----
=Current Next Upgrade: October 2010 April 2011=
The next upgrade is tentatively scheduled for April 2011.<br />
Specific details will be provided nearer to the date of the upgrade.
'''''Click on any heading The following is a partial list of the features that are scheduled to go be included.* Note: this list is subject to the associated Wiki article for detailed information'''''revision.
==Security==
===[[Primary Authentication Controller]]===* '''Note:''' this is only relevant to clients that use multiple instances of [[SmartSimple]].Persistent Login* This feature allows one instance of [[SmartSimple]] to authenticate users to gain access to upgrade will provide a separate instance (the [[Authentication Member]] instance) without having to log in separately (Single Sign-On)* This access can be granted to all users, or limited to a subset number of users. ===[[Reporting on User Type and Access Type]]===* The '''Access Type''' (Administration or Portal Interface, User Centric or Applicant Interface , Web Services User, No Access) and '''User Type''' (Global User Admin, Local User Admin, User) can additional security enhancements which will be displayed in [[Reporting]]announced when the Technical Journal is sent out.
==UTA Enhancements==
===[[List View|Role-Based List Views]]===* The [[List View]] of [[UTA]] records can now be defined separately for each user [[Role]] within the system.* User with multiple [[Roles]] will be able to select from each [[List View]] that is configured for their assigned Roles. The sequence these will be listed in the combo box can also be defined.* This feature is available at Level 1, Level 2 and Level 3. ===[[List View|Level 2 & 3 List View Colour]]===* The List View at Level 2 and Level 3 template can now be configured restricted to be colour coded based on the [[Type]] instead a set of the [[Status]]* This is controlled within the [[List View]] setting at Level 2 and at Level 3branches, and can be set separately for each [[List View|Role-Based List View]].* If the Calendar is enabled (Application Configuration page - Level 1 settings section) you can determine if the Level 2 activities are colour coded by Status or Typerather than just one. ===[[Level 3 Activity List Batch Update]]===* The '''Level 3 Activity List Batch Update''' Quick entry feature allows the [[status]] of one or more Level 3 Activities to be changed directly from the Level 3 [[List View]].* This includes both the [[List View]] of all Level 3 activities (if enabled) and the list of Level 3 activities at the bottom a Level 2 record. ===[[Master Schedule Template]]===* A Level 1 record can be configured to be a Master Schedule. When using the Level 1 Copy function on a Master Schedule, the Level 1 record will be copied along with all attached create multiple Level 2 records. A new Level 1 start date is selected, and the start and end dates on the new record will be offset to at the same scheduled date ranges defined on the Master Schedule template and its Level 2 records. ===[[Level 2 Assign By Role]]===time* When using the '''Restrict Contact Assignment by Role''' setting on Level 2 [[Types]], you can now automatically assign the contacts on a Level 1 to the associated displaying Level 2 records based on their roles assigned at Level 1 and the contact Role assignment restrictions in place on the Level 2 Type.* A manager permission controls the visibility of this feature. ===Level 2 Side Scrolling===* You can now use the navigation bar to move sideways between Level 2 recordscalender, the same way you can with Level 1 which records. ===[[Batch Update|Transaction Batch Update]]===* Within a [[UTA]] you can use the [[Batch Update]] function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record. ===[[Data Exchange]]===The [[Data Exchange]] has 3 new features:* The data exchange shown can now be configured to exchange Level 3 activities, restricted controlled by [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured Ability to set which Statuses are available to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a each Level 2 or Level 1 record3 "Type".* The [[Roles]] permitted to exchange records, notes and view the Exchange History Search panel can now be controlled with a Manager Permission. (Everyone will be selected by default) ==Custom Field Enhancements=====[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]===* The '''Lookup - ICD Code''' Custom Field will now have a ''Lookup'' button to facilitate browsing search for the relevant itemempty fields using "Is Empty". ===[[onloadfunc|Onload Function]]===*similar to savefunc and sbfunc, the system will look for a user defined [[Browser Script]] with a function called [[onloadfunc]] which will be executed as soon as the page has loaded fully. * This is in place in the UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts* It only runs in Edit mode at Level 1, Contacts and Accounts. ===[[Post to External Server]]===* Posting to external servers via a [[Web Page View]] has been updated to allow the response from the server to be stored. ==Reporting Enhancements=====[[:Category:Reports|Export Button]]===* For reports that have defined '''Advanced Export Settings''', when viewing the report within your browser there will now be an '''Export''' button located next to the '''Print''' button.* This will allow the report to be easily exported to a file after previewing it in the browser. ==Workflows=====[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]===* This [[Workflow]] Task Type allows the current user to select which user will be responsible for the subsequent task. * This is necessary if the following task is due to be triggered in future, since select '''Let Current User Select''' on the subsequent task isn't possible since the trigger is delayed.
==Misc==
===[[List View|Company and Contact Role-Based List View]]Advanced Logic===* The [[List View]] for Companies/Accounts and Users/Contacts A global autonumber field can be configured by role, just specified as the UTA Level 1, 2 and 3 List Viewsa System Variable. ===[[:Category:Calendars|List Calendars by Company]]===* The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top. ===Global[[Autoloader|Autoloader Support for XML FilesAvanced Logic]]===* You can now Autoload [[Transactions]] from XML files. ===[[Sending an Email|Email Attach from Smart Folder]]===* When sending an e-mail to a control who is permitted to edit contact you can now select one or more files from [[Smart Folders]] to be attached to the e-mail, in addition to attaching files from your local disk/user profiles.
===[[HCAI Status]]===
* The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]]
===[[SMTP Settings]]===
* The outgoing mail port can be configured (uses 25 as default)
* TLS can be enabled.
===[[Advanced Logic]]===
* '''Hide View Tab on User Profile''' allows the '''View''' tab on user and account profiles to be suppressed.
Click on the links below to find detailed information on previous upgrades.
* The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.
==[[Previous Upgrade: October 1st 2010]]==
==[[Previous Upgrade: May 13th 2010]]==
==[[Previous Upgrade: October 1st 2009]]==
==[[Previous Upgrade: July 30th 2009]]==
==[[Previous Upgrade: May 28th 2009]]==
==[[Previous Upgrade: April 2nd 2009]]==
==[[SmartSimple Technical Journal Issue - 32|Previous Upgrade: February 2009]]==
[[Category:Upgrades| ]]