|
|
| (80 intermediate revisions by 5 users not shown) |
| Line 1: |
Line 1: |
| − | =General Information=
| + | The following features were implemented as part of the upgrade cycle commencing in February 2013: |
| | | | |
| − | ===New Monthly Upgrades=== | + | ===Universal Tracking Application=== |
| − | The pace of business change has increased since we started [[SmartSimple]] in 2002. One feature of our service that has not kept pace has been the application of upgrades.
| + | * 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--> |
| − | '''So, effective October 2012, we will be releasing upgrades on a monthly basis.'''
| + | <!--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. |
| − | The benefits of this approach are as follows:
| + | * 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. |
| − | :* The upgrades will be performed in smaller batches.
| + | * 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. |
| − | :* New features will come on-stream faster, as we can fast track key enhancements into early updates.
| + | * Enhanced the UTA [[Batch Update|batch update]] feature with the ability to update multiple contacts/group for UTA Level 1. |
| − | | |
| − | The overall upgrade process is not changing. We will provide a list of updates to both the backup and production servers. The only difference in this new process is that these updates will be much more frequent -- and much smaller.
| |
| − | | |
| − | 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]).
| |
| − | | |
| − | ==System Upgrade Process==
| |
| − | | |
| − | 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.
| |
| − | | |
| − | ===Backup Server Update===
| |
| − | | |
| − | * Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" prior to the upgrade date.
| |
| − | * 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.
| |
| − | * Internal staff will also be using these servers to perform instance specific testing.
| |
| − | | |
| − | ===Update Go/No-Go===
| |
| − | * 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.
| |
| − | | |
| − | | |
| − | | |
| − | ---- | |
| − | ---- | |
| − | | |
| − | =Next Upgrade: October 2012=
| |
| − | | |
| − | The following server will be upgraded on Tuesday October 9, 2012 at 10pm EST:
| |
| − | :* smartsimple3.biz
| |
| − | The [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Thursday October 4th for testing.
| |
| − | | |
| − | | |
| − | | |
| − | The following servers will be upgraded on Thursday October 11, 2012 at 10pm EST.
| |
| − | :* smartsimple.com
| |
| − | :* smartsimple2.biz
| |
| − | :* smartsimple4.biz
| |
| − | :* smartsimple.ca
| |
| − | :* smartsimple.us
| |
| − | :* smartsimple.biz
| |
| − | :* smartsimple.ie (after 10pm Local Time)
| |
| − | :* smartsimple.ca.za (after 10pm Local Time)
| |
| − | :* factorial.ca
| |
| − | :* frontdeskinc.net
| |
| − | | |
| − | The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday October 4th for testing.
| |
| − | | |
| − | | |
| − | '''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]]
| |
| − | | |
| − | | |
| − | 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''' November 1st.
| |
| − | | |
| − | | |
| − | 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]
| |
| − | | |
| − | | |
| − | | |
| − | The following is a '''tentative''' list of the features included in the upgrade.
| |
| − | | |
| − | ==New / Updated Features==
| |
| − | ===Communication===
| |
| − | * 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'''. | |
| − | * There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Search Panel|List View Search]], a specific set of records can be included in the Group Email recipient list. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E-mails. | |
| − | * When using the '''"Forgot Password"''' option on the [[Login Page]], the e-mail will now be sent out immediately.
| |
| | | | |
| | + | ===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--> |
| | | | |
| | ===Standard and Custom Fields=== | | ===Standard and Custom Fields=== |
| − | * 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. | + | * Enhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column. |
| − | * '''HTML''' entered into the template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.
| + | * 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). |
| − | * If a '''[[Tool Tip]]''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the field.
| |
| − | * Additional capabilities have been added to the '''[[Browser Script]]''' custom field which allow it to trigger system functions (e.g. [[Workflow|workflow]], activate user) with options to '''trigger on load, on save, or on demand'''.
| |
| − | * A new custom field setting ([[Type Field Permissions]]) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition. | |
| − | | |
| − | | |
| − | ===Workflows===
| |
| − | * The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added:
| |
| − | ::* Add new user
| |
| − | ::* Remove a user role
| |
| − | ::* Activate a user
| |
| − | ::* Deactivate a user
| |
| − | * "Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.
| |
| − | | |
| − | | |
| − | ===Reports===
| |
| − | * '''[[Custom Field]] Settings''' are now available as a Recordset table for '''reports''' to show the properties of [[Custom Field|custom fields]] configured on your system.
| |
| − | * You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings.
| |
| − | | |
| − | | |
| − | ===Autoloader===
| |
| − | * [[Contact]] and [[Company & Account Settings|Company]] '''events''' can now be uploaded using the [[Autoloader|autoloader]].
| |
| − | * Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact.
| |
| − | * '''[[Transactions]]''' can now be autoloaded and attached to Level 2 records.
| |
| − | | |
| − | | |
| − | ===Miscellaneous===
| |
| − | * Two new date functions have been added:
| |
| − | :* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''
| |
| − | :* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''
| |
| − | * 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
| |
| − | * 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.
| |
| − | * 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.
| |
| − | * 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)'''
| |
| − | | |
| | | | |
| | + | ===Transactions=== |
| | + | * Enhanced [[:Category:Transactions|transactions]] with the ability to enable [[Record Lock|record locking]]. |
| | | | |
| − | ----
| + | ===Integration=== |
| | + | * Enhanced PubMed service with the additional ability to search on publication date. |
| | + | * Introduced [[integration]] with GuideStar service and ability to search their database. |
| | | | |
| − | =Previous Upgrades=
| |
| − | Click on the links below to find detailed information on previous upgrades.
| |
| − | * The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.
| |
| − | ==[[Previous Upgrade: May 2012]]==
| |
| − | ==[[Previous Upgrade: November 2011]]==
| |
| − | ==[[Previous Upgrade: May 19th 2011]]==
| |
| − | ==[[Previous Upgrade: October 1st 2010]]==
| |
| − | ==[[Previous Upgrade: May 13th 2010]]==
| |
| − | ==[[Previous Upgrade: October 1st 2009]]==
| |
| − | ==[[Previous Upgrade: July 30th 2009]]==
| |
| − | ==[[Previous Upgrade: May 28th 2009]]==
| |
| | | | |
| | | | |
| − | [[Category:Upgrades| ]] | + | [[Category:Upgrades| 2013-02]] |
The following features were implemented as part of the upgrade cycle commencing in February 2013:
