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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 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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| − | * 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: May 6th and 13th 2010=
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| − | The next upgrade cycle will commence on the 06 May, 2010.
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| − | The following server will be upgraded on Thursday 06 May, 2010 at 10pm EST:
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| − | :* smartsimple.biz
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| − | The [[Backup Server and Testing Instances|backup server]] (*.smartsimplebk.biz) will be upgraded on Tuesday May 4th for testing.
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| − | The following servers will be upgraded on Thursday 13 May, 2010 at 10pm EST.
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| − | :* smartsimple.com | |
| − | :* smartsimple.ca
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| − | :* smartsimple.ie
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| − | :* smartsimple2.biz
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| − | :* smartsimple3.biz
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| − | The associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Tuesday May 11th for testing.
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| − | '''Important:''' The upgrade will be applied to your backup server 2 days 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 the support team will be in contact with your system administrator '''after''' May 17th to schedule the upgrade of your server.
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| − | ==WebEx Demonstration Session==
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| − | Topic: May Upgrade
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| − | * Date: Tuesday 04 May 2010
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| − | * Time: 10am EST
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| − | * Meeting Number: TBC
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| − | * Meeting Password: TBC
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| − | Please click on the following link to join the meeting:
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| − | [https://smartsimple.webex.com/ TBC]
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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: TBC
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| − | =Upcoming Features (This section is under construction)=
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| − | <font size="4">'''Click on any heading below to go to the associated Wiki article.'''</font>
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| − | ==Security==
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| − | ===Automatic Logout===
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| − | * The system can be configured to automatically logout the user and store the session end time in the user log whenever:
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| − | :* The '''Logout''' button is clicked.
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| − | :* The user navigates to a different website while logged into the [[SmartSimple]] system.
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| − | :* The browser is closed.
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| − | * A pop-up message can also be enabled to confirm that the user wishes to logout.
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| − | :'''Note''' If this feature is enabled, any [[Record Lock]]s will be immediately released at the time of logout.
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| − | ===Custom Password Complexity Settings===
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| − | * You will be able to specify more complex password requirements, such as a minimum quantity of upper case, lower case, numbers and/or symbols.
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| − | ==UTA Enhancements==
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| − | ===Batch Update===
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| − | * The [[Batch Update]] feature has been expanded to include Level 2 and Level 3 as well as Level 1. The fields that can be updated have also been expanded:
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| − | :* '''Level 1''': [[Status]], Owner and Person can all be batch updated.
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| − | :::Contacts can also be added to Level 1 records with a given [[Role]]
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| − | :::UTA Consumer/Provider
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| − | :::Level 1 records can be archived (see below)
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| − | :* '''Level 2''': [[Status]]
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| − | :* '''Level 3''': [[Status]]
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| − | * Whether or not the [[Batch Update]] tab is available to users can now be controlled on a per-[[Role]] basis for each [[UTA]] using [[Manager Permission]]s.
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| − | ===Archive Level 1 Activities===
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| − | * Level 1 activities can now be archived (via the [[Batch Update]] tab) so they no longer appear in the Level 1 list view.
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| − | * Reports can also be filtered based on whether or not the object has been archived.
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| − | ===Filter Person based on Customer===
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| − | * The contacts available to be selected in the '''Person''' standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1
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| − | ===Focus Highlight===
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| − | * The field being edited will be highlighted.
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| − | * This feature only applies to the [[Universal Tracking Application]], but will be expanded to other system areas in future upgrades.
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| − | ===Record Unlock===
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| − | * The [[Record Lock]] will automatically release any record that has been locked and not saved for over 3 hours.
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| − | ===UTA Data Exchange Automatic Unpack===
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| − | * The data exchange can now be configured to automatically unpack incoming packages.
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| − | ==Custom Field Types and Settings==
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| − | ===New Custom Field Type: XML===
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| − | * The XML field type can be used to store blocks of XML in a single field.
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| − | * Values can be extracted from this block into other custom fields.
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| − | ===New Custom Field Type: Spreadsheet===
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| − | * This field type is used to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record, and can be exported as a .xls file, or to be opened directly by MS Excel.
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| − | * Formulas are included.
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| − | * Information can be moved from MS Excel into this field using a macro within Excel.
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| − | * The values in one or more cells on the spreadsheet can be referenced as variables.
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| − | ===New Custom Field Type: Select One - User Group===
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| − | * The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.
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| − | * User Groups are defined in Configuration, Roles and Permissions, User groups.
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| − | * On its own this field only links the group to the entity. It can then be used in conjunction with a display field ([[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only System Variables]] custom field) to display information derived from the contacts in the related Group.
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| − | ===New Custom Field Type: Lookup - ICD Code===
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| − | *
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| − | ===Web Page View Field: SSattach===
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| − | * Static PDF documents can now be attached to [[Web Page View]]s using [[ssattach]] at a defined page location desired using the following syntax:
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| − | <!--@ssattach(insert;@static pdf.value@;n)-->
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| − | :where ''n'' is the page number at which the PDF document should be placed.
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| − | * ssattach can now be used for multi-file fields (PDF only):
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| − | : Syntax for single file field:
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| − | <!--@ssattach(after;@Cvfile.value@)-->
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| − | : Syntax for multiple file field:
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| − | <!--@ssattach(after;@Cvfiles.files@)-->
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| − | ===[[Web Page View]] Settings===
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| − | * '''PDF Page Restriction''': Within the [[Web Page View]] custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the [[Multiple Files]] Custom Field specified in the '''Value Stores To''' setting.
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| − | * '''Automatically Use User ID as File Name''': When used in association with the '''Save to Multiple File Field''' for HTML or PDF setting, when the [[Web Page View]] is stored to it will automatically be assigned with the [[userid]] of the person who created it. This can be used to ensure each user is only permitted to generate and store one file in that folder ('''Keep Versions''' must be disabled on the [[Multiple Files]] Custom Field)
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| − | * '''Value Stores To''': if a [[Single File]] or [[Multiple Files]] field is selected it will be the '''only''' File field that the Web Page View can be stored to. (Previously it acted as the default, but could be changed). If nothing is selected in the '''Value Stores To''' setting on the Web Page View field, any [[Multiple Files]] field on the current or parent level(s) can be selected by the user when the [[Web Page View]] is displayed.
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| − | ===[[Single File]] Custom Field Settings===
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| − | * '''Enable E-mail Button''': When enable an '''Email''' button will appear when '''Lookup''' has been clicked, allowing you to e-mail the file directly from within [[SmartSimple]]
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| − | * '''Enable Delete Button''': Allows files to be deleted. Otherwise they can only be replaced with a new file.
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| − | ===[[Multiple Files]] Custom Field Settings===
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| − | * '''PDF Merge Sort Order''': The PDF merge functionality will now allow you to specify the order in which the documents are merged.
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| − | ==Reporting Enhancements==
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| − | ===Report Variables===
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| − | * '''Exportdata''': when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.
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| − | :<font size=3>@ReportProperty(''reportid'',exportdata)@</font>
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| − | * '''Csvdata''': when using the Csvdatareport variable, the variable will be replaced with data from the specified report, as comma separated values.
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| − | :<font size=3>@ReportProperty(''reportid'',csvdata)@</font>
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| − | '''Example''': To display the exported report for the report with ID 12345
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| − | @ReportProperty(12345,exportdata)@
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| − | ''These 2 variables can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
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| − | * When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.
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| − | ===Report Builder - Table Selection===
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| − | * The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field for the report.
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| − | :[[Image:NewRB.png]]
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| − | * For example if Tracking Application is chosen as the table, the Type combo box will be populated with all the UTAs and UTA template types.
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| − | * Only newly created reports will employ this version of the report builder. Existing reports will not.
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| − | ===Show Total===
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| − | * Another new feature within the report builder is the '''Show Total''' checkbox. If selected, it will include a total for that column at the last row of the report. This is similar to the [[List View] Show Total feature, as it only shows the total of the column data on records '''on the current page'''.
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| − | ===Caching and Record Limit===
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| − | * Reports and Charts can now be cached. Any complex report, or reports that are accessed regularly can be configured to be cached by the server
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| − | :[[Image:Repcache.png]]
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| − | ==Contacts & Accounts==
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| − | ===Unique Contact Identifier===
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| − | * Each contact in the system will now be issues a unique contact identifier code. This code can be accessed and displayed using '''@uuid@'''.
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| − | ===Primary Contact===
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| − | * The Primary Contact [[Standard Field]] can now be renamed and have it's visibility controlled via the Standard Field Visibility settings.
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| − | ===Accounts List View===
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| − | * The [[List View]] for Contact and Accounts (both internal entities and external entities separately) can now be defined via the [[Global Settings]] page.
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| − | * This affects the [[List View]] of contacts and accounts everywhere within the system, except within UTAs other Applications where the [[List View]]s are defined within those Applications.
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| − | ===Local Administrator E-mail Alert===
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| − | * The e-mail that is sent to all current administrators when a contact is enabled as a Local User Administrator can be suppressed via [[Global Settings]]
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| − | ===E-mail From Address===
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| − | * You can now define one or more alternate addresses as your '''From''' address via your personal System Settings page.
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| − | * When sending e-mail from within [[SmartSimple]] you can select which address will be on the e-mail as the From address.
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| − | ==Workflows==
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| − | ===Recurring Workflows===
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| − | * Recurring Workflows can be used to send out e-mails on a daily, weekly, monthly basis. These e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.
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| − | ===People Association Workflow Task Type===
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| − | * A new [[Workflow Task]] allows you to automatically add contacts with to Level 1 activities with Roles specified in the Workflow Task.
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| − | ===Level 1 Date Trigger===
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| − | * Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record.
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| − | ===UTA Role Assignment Tasks===
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| − | * The recipient for these tasks can now be defined as the user that was added to the record.
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| − | * You can include information from the Level one record using variable syntax: '''@level1.''customfieldname''@'''
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| − | ===Transaction Workflows===
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| − | * Workflows can now be attached to Transactions.
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| − | ===Workflow E-mails===
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| − | * The e-mail header can now be defined
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| − | ==Misc==
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| − | ===Custom Defined Holidays===
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| − | * Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.
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| − | * When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.
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| − | * The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] function.
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| − | '''Example:'''
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| − | ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03,
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| − | 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24,
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| − | 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';
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| − | ===System Date & Time===
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| − | * Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the [[Global Settings]] page.
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| − | ===Chat===
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| − | * The chat window (accessed via the [[Image:Chaticon.png]] icon located next to the Logout button) will now open as a layer on top of your current window instead of opening in a new window.
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| − | ===Multiple File Upload Tool===
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| − | * The Java tool that allows upload of multiple files has been updated, and can now be configured to use a proxy server.
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| − | ===Variable Processor Enhancements===
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| − | * for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can obtain a URL to the object using:
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| − | @''fieldname''.value@
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| − | or using field ID:
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| − | @#''fieldid''.value#@
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| − | * You can use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Level 1.
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| − | * For [[Multiple Files]] fields you can obtain a count of the number of files stored within the field using the following syntax:
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| − | @''fieldname''.numoffiles@
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| − | or using field ID:
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| − | @#''fieldid''.numoffiles#@
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| − | ===Advanced Logic===
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| − | * The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.
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| − | * Within a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].
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| − | * Hide Associates on User/Company Profile.
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| − | * Transactions: Show attribution button.
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| − | ===HCAI Response E-mail===
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| − | *
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| − | ----
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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: 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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| − | ==[[Previous Upgrade: April 2nd 2009]]==
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| − | ==[[SmartSimple Technical Journal Issue - 32|Previous Upgrade: February 2009]]==
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| − | [[Category:Upgrades| ]]
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The following features were implemented as part of the upgrade cycle commencing in February 2013:
