Difference between revisions of "Previous Upgrade: September 2014"
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===Enhanced OFAC checking against contacts=== | ===Enhanced OFAC checking against contacts=== | ||
| − | *System administrators now have the option to run [[OFAC, IRS, CRA | + | *System administrators now have the option to run [[OFAC, IRS, CRA Checks|OFAC]] checks against all contacts within an organization. |
| − | <!-- | + | <!--28798 - OFACS check against contacts--> |
| − | === | + | ===Enhanced Number Formatting=== |
| − | + | *Enhanced number formatting options for greater control and customization. | |
| − | <!-- | + | *Users can now specify the number format such as integer, comma, currency, decimal, and percentage. |
| + | *Additionally, the system allows users the freedom to set number precision e.g. rounding up to the nearest tens, to one or more decimal places etc. | ||
| + | <!--29003 - Number Formatting--> | ||
===Email Template Categories=== | ===Email Template Categories=== | ||
Revision as of 14:56, 9 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 upgrade to your server:
Ability to modify search query filters
- Users now have the ability to make modifications to filters after they have been created.
- Previously, users were unable to update or make changes to search filters created. See filters for further information.
Enhancements to Smart Folder organization tree in Arcadia
- The tree structure has been updated on the Arcadia interface with a new modernized look and feel.
Enhancements to tab bars in Arcadia
- All tab bars in the Arcadia interface has been updated with a new look and feel.
On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
Enhanced calendar functionality checks for scheduling conflicts
- The system can now flag conflicting dates when creating an event through the SmartSimple calendar.
- The system will check for scheduling conflicts for all events for everyone involved in the event, wither personal or a contact.
- The feature can be turned on in the Global Settings
Enhanced OFAC checking against contacts
- System administrators now have the option to run OFAC checks against all contacts within an organization.
Enhanced Number Formatting
- Enhanced number formatting options for greater control and customization.
- Users can now specify the number format such as integer, comma, currency, decimal, and percentage.
- Additionally, the system allows users the freedom to set number precision e.g. rounding up to the nearest tens, to one or more decimal places etc.
Email Template Categories
When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
- General – Email Template will be available in all contexts
- UTA Level 1 – Email Template will only be available when sending an email from a UTA Level 1
- UTA Level 2 & 3 – Email Template will only be available when sending an email from a UTA Level 2 or Level 3
- Contact – Email Template will only be available when sending an email from a contact record
Portal Design Enhancements
When designing a portal interface, system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and system variables above the user's portal.
Hide Notification of Locked Record
A new setting has been added to the Global Settings page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See Record Lock for further information.
