Account Standard FieldsSettings|Standard Field Visibility SettingsCompanies]] pageand Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.|May 2010October 2012
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|There is now a '''[[List ViewUsing Group Email in Applicant Tracking|Accounts List ViewGroup Email]]* The ''' button at the bottom of [[List View|UTA List Views]] for Contact and Accounts (both internal entities and external entities separately) can now be defined via the when enabled in [[Global SettingsAdvanced Logic]] page.* This affects By filtering using the [[Search Panel|List ViewSearch]] , a specific set of contacts records can be included in the Group Email recipient list. The "[[Owner]]" and accounts everywhere within the system, except within UTAs other Applications where the "Person" [[List ViewStandard Field|standard fields]]s are defined within those Applicationsalso available as recipients for Group E-mails.|May 2010October 2012
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|E-mail From Address* You can now define one or more alternate addresses as your When using the '''From"Forgot Password"''' address via your personal System Settings page.* When sending e-mail from within option on the [[SmartSimpleLogin Page]] you can select which address will be on , the e-mail as the From addresswill now be sent out immediately.|May 2010October 2012
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|Contact/Company Ajax SearchThe fields that are searched and displayed when using the Ajax Lookup "From" address in workflow emails can now be defined for Contacts and Companies. The column headings can also be customisedconfigured using variables.* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)<!-- 16880 - Variables in E-Mail From Address -->|May 2011November 2012
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|Edit Contact Logic* Global Advanced Logic '''Email Template Categories''': When creating an email template, a new feature, "Categories" has been added to allow control . You can select one of who is permitted to edit the following options:* General – ''Email Template will be available in all contexts''* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''* Contact – ''Email Template will only be available when sending an email from a contact records. record''<!--20088 - Email Templates-->|May 2011August 2013
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|Contact/Account List View* The column headings in the standard Contact and Company list views '''Sending Emails from {{l2}} Records''': System Administrators can be defined on thenow configure {{UTA}}s to allow end users to send emails directly from a {{l2}} record. See [[List ViewIntegrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] settings pagefor instructions.<!--22522-->|May 2011October 2013
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|A new setting to flag a role as a '''UTA Role onlyEmail Addressing'''*New functionality allows for the generation of a unique email address for an object or record. Enabling *Emails sent to the setting will hide address are parsed and attached to the role from '''Able to Set''' and '''Roles & Access''' page where it is not requiredspecific object or record. <br />:[[Image:Email_anything.png|link=|600 px]]<br />:[[Image:Email_anything_2.png|link=|600 px]]|} ===Contacts/Accounts==={|November 2011border="1" cellpadding="5"
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|Ability [[Contact and Account Standard Fields|Contact and Account Standard Field Terminology]]* You will be able to initiate a '''duplicate check''' while viewing a contact or company recorddefine your own names for the standard Company and Account fields via the [[Global Settings]] page. This can * [[Visibility Condition]]s will also be enabled via implemented on the Company and Account [[Advanced LogicStandard Field]]s to allow control of these using logic, and any fields you don't wish to use can be removed.|November 2011July 2009
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|MS Outlook Contact Synchronization* Previously only contact ''owners'Group e-mail''' Ad hoc e-mail broadcasts can be sent from were able to synchronize contacts using MS Outlook. We are introducing a new [[Manager Permissions|manager permission]] that will allow [[User|users]] to synchronize contacts for which they are not the contact search list view using owner.* If this feature[[Manager Permissions|manager permission]] is enabled, 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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|Sign-up pages [[:Category:Variables|Unique Contact Identifier]]* Each contact in the system will now be issued a unique contact identifier code. This code can be configured to accessed and displayed using '''Use Internal Formatting@uuid@''', so the formatting and functionality of the sign-up page will reflect the display and operation of the internal pages.|November 2011May 2010
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|<nowiki>[[Contact and Account Standard Fields|Primary Contact]]* The pipe Primary Contact [[Standard Field]] can now be renamed and have it's visibility controlled via the [[Contact and Account Standard Fields|Standard Field Visibility Settings]] page.|May 2010|+|[[List View|Accounts List View]]* The [[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 2011May 2010
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|A setting has been added to the E-mail From Address* You can now define one or more alternate addresses as your '''From''' address via your personal System Settings page.* When sending e-mail from within [[Contact_Sign_Up_Page_Settings|userSmartSimple]] and company sign up pages that disables updating you can select which address will be on the user or company if an existing match is found. <!e--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries to update an existing user or companymail as the From address.-->|April 2013May 2010
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|The ability to easily configure a [[Custom_Combined_Sign-Up_Page|hybrid signup pageAdvanced Logic]] has been enhanced. A drop-down select box has been added to * '''Hide View Tab on User Profile''' allows the company sign-up page configuration that allows you '''View''' tab on user and account profiles 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 formsuppressed.<!--18748 - company contact signup page enhancements-->|April 2013October 2010
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|'''No Duplicate Email''' - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with Contact/Company Ajax SearchThe fields that are searched and displayed when using the same email addressAjax Lookup can be defined for Contacts and Companies. The column headings can also be personalized.” When selected, this setting will prevent a contact from updating an email address to an email address * User can also specify how many matching one already saved in the records are displayed as Ajax results on their systemsettings page.<!--19461 - Need an email duplicate check on contact profile-->(10, 15, 20 or 30)|May 20132011
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|'''Duplicate-Prevention Enhancement for Edit Contact/Company sign-up pages''': When the "Do not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting Logic* Global Advanced Logic has been added to allow control of who 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 permitted to edit contact/company are entered into the Contact/Company Sign Up pagerecords.<!--20017 - Block sign-up of duplicate contact/company-->|May 2013|} ===Document Management==={| border="1" cellpadding="5"2011
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]''* This new [[Custom Fields|Custom Field]] type provides the ability Global Advanced Logic 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 to be stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field.control View/Edit on contact records|April 2009November 2011
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|A new setting to flag a role as a '''UTA Role only'[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]''* If you are using a Multiple File field to store PDF documents then you can enable a "Merge" button. * Clicking Enabling the Merge button displays a list of all setting will hide the PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field role from '''Able to Set''' and 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 '''Roles & Access''' page where it is not be changed.* This feature will provide for easier printing of "sets" of documentsrequired. |April 2009November 2011
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|New variable syntax to use '''role name'''instead of [[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documentsroleid]]to determine if a contact has a given role: '''@'''''object''''* This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a '.[[Custom Field Type: Link – Multiple Files|Multiple FileinRole]] field, and display it as extra columns in the list view.(Rolename)@'''* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date:Example: ''@owner.inRole(Researcher)@''* Only PDF files stored ::DO NOT use quotes around the role name 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 typesbrackets.|April 2009November 2011
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|Ability to initiate a ''[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]'duplicate check''' * 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 while viewing a [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] fieldcontact or company record.* The additional attributes that This 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 enabled via [[Custom Field Type: Link – Single File|Single FileAdvanced Logic]] field will display this information.|April 2009|} ===Integration==={| border="1" cellpadding="5"November 2011
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|Enhanced PubMed service with Sign-up pages can be configured to '''Use Internal Formatting''', so the additional ability to search on publication dateformatting and functionality of the sign-up page will reflect the display and operation of the internal pages.|February 2013November 2011
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|Introduced integration with GuideStar service and ability to search their database<nowiki>The pipe (|)</nowiki> can now be used as a column delimiter when importing contact or accounts.|February 2013November 2011|}+===[[Administration Interface|Interface]]===Ability to define the new contact as the primary contact for the new company created when using a hybrid signup page{| border="1" cellpadding="5"May 2012
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|A Manager Permission has been added to enable a "Save Draft" button on company and contact records.<!Feature!!Upgrade Date-- 11582 - Need a Save Draft button on contacts and accounts -->|November 2012
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|'''Report Interface''' - The format of the Report list view in A setting has been added to the [[Report Management windowContact_Sign_Up_Page_Settings|user]] has been upgraded to show icons in place of buttons as follows:{{ReportIcons}}and company sign up pages that disables updating the user or company if an existing match is found. <!--20226 - report list reformattingMOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a personalized alert message that displays when a user tries to update an existing user or company.-->|May April 2013
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|'''SmartFolders Interface''' - The format of the ability to easily configure a [[SmartFoldersCustom_Combined_Sign-Up_Page|hybrid signup page]] list interface has been updatedenhanced. The {{InternetEnabledIcon}} icon will display A drop-down select box has been added to indicate the company sign-up page configuration that 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 SmartFolder is Internet Enableduser sign up form.<!--20224 18748 - SmartFolder folder list cleanupcompany contact signup page enhancements-->|May April 2013
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|'''New Sample Login Page TemplateNo Duplicate Email''' - A new sample template for New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the login page is available 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 Global Settings > Login Screen Contentthe system.<!--10598 19461 - New Login Page TemplateNeed an email duplicate check on contact profile-->
|May 2013
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|'''New File Upload FormatDuplicate-Prevention Enhancement for Contact/Company sign-up pages''' – 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 When the need "Do not update profile 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 matching contact (or company)" option is available selected, an additional setting on the following [[browsers]]:** Internet Explorer [http:Contact//windowsCompany Sign Up Page configuration screen will appear.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 This setting is captioned "Update Restriction Message" and higher<br the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/>** Firefox [http:company are entered into the Contact//wwwCompany Sign Up page.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 20017 - HTML5 File uploadBlock sign-up of duplicate contact/company-->
|May 2013
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|A 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 / Province Combo-box" option must also be selected on the [[Company & Account Settings]] page.)
|June 2013
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|'''Assign Multiple Contacts''': When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[UTA]] record, you can now search 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 contacts on a UTA record more efficiently.
<!--21889 - User Picker Search options-->
|July 2013
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|''Simplified Auditing of Contact/Company Records''
*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.
<!--25990 - created timestamp for users and companies-->
|January 2014
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|System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.
<!--25192 - How to translate prefix/suffix combo box options-->
|January 2014
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|'''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 has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.
<!--17106 - Show L2s on Company Record-->
|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]]
<!--28795 - Company/Contact Custom fields: Add role/contact picker-->
|November 2014
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|'''Multiple Sign-Up Pages per Company'''
* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company.
* This can be used to support sign-up pages in different languages, which associate new users to the same company.
<!--32652 - Ability to create multiple signup pages to one company-->
|November 2014
|}
===List ViewsData 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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|User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They [[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* The data exchange can select the fields they wish now be configured to use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list viewautomatically unpack incoming packages.|May 20122010
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|Administrators can choose Data Exchange* Settings have been added to make List Views public specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to be shared with other usersprevent the exchange of new Level 2 records.|May 20122011
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|Any List View (system[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, public or private) restricted by [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be copiedcreated based on the First Name, renamed Last Name, Phone Number and savedother details send as part of a Level 1 record.* The [[Roles]] permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)|May 2012October 2010
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|The contents Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a List View can be exported to MS Excel, MS Word or PDF though an Export featurespecific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.|July 2013|} ===Document Management==={|May 2012border="1" cellpadding="5"
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]''* This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.* The System MS Word document can also include tables that will remember the last list view used by details of Level 2 or Level 3 activities associated with a user and reapply that list view when given record.* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you to easily upload the user next accesses that part of the systemresulting MS Word document back to SmartSimple to be stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field.|May 2012April 2009
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|''[[Custom Field Type: Link – Multiple fields Files#PDF Document Options|Allow Merging of PDF Documents]]''* If you are using a Multiple File field to store PDF documents then you can be displayed within enable a "Merge" button. * Clicking the Merge button displays a list of all the same column PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field and 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 changed.* This feature will provide for easier printing of "stackedsets" configurationof documents. |April 2009|+|''[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]''* This feature allows you 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 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 types.|May 2012April 2009
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|The ''[[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 [[List ViewCustom Field Type: Read Only – System Variables|Read Only - System Variables]] for Associates/Associations field.* The additional attributes that can be customized via the extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.* Only PDF files stored in a [[Global SettingsCustom Field Type: Link – Single File|Single File]] pagefield will display this information.|May 2012April 2009
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|Enhanced ''[[PDF Annotation]]''*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the current saved search filters "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to also include your currently selected template/type that field can be commented and marked up. Comments, drawings, text strike-throughs and status options as wellhighlights can be added to any PDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation-->|March 2013January 2014
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|Enhanced '''PDF Annotation''':*You may now add annotations to uploaded PDF documents on the fly. When the ability to create multiple system "Enable Annotation" option is selected on a [[List_ViewCustom Field Type: Link – Multiple Files|list viewsmultiple file upload field]] per user role (previously limited , PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to one system list view per user role)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.<!--24791 - PDF annotation-->|March 20132014
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|New ability '''Enhancement to attach PDF Writer'''* {{WPV}}s can now be configured to specify the filename for a saved search filter PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!--22632 - Ability to system list views so they can be prespecify file name for PDF's generated using pdfwriter--filtered.>|March 2013May 2014
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|'''New ability 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 allow the enforcing of file names on uploads to manifest a list view as a menu tabSmartSimple. This can be used to update the UTA menu in addition will allow System Administrators to the current tabs enforce various naming conventions for all Level 1 and all Level 2 objectsuploaded files.<!--18863 29759 - List View EnhancementsEnforced Custom file naming for Multi and single file upload field type-->|March 2013July 2014
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===Personal SettingsGeocoding / Mapping===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Time Format[[Geocoding]]* On the Personal Setting page users are able to select whether The latitude and longitude of an address can now be automatically stored as a property of the time is displayed in 24h user or 12h formatcompany.* The setting This will be be reflected in times displayed within UTAs for allow calculation of the standard start and end time fields at Levels 1distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, 2 and 3listing the nearest first.|May October 2009|+|'''Google Map / StreetView''': On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--22498 - Google Map and StreetView-->|October 2013
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===ReportsIntegration===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Enhanced PubMed service with the additional ability to search on publication date.|February 2013|+|Introduced integration with GuideStar service and ability to search their database.|February 2013|+|'''IRS/CRA/OFAC Automated Checking''':*The system can now be configured to perform automated verification of [[Report Variablescontact]]records, as well as [[organization]] records, against the OFAC database.* The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.<!--21591 - IRS/CRA/OFAC Automated Checking-->|September 2013|+|'''ExportdataAddition of NTEE Code to IRS Database Search''': when using *A new column for NTEE code has been added to the Exportdata report variable, the variable will [[Organization Search Page|IRS database search form]]. This column can also be replaced with data from mapped back to the specified report, in organization when it is created.<!--26473 - Retrieval of the format defined by NTEE code from the advance export template.IRS database-->|May 2014|+:<font size=3>@ReportProperty(|'''Improved OFAC checks against contacts'reportid'',exportdata)@*OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.</font!--28798 - OFACS check against contacts-->|September 2014|}
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|Show Total* Another new feature within the report builder is the '''Show TotalReport Interface''' checkbox. When selected the last row - The format of the report will include a total for that column. This is similar to Report list view in the [[List ViewReport Management window] Show Total feature, ] has been upgraded to show icons in place of buttons as it only shows the total of the column of records that are displayed '''on the current page'''.follows:{{ReportIcons}}<!--20226 - report list reformatting-->|May 20102013
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|'''SmartFolders Interface''' - The format of the [[Enable Caching|Caching and Record LimitSmartFolders]]* Reports and Charts can now be cachedlist interface has been updated. Complex report and reports The {{InternetEnabledIcon}} icon will display to indicate that are accessed regularly can be configured to be cached by the server to improve loading time and reduce the processing load on the serverSmartFolder is Internet Enabled.:[[Image:Repcache.png]]<!--20224 - SmartFolder folder list cleanup-->|May 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 SpanNew 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-->|May 20102013
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|Record Lock* A new table called ''Tracking Application Lock'New File Upload Format''' can be used – 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 report install anything in order to upload multiple files. Note that HTML 5 is available on records that have been locked by the following [[Record Lockbrowsers]]:** 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-->|May 20102013
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|[[:Category:Reports|Export Button]]* For reports that have defined '''Advanced Export SettingsManager Permissions Page Redesign''': The [[Manager Permissions]] page has been re-designed in order to streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, [[UTA]]-specific, when viewing the report within your browser there will now be an '''Export''' button located next to the '''Print''' button[[Arcadia]]) have been broken out into separate tabs.* This will allow the report <!--22195 - Filter Manager Permissions and Move Arcadia Permissions to be easily exported to a file after previewing it in the browser.Roles & Permission page -->|October 2010July 2013
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|Flash Charts* Graphs such as '''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 pie charts created from SmartSimple reports shortcut icons, or choose the new "Contemporary" portal design style. Web designers can be displayed using Flash animationcreate 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|system variables]] above the user's portal.<!--21857 - New Portal Design-->|May 2011August 2013
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|'''Revisions to User Interface''': Users of SmartSimple's next generation interface - [[Arcadia]] - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records.<!--23277 - Minor UI changes - Sept. 2013-->|September 2013|+|'''Arcadia - Basing Summary Cross-tab on Standard Fields''':* One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Creating Summary Matrix]], which displays a Dashboard to Display cross-tabbed view of the records in a Set SmartSimple application. * The default display of Chartsthe cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templates]] as the row headings:[[Image:ArcadiaL1SummaryView.png|link=|Dashboard Layout700px]]* New dashboard layout configurations of 1x7The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, 1x8Branch, 1x9 Person and 1x10Owner standard fields as row headings as alternate methods of displaying data summaries.<!--19468 - Arcadia. Summary cross tab based on standard fields-->|September 2013|+|'''New Icon Sets for Portal pages'''*New icon sets have been added to the [[Creating_a_Portal_Interface|portal configuration page]], enabling administrators to give their copies of SmartSimple a more contemporary look.The icons can now be chosen directly from the icon preview page. <!--26674 - New Icons-->|May 2011March 2014
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|Once '''Update to Rich Text Editor'''*The [[Custom Field Type: Text – Rich Text|Rich Text editor]] has been updated and has a report is generated the user can select an MS Excel template used new look and feel. This feature allows you to create a MS Excel version of the reporteasily add formatting to text input.<!--25735 - Rich Text custom field issue-->|May 2012March 2014
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|Support '''Updated Icon Styles for exporting reports Mobile Devices'''*New sets of icons are available to a MS Word templatepersonalize the [[Portal design|user portals]]. *Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.<!--23845 - Update portal icon style-->|May 20122014
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|The Report Builder will now support the '''havingArcadia X Interface''' clause*An easy method of building custom user interfaces is now available. *'''Having'Arcadia X'' is used to accommodate criteria when aggregate functions are usedallows 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 20122014
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|'''[[Custom Field]] SettingsEnhanced Date Selection''' are now available as *The date selection window has been updated with a Recordset table for '''reports''' to show the properties of new look and feel.<!--29540 - enhanced date/time selection-->[[Custom Field|custom fieldsFile:Jquerydatepicker.jpg]] configured on your system.|October 2012July 2014
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|You can set any report to '''ignore the Global Report TemplateEnhanced Arcadia Interface''' The Arcadia interface has undergone several updates to enhance its usability as well as look and use feel.*All tab bars in the Arcadia interface have been updated with a new look and feel.<!--30106 - Arcadia UI - Tab bar consistency-->*The header and menu options have been modified to better utilize screen real estate.<!--30096 - Arcadia UI - changes to Arcadia header-->*Changes have been made to the template defined in button and input styling for improved consistency, look and feel.<!--30099 - Arcadia UI - Field alignment and style updates-->*Changes have been made to the [[Report|report]] settingsdisplay and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.<!--30104 - Arcadia UI - update list view floating action buttons-->*Modifications to button styling for better look and feel.<!--30105 - Arcadia UI - Update Button styles for consistency-->|October 2012September 2014
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|System variables can now be used on report criteria'''Enhanced ability to open web page views with a lightbox'''*Enhanced the {{WPV}} custom field with the ability to open up in a [http://en.wikipedia.org/wiki/Lightbox_%28JavaScript%29 lightbox] window instead of a pop-up window.<!-- 15368 30102 - Arcadia UI - System variable on report criteria Add open in a light box setting to web page views-->|November 2012September 2014
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|New report added '''Enhanced Arcadia Interface'''The [[:Category:Arcadia|Arcadia interface]] has undergone UI improvements for object pages and behaviour.* The left-hand menu tabs have been moved to Usage Statistics category: Maximum Concurrent External Users the top of the page for ease of navigation and greater real estate. When one of these menu tabs is selected the main section of fields will be hidden (shows maximum amount of users logged in per monthcurrently this main section is persistent and remains) - (can .* Similar tabs will be added grouped together for ease of navigation and greater real estate.* Custom fields grouped as tabs will now open up into a lightbox window as opposed to on demand)the page itself.'''Before''':[[Image:Old.png|link=|650 px]]<br /> '''After''':[[Image:New.png|link=|660 px]]<!-- 13339 31423 - Concurrent Connections Report Move Arcadia Left (list) tabs to below custom fields in the object -->|November 20122014
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|'''Multiple Aliases per Copy of SmartSimple'''* New "Enable Translation" functionality allows for the creation of virtual aliases. This feature added allows clients to Advanced Report Settings mask the instance URL through the Content Manager. * For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: ''company.smartsimple.com'', ''subcompany.smartsimple.com'') can now be set to allow report headers bring users to use translation options in language librarythe same copy of SmartSimple.<!-- 12919 32304 - Translate report column headings Allow multiple aliases per instance-->|November 20122014
|}
===SmartFoldersList Views===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Inclusion of Folders in Search[[List View|Company and Contact Role-Based List View]]* When you search within The [[SmartFoldersList View]] for Companies/Accounts and Users/Contacts can be configured by role, just as the results will include both files UTA Level 1, 2 and folders that match the search term3 List Views.|May 2009October 2010|}+|User defined List views: 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 use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list view. ===Standard/Custom Fields==={| border="1" cellpadding="5"May 2012
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|[[Custom Field 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 Any List View (5 minutessystem, 10 minutes, etc.public or private)* 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]]can be copied, 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 performed until the record is renamed and saved in the usual fashion.|May 20092012
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|[[Custom Field Type: Special - Barcode|Bar Code Custom Field]]* There is The contents of a new custom field type called '''[[Custom Field Type: Special - Barcode|Special - Bar Code]]'''. * When creating this field typeList View can be exported to MS Excel, in the '''Values''' section you must enter the Custom Field ID of the field that contains the integer MS Word 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 record as::[[Image:BarcCode2.PNG]]PDF though an Export feature|May 20092012
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|[[Custom Field Tabs]]* Custom Fields The List view contents can now also be displayed on different tabs, with used to create a '''Next''' and '''Previous''' button at the bottom set of each tab to facilitate navigation between the tabs.* This will enable separation into sections for records that have MS Word letters though a large number of [[Custom Fields]]Merge feature.::''This isn't actually a new type of custom field, but rather When this feature is used an additional option within the [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] MS Word Merge Word custom field type.''* 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 is assigned to the '''Use As Tab''' check boxlist view to allow bulk merging. The caption/name of the field (All selected records will be used as the heading on the tab.:[[Image:CFTabs.png]] In the above example there are 3 tabs named "Additional Details", "Company Information" 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.merged into a single document for printing)|May 20092012
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|[[Custom Field Type: MS Word Merge#Uploading The System will remember the MS Word Merge Document to last list view used by a Custom Field|MS Word Merge Enhancement]]* If you have 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 user and reapply that list view when 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 user next accesses that part of the associated Level 3, Level 2 or Level 1 record.''system|May 20092012
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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''.ID@* This will allow you to write [[Custom Field Type: Special – Browser Script|Browser Scripts]] 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 to avoid having to change the field IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]].* If you have Multiple fields with can be displayed within 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 namescolumn in a "stacked" configuration.|July 2009May 2012
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|The [[Number Format|Custom Field Number FormatList View]]* In addition to for Associates/Associations can be personalized via the current "Currency" number format option which outputs dollars ($20,000[[Global Settings]] page.00) you will be able to specify other currencies:::{| border="1" cellpadding="5"May 2012
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|'''Number Format'''Loading a list view now defaults to last set of search criteria used.<!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->||'''Display'''November 2012
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|CurrencyEnhanced the current saved search filters to also include your currently selected template/type and status options as well.|| $20,000.00March 2013
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|Currency-QAREnhanced the ability to create multiple system [[List_View|list views]] per user role (previously limited to one system list view per user role).| QAR 20.000,00March 2013
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|CurrencyNew ability to attach a saved search filter to system list views so they can be pre-EURfiltered.|| €20,000.00March 2013
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|Currency-GBP|| £20,000New ability to manifest a list view as a menu tab.00|}* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] This can be shown by using used to update the UTA menu in addition to the appropriate 3 letter currency codecurrent tabs for all Level 1 and all Level 2 objects.* This setting only applies in view mode, or when the values are displayed in a <!--18863 - List View Enhancements-->|March 2013|+|'''[[Web Page Exporting List View Results to Microsoft Word|Export List Viewto MS Word]], ''' - A new setting has been added to [[ReportList View|list views]]which allows the user to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]], etc. No formatting is applied in edit modefield type.<!--19825 - List View MS Word export never implemented -->|May 2013|+|'''New Feature: [[Quick Edit]]'''Note: in This new feature allows users to edit mode you must use fields on a period (record directly from the [[list view]].) as The [[system administrator]] determines which fields display in the decimal, even if [[Quick Edit]] pop-up from the currency defined uses a comma (,)list view [[Configuring List Views|configuration page]].''|October 2009July 2013
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|[[Custom Field Type: Link – Single File#Online Editing|Single File Field Online Editing]]* Online editing is now possible for When you assign an organization to the Organization [[Custom Field Type: Link – Single Filestandard fields|Single File standard field]]. If a file is being edited by one user it will be using the Lookup button, the organization details shown as checked out to prevent other users from trying to edit it at in the same time.* [[Custom Field Type: Link – Single File|Single File Field]] with online editing enabled::[[Image:SFFEdit.png]]* File checked out list view can now be configured by another user::[[Image:SFFOutSystem Administrators.png]]|October 2009July 2013
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|[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]'''Improvements to Arcadia List Views''':* You can now attach a In SmartSimple's next-generation [[WorkflowArcadia]] to a interface, the column widths of [[Custom Field Type: Link – Single File|Single File fieldlist view]] s can be defined. * List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a [[Custom Field Type: Link – Multiple Files|Multiple Fileslist view]] Custom Field. The workflow will be executed any time a file is uploaded to the field.<!--23751 - Add option for enabling static header for Arcadia list views-->|October 20092013
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|[[Edit Data]]* When using [[Custom Field Type: Text – Rich Text|Rich 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. * It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of the [[Custom Field]] concerned.:Select '''Field DataSimplified List Views for Companies and Contacts''':*The configuration of [[Image:FieldData.pnglist views]] then '''Edit Data''':[[Image:EditDatafor companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts.png]]When prompted enter As well, the ''setup page for [[opportunityidConfiguring Ajax List Views|Ajax Lookup list views]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) has been consolidated for the relevant record external and internal companies and a popcontacts.<!--up window will appear allowing you to directly edit 26075 - Employee Ajax List View is referenced in the data in Assigned and Contacts fields of Activities instead of the selected field for that record.Contact Ajax List View-->|October 2009March 2014
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|[[Custom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]]'''Update to List View Status Colours'''* The XML field type can be used status colour for each row within a UTA List View has been moved to store blocks an indicator at the start of XML in a single field.* Variables can be used the row as opposed to extract values from this block into other custom fieldshighlighting the entire row.<!--27976 - Arcadia X List View Enhancements-->|May 20102014
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|'''List View Improvements'''* [[New Custom Field Type: Special - Spreadsheet|Custom Field Type: Special - SpreadsheetList view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.* This field type is used As well, list views can be configured to be pre-filtered, so that switching to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of list view applies the record filter and can be exported as a initially shows only the relevant records.xls file, or be opened directly <!--27976 - Arcadia X List View Enhancements-->|May 2014|} ===Navigation==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|'''Recent-Viewed Objects List Now Enabled by MS Excel.Default''':* Formulas are includedThe [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's upgrade]]. * Information can With this upgrade, this feature has been updated to be moved from MS Excel into this field using a macro within Excelauto-enabled for all roles.* The values in one or more cells on For roles which should not have access to the spreadsheet [[Recently Viewed]] panel, this feature can be referenced as variablesdisabled using [[Manager Permissions]].<!--24356 - auto enable recent list-->|May 2010October 2013
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|[[Custom Field Type: Select One - User Group|New Custom Field Type: Select One - User Group]]'''Recent Searches'''* The Select One - User Group Custom Field can be used to link any entity (companysystem will now store a user's last five sets of search criteria, UTA Level 1, Level 2 etc.) making it easier to a User Groupswitch between lists of records.* User Groups are defined in Configuration, Roles and Permissions, User groups. * On its own this field only links Select the dropdown under the group to "Apply Filter" heading of the entity. It can then be used in conjunction with a display field ([[Web Page ViewBasic Search]] panel, or the "Saved Filter" heading of the [[Custom Field Type: Read Only – System Variables|Read Only System VariablesAdvanced Search]] custom field) panel, to display information derived from see a list of the contacts in last five searches performed, under the related Groupheading "Last Searches." <!--22590 - Last Searches - List View Enhancement-->|May 20102014
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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 Update to display the description (i.e. ''Cluster Headache Syndrome'') you can use the syntax '''@''field name''.value@Advanced Searching on Dates''' *When using date fields as search criteria in a [[Read Only - System VariablesAdvanced Search]] field , users can now easily specify whether they want records from "Last Year" or similar"This Year."<!--26618 - Advanced Search Date functions-->|May 20102014
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|[[Attach a PDF '''New Ability to a Web Page View|Web Page View Field: SSattach]]modify search query filters'''* Static PDF documents can Users now be attached have the ability to make modifications to filters after they have been created. See [[Web Page Viewfilters]]s using [[ssattach]] at a defined page location desired using the following syntax: <for further information.<!--@ssattach(insert;@static pdf.value@;n)26362 - ability to update search query of filters--> :where ''n'' is the page number at which the PDF document should be placed.|September 2014|}
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|[[Single FileAdvanced Logic|Single File Custom Field SettingsAdvanced Logic to Suppress Public Notes]]* '''Disable E-mail Button''': Removes the ability of users to e-mail the file directly from within Using [[SmartSimpleAdvanced Logic]].* '''No Deletion''': Prevents deletion of the file. It can only be replaced with a new fileyou are now able to suppress Public Notes at Level 1, Level 2 and Level 3.|May 2010October 2009
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|[[Multiple Files|Multiple Files Custom Field Settings]]* '''PDF Merge Sort OrderEnhancements to Notes Functionality''': The PDF merge functionality * [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will now allow you system administrators to specify the order 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 record is in which the documents are merged[[Edit mode]].<!--22587 - Notes on Edit Mode-->|May 2010August 2013
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|[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]* The '''Lookup - ICD CodeEnhanced notes functionality''' Custom Field will now have a ''Lookup'' button *The [[Notes]] functionality has been extended to facilitate browsing for the relevant itemtransactions.<!--30206 - Notes on Transactions-->|October 2010September 2014|} ===Personal Settings==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date
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|[[onloadfunc|Onload Function]]Time Format*similar On the Personal Setting page users are able to savefunc and sbfunc, select whether the system will look for a user defined [[Browser Script]] with a function called [[onloadfunc]] which will be executed as soon as the page has loaded fullytime is displayed in 24h or 12h format. * This is in place The setting will be be reflected in times displayed within UTAs for the UTA at L1, L2, L3 and Invoicing, as well as on Contacts standard start and Accounts* It only runs in Edit mode end time fields at Level Levels 1, Contacts 2 and Accounts3.|October 2010May 2009
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|[[Post New Timezone option to External Server]]replace "Time Difference in Hours" offset in Personal Settings page.* Posting <!-- 16356 - Timezone settings to external servers via a [[Web Page View]] has been updated to allow the response from the server to be stored.replace offset -->|November 2012|} ===Reports==={|October 2010border="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 Language SettingsType: Read Only – System Variables|Custom Field Language DisplayRead Only - System Variables]]The captions displayed on custom fields can field, or be configured for multiple languagesincluded in the body of a [[Workflow]] message. '' * When viewing a record using any of the ReportProperty variables (recordcount, exportdata and csvdata) the personal language setting for each user object ID ([[opportunityid]], [[eventid]], userid, etc) will determine which language is displayed be passed to themthe 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 attribute.|May 20112010
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|New Custom Field Type: Special Report Builder - Hand DrawingTable Selection* The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field type stores freehand drawings done either with a mouse or touch sensitive screenfor the report.:[[Image:NewRB. The background image can be definedpng]]* For example if Tracking Application is chosen as the table, as well as the colours to Type combo box will be used populated with all the UTAs and patterns/images that can be "stamped" onto UTA template types.* Only newly created reports will employ this version of the imagereport builder. Existing reports will not. |May 20112010
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|[[Custom_Field_Type:_Display_Only_–_Image|Enable Camera Snapshot]]Show TotalThe "Display Only - Image" custom field has * Another new feature within the report builder is the '''Show Total''' checkbox. When selected the last row of the report will include a setting total for that enables a web cam attached column. This is similar to the computer to be used [[List View] Show Total feature, as it only shows the source total of the image to be stored in this field typecolumn of records that are displayed '''on the current page'''.|May 20112010
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|[[Custom_Field_Type:_Link_–_Multiple_FilesEnable Caching|Document ConsoleCaching and Record Limit]]When using * Reports and Charts can now be cached. Complex report and reports that are accessed regularly can be configured to be cached by the server to improve loading time and reduce the processing load on the server.:[[Custom Field TypeImage: Link – Multiple Files|Multiple FilesRepcache.png]] custom field you * Reports can enable the document console. This allows also be '''Cached By User''' when appropriate (Note that you to easily preview must select both '''Enable Caching''' and '''Cache by User''' and print the documentsenter an appropriate '''Cache Life Span'''.|May 20112010
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|Settings for ''Record Lock* A new table called 'Standard Field'Tracking Application Lock''s will can be managed in a similar manner used to Custom Fieldsreport on records that have been locked by the [[Record Lock]]. Including Role and Status Field Permissions lookups and the ability to '''translate''' Standard Field labels and validation messages|May 20122010
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|You can [[:Category:Reports|Export Button]]* For reports that have defined '''Advanced Export Settings''', when viewing the report within your browser there will now be an '''Track ChangesExport''' on Contact and Company [[Standard Fields]]button located next to the '''Print''' button.* This will allow the report to be easily exported to a file after previewing it in the browser.|May 2012October 2010
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|An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well Flash Charts* Graphs such as improved functionality bar and compatibility, the array of buttons displayed pie charts created from SmartSimple reports can be configured by an administrator as needed via [[Global Settings]]displayed using Flash animation.|May 20122011
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|File Type Restrictions: '''Single File''' and '''Multiple Files''' custom fields can be configured [[Creating a Dashboard to define which file extensions can be uploaded to each specific field (e.g. .pdfDisplay a Set of Charts|Dashboard Layout]]* New dashboard layout configurations of 1x7, .doc1x8, 1x9 and 1x10.xls)|May 20122011
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|'''Translation XML''': custom field language translations Once a report is generated the user can now be done by exporting and importing using select an XML MS Excel templateused to create a MS Excel version of the report.
|May 2012
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|Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 can be viewed at once with Support for exporting reports to a new menu bar button.MS Word template
|May 2012
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|Option to make custom fields manifest as hidden for The Report Builder will now support the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables'''having''' clause. This will allow the value '''Having''' is used to be updated/saved without being visible on the pageaccommodate criteria when aggregate functions are used.
|May 2012
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|When editing custom fields you can '''[[Custom Field]] Settings''' are now use the custom field batch update to add/update the Tab Name available as a Recordset table for multiple custom fields at once.|May 2012|+|There is now an '''"Appear Mandatory"reports''' setting for to show the properties of [[Custom Field|custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation ]] configured on the fieldyour system.
|October 2012
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|You can set any report to '''HTMLignore the Global Report Template''' entered into and use the template on a defined in the [[Web Page View FieldReport|report]] will be displayed with '''syntax highlighting'''settings.
|October 2012
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|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 System variables can "mouse-over" the 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 now be displayed by hovering the mouse over the fieldused on report criteria.<!-- 15368 - System variable on report criteria -->|October November 2012
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|Additional capabilities have been New report added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions Usage Statistics category: Maximum Concurrent External Users (e.g. [[Workflow|workflow]], activate usershows maximum amount of users logged in per month) with options to '''trigger on load, on save, or - (can be added on demand'''.|October 2012|+|A new custom field setting ([[Type Field Permissions]]) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.|October 2012|+|The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companies.<!-- 16829 13339 - Enable External Company for Branch Concurrent Connections Report -->
|November 2012
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|A new '''Middle Name''' standard field on contactsNew "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.<!-- 16981 12919 - Middle Name contact standard field Translate report column headings -->
|November 2012
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|[[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields '''Subreports can be Linked using Column Values in Main Report''' - When creating a subreport, system administrators can now specify that the reports should be manifested linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as radio buttonsadministrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.<!-- 15324 18937 - Dynamic Control Field Reporting: Pass column value into sub- Checkboxes report criteria-->|November 2012August 2013
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|Prefix/Suffix standard fields on Contacts '''New Feature: Reports Caching''':* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly). * Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.* The following types of SmartSimple records can be customized as drop-down boxesupdated::*[[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 indicate 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.<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop22927 -down boxes. new scheduled reports-->|November 2012September 2013
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|Enhanced '''Setting Alignment of Columns in Report Builder''': Columns in reports can now be set in the account list view within a UTA with the ability Report Builder to be left-, right- or center-aligned without resorting to list the account owner as a columncustom HTML.<!--13969 - Reporting Enhancements-->|February September 2013
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|New ability '''Report Builder Enhancements'''*The [[Report Builder]] has been enhanced to update calculate sub-grouping aggregates and totalling.*System Administrators will find that this allows them to circumvent the display order of only a selected group of custom fields within batch update (previously forced need to update display order of all custom fields)build [[subreports]] and build summary reports on their data more quickly.<!--27677 - Report Grouping / Aggregation-->|May 2014|} ===SmartFolders==={|February 2013border="1" cellpadding="5"
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|'''New Field Type Added''' - Lookup – Ajax Options. The new Inclusion of Folders in Search* When you search within [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax OptionsSmartFolders]] 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” results will include both files and “display values” using the same syntax as folders that match the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field typesearch term.<!--11099 - New Field Type:Ajax Lookup-->|May 20132009
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|'''Global User and Company Custom FieldsEnhanced SmartFolders interface''' - 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 *The SmartFolders interface has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact updated with a new look and company recordsfeel. <!--19501 30092 - Arcadia UI - multiple address enhancements2SmartFolder / organization tree update-->|May 2013September 2014
|}
===TransactionsStandard / Custom Fields===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Transaction Template Formula: server side formulas ''[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]''* 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 be run whenever a transaction is savedthe appropriate standard field screen and enter the condition into the Visibility Condition column.|May 2012April 2009
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|Transaction Template Page[[Custom Field Type: Template 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 can be used 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 external entry/update of transactionsCalculations will be performed until the record is saved in the usual fashion.|May 20122009
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|Enhanced transactions with [[Custom Field Type: Special - Barcode|Bar Code Custom Field]]* There is a new custom field type called '''[[Custom Field Type: Special - Barcode|Special - Bar Code]]'''. * When creating this field type, in the ability '''Values''' section you must enter the Custom Field ID of the field that contains the integer or text string you wish to enable record lockinghave converted to a bar code.|February 2013:[[Image:BarCode.PNG]]|}''In the above example 13975 is the Custom Field ID of the "Ticket Number" field, which would display on the record as::[[Image:BarcCode2.PNG]]===Variables / Variable Processor==={| border="1" cellpadding="5"May 2009
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|[[Report VariablesCustom Field Type: MS Word Merge#Uploading the MS Word Merge Document to a Custom Field|Report Record Count VariableMS Word Merge Enhancement]]* Introduction of If you have configured a variable that can generate the number of records within a specified report.[[Custom Field Type:<font size=3>@ReportProperty(''reportid'',recordcount)@</font>'''Example''': To generate the number of records (equivalent MS Word Merge|MS Word Merge]] to the number of rows in the report) for report with ID 12345 @ReportProperty(12345,recordcount)@''This can be used in uploaded back into a Custom Field within [[SmartSimple]] you can now select any [[Web Page ViewCustom Field Type: Link – Single File|Single]] or as a [[Custom Field Type: Read Only Link – System VariablesMultiple Files|Read Only - System VariableMultiple]] 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 display a record count, as part of [[Submit LogicCustom Field Type: Link – Single File|Single]], or included in the title of a [[PortalCustom Field Type: Link – Multiple Files|Multiple]] shortcut to indicate how many records are at a given status (for example)File field on the associated Level 3, Level 2 or Level 1 record.''|October May 2009
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|Field ID Variable* It is now possible to reference the field ID of [[Template Formula|Assign Level 1 CustomerCustom Fields]]using a variable rather than the actual field ID. The syntax is @''fieldname''.ID@* Ability This will allow you to write [[Custom Field Type: Special – Browser Script|Browser Scripts]] 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 to assign avoid having to change the Customer Level 1 Standard field (also called Client)IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]].:* Example template formula: ''@opportunityIf 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.companyid@=@opportunity.owner.companyid@''|October July 2009
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|[[Web Page View Number Format|Custom Field Variables|User/Company Association ListNumber Format]]* Ability In addition to use the list syntax '''[#..current "Currency" number format option which outputs dollars ($20,000.#]''' 00) you will be able to show all companies that a user is associated with, or all users associated with a company.specify other currencies:::{|October 2009border="1" cellpadding="5"
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|Currency Formatting* Values can now be changed to standard currency formats using the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@'Number Format'''|May 2011|'''Display'''
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|System Library* 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 the Global Settings pageCurrency|| $20,000. The syntax is: ''@system.library.variable name@''* When viewing the list of custom fields will identify those that are using [[System Library]] variables.|May 201100
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|System Variable PreCurrency-processing* Variables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: ''@system2QAR|| QAR 20.@variable name@@''* System variables appearing within other system variables is also now supported. |May 2011000,00
|+
|Global AutoCurrency-number* A global auto-number field can be specified as a [[System Variable]]EUR|| €20,000. This will allow sequential numbers to be provided across different objects and/or in different UTAs.|May 201100
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|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 builderCurrency-->GBP|February 2013|+|'''New setting: Fields Retrieval''' – 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]]£20, @objectfields@, will return [[custom fields]] formatted as they are in view mode000. 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 “Default” or “Only Include in Retrieval Syntax” will include the custom field in the @objectfields@ variable, which can be included in Web Page View fields to reference the selected custom fields. “Only Include in Retrieval Syntax” will also hide the field from normal viewing. “Exclude from Retrieval Syntax” will prevent the field from being included in the @objectfields@ variable.<!--11510 - Enhance WPV to use as Print Preview functionality-->|May 201300
|}
* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate 3 letter currency code.===* This setting only applies in view mode, or when the values are displayed in a [[Web Forms===Page View]], [[Report]], [[MS Word Merge]], etc. No formatting is applied in edit mode.: ''Note: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).''{| border="1" cellpadding="5"October 2009
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|[[Web Form StatusWorkflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]* You can now attach a [[Workflow]] to a [[Custom Field Type: Link – Single File|Single File field]] or [Web Form[Custom Field Type: Link – Multiple Files|Multiple Files]]s now support Custom Field. The workflow will be executed any time a '''Status''' which file is changed by a '''Submit''' button at the end of uploaded to the formfield.|May October 2009
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|[[Convert Web Form to PDFEdit Data]]* Completed When using [[Web FormCustom Field Type: Text – Rich Text|Rich Text Fields]]s , pasting complex HTML in the field it can be converted sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to pdf using a button on remove the faulty data in the Results pagefield.|May 2009* It is now possible to edit the data in the field without actually viewing the faulty record. 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-up window will appear allowing you to directly edit the data in the selected field for that record.===Workflows==={| border="1" cellpadding="5"October 2009
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|May 2010
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|[[Workflow Task Custom Field Type: People AssociationSelect One - User Group|People Association Workflow Task New Custom Field Type: Select One - User Group]]* A new The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a 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 then be used in conjunction with a display field ([[Web Page View]] or [Workflow Task[Custom Field Type: Read Only – System Variables|Read Only System Variables]] allows you custom field) to automatically add display information derived from the contacts to Level 1 activities with the role specified in the Workflow Taskrelated Group.
|May 2010
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|Level 1 Date Trigger[[Custom Field Type: Lookup - ICD Code|New Custom Field Type: Lookup - ICD Code]]* Workflows associated with Level 1 records can The standard list of ICD Codes (International Statistical Classification of Diseases and Related Health Problems) is now be set available as a custom field type.* The field stores the actual ICD code (i.e. ''G44.0''). If you wish to trigger based on display the description (i.e. ''Cluster Headache Syndrome'') you can use the syntax '''@''field name''.value@''' in a date on the Level 1 record[[Read Only - System Variables]] field or similar.
|May 2010
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|UTA Role Assignment Tasks[[Attach a PDF to a Web Page View|Web Page View Field: SSattach]]* The recipient for these tasks Static PDF documents can now be attached to [[Web Page View]]s using [[ssattach]] at a defined as page location desired using the following syntax: <!--@ssattach(insert;@static pdf.value@;n)--> :where ''n'' is the user that was added to page number at which the recordPDF document should be placed. * You ssattach can include information now be used to attach PDF documents from the Level one record using variable syntaxmulti-file fields:: Syntax for single file field: <!--@ssattach(after;@Cvfile.value@)-->: Syntax for multiple file field: <!--@levelonessattach(after;@Cvfiles.''customfieldname''files@)-->
|May 2010
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|Transaction Workflows[[Web Page View|Web Page View Settings]]* Workflows '''PDF Page Restriction''': Within the [[Web Page View]] custom field settings you can now 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 attached permitted to Transactionsbe automatically stored into the [[Multiple Files]] Custom Field specified in the '''Value Stores To''' setting.* '''Automatically Use User ID as File Name''': 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 '''Save to Multiple File Field''' setting this will ensure each user is only permitted to generate and 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 saved into, rather than simply being the default.
|May 2010
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|Workflow [[Single File|Single File Custom Field Settings]]* '''Disable E-mails* The mail Button''': Removes the ability of users to e-mail header the file directly from within [[SmartSimple]].* '''No Deletion''': Prevents deletion of the file. It can only be replaced with a new file.|May 2010|+|[[Multiple Files|Multiple Files Custom Field Settings]]* '''PDF Merge Sort Order''': The PDF merge functionality will now be definedallow you to specify the order in which the documents are merged.
|May 2010
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|[[Workflow Task Custom Field Type: Select User for Next TaskLookup - ICD Code|Select User for Next TaskICD Code Lookup Button]]* This The '''Lookup - ICD Code''' Custom Field will now have a ''Lookup'' button to facilitate browsing for the relevant item.|October 2010|+|[[Workflowonloadfunc|Onload Function]] Task Type allows *similar to savefunc and sbfunc, the current system will look for a user to select defined [[Browser Script]] with a function called [[onloadfunc]] which user will be responsible for executed as soon as the subsequent taskpage has loaded fully. * This is necessary if in place in the following task is due to be triggered UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts* It only runs in futureEdit mode at Level 1, since select '''Let Current User Select''' on the subsequent task isn't possible since the trigger is delayedContacts and Accounts.
|October 2010
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|Create Activity[[Post to External Server]]* The Create Activity workflow task can now Posting to external servers via a [[Web Page View]] has been updated to allow the response from the server to be used at Level 2 to create one or more Level 3 activitiesstored. |May 2011October 2010
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|Workflow Requests[[Edit Condition|Standard Field Edit Condition]]* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 A conditional statement can now be configured entered to display the record either in view control whether standard fields appear as editable or in edit moderead only. The conditions can be based on role, status, or other criteria. This feature applies to company, contact and Universal Tracking Application standard fields.
|May 2011
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|'''[[Workflow_Branching_LogicCustom Field Language Settings|Branching WorkflowsCustom Field Language Display]]'''. A logical statement The captions displayed on custom fields can be added to workflow connectorsconfigured for multiple languages. This When viewing a record the personal language setting for each user will enable workflows determine which language is displayed to branch based on conditional statementsthem. For example|May 2011|+|New Custom Field Type: if Special - Hand DrawingThis field type stores freehand drawings done either with a workflow request is triggered for a request exceeding $100mouse or touch sensitive screen. The background image can be defined,000 it will as well as the colours to be used and patterns/images that can be sent to Senior Management for approval, while requests under $100,000 will take a different path"stamped" onto the image.|November May 2011
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|Workflow History[[Custom_Field_Type: _Display_Only_–_Image|Enable Camera Snapshot]]The "Display Only - Image" custom field has a Manager Permission will enable setting that enables a tab on Level 1, Level 2 and Level 3 web cam attached to display the history computer to be used as the source of workflows triggered on the entityimage to be stored in this field type.|November May 2011
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|Workflow Request re-assignment[[Custom_Field_Type: workflow requests (Request for Approval or Request for Comment) _Link_–_Multiple_Files|Document Console]]When using the [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can be reassigned on enable the document console. This allows you to easily preview and print the '''Pending Task''' list viewdocuments.|November May 2011
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|Settings for '''Update Custom Standard Field''' task type s will be available on Company managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to '''translate''' Standard Field labels and Contact workflowsvalidation messages
|May 2012
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|Company and Contact Workflow connectors You can be delayed to trigger now '''Track Changes''' on a date stored in a Contact and Company [[Custom FieldStandard Fields]] on the Company/Contact record
|May 2012
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|The Recipient An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibility, the array of workflows (Acknowledgement, Request for Comment, Request for Approval) buttons displayed can now be defined using variable syntax, rather than being limited to the list configured 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 an administrator as needed via [[NotesGlobal Settings]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
|May 2012
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|The following File Type Restrictions: '''Single File''' and '''Multiple Files'''[[Workflowcustom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls)|workflow]] [[Workflow Task TypesMay 2012|+|task types]]''' have been addedTranslation XML''': custom field language translations can now be done by exporting and importing using an XML template.|May 2012|+|Level 1 Track Changes::* Add the field history of all fields with Track Changes enabled on Level 1 can be viewed at once with a new usermenu bar button.|May 2012|+|Option to make custom fields manifest as hidden for the following field types::* Remove a user roleCreation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables. This will allow the value to be updated/saved without being visible on the page.|May 2012|+|When editing custom fields you can now use the custom field batch update to add/update the Tab Name for multiple custom fields at once.|May 2012::* Activate a user|+::* Deactivate a |There is now an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the usereven though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.
|October 2012
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|"Update Custom '''HTML''' entered into the template on a [[Web Page View Field Value" and "Change Status" tasks have been added to ]] will be displayed with '''transactionsyntax highlighting''' Workflows.
|October 2012
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|New Workflow Task Type: If a '''[[Update Standard Field Value|Update Standard Field ValueTool Tip]]. A new workflow task type ''' has been added to allow workflows to update the values of standard fields defined on Level 1a [[Custom Field|custom field]], Level 2the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, companyif there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, contact and transaction recordsthen those options will be displayed by hovering the mouse over the field.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|January 2013October 2012
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|Enhanced Additional capabilities have been added to the routing ability of '''[[Workflow_TaskBrowser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow tasks]] , activate user) with options to '''trigger on load, on save, or on demand'''.|October 2012|+|A new custom field setting ([[Type Field Permissions]]) has been added to be able make it easy to set select the owner of an object level 1 template(i.e. owner of a Level 1 or Level 2s).<!--13602 - Owner available in and level 2 workflows-->types on which a field will be visible, rather than using the visibility condition.|March 2013October 2012
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|New [[Workflow_Task_Types|task type]] added for The Level 3 [[workflows]]: Change [[Status]]1 '''Branch''' standard field can be configured to allow external companies as well as internal companies.<!--10802 16829 - Level 3 Workflow change Status FeatureEnable External Company for Branch -->|April 2013|} ===Miscellaneous==={| border="1" cellpadding="5"November 2012
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|A new '''Middle Name''' standard field on contacts.<!Feature!!Upgrade Date-- 16981 - Middle Name contact standard field -->|November 2012
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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 FunctionField Type: Dynamic Data – Dynamic Control Field|busdateadd()Dynamic Data]]'' or ''and [[Subtract business days from a given dateCustom Field Type: Select One – Combo Box|isHoliday()Select One – Combo Box]]'' functions, a new variable called ''ssvar_holidays'' custom fields can now 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 manifested as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] functionradio buttons.'''Example:''' ssvar_holidays=',2009<!-01-01,200915324 -02Dynamic Control Field -16,2009Checkboxes -04-10,2009-05-18,2009-07-01,2009-08-03,>|November 2012|+ 2009|Prefix/Suffix standard fields on Contacts can now be customized as drop-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24,down boxes. 2010<!-07-01,201011217 – prefix/suffix standard fields on contacts can now be customized as drop-08-02,2010-09-06,2010-10-11,2010-12-27,2010down boxes. -12-28,';>|May 2010November 2012
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|System Date & Time* Clients on dedicated servers that are not configured Enhanced the account list view within a UTA with automatic time synchronization can set the server date and time on ability to list the [[Global Settings]] pageaccount owner as a column.|May 2010February 2013
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|Chat* The chat window (accessed via the [[Image:Chaticon.png]] icon located next New ability to update the Logout button) will now open as display order of only a layer on top selected group of your current window instead custom fields within batch update (previously forced to update display order of opening in a new windowall custom fields).|May 2010February 2013
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|New ability to retain options within [[Custom_Field_Type:Category:Variables_Select_One_–_Combo_Box|Variable Processor EnhancementsSelect One – Combo Box]]* for /[[Custom Field TypeCustom_Field_Type: Display Only _Select_Many_–_Check_Boxes|Select Many – Image|Image]], [[Single FileCheck Boxes]] options that have been retired and [[Web Page View]] fieldsare no longer available, you can obtain a URL but need to the object using: @''fieldname''.be retained for historical 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<!--17011 - Combo/Check box: @#''fieldid''.numoffiles#@retain missing option setting-->|May 2010March 2013
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|For fields of type “[[Advanced LogicCustom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]* The visibility ” a new “Sort Values To Display Vertically” setting has been added. This setting allows the user to select whether multiple columns of [[Associations]] on both contact and account profiles now can values should be controlled using Global Advanced Logicordered horizontally or vertically.* Within <br>The example below illustrates how values (designated "A" through "F") would be displayed if a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] can checkbox field were to be disabled using [[Advanced Logic]].configured with two columns:<div align="center">{| class="wikitable" style="text-align: center"|“Sort Values To Display Vertically”<br>setting is Unchecked:||||* Hide Associates on User/Company Profile.|* Transactions|“Sort Values To Display Vertically”<br>setting is Checked: Show attribution button.|May 2010-|A B|||||+|[[List ViewA D|Company and Contact Role-Based List View]]* The [[List View]] for Companies/Accounts and Users/Contacts can be configured by role, just as the UTA Level 1, 2 and 3 List Views.|C D||October 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.|B E|October 2010-|+E F|[[Autoloader|Autoloader Support for XML Files]]* You can now Autoload [[Transactions]] from XML files.||October 2010|+|[[Sending an EmailC F|Email Attach from Smart Folder]]}</div>* When sending an e<!--17647 - Sorting of Checkboxes -mail to a contact you can now select one or more files from [[Smart Folders]] to be attached to the e-mail, in addition to attaching files from your local disk.>|October 2010April 2013
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|'''New Field Type Added''' - Lookup – Ajax Options. The new [[HCAI StatusCustom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]]field type allows a system administrator to create their own [[Ajax lookup]* ] fields. The status of submissions to HCAI can be displayed from values in the invoice view (or OCF-18 view if enabled). It field settings can also be stored to a custom field on set with “store values” and “display values” using the Invoice (or Level 2 for OCF-18s) so that it can be displayed within same syntax as the [[List View]] or [[ReportsCustom Field Type: Select One – Combo Box|Select One – Combo Box]]field type.<!--11099 - New Field Type:Ajax Lookup-->|October 2010May 2013
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|[[SMTP '''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.* The outgoing mail port can be configured (uses 25 as default)* TLS can be enabled.<!--20211 - Global user and company custom fields-->|October 2010May 2013
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|[[Advanced Logic]]* '''Hide View Tab on User ProfileAddress Types''' allows – A new setting has been added to Global Settings under the '''View''' tab on user Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and account profiles to be suppressedcompany records.<!--19501 - multiple address enhancements2-->|October 2010May 2013
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|File Upload with Proxy Server'''Conditional Lists of Values'''We have also introduced a * A new multiple file upload tool that can functionality has been added to custom fields to allow lists of values to be enabled if your office connects to dependent upon the internet via a proxy servervalues in another custom field. See [[Conditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|May 20112014
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|Message Queue'''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 manager permission Precision setting has also been implemented added to validate numeric data to be a whole number, to provide read-only access one through four decimal places, or to the message queuenearest increment of tens, hundreds or thousands. Previously only Global Administrators had access*See the [[Number Format]] page for additional information. <!--29003 - Number Formatting-->|May 2011September 2014
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|Multi-File Upload Applet'''Updated Functionality for Maximum Character Limit'''Use * 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-file upload tool can be restricted by role using a manager permissionline text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image:Error_message. png|link=|300 px]]|May 2011November 2014
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|'''Enhanced Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the [[Advanced_SearchCustom Field Type: Lookup – Ajax Options|Advanced SearchLookup - Ajax Options]]and [[Custom Field Type: A more powerful search facility can now 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 enabled to replace displayed below the rightfield. To de-hand search panel within Contactsselect an option, Companies and simply click on the gray "x" next to the option name. [[Universal Tracking ApplicationImage:Selectuniversity.png|link=]] [[Image:Selecteduniversities. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.png|link=]]|November 20112014|} ===Statuses / Submissions==={| border="1" cellpadding="5"
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|Auto-close [[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 set password page: after setting a password for status when the record is submitted.* ''For example, you may want the user to be returned to their standard Portal View whenever a contact the confirmation window will auto-close in 3 secondsrecord is closed.''|November 2011May 2009
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|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows you to define a script that is run when the '''Language LibrarySubmit'''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: Labels within Special – Browser Script|Browser Script]] that will perform custom validation of the system can be custom translated using data on the Language Librarypage, accessible from Global Settings. The same label and can be given different translations for each specific page within then optionally change the [[status]] or execute the submit function as part of the systemscript.|November 2011July 2009
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|'''Last Search''' option [[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* When the Submit button is pressed for Contact searcha 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, Company search and now has expanded to include Level 2 / and Level 3 searches.|November 2011July 2009
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|The Level 1 [[Applicant TrackingStatuses]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking systemlimited to show only the '''Submit''' button.
|November 2011
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|Workflow IDs will be shown in New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the list of workflows record to facilitate configurationvarious statuses.<!-- 10591 -->|November 20112012
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|Global Advanced Logic Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.<!-- 16215 - Add @SYSTEMBUTTONS@ support to control View/Edit on contact recordsL2 & L3 template page -->|November 20112012
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|Global Advanced '''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 hide a different status without triggering the Organization Chart 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 company recordsa record.<!--19637 - Submit button option to bypass validation-->|November 2011August 2013
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|Global Advanced '''Consolidation of Submit Logic Failure Messages''': In order to remove the hyperlinks on the eassist 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--mail field and phone number field on contacts and account>|November 2011September 2013
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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 '''@accesstypeid@New Functionality for Save / Save Draft buttons''' * System administrators can now add custom Save and '''@accesstype@'''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==={|November 2011border="1" cellpadding="5"
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|Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you [[Cross-UTA Transactions]]* UTA Transactions can search using: On, before, afterbridge 2 different UTAs, between either at Level 1 or is emptyat Level 2.|May 20122009
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|'''Level 1 Copy'''Transaction Template Formula: Specify which Custom Fields will server side formulas to be copied when run whenever a Level 1 transaction is copies, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy statussaved.
|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''' Transaction Template Page: Template page that can be used for Consumerinternal or external entry/Provider relationships, including the ability to have role base custom fields to track attributes update of the association between specific consumer and provider recordstransactions.
|May 2012
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|Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended Enhanced transactions with the ability to create, remove and update consumer/provider relationshipsenable record locking.|May 2012February 2013
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|'''Batch UpdateTransaction List Views''' Contacts : [[List Views]] can now be added defined for [[transactions]] to Level 2 records using batch update when match the Multiple Contact list view functionality for other system objects.<!--20205 - Transactions - List is enabled at Level 2.Views-->|August 2013|} ===Variables / Variable Processor==={|May 2012border="1" cellpadding="5"
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|A new setting [[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 email broadcast 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 choose display a user custom field record count, as email address instead part of user standard field [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (e.gfor example). alternate e-mail address)''|May 2012October 2009
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|[[Template Formula|Assign Level 1 Customer]]* Ability to define assign to the new contact as the primary contact for the new company created when using a hybrid signup pageCustomer Level 1 Standard field (also called Client).:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''|May 2012October 2009
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|Two new date functions have been added:[[Web Page View Field Variables|User/Company Association List]]:* Ability to use the list syntax '''@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[#...#]'''to show all companies that a user is associated with, or all users associated with a company.|October 20122009
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|A setting [[: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 specify where the object using: @''fieldname''.value@or using field ID: @#''fieldid''.value#@ * You can use @''roleid''@ on a note type UTA Role based [[Custom Field]] to obtain the role ID that the user is available in assigned with on the systemLevel 1. You * For [[Multiple Files]] fields you can obtain a count of the number of files stored within the field using the following syntax: @''fieldname'restrict note types'.numoffiles@or using field ID: @#''fieldid' available '.numoffiles#@|May 2010|+|Currency Formatting* Values can now be changed to standard currency formats using the following entitiessyntax:''@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@''* ContactsWhen viewing the list of custom fields will identify those that are using [[System Variables|System Library]] variables.::* Companies|May 2011|+|System Variable Pre-processing::* Events / ActivitiesVariables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is::* UTA Level 1''@system2.@variable name@@''::* UTA Level 2System variables appearing within other system variables is also now supported. |October 2012May 2011
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|Global Auto-number* A new global auto-number field can be specified as a [[UTASystem Variable]] setting . This will allow you sequential numbers 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 settingsprovided across different objects and/or in different UTAs.|October 2012May 2011
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|An "All Record" check box The access level a contact has been added on 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 deleted companiesunder another company: '''[#(object=company) ~name~ #]'''::* Displaying Contact/contacts list view so that 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 selected, it can using the '''ReportProperty''' variable: '''restore or purge all records@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the database that are flagged 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 deleted.'''YYYY-MM-DD HH:MM:SS'''
|October 2012
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|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 '''Create 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 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]] on the 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 limited to the list 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 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 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]] 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 (or 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 3 searches|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) 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 Level 2|October 2012|+|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|+|'''Alert message for unsaved forms''' – 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 user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.:This setting applies to the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "Tabs" on those objects.<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->|May 2013|+|'''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.<!--19908 - Notes on Invoices-->|May 2013|+|'''New Feature: Recently-Viewed Objects''': * When enabled through [[Manager Permissions]], a new right-hand panel titled "[[Recently Viewed]]" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[navigation|navigate]] easily through the system.* The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.<!--23152 - Record and display most recently viewed objects-->|September 2013
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|A Manager Permission has been added '''Configuration Error Log''' - System Administrators now have a new tool to enable 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 "Save Draft" button on company and contact recordslog of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!-- 11582 20280 - Need a Save Draft button on contacts and accounts system error log-->|November 2012October 2013
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|Additional instance data available '''New Permission Settings''':* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in "Records Storage Summary" hyperlink in Global the [[Email & Email Broadcast Security]] settings page. * Permission Settings pertaining have been introduced for access to Database and File Storage sizethe [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.<!-- 16315 24095 - Record Count on Global Setting Page new manager restrictions -->|November 2012October 2013
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|Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->|November 2012|+|New Timezone option to replace '''Remember Me Deprecated''': For security reasons the "Time Difference in HoursRemember Me" offset in Personal Settings page.<!-- 16356 - Timezone settings to replace offset -->|November 2012|+|Basic search allows for searches based on type.|November 2012|+|Loading a list view now defaults to last set of search criteria used.<!-- 16751 – basic search allows you to search based 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]]