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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 6 to 8 weeks.
| + | ===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" on the Tuesday of the update week.
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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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| − | * The update will stay in place on the [[Backup Server and Testing Instances|backup server]] for the Tuesday, Wednesday and Thursday of the update week.
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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 Thursday at 12:00pm.
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| − | ===WebEx===
| + | [[Category:Upgrades| 2013-02]] |
| − | * 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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| − | * Details of each WebEx session will be posted on this page once it is scheduled.
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| − | =Next Upgrade: July 30th, 2009:=
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| − | The next upgrade is scheduled to start on Thursday July 30th at 10pm. The following servers will be upgraded that day:
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| − | :* smartsimple.com
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| − | :* smartsimple.biz
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| − | :* smartsimple.ca
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| − | The following servers will be upgraded on {date TBC}
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| − | :* smartsimple.ie
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| − | :* smartsimple2.biz
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| − | Any clients with installed servers will be contacted to arrange an upgrade date.
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| − | ==WebEx Demonstration Session==
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| − | Topic: July Upgrade
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| − | Date: Monday, July 27, 2009
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| − | Time: 2:00 pm, Eastern Daylight Time
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| − | Meeting Number: 579 163 842
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| − | Meeting Password: Upgrade727
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| − | Please click on the following link to join the meeting:
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| − | [https://smartsimple.webex.com/smartsimple/j.php?ED=127587307&UID=1077341647&PW=03b322a974331f001e0a130f525f54 https://smartsimple.webex.com]
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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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| − | <font size="4">'''Click on any heading below to go to the associated Wiki article.'''</font>
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| − | ==UTA Enhancements==
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| − | ===[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]===
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| − | * Allows you to define a script that is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change).
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| − | * This will allow you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the script.
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| − | ===[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]===
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| − | * When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the user will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.
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| − | * This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.
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| − | ===[[Types#Type Settings|Level 2 Type Tab Label]]===
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| − | * Currently you can configure Level 2 Types to be shown on their own tab in the list view at the bottom of Level 1 records, with each tab labelled with the name of the Level 2 Type it contains.
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| − | * Following this upgrade you will be able to define the tab name for any Types that you wish to have on tabs. If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2 Types.
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| − | ===Skills Matching Template===
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| − | * There are now 2 different types of [[Level 1 Templates]] available. In addition the Standard Template there is now a '''Skills Matching''' template.
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| − | * The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that entity.
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| − | * ''For example, if the Level 1 record is a funding application for a project researching Whale Migration Patterns you may want to assign reviewers with skills in Oceanography, Marine Biology and Meteorology.''
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| − | ===Advanced Logic to Suppress Contact Hyperlinks===
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| − | * Using [[Advanced Logic]] you are now able to suppress the Contacts hyperlink at Level 1.
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| − | * This allows you to define criteria to prevent [[UTA]] users from clicking into and viewing the contact record for contacts associated with a Level 1 record.
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| − | ==Contact/Account==
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| − | ===Contact and Company Standard Field Terminology===
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| − | * You will be able to define your own names for the standard Company and Account fields via the [[Global Settings]] page.
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| − | * [[Visibility Condition]]s will also be implemented on the Company and Account [[Standard Field]]s to allow control of these using logic, and any fields you don't wish to use can be removed.
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| − | ==Integration==
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| − | ===MS Outlook Contact Synchronization===
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| − | * Previously only contact ''owners'' were able to synchronize contacts using MS Outlook. We are introducing a new manager permission that will allow users to synchronize contacts for which they are not the owner.
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| − | * If this manager permission is enabled a new section will appear on the users [[Personal Settings#Additional Personal Settings|System Settings]] page which will allow them to select the contact roles they wish to include in the synchronization.
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| − | ==Miscellaneous==
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| − | ===Field ID Variable===
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| − | * It is now possible to reference the field ID of [[Custom Fields]] using a variable rather than the actual field ID. The syntax is @''fieldname''.ID@
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| − | * This will allow you to write [[Custom Field Type: Special – Browser Script|Browser Scripts]] without looking up field numbers, as well as making it easy to identify which field is being referenced. When exporting [[Custom Fields]] this will also allow you to avoid having to change the field IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]].
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| − | * If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.
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| − | ===Server Time===
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| − | * The current server time can be found on the Global Settings Page.
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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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| − | * [[Previous Upgrade: May 28th 2009]]
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| − | * [[Previous Upgrade: April 2nd 2009]]
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| − | * [[SmartSimple Technical Journal Issue - 32]] (February 2009 Upgrade)
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| − | [[Category:Upgrades| ]] | |
The following features were implemented as part of the upgrade cycle commencing in February 2013:
