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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 2012=
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| − | The following server will be upgraded on Thursday October, 2012 at 10pm EST:
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| − | :* smartsimple3.biz
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| − | The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday May 10th for testing.
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| − | The following servers will be upgraded on Thursday October, 2012 at 10pm EST.
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| − | :* smartsimple.com
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| − | :* smartsimple2.biz
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| − | :* smartsimple4.biz
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| − | The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday May 17th for testing.
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| − | The following servers will be upgraded on Thursday October 2012 at 10pm EST.
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| − | :* smartsimple.ca
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| − | :* smartsimple.us
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| − | :* smartsimple.biz
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| − | :* smartsimple.ie (after 10pm GMT)
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| − | :* factorial.ca
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| − | The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October th for testing.
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| − | '''Important:''' The upgrade will be applied to your backup server 1 week prior to the scheduled upgrade date for your production server. You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration. [[Backup Server and Testing Instances]]
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| − | If your organization has a dedicated [[SmartSimple]] server or you host in-house SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' June 1st.
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| − | We will be sending our Technical Journal in advance of the upgrade as well. If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]
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| − | The following is a '''tentative''' list of the features included in the upgrade.
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| − | ==Communication==
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| − | * A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions.
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| − | * There is now a Group Email button at the bottom of UTA list views when enabled in Advanced Logic. By filtering using the List View search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails.
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| − | * When using the "Forgot Password" option on the login page, the e-mail will now be sent out immediately.
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| − | ==Standard and Custom Fields==
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| − | * There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.
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| − | * HTML entered into the template on Web Page Fields will be displayed with syntax highlighting.
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| − | * If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field.
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| − | * Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand.
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| − | * A new custom field setting to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition.
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| − | ==Workflows==
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| − | * The following workflow task types have been added:
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| − | ::* Add new user
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| − | ::* Remove a user role
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| − | ::* Activate a user
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| − | ::* Deactivate a user
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| − | * "Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows.
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| − | ==Reports==
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| − | * Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system.
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| − | * You can set any report to ignore the Global Report Template and use the template defined in the report settings.
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| − | ==Autoloader==
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| − | * Contact and Company events can now be uploaded using the autoloader.
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| − | * Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.
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| − | * Transactions can now be autoloaded and attached to Level 2 records.
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| − | ==Miscellaneous==
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| − | * Two new date functions have been added:
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| − | @date(currentdate)@ will return current server date as YYYY-MM-DD @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS
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| − | * A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:
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| − | ::* Contacts
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| − | ::* Companies
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| − | ::* Events / Activities
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| − | ::* UTA Level 1
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| − | ::* UTA Level 2
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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.
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| − | * An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted.
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| − | * Two new manager permissions have been added for Sales Tracking Opportunities:
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| − | ::* "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.
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| − | ::* "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.
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| − | * Provides the ability to access rootcompany objects through the variable processor.
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| − | * The maximum number of records that appear in a Ajax list has increased to 50.
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| − | * The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)
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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: May 2012]]==
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| − | ==[[Previous Upgrade: November 2011]]==
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| − | ==[[Previous Upgrade: May 19th 2011]]==
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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:
