Difference between revisions of "Template:March2015Upgrade"

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Watch this video to get a '''general overview''' of the new features in our March 2015 upgrade.
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{{#ev:youtube|VaXTfssqfr8}}
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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 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 upgrade to your server:
  
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===Enhanced file upload field view refreshing===
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===Enhanced Multi-Level List Views===
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* Enhanced file upload fields to automatically
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* Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.
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refresh the file list display after upload without the need to re-save theobject.
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<!-- 35869 - Display L1 fields on L2 List Views -->
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<!-- 33368 - Update Arcadia menu headings -->
 
  
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===Updated Menu Options===
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===Extended Filter Functionality for Personal List Views===
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* Updates have been made to the menu options for improved consolidation and ease of navigation. The previous Communications menu has been renamed to Tools and various applications such as Email Broadcast, SmartFolders...etc. have been moved into this menu.
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* Extended the ability to attach personal filters to personal list views.
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<!-- 35016 - Refresh file field view (single and multi) after uploading files -->
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<!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
  
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===Enhanced Custom List View Export===
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===Extended Modern List View Functionality for Invoices===
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* Enhanced list view functionality with the ability to specify custom export templates to allow for greater flexibility and ease of exporting.
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* Extended the modern list view functionality to be available for invoices.
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<!-- 35015 - Refresh read only fields referencing XML -->
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<!-- 26405 - Enable New List View for Invoices -->
  
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===New Adjustable List View Column Widths===
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===Added Button for Arcadia Navigation to List Views===
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* Enhanced list view functionality allows for adjustable column widths. Administrators can set default column widths for list views while every user can further adjust the columns widths to their personal liking.
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* New view list button introduced within object views in Arcadia to easily navigate back to your list views.
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<!-- 35085 - Arcadia navigation to list view/parent -->
  
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:[[Image:Adjustable width.png|link=|650 px]]<br />
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[[File:Arcadia list view navigation.png| link=|660 px]]<br />
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<!-- 32956 - Adjustable list view column width -->
 
  
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===New Fixed Column Headings in Reports===
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===Enhanced File Upload Field Refreshing===
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* Enhanced Reports with fixed floating headers now.
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* Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.
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<!-- 22783 - Non-scrollable/fixed position column headings in reports -->
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<!-- 35016 - Refresh file field view (single and multi) after uploading files -->
  
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===Enhanced Recurring Event Updates===
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===Enhanced XML Field Refreshing===
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* Enhanced the recurring events in the calendar with the ability to bulk update the assigned contacts.
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* Enhanced {{ROSV}} type custom fields on the object to refresh after saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.
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<!-- 28857 - Update Recurring Event Button -->
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<!-- 35015 - Refresh read only fields referencing XML -->
  
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===Enhanced Duplicate Check for Additional Fields===
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===Updated XML Custom Fields to Trigger Status Workflows===
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* Updated Duplicate Check functionality to be able to target all custom fields. Previously, not all custom fields were available for selection.
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* Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.
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<!-- 31709 - Duplicate Check -->
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<!-- 34683 - Trigger workflow from a L2 generated via XML-->
  
 
==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:
  
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===New Statuses for Companies and Contacts===
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===Enhanced Arcadia X Interface - Panels===
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* Extended the status standard field and functionality to Companies and Contacts. This allows for stronger validation via submit logic validation.
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* New ability to configure multiple column layouts in Arcadia X portal design.
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<!-- 28796 - Add Statuses and Submit Buttons to Companies-->
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<!-- 34607 - Arcadia X Panels-->
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===Enhanced Arcadia X Interface - Aggregate Portal===
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* Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
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* Extended the configuration of Arcadia X sections into a central area for easy setup.
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<!-- 34306 - Arcadia X - Aggregate Portal -->
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===New XML Display Variable===
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* New variable syntax allows you to easily render the HTML formatted display of an XML field.
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* Syntax is per section @xml.[fieldname].[section nodename].html@
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<!-- 33545 - XML Built-in Display -->
  
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===New Customized Naming of MS Word Merge Documents===
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===New Custom Field Caption Variable===
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* New ability to dynamically generate the name of MSWord Merge documents at run time.
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* New variable syntax to be able to retrieve the caption of a custom field.
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<!-- 14652 - File name on MSWord Merge -->
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* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@
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<!-- 18000 - Standard/Custom Field Caption Property -->
  
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===New Import Interface for Autoloader Imports===
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===Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===
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* New import wizard page for uploading files into SmartFolders connected to Autoloader imports.
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* New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.
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<!-- 33017 - Import interface to connect to smartfolder and autoloader -->
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<!-- 35077 - Workflow triggers on organization and contact statuses -->
  
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===Updated Save Splash Screen===
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===Enhanced Contact Sign-Up Page===
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* The SmartSimple save in progress splash screen has been changed to a more generic animation.
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* Enhanced contact sign-up page to enable the ability to add a confirm email input.
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<!-- 33568 - Update Save screen to have a more modern spinner Icon -->
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<!-- 33518 - Contact signup page confirm email field -->
  
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==Beta Previews==
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===Enhanced Ability to Assign Companies to UTA Objects===
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The following features are available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information.
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* New workflow task types introduced with the ability to associate companies to UTA objects.
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<!-- 28237 - Workflow - Ability to assign companies to UTA objects -->
  
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===New Custom Field Versioning===
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===Enhanced Amount Standard Fields===
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* New custom field version feature introduces the ability to create different versions of UTA fields.
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* Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.
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* Snapshots can be taken of different custom field configurations within a UTA and activated at a desired time. Objects will then be viewed or edited in the context of the snapshot in which they were created.This will allow you to easily maintain historic versions of applications as you make changes to the current application.
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<!-- 34952 - Amount Standard Field Enhancements -->
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<!-- 32832 - Custom Field Versioning -->
 
  
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===New Ability to Change Order of Standard Fields===
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===Enhanced the Security of Company to Company Relationship Feature===
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* New ability to change the order of standard fields. They can now be arranged amongst custom fields.
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* Enhanced the company to company relationship feature with greater security control.  
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<!-- 30093 - New custom field type as standard field container -->
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* More updates for more granular control are upcoming in a future release
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<!-- 27695 - Company Relationship -->

Latest revision as of 10:16, 27 March 2015

Watch this video to get a general overview of the new features in our March 2015 upgrade.

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 upgrade to your server:

Enhanced Multi-Level List Views

  • Enhanced certain list views with the ability to easily display information from multiple levels. Specifically the Level 2 list view can now display Level 1 details, and Contact list views can now display Organization details.

Extended Filter Functionality for Personal List Views

  • Extended the ability to attach personal filters to personal list views.

Extended Modern List View Functionality for Invoices

  • Extended the modern list view functionality to be available for invoices.

Added Button for Arcadia Navigation to List Views

  • New view list button introduced within object views in Arcadia to easily navigate back to your list views.

Arcadia list view navigation.png

Enhanced File Upload Field Refreshing

  • Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.

Enhanced XML Field Refreshing

  • Enhanced Read Only – System Variables type custom fields on the object to refresh after saving an XML field. This will eliminate the need to re-save the object in order to display the changes made to an XML field.

Updated XML Custom Fields to Trigger Status Workflows

  • Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/edit Level 2 or Level 3 child objects.

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:

Enhanced Arcadia X Interface - Panels

  • New ability to configure multiple column layouts in Arcadia X portal design.

Enhanced Arcadia X Interface - Aggregate Portal

  • Enhanced the Arcadia X portal with the ability to display multiple role portals in an aggregate view.
  • Extended the configuration of Arcadia X sections into a central area for easy setup.

New XML Display Variable

  • New variable syntax allows you to easily render the HTML formatted display of an XML field.
  • Syntax is per section @xml.[fieldname].[section nodename].html@

New Custom Field Caption Variable

  • New variable syntax to be able to retrieve the caption of a custom field.
  • This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@

Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses

  • New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.

Enhanced Contact Sign-Up Page

  • Enhanced contact sign-up page to enable the ability to add a confirm email input.

Enhanced Ability to Assign Companies to UTA Objects

  • New workflow task types introduced with the ability to associate companies to UTA objects.

Enhanced Amount Standard Fields

  • Enhanced the Level 2 amount standard field to allow the entry of negative numbers as well as ability to display with currency formatting.

Enhanced the Security of Company to Company Relationship Feature

  • Enhanced the company to company relationship feature with greater security control.
  • More updates for more granular control are upcoming in a future release
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