Difference between revisions of "Template:July2014Upgrade"

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==Global System Upgrades==
 
==Global System Upgrades==
  
−
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the May 2014 upgrade to your server:
+
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the July 2014 upgrade to your server:
  
−
===Enhanced Date & Time Selection===
+
===Enhanced Date Selection===
−
*The calendar '''Date & Time Selection's''' look and feel has been updated to a more contemporary style.
+
*The date selection window has been updated with a new look and feel.
 +
 
 +
[[File:Jquerydatepicker.jpg]]
 
<!--29540 - enhanced date/time selection-->
 
<!--29540 - enhanced date/time selection-->
  
−
===Level 2 on Company Record===
+
===Enhanced Calendar Event Coloring===
−
*Previously, [[UTA]] [[Level 2]] activities were shown on company profiles based on the assigned users of the Level 2. This has now been extended on company profiles to also show UTA Level 2 activities.
+
*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.
−
*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 heading "Last Searches."
+
*System [[Event Types]] have also been enhanced to allow the setting of custom colors to denote these.
−
<!--17106 - Show L2s on Company Record-->
+
*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-->
  
−
===Intruder Alert Emails===
+
===Updated System Security and System Visibility Permissions===
−
*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.
+
*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]].
−
<!--23413 - Intruder Email Multiple Users-->
+
*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-->
  
−
===Update to Advanced Searching on Dates===
+
===Updated UTA Settings Pages===
−
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."
+
*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.
−
<!--26618 - Advanced Search Date functions-->
+
*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.
 +
*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.
 +
<!--21123 - UTA Settings Pages-->
  
−
===Addition of NTEE Code to IRS Database Search===
+
===Updated Listing Level 2 on Company Record===
−
*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.
+
*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.
−
<!--26473 - Retrieval of the NTEE code from the IRS database-->
+
<!--17106 - Show L2s on Company Record-->
−
 
 
−
===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-->
 
  
 
==On-Demand System Upgrades==
 
==On-Demand System Upgrades==
 
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
 
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
  
−
===Arcadia X Interface===
+
===New Calendar Event Preview Template===
−
*An easy method of building custom user interfaces is now available.
+
*The calendar event preview has been enhanced to allow System Administrators the ability to fully customize its contents. The event preview can be customized to display any details from the event.
−
*''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and customized list views with enhanced filtering and searching options.
+
<!--26090 - Customizable Calendar event preview pop-up-->
−
<!--27977 - Arcadia X Interface-->
 
−
 
 
−
===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-->
 
−
 
 
−
===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-->
 
  
−
===XML Field Enhancement===
+
===New Enforced Naming for Single and Multi-File Uploads===
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* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.
+
*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.
−
<!--28567 - XML Data Field extension to create L2s->
+
<!--29759 - Enforced Custom file naming for Multi and single file upload field type-->
  
−
===Conditional Lists of Values===
+
==Beta Previews==
−
* 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.
+
The following features are available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information.
−
<!--22853 - Conditional List of Values-->
 
  
−
===New Functionality for Save / Save Draft buttons===
+
===New Report Builder===
−
* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Visibility Condition|Visibility conditions]] and button labels of these can now be controlled. See [[Custom Save and Save Draft Buttons]] for details.
+
*An enhanced [[Report Builder Column Settings|report builder]] is available that allows for greater control of reports with a more intuitive interface.
−
<!--19758 - Visibility of Save and Save Draft buttons-->
+
<!--25842 - report builder 2.0-->
  
−
===Enhancements to Copying Records===
+
===New Google Field Translation===
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* The permissions for copying {{UTA}} records have been enhanced.
+
*New functionality allows for language translation of data entered into text fields, achieved by integration with Google Translate.
−
* 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.
+
<!--29866 - google field translation-->
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* The user interface for the Copy Record page is also simplified.
 
−
<!--26973 - Copy Enhancements-->
 
  
−
===Enhancement to PDF Writer===
+
===New Census Integration / Federal Financial Data===
−
* {{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.
+
*SmartSimple now integrates with the U.S. Census online database to provide our clients with the ability to access the most up-to-date geographically-relevant data pertaining to their clients.
−
<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->
+
[[Image:CensusProfileWPV.png|link=|800px]]
 +
*New functionality also enables System Administrators to return Census tract codes for their contacts consistent with Federal Information Processing Standards, allowing for seamless online submission of online forms to the FCC.
 +
*See [[Census Integration]] for a full description of this feature.
 +
<!--29235 - Federal Financial Data extract variable-->
  
−
===Enhancement to User Lockout Functionality===
+
===New Inherited Custom Fields===
−
* 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.
+
*New functionality to allow for field inheritance across [[UTA]]s to be able to easily aggregate information across different applications and up multiple levels.
−
* 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.
+
<!--29930 - inherited custom fields-->
−
<!--15276 - Message when user enters incorrect password-->
 

Latest revision as of 08:02, 15 September 2014

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the July 2014 upgrade to your server:

Enhanced Date Selection

  • The date selection window has been updated with a new look and feel.

Jquerydatepicker.jpg

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 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.

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.

Updated UTA Settings Pages

  • The settings pages for the 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.
  • This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.

Updated Listing Level 2 on Company Record

  • Previously, Level 2 activities were shown on company profiles 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.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

New Calendar Event Preview Template

  • The calendar event preview has been enhanced to allow System Administrators the ability to fully customize its contents. The event preview can be customized to display any details from the event.

New Enforced Naming for Single and Multi-File Uploads

  • The single and 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.

Beta Previews

The following features are available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information.

New Report Builder

  • An enhanced report builder is available that allows for greater control of reports with a more intuitive interface.

New Google Field Translation

  • New functionality allows for language translation of data entered into text fields, achieved by integration with Google Translate.

New Census Integration / Federal Financial Data

  • SmartSimple now integrates with the U.S. Census online database to provide our clients with the ability to access the most up-to-date geographically-relevant data pertaining to their clients.

CensusProfileWPV.png

  • New functionality also enables System Administrators to return Census tract codes for their contacts consistent with Federal Information Processing Standards, allowing for seamless online submission of online forms to the FCC.
  • See Census Integration for a full description of this feature.

New Inherited Custom Fields

  • New functionality to allow for field inheritance across UTAs to be able to easily aggregate information across different applications and up multiple levels.
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