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| − | =General Information=
| + | The following features were implemented as part of the upgrade cycle commencing in February 2013: |
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| − | The [[SmartSimple]] platform is upgraded with new features and enhancements approximately every 2 to 3 months.
| + | ===Universal Tracking Application=== |
| | + | * New [[caption]] setting introduced for the configuration of [[Template|type]]/[[status]] of objects, allowing you to change the default display name of a type/status. New [[Variable List|variables]] @statuscaption@ and @typecaption@ have been introduced to retrieve these captions. |
| | + | <!--17980 - Captions in English--> |
| | + | <!--Variable List page updated--> |
| | + | * New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New [[Variable List|variables]] @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user. |
| | + | * New [[Field Permission Matrix|field visibility matrix]] introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk. |
| | + | * Enhanced the UTA [[Batch Update|batch update]] feature to open directly off your current list view results instead of directing to a separate search page. |
| | + | * Enhanced the UTA [[Batch Update|batch update]] feature with the ability to update multiple contacts/group for UTA Level 1. |
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| − | This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).
| + | ===Variable Processor=== |
| | + | * New [[Variable List|variable]] @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time. |
| | + | <!--17466 - Would like to have timezone variable that runs on the report builder--> |
| | + | <!--Variable List page updated--> |
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| − | ==System Upgrade Process== | + | ===Standard and Custom Fields=== |
| | + | * Enhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column. |
| | + | * New ability to update the [[display order]] of only a selected group of [[custom fields]] within [[Batch Update|batch update]] (previously forced to update display order of all custom fields). |
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| − | The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.
| + | ===Transactions=== |
| | + | * Enhanced [[:Category:Transactions|transactions]] with the ability to enable [[Record Lock|record locking]]. |
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| − | ===Backup Server Update=== | + | ===Integration=== |
| | + | * Enhanced PubMed service with the additional ability to search on publication date. |
| | + | * Introduced [[integration]] with GuideStar service and ability to search their database. |
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| − | * Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" one week prior to the upgrade date.
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| − | * This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.
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| − | * Internal staff will also be using these servers to perform instance specific testing.
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| − | ===Update Go/No-Go===
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| − | * Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Wednesday at 12:00pm.
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| + | [[Category:Upgrades| 2013-02]] |
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| − | =Next Upgrade: October 2011=
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| − | The next upgrade is tentatively scheduled for October 27th 2011.
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| − | ===WebEx===
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| − | * There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements. <br>
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| − | * Topic: SmartSimple May 2011 Upgrade
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| − | * Date: BC
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| − | * Time: TBC
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| − | * Meeting Number: TBC
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| − | * Meeting Password: TBC
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| − | * We have arranged a toll-free teleconference using the following numbers:
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| − | :* 416-343-4997 (Local dial-in)
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| − | :* 1-866-440-4486 (Toll free dial-in)
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| − | :* 800-2355-0000 (Global dial-in)
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| − | * Teleconference ID: 8914632
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| − | * Webex Link: [https://smartsimple.webex.com]
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| − | =Previous Upgrade: May/June 2011=
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| − | The current upgrade cycle commenced on the 19th of May, 2011.
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| − | If your organization has a dedicated [[SmartSimple]] server or you host in-house the support team will be in contact with your system administrator to schedule the upgrade of your server.
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| − | The following is a partial list of the features that are scheduled to be included.
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| − | * Note: this list is subject to revision.
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| − | ==Security==
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| − | ===[[Password_Policy|Hierarchical Password Policy]]===
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| − | A different password policy can be defined for each company which will automatically apply to all sub-companies in the hierarchy,
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| − | unless they have defined their own password policy.
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| − | ===Persistent Login===
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| − | * Rather than having to log in to SmartSimple each time you open your web browser, a "cookie" can be installed on your computer that will automatically authenticate you, allowing you to bypass the login screen. (This setting can be enabled or disabled by your system administrator).
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| − | ===Email Restriction===
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| − | * The ability to send e-mails from within SmartSimple can be restricted by user role.
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| − | ===Backup Server Access===
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| − | * Access to the backup server can be disabled for all non-Global User Administrator accounts.
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| − | ===SSencrypt Command===
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| − | * A new command called ssencrypt allows object IDs to be encrypted manually.
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| − | ===URL Parameter Encryption===
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| − | * A new setting will encrypt object IDs such as userid, companyid, activity. This enhances security by making it impossible to guess URLs.
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| − | ==Standard and Custom Fields==
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| − | ===[[Edit Condition|Standard Field Edit Condition]]===
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| − | A conditional statement can be entered to control whether standard fields appear as editable or read only. The conditions can be based on role, status, or other criteria. This feature applies to company, contact and Universal Tracking Application standard fields.
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| − | ===Custom Field Language Display===
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| − | The captions displayed on custom fields can be configured for multiple languages. When viewing a record the personal language setting for each user will determine which language is displayed to them.
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| − | ===New Custom Field Type: Special - Hand Drawing===
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| − | This field type stores freehand drawings done either with a mouse or touch sensitive screen. The background image can be defined, as well as the colours to be used and patterns/images that can be "stamped" onto the image.
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| − | ===Enable Camera Snapshot===
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| − | The "Display Only - Image" custom field has a setting that enables a web cam attached to the computer to be used as the source of the image to be stored in this field type.
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| − | ===Document Console===
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| − | When using the [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can enable the document console. This allows you to easily preview and print the documents.
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| − | ===File Upload with Proxy Server===
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| − | We have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.
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| − | ==UTA Enhancements==
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| − | ===Level 1 Status Indicator===
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| − | *A graphical indicator can be enabled which will appear at the top of the Level 1 record to show the status pathway and indicate the position of the current record along the path.
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| − | ===Default Contact Role===
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| − | * '''--Select Role--''' can be set as the default role in the Level 1 contacts section to ensure a role is selected and not left at the first role listed.
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| − | ===Level 1 Template Branch Restriction===
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| − | * Level 1 templates can be restricted to any number of internal branches, rather than just one.
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| − | ===Quick Entry===
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| − | * The Quick Entry method of creating multiple Level 2 items has been enhanced. Up to ten records can be created at once with any combination of Level 2 Types, and the custom fields that appear on the quick entry page can be selected. Additionally, an auto-number can be assigned to all records at the time of creation.
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| − | ===List View Heading===
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| − | * The column headings in the list views can be defined on the list view settings page. This applies to Level 1, Level 2, Level 3, Invoices, Contacts and Companies.
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| − | ==="Is Empty" Search===
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| − | * Standard and custom fields and Level 1, Level 2 and Level 3 records can be searched to find empty values using the "Is Empty" search option.
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| − | ===Lock on Type===
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| − | * Level 2 and Level 3 records can have their type locked after creation to prevent it from being changed.
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| − | ===Creation Roles===
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| − | * The user roles that are permitted to create each Level 2 and Level 3 record type can be configured separately.
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| − | ===Available Statuses===
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| − | * The statuses that are available to each type of Level 2 or Level 3 record can be defined.
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| − | * Similarly, you can define which other statuses are available from each status. This is for Level 2 and Level 3.
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| − | ===Recurring Activities===
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| − | * Recurring activities can be scheduled weekly on multiple days of the week.
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| − | ===Level 2 Contact Calendar Status===
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| − | * When displaying Level 2 records on the contact calendar, the records that are shown for each Level 2 type can be controlled by status.
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| − | ===Assign By Role Expansion===
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| − | * Can now be done from Level 2 to Level 3, or Level 1 to Level 3
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| − | * Controlled by Manager Permission
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| − | ===Invoice Status Batch Update===
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| − | * Invoice status can now be change using batch update.
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| − | ===Void Invoice===
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| − | * A button to automatically void invoices has been introduced. Visibility of the button is controlled by Advanced Logic.
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| − | ===UTA Role Custom Fields===
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| − | * UTA Role Custom Fields at Level 1 and Level 2 as well as Associations can be defined to appear for all user roles.
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| − | ===Group Contact Assignment===
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| − | * When the multiple contact list is enabled, groups of contacts can now be assigned at Level 2 and Level 3 in the same manner as they are at Level 1. Advanced Logic has been introduced to allow this feature to be suppressed at Levels 1, 2 and 3.
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| − | ===Multiple Contact/Company List===
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| − | * When the Level 2 multiple contact or company lists are enabled they can now be re-positioned below the custom fields, in the same relative location as they appear at Level 1.
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| − | ===Aggregation UTA===
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| − | * Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
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| − | ===Data Exchange===
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| − | * 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.
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| − | ===UTA Connection List View===
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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.
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| − | ===Template Pages===
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| − | * Level 1, Level 2 and Level 3 Template pages now go through the variable processor. This means you can include variables directly on the template page.
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| − | ==Contacts and Companies==
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| − | ===Contact/Company Ajax Search===
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| − | 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 customised.
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| − | * User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)
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| − | ===Edit Contact Logic===
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| − | * Global Advanced Logic has been added to allow control of who is permitted to edit contact records.
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| − | ===Contact/Account List View===
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| − | * The column headings in the standard Contact and Company list views can be defined on the[[List View]] settings page.
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| − | ==Workflows==
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| − | ===Create Activity===
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| − | * The Create Activity workflow task can now be used at Level 2 to create one or more Level 3 activities.
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| − | ===Workflow Requests===
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| − | * Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode.
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| − | ==Reports==
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| − | ===Flash Charts===
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| − | * Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation.
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| − | ===Dashboard Layout===
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| − | * New dashboard layout configurations of 1x7, 1x8, 1x9 and 1x10.
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| − | ==Variables==
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| − | ===Currency Formatting===
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| − | * Values can now be changed to standard currency formats using the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@''
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| − | ===System Library===
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| − | * A global [[System Library]] has been added that can be accessed as system variables. The available values and functions can be found under System Variables on the Global Settings page. The syntax is: ''@system.library.variable name@''
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| − | * When viewing the list of custom fields will identify those that are using [[System Library]] variables.
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| − | ===System Variable Pre-processing===
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| − | * Variables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: ''@system2.@variable name@@''
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| − | * System variables appearing within other system variables is also now supported.
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| − | ===Global Auto-number===
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| − | * A global auto-number field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects and/or in different UTAs.
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| − | ==Misc==
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| − | ===Message Queue===
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| − | A manager permission has been implemented to provide read-only access to the message queue. Previously only Global Administrators had access.
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| − | ===Multi-File Upload Applet===
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| − | Use of the multi-file upload tool can be restricted by role using a manager permission.
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| − | =Previous Upgrades=
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| − | Click on the links below to find detailed information on previous upgrades.
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| − | * The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.
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| − | ==[[Previous Upgrade: October 1st 2010]]==
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| − | ==[[Previous Upgrade: May 13th 2010]]==
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| − | ==[[Previous Upgrade: October 1st 2009]]==
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| − | ==[[Previous Upgrade: July 30th 2009]]==
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| − | ==[[Previous Upgrade: May 28th 2009]]==
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| − | [[Category:Upgrades| ]] | |
The following features were implemented as part of the upgrade cycle commencing in February 2013:
