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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
|}
|+
!Feature!!Upgrade Date
|+
|''[[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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* You can now Autoload [[Transactions]] from XML files.
|October 2010
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|'''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters.
|November 2011
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|Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader.
|May 2009
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.* The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] function.'''Example:''' ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03, 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';|May 2010|+|[[:Category:Calendars|List Calendars by Company]]* The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.|October 2010|+|'''New Calendar Format''':* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events. * The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.<!--24352 - enable new calendar-->|October 2013|+|'''Enhanced Calendar Event Coloring'''*The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on [[Event Types|Event Type]] or the current calendar-based coloring on the fly.*System [[Event Types]] have also been enhanced to allow the setting of custom colors to denote these.*Event highlighting allows for Event Types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.<!--14834 - Calendar switch to event type colouring-->|July 2014|+|'''New Calendar Event Preview Template'''*The calendar event preview has been enhanced to allow System Administrators the ability to fully personalize its contents. The event preview can be personalized to display any details from the event.<!--26090 - Personalizable Calendar event preview pop-up-->|July 2014|+|'''Enhanced UTA Calendar Interface'''*The UTA calendar has now also been updated to the same modern look and feel as the personal calendar.<!--30422 - update UTA calendar to new calendar-->|September 2014|+|'''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 feature can be enabled on the [[Business_%26_System_Configuration|Global Settings]] page.<!--24746 - Calendar duplicate check-->|September 2014|}
===Communication===
* TLS can be enabled.
|October 2010
|+
|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
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|A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.
<!-- 16880 - Variables in E-Mail From Address -->
|November 2012
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|'''Email Template Categories''': When creating an email template, a new feature, "Categories" has been added. You can select one of 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 record''
<!--20088 - Email Templates-->
|August 2013
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|'''Sending Emails from {{l2}} Records''': System Administrators can now configure {{UTA}}s to allow end users to send emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.
<!--22522-->
|October 2013
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|'''Email Addressing'''
*New functionality allows for the generation of a unique email address for an object or record.
*Emails sent to the address are parsed and attached to the specific object or record. <br />
:[[Image:Email_anything.png|link=|600 px]]
<br />
:[[Image:Email_anything_2.png|link=|600 px]]
|}
===Contacts/Accounts===
* If this [[Manager Permissions|manager permission]] is enabled, a new section will appear on the user's [[Personal Settings#Additional Personal Settings|System Settings]] page that will allow them to select the contact roles they wish to include in the synchronization.
|July 2009
|+
|[[:Category:Variables|Unique Contact Identifier]]
|+
|Contact/Company Ajax Search
The fields that are searched and displayed when using the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be customisedpersonalized.
* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)
|May 2011
|May 2011
|+
|Global Advanced Logic to control View/Edit on contact records|November 2011|+|A new setting to flag a role as a '''UTA Role only'''. Enabling the setting will hide the role from '''Able to Set''' and '''Roles & Access''' page where it is not required.
|November 2011
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|November 2011
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|Ability to define the new contact as the primary contact for the new company created when using a hybrid signup page|May 2012|+|A Manager Permission has been added to enable a "Save Draft" button on company and contact records.<!-- 11582 - Need a Save Draft button on contacts and accounts -->|November 2012|+|A setting has been added to the [[Contact_Sign_Up_Page_Settings|user]] and company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized personalized alert message that displays when a user tries to update an existing user or company.-->
|April 2013
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<!--20017 - Block 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
|}
===Document ManagementData 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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|[[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* The data exchange can now be configured to automatically unpack incoming packages.|May 2010|+|Data Exchange* Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange of new Level 2 records. |May 2011|+|[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, 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 created based on the First Name, Last Name, Phone Number and other 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)|October 2010|+|The 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 specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.|July 2013|} ===Document Management==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|''[[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 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.|April 2009
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|''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]''
* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.
|April 2009
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|''[[PDF Annotation]]''
*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation-->
|January 2014
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|'''PDF Annotation''':
*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details. <!--24791 - PDF annotation-->
|March 2014
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|'''Enhancement to PDF Writer'''
* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->
|May 2014
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|'''New 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 SmartSimple. This will allow System Administrators to enforce various naming conventions for uploaded files.
<!--29759 - Enforced Custom file naming for Multi and single file upload field type-->
|July 2014
|}
===Geocoding / Mapping===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Geocoding]]
* The latitude and longitude of an address can now be automatically stored as a property of the user or company.
* 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.
|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
|}
|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 [[contact]] records, as well as [[organization]] records, against the OFAC database.
*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.
<!--21591 - IRS/CRA/OFAC Automated Checking-->
|September 2013
|+
|'''Addition of NTEE Code to IRS Database Search'''
*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.<!--26473 - Retrieval of the NTEE code from the IRS database-->
|May 2014
|+
|'''Improved OFAC checks against contacts'''
*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.<!--28798 - OFACS check against contacts-->
|September 2014
|}
<!--18861 - HTML5 File upload-->
|May 2013
|+
|'''Manager 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, [[Arcadia]]) have been broken out into separate tabs.<!Feature!!Upgrade Date--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->|July 2013
|+
|'''Portal Design Enhancements''': When designing a [[List ViewCreating a Portal Interface|Company and Contact Role-Based List Viewportal interface]]* The , system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to personalize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[List ViewSystem Variables|system variables]] for Companies/Accounts and Users/Contacts can be configured by role, just as above the UTA Level 1, 2 and 3 List Viewsuser's portal.<!--21857 - New Portal Design-->|October 2010August 2013
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|'''Revisions to User defined List viewsInterface''': users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select Users of SmartSimple's next generation interface - [[Arcadia]] - may notice minor revisions to the fields they wish to use in each viewuser interface, the display orders of the fields such as new tab bars and sort order of changes to the data and the colour of each column in the list viewtitle bars on records.<!--23277 - Minor UI changes - Sept.2013-->|May 2012September 2013
|+
|'''Arcadia - Basing Summary Cross-tab on Standard Fields''':* One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which displays a cross-tabbed view of the records in a SmartSimple application. * The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templates]] as the row headings:[[Image:ArcadiaL1SummaryView.png|link=|700px]]* The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.<!--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-->|March 2014|+|'''Update to Rich Text Editor'''*The [[Custom Field Type: Text – Rich Text|Rich Text editor]] has been updated and has a new look and feel. This feature allows you to easily add formatting to text input.<!--25735 - Rich Text custom field issue-->|March 2014|+|'''Updated Icon Styles for Mobile Devices'''*New sets of icons are available to personalize 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 2014|+|'''Arcadia X Interface'''*An easy method of building custom user interfaces is now available. *''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and personalized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface-->|May 2014|+|'''Enhanced Date Selection'''*The date selection window has been updated with a new look and feel.<!--29540 - enhanced date/time selection-->[[File:Jquerydatepicker.jpg]]|July 2014 |+|'''Enhanced Arcadia Interface'''The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.*All tab bars in the Arcadia interface have been updated with a new look and feel.<!--30106 - Arcadia UI - Tab bar consistency-->*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 button and input styling for improved consistency, look and feel.<!--30099 - Arcadia UI - Field alignment and style updates-->*Changes have been made to the display 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-->|September 2014|+|'''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.<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->|September 2014|+|'''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 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 (currently this main section is persistent and remains).* Similar tabs will be 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 the page itself.'''Before''':[[Image:Old.png|link=|650 px]]<br /> '''After''':[[Image:New.png|link=|660 px]]<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->|November 2014|+|'''Multiple Aliases per Copy of SmartSimple'''* New functionality allows for the creation of virtual aliases. This feature allows clients to 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 bring users to the same copy of SmartSimple.<!--32304 - Allow multiple aliases per instance-->|November 2014|} ===List Views==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[List View|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.|October 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.|May 2012|+|Administrators can choose to make List Views public to be shared with other users.|May 2012
|+
|Any List View (system, public or private) can be copied, renamed and saved.
|May 2012
|+
|The [[List View]] for Associates/Associations can be customized personalized via the [[Global Settings]] page.
|May 2012
|+
|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. -->
|November 2012
|+
|Enhanced the current saved search filters to also include your currently selected template/type and status options as well.
<!--18863 - List View Enhancements-->
|March 2013
|+
|'''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the 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]] field type.
<!--19825 - List View MS Word export never implemented -->
|May 2013
|+
|'''New Feature: [[Quick Edit]]''': This new feature allows users to edit fields on a record directly from the [[list view]]. The [[system administrator]] determines which fields display in the [[Quick Edit]] pop-up from the list view [[Configuring List Views|configuration page]].
|July 2013
|+
|When you assign an organization to the Organization [[standard fields|standard field]] using the Lookup button, the organization details shown in the list view can now be configured by System Administrators.
|July 2013
|+
|'''Improvements to Arcadia List Views''':
* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list 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 [[list view]].
<!--23751 - Add option for enabling static header for Arcadia list views-->
|October 2013
|+
|'''Simplified List Views for Companies and Contacts'''
*The configuration of [[list views]] for companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for [[Configuring Ajax List Views|Ajax Lookup list views]] has been consolidated for external and internal companies and contacts.<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->
|March 2014
|+
|'''Update to List View Status Colours'''
*The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.<!--27976 - Arcadia X List View Enhancements-->
|May 2014
|+
|'''List View Improvements'''
* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.<!--27976 - Arcadia X List View Enhancements-->
|May 2014
|}
===Personal SettingsNavigation===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|Time Format'''Recent-Viewed Objects List Now Enabled by Default''':* On The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the Personal Setting page users are able [[September 2013 Upgrade|last month's upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles.* For roles which should not have access to select whether the time is displayed in 24h or 12h format[[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].<!--24356 - auto enable recent list-->|October 2013|+|'''Recent Searches'''* The setting system will be be reflected in times displayed within UTAs for now store a user's last five sets of search criteria, making it easier to switch between lists of records.*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the standard start and end time heading "Last Searches." <!--22590 - Last Searches - List View Enhancement-->|May 2014|+|'''Update to Advanced Searching on Dates'''*When using date fields at Levels 1as search criteria in [[Advanced Search]], 2 and 3users can now easily specify whether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions-->|May 20092014|+|'''New Ability to modify search query filters'''*Users now have the ability to make modifications to filters after they have been created. See [[filters]] for further information.<!-- 26362 - ability to update search query of filters-->|September 2014
|}
===ReportsNotes===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|[[Advanced Logic|Advanced Logic to Suppress Public Notes]]* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.|October 2009|+|'''Enhancements to Notes Functionality''':* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to 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 [[Edit mode]].<!--22587 - Notes on Edit Mode-->|August 2013|+|'''Enhanced notes functionality'''*The [[Notes]] functionality has been extended to transactions.<!--30206 - Notes on Transactions-->|September 2014|} ===Personal Settings==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|Time Format* On the Personal Setting page users are able to select whether the time is displayed in 24h or 12h format.* The setting will be be reflected in times displayed within UTAs for the standard start and end time fields at Levels 1, 2 and 3.|May 2009|+|New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.<!-- 16356 - Timezone settings to replace offset -->|November 2012|} ===Reports==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[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.
<!-- 12919 - Translate report column headings -->
|November 2012
|+
|'''Subreports can be Linked using Column Values in Main Report''' - When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.
<!--18937 - Reporting: Pass column value into sub-report criteria-->
|August 2013
|+
|'''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 updated:
:*[[Organization]] records
:*[[Contact]] records
:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records
* Typical use cases might include:
:* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].
:* On a weekly basis, automatically updating a user's profile to 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.
<!--22927 - new scheduled reports-->
|September 2013
|+
|'''Setting Alignment of Columns in Report Builder''': Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
<!--13969 - Reporting Enhancements-->
|September 2013
|+
|'''Report Builder Enhancements'''
*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.
*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.<!--27677 - Report Grouping / Aggregation-->
|May 2014
|}
===SmartFolders===
* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.
|May 2009
|+
|'''Enhanced SmartFolders interface'''
*The SmartFolders interface has been updated with a new look and feel. <!--30092 - Arcadia UI - SmartFolder / organization tree update-->
|September 2014
|}
===Standard/Custom Fields===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|''[[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 the appropriate standard field screen and enter the condition into the Visibility Condition column.
|April 2009
|+
|[[Custom Field Type: Special – Auto Save|Auto Save Custom Field]]
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.
|October 2009
|+
|[[New Custom Field Type: Special - Spreadsheet|Custom Field Type: Special - Spreadsheet]]
|March 2013
|+
|'''New Field Type Added''' - Lookup – Ajax Options. The new For fields of type “[[Custom Field TypeCustom_Field_Type: Lookup – Ajax Options_Select_Many_–_Check_Boxes|Lookup Select Many – Ajax OptionsCheck Boxes]] field type ” a new “Sort Values To Display Vertically” setting has been added. This setting allows a system administrator the user to create their own [[Ajax lookup]] fieldsselect whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values in the (designated "A" through "F") would be displayed if a checkbox field settings can were to be set configured with “store values” and “display values” using the same syntax as the [[Custom Field Typetwo columns: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 div align="center">{| class="wikitable" style="text- New Field Typealign:Ajax Lookup--center"|“Sort Values To Display Vertically”<br>setting is Unchecked:|||May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.|“Sort Values To Display Vertically”<!br>setting is Checked:|--20211 - Global user and company custom fields-->|May 2013A B|||||+|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. D<!|-|C D||||||B E|-19501 - multiple address enhancements2-->|May 2013E F|}|===Transactions===|{| border="1" cellpadding="5"|+!Feature!!Upgrade Date|C F|+}|Transaction Template Formula: server side formulas to be run whenever a transaction is saved.</div><!--17647 - Sorting of Checkboxes -->|May 2012April 2013
|+
|Transaction Template Page'''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Template page that Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be used for internal or external entry/update of transactionsset with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 - New Field Type:Ajax Lookup-->|May 20122013
|+
|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 2013|+|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. <!--19501 - multiple address enhancements2-->|May 2013|+|'''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|May 2014|+|'''Enhanced transactions with Number Validation and Formatting'''*Custom fields configured to accept number formats now have additional formatting options. *The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.*See the ability [[Number Format]] page for additional information.<!--29003 - Number Formatting-->|September 2014|+|'''Updated Functionality for Maximum Character Limit'''* The [[Maximum Length|maximum character/word limit functionality]] of custom fields has been updated to enable allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record locking. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.<!--27018 - Maximum character counter on multi-line text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image:Error_message.png|link=|300 px]]|November 2014|+|'''Enhanced Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the [[Custom Field Type: Lookup – Ajax Options|Lookup - Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|Lookup - Entity and People]] fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de-select an option, simply click on the gray "x" next to the option name. [[Image:Selectuniversity.png|February 2013link=]] [[Image:Selecteduniversities.png|link=]]|November 2014
|}
===Variables Statuses / Variable ProcessorSubmissions===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|[[Report VariablesStatus#Status Settings|Report Record Count VariableSubmitted URL Redirect]]* Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(A ''reportid'Submitted URL',recordcount)@</font>'''Example''': To generate option is now available within the number of records (equivalent submit settings for each Level 1 Status, which will implement an automatic redirect to the number of rows in specified URL based on status when the report) for report with ID 12345 @ReportProperty(12345,recordcount)@record is submitted.* ''This can For example, you may want the user to be used in a [[Web Page returned to their standard Portal View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display whenever a record count, as part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example)is closed.''|October May 2009
|+
|[[Template FormulaStatus#Submit Button Script (Level 1 Only)|Assign Level 1 CustomerSubmit Button Script]]* Ability to assign Allows you to define a script that is run when the Customer Level 1 Standard field '''Submit''' button is pressed. The normal Submit button functions are not executed (also called Clientvalidation and status change).* This will allow you to create a [[Custom Field Type:Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the script.|July 2009|+|[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* Example template formula: ''@opportunityWhen the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the [[User|user]] will be redirected to the [[URL]] defined in this section.companyid@=@opportunityIf no [[URL]] is entered the current record will stay in view.owner* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.companyid@|July 2009|+|Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.|October 2009November 2011
|+
|[[Web Page View Field Variables|User/Company Association List]]* Ability New ability added to use configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the list syntax '''[#...#]''' record to show all companies that a user is associated with, or all users associated with a companyvarious statuses.<!-- 10591 -->|October 2009November 2012
|+
|[[:Category:Variablesdisplaying 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|Variable Processor Enhancements]]+* |'''Bypass Validation Option on Submit Buttons''': System Administrators can create submit buttons for records which move the records to a different [[Custom Field Type: Display Only – Image|Imagestatus]], and trigger the field [[Single Filevalidation]] and [[Web Page ViewSubmit Logic|submit logic]] fieldson that record. A new setting has been added, labelled "Bypass Validation, you can obtain " that will allow the user to move a URL record to a different status without triggering the object using: @''fieldname''.value@or using field ID: @#''fieldid''validation.value#@ * You can use @''roleid''@ on System Administrators will now be able to allow users to change a UTA Role based [[Custom Field]] record back to "Draft" status, for example, without having to obtain fill out all the role ID that the user is assigned with mandatory fields 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''record.numoffiles@or using field ID: @#''fieldid''.numoffiles#@<!--19637 - Submit button option to bypass validation-->|May 2010August 2013
|+
|Currency Formatting* Values can now be changed to standard currency formats using the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@'Consolidation of Submit Logic Failure Messages''': In order to assist end users complete forms with multiple [[Submit Logic]] validations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.<!--23325 - Group all failed submit logic into one message-->|May 2011September 2013
|+
|System Library'''New Functionality for Save / Save Draft buttons'''* A global [[System Library]] has been added that administrators can be accessed as system variables. The available values now add custom Save and functions can be found under System Variables Save Draft buttons on the Global Settings page{{UTA}} records. The syntax is: ''@system.library.variable name@''* When viewing the list of custom fields will identify those that are using [[System LibraryVisibility Condition|Visibility conditions]] variablesand button labels of these can now be controlled.<!--19758 - Visibility of Save and Save Draft buttons-->|May 20112014|} ===Transactions==={| border="1" cellpadding="5"
|+
|+
|Global Auto[[Cross-numberUTA Transactions]]* A global auto-number field UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.|May 2009|+|Transaction Template Formula: server side formulas to be specified as run whenever a [[System Variable]]transaction is saved. This will allow sequential numbers to |May 2012|+|Transaction Template Page: Template page that can be provided across different objects andused for internal or external entry/or in different UTAsupdate of transactions.|May 20112012
|+
|New variable @sstimezone@ allows you to retrieve Enhanced transactions with the user's timezone setting which can then be used ability to calculate their relative date/timeenable record locking.<!--17466 - Would like to have timezone variable that runs on the report builder-->
|February 2013
|+
|'''New setting: Fields RetrievalTransaction List Views''' – 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 List Views]] and can now be defined for user-defined printable data summaries. :A new [[variable]], @objectfields@, will return [[custom fieldstransactions]] 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 match the current list 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@ variablefunctionality for other system objects.<!--11510 20205 - Transactions - Enhance WPV to use as Print Preview functionalityList Views-->|May August 2013
|}
===Web FormsVariables / Variable Processor===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|[[Web Form StatusReport Variables|Report Record Count Variable]]* [[Web Form]]s now support Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(''reportid'Status',recordcount)@</font>'' which is changed by a 'Example''Submit''' button at : To generate the number of records (equivalent to the end number of rows in the form.report) for report with ID 12345|May 2009 @ReportProperty(12345,recordcount)@|+|''This can be used in a [[Convert Web Form Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to PDFdisplay a record count, as part of [[Submit Logic]]* Completed , or included in the title of a [[Web FormPortal]]s can be converted shortcut to pdf using indicate how many records are at a button on the Results pagegiven status (for example).''|May October 2009|} ===Workflows==={| border="1" cellpadding="5"
|+
|+
|[[Workflow Task Type: Create New ActivityWeb Page View Field Variables|Level 2 CreationUser/Company Association List]]* The ''Ability to use the list syntax '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-assignmentsto show all companies that a user is associated with, Level 2 Workflows and Level 2 Formulasor all users associated with a company.|May October 2009
|+
|HTML E-mail Format[[:Category:Variables|Variable Processor Enhancements]]* Workflow e-mails for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can now be sent obtain a URL to the object using HTML format as well as plain text: @''fieldname''. value@or using field ID:|May 2009 @#''fieldid''.value#@|+|Recurring Workflows* Recurring Workflows You can be used use @''roleid''@ on a UTA Role based [[Custom Field]] to send out e-mails obtain the role ID that the user is assigned with on a daily, weekly or monthly basisthe Level 1. * These workflow e-mails For [[Multiple Files]] fields you can use obtain a count of the number of files stored within the field using the following syntax: @''fieldname'ReportProperty'.numoffiles@or using field ID: @#''fieldid'' functions mentioned above to automatically e-mail periodic reports.numoffiles#@
|May 2010
|+
|[[Workflow Task Type: People Association|People Association Workflow Task Type]]Currency Formatting* A new [[Workflow Task]] allows you Values can now be changed to automatically add contacts to Level 1 activities with standard currency formats using the role specified in the Workflow Task.following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@''|May 20102011
|+
|Level 1 Date TriggerSystem Library* Workflows associated with Level 1 records A global [[System Variables|System Library]] has been added that can be accessed as system variables. The available values and functions can now be set to trigger based on a date found under System Variables on the Level 1 recordGlobal Settings page. The syntax is: ''@system.library.variable name@''* When viewing the list of custom fields will identify those that are using [[System Variables|System Library]] variables.|May 20102011
|+
|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 ESystem Variable Pre-mailsprocessing* The e-mail header can now be defined.|May 2010|+|Variables within [[Workflow Task Type: Select User for Next Task|Select User for Next TaskSystem Variables]]* This [[Workflow]] Task Type allows the current user to select which user will be responsible for pre-processed to allow dynamic selection of the subsequent taskappropriate variable. * This is necessary if the following task is due The syntax to be triggered in future, since select used is: ''@system2.@variable name@@'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 System variables appearing within other system variables is also now be used at Level 2 to create one or more Level 3 activitiessupported.
|May 2011
|+
|Workflow RequestsGlobal Auto-number* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 A global auto-number field can now be configured specified as a [[System Variable]]. This will allow sequential numbers to display the record either in view be provided across different objects and/or in edit modedifferent UTAs.
|May 2011
|+
|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''[[Workflow_Branching_Logic|Branching Workflows]]@accesstype@'''. 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 $100,000 will take a different path.
|November 2011
|+
|Workflow HistoryVariable processor support for: ::* Displaying the last time a Manager Permission will enable user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a tab on Level 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]@, Level @args[2 and Level 3 ]@'''::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''::* Passing criteria to display reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the history of workflows triggered answer to ??? on the entityreport. If using variables in the Criteria you should use @ReportProperty2...|November 2011May 2012
|+
|Workflow Request reTwo new date functions have been added::* '''@date(currentdate)@''' will return current server date as '''YYYY-assignmentMM-DD''': workflow requests * '''@datetime(Request for Approval or Request for Commentcurrentdate) can be reassigned on the @''' will return current server time as '''Pending TaskYYYY-MM-DD HH:MM:SS''' list view.|November 2011October 2012
|+
|New variable @sstimezone@ allows you to retrieve the user'''Update Custom Field''' task type will s timezone setting which can then be available used to calculate their relative date/time.<!--17466 - Would like to have timezone variable that runs on Company and Contact workflowsthe report builder-->|May 2012February 2013
|+
|Company '''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 Contact Workflow connectors for user-defined printable data summaries. :A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can be delayed 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 trigger on a date stored the current user.:Selecting “Include” or “Only display for SmartField View” will include the custom field in a the @SmartFields@ [[Custom Fieldvariable]] on , which can be included in Web Page View fields to reference the Company/Contact recordselected 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 20122013
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|The Recipient '''Simplified Display of workflows (Acknowledgement, Request for Comment, Request Uploaded Files'''*A new syntax has been added for Approval) can now be defined using variable syntax, rather than being limited referencing files uploaded to the list by rolea field. 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 You can display uploaded files as a custom field on string of text by using the contact, or UTA Contact Role Based custom field(s)@''Fieldname''. For [[Notes]] created against UTA records this will allow you to select recipients by UTA role filenames(or owner/person) rather than system role@ variable.|May 2012|+|The following syntax is @''field name''.filenames('[[Workflow|workflow]] [[Workflow Task Types|task types]]'delimiter'' have been added: )@.:''Example'':* Add new user::* Remove To display a user role::* Activate comma separated list of file names of the files uploaded to a user::* Deactivate a user|October 2012|+|"Update Custom Field Value" and "Change Status" tasks have been added to field named '''''Uploaded Files''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 , you would enter the values of standard fields on Level 1, Level 2, company, contact and transaction recordsvariable ''@Uploaded Files.<!-- 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 filenames(i.e. owner of a Level 1 or Level 2,)@''.<!--13602 21086 - Link - Owner available in level 2 workflowsMultiple Files Display-->|March 2013|+|New [[Workflow_Task_Types|task type]] added for Level 3 [[workflows]]: Change [[Status]].<!--10802 - Level 3 Workflow change Status Feature-->|April 20132014
|}
===MiscellaneousWeb Forms===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Custom Defined HolidaysWeb Form Status]]* Instead of using the holidays that are built-in to [[SmartSimpleWeb Form]] it is s now possible to define which dates should be considered holidays.* When using the support a ''[[Calculated Value - busdateadd Function|busdateadd()]]'Status' or ''[[Subtract business days from which is changed by a given date|isHoliday()]]'' functions, a new variable called 'Submit'ssvar_holidays'' can be used to override button at the end of the system defined holiday dates on that levelform.* The ''ssvar_holidays'' variable must be included in a |May 2009|+|[[Browser ScriptConvert Web Form to PDF]] custom field on the same level as the ''* Completed [[Calculated Value - busdateadd Function|busdateadd()Web Form]]'' or ''[[Subtract business days from s can be converted to pdf using a given date|isHoliday()]] functionbutton on the Results page.'''Example:'''|May 2009 ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03,|} 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';===Workflows==={|May 2010border="1" cellpadding="5"
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|[[Advanced LogicWorkflow Task Type: Create New Activity|Level 2 Creation]]* The visibility of '''Create New Activity''' [[Associations:Category:Workflows|workflow]] on both contact and account profiles can now can be controlled using Global Advanced Logicdriven 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.* Within a The '''Create New Activity''' [[UTA:Category:Workflows|workflow]] the hyperlinks in the will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 1 Company [[List View]] 2 Formulas.|May 2009|+|HTML E-mail Format* Workflow e-mails can now be disabled sent using [[Advanced Logic]]HTML format as well as plain text.|May 2009|+|Recurring Workflows* Hide Associates Recurring Workflows can be used to send out e-mails on User/Company Profilea daily, weekly or monthly basis.* Transactions: Show attribution buttonThese workflow e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.
|May 2010
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|[[HCAI StatusWorkflow Task Type: People Association|People Association Workflow Task Type]]* The status of submissions A new [[Workflow Task]] allows you to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored automatically add contacts to a custom field on Level 1 activities with the Invoice (or Level 2 for OCF-18s) so that it can be displayed within role specified in the [[List View]] or [[Reports]]Workflow Task.|October May 2010
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|File Upload Level 1 Date Trigger* Workflows associated with Proxy ServerWe have also introduced a new multiple file upload tool that Level 1 records can now be enabled if your office connects set to trigger based on a date on the internet via a proxy serverLevel 1 record.|May 20112010
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|Message QueueUTA Role Assignment TasksA manager permission has been implemented * The recipient for these tasks can now be defined as the user that was added to provide readthe 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-only access 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 message queuesubsequent task. Previously only Global Administrators had access* 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
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|Multi-File Upload AppletWorkflow RequestsUse of the multi-file upload tool * Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be restricted by role using a manager permissionconfigured to display the record either in view or in edit mode.
|May 2011
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|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now Workflow IDs will be enabled to replace shown in the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input list of multiple criteria including AND, OR and NOT operands.workflows to facilitate configuration
|November 2011
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|'''[[XML Section BuilderWorkflow_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: An automated tool if a workflow request is triggered for a request exceeding $100,000 it will be sent to facilitate creation of XML tables such as budget templates etcSenior Management for approval, while requests under $100,000 will take a different path.
|November 2011
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|Auto-close on set password pageWorkflow History: after setting a password for Manager Permission will enable a contact tab on Level 1, Level 2 and Level 3 to display the history of workflows triggered on the confirmation window will auto-close in 3 secondsentity.
|November 2011
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|Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Language LibraryPending Task''': Labels within the system can be custom translated using the Language Library, accessible from Global Settingslist view. The same label can be given different translations for each specific page within the system
|November 2011
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|'''Last SearchUpdate Custom Field''' option for Contact search, task type will be available on Company search and Level 2 / Level 3 searchesContact workflows|November 2011May 2012
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|The Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Applicant TrackingCustom Field]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.on the Company/Contact record|November 2011May 2012
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|Workflow IDs will The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be shown in defined using variable syntax, rather than being limited to the list of workflows 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 facilitate configurationselect recipients by UTA role (or owner/person) rather than system role.|November 2011May 2012
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|Global Advanced Logic to control View/Edit on contact recordsThe following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added: ::* Add new user::* Remove a user role::* Activate a user::* Deactivate a user|November 2011October 2012
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|Global Advanced Logic "Update Custom Field Value" and "Change Status" tasks have been added to hide the Organization Chart on company records'''transaction''' Workflows.|November 2011October 2012
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|Global Advanced Logic New Workflow Task Type: [[Update Standard Field Value|Update Standard Field Value]]. A new workflow task type has been added to allow workflows to remove update the hyperlinks values of standard fields on the eLevel 1, Level 2, company, contact and transaction records.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team --mail field and phone number field on contacts and account>|November 2011January 2013
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|The access level Enhanced the routing ability of [[Workflow_Task|workflow tasks]] to be able to set the owner of an object (i.e. owner of a contact has been given (No Access, User Centric Interface, Administrator Level 1 or Portal InterfaceLevel 2) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''.<!--13602 - Owner available in level 2 workflows-->|November 2011March 2013
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|'''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTFNew [[Workflow_Task_Types|task type]] added for Level 3 [[workflows]]: Change [[Status]].<!-8 or UTF-16 to facilitate special characters.10802 - Level 3 Workflow change Status Feature-->|November 2011April 2013
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|Advanced Date Searching'''Multiple User-Selected Recipients for Workflow Messages''': When using System administrators can configure [[workflow]] tasks to prompt the user that triggers the advanced search workflow to search choose the recipient of a date field (standard or custom) you workflow-generated email message. With this enhancement, the user can search usingchoose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.<!-- 15849 - Workflow routing: On, before, after, between or is empty.let user select many recipients-->|May 2012August 2013
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|'''Level 1 CopyCreating Multiple PDFs with a Single Workflow Task''': Specify which Custom Fields will be copied when The [[Workflow]] task to create a Level 1 is copies, including specifying which are mandatory. Can also define PDF file from a Level 1 Status {{WPV}} field has been enhanced to allow System Administrators to configure the task to be create multiple PDF files from multiple {{WPV}} fields. See the default copy status[[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.<!--22494 - generate pdf workflow task ability to create multiple pdfs-->|May 2012October 2013
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|'''UTA Consumer/ProviderUpdate Company Categories with Workflow Tasks'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including : 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 ability to have role base custom fields to track attributes action of the association between specific consumer and provider recordsadding or removing a [[Client Categories|Organization Category]] from an [[organization]] [[profile]].<!--23763 - create workflow task to update company category-->|October 2013|} ===XML==={|May 2012border="1" cellpadding="5"
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|'''Batch Update''' Contacts [[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 added used to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2extract values from this block into other custom fields.|May 20122010
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|Variable processor support for:::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #[XML Section Builder]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days An automated tool to a given date, or counting the number facilitate creation of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2..XML tables such as budget templates etc.|May 2012November 2011
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|A new setting in email broadcast '''Upgrades to choose a user [[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 as email address instead of user standard field (e-->*XML fields now allow for tabbed sections.gExample:[[Image: TabbedXMLfield. alternate epng|link=|550px|center]]<!--21470 - Tabbing Divs on XML field--mail address)>|May 2012June 2013
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|Ability '''XML Field Enhancement'''* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to define be able to create, edit or delete {{l2}} records on the new contact as the primary contact fly. See [[Managing Level 2 Activities with an XML Section]] for the new company created when using a hybrid signup pagemore information.<!--28567 - XML Data Field extension to create L2s-->|May 20122014|} ===Miscellaneous==={| border="1" cellpadding="5"
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|A setting to specify where a note type is available in System Date & Time* Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the system[[Global Settings]] page. You can '''restrict note types''' available to the following entities:::* Contacts::* Companies::* Events / Activities::* UTA Level 1::* UTA Level 2|October 2012May 2010
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|A new [[Advanced Logic]]* The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.* Within a [[UTA]] setting will allow you to define a '''template''' for the browser to use when hyperlinks in the user '''deletes''' the record that they are currently Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].* Hide Associates on, rather than being brought back to the parent recordUser/Company Profile. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings* Transactions: Show attribution button.|October 2012May 2010
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|An "All Record" check box has been added [[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 deleted companies/contacts list view Invoice (or Level 2 for OCF-18s) so that when selected, it can '''restore be displayed within the [[List View]] or purge all records''' in the database that are flagged as deleted.[[Reports]]|October 20122010
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|Two File Upload with Proxy ServerWe have also introduced a new [[Manager Permissionsmultiple file upload tool that can be enabled if your office connects to the internet via a proxy server.|May 2011|+|Message QueueA manager permissions]] have permission has been added for [[Sales Tracking]] [[Working with Opportunities implemented to provide read- Overviewonly access to the message queue. Previously only Global Administrators had access. |Opportunities]]:May 2011|+::* '''"Sales Tracking |Multi- Hide Settings Tab"''' File Upload AppletUse of the multi- hides the settings tab based on file upload tool can be restricted by role for Opportunities in Sales Trackingusing a manager permission.|May 2011|+|[[Advanced_Search|Advanced Search]]::* '''"Sales Tracking A more powerful search facility can now be enabled to replace the right- Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View hand search panel within Contacts, Companies and while editing the Opportunity in the Sales [[Universal Tracking applicationApplication]].* Provides the ability to access '''rootcompany''' objects through the variable processor.* The maximum number Advanced search enables quick and easy input of records that appear in a '''Ajax list''' has increased to '''50'''.* The SmartSimple currency functionmultiple criteria including AND, ssFormatCurrency(num) has been updated to accept any currency symbolOR and NOT operands. The format of the function is now: '''ssFormatCurrency(num,sym)'''|October 2012November 2011
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|A Manager Permission has been added to enable Auto-close on set password page: after setting a password for a "Save Draft" button on company and contact records.<!-- 11582 - Need a Save Draft button on contacts and accounts -the confirmation window will auto->close in 3 seconds|November 20122011
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|'''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
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|Variables displaying save and submit buttons ('''New Feature: Recently-Viewed Objects''': * When enabled through [[Manager Permissions]], a new right-hand panel titled "@SYSTEMBUTTONS@[[Recently Viewed]]") now available for level 2 and 3 template pagescan be shown containing a list of the most recently-viewed records.<!Users can then click on their most recently-- 16215 - Add @SYSTEMBUTTONS@ support viewed records to L2 & L3 template page -->[[navigation|November 2012navigate]] easily through the system.|+|New Timezone option * The Recently Viewed panel can be locked to replace "Time Difference in Hours" offset in Personal Settings pagealways be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.<!-- 16356 23152 - Timezone settings to replace offset Record and display most recently viewed objects-->|November 2012September 2013
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|Basic search allows for searches based on type'''Configuration Error Log''' - System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes.The [[Configuration Error Log]], available from the [[Business & System Configuration]] section of the [[Global Settings]] page, maintains a log of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!--20280 - system error log-->|November 2012October 2013
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|Loading a list view now defaults '''New Permission Settings''':* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in the [[Email & Email Broadcast Security]] settings page. * Permission Settings have been introduced for access to last the [[Discussions]] feature which can be set of search criteria usedby role in the [[Manager Permissions]] settings page.<!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. 24095 - new manager restrictions -->|November 2012October 2013
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|'''Alert message for unsaved formsRemember Me Deprecated''' – 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 For security reasons the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "TabsRemember Me" setting 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 recordsthe login page has been deprecated and removed.<!--19908 - Notes on Invoices-->|May October 2013
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[[Category:Upgrades]]