Difference between revisions of "Previous Upgrade: September 2014"

Revision as of 15:37, 10 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:

New 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.

Enhanced to SmartFolders interface

• The SmartFolders interface has been updated with a new look and feel.

Enhanced Arcadia Interface

The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.

• All tab bars in the Arcadia interface have been updated with a new look and feel.
• The header and menu options have been modified to better utilize screen real estate and minimize wasted space.
• Changes have been made to the button and input styling for improved consistency, look and feel.
• Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
• Modifications to button styling for better look and feel.
• The calendar has been updated to a more modern 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

• You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
• When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn you of such.
• The feature can be turned on in the Global Settings

Improved OFAC checks against contacts

• OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.

Enhanced Number Validation and Formatting

• Enhanced number formatting options for greater control and precision.
• There is now a greater variety of validation and formatting options for number types (i.e. integer, currency, comma formatted, decimal, percentage,…etc.) as well as precision (i.e. nearest decimal, nearest tens, nearest hundreds,…etc.).

Enhanced ability to open web page views with a lightbox

• Enhanced the web page view custom field with the ability to open up in a lightbox instead of a pop-up window.

Enhanced notes functionality

• The notes functionality has been extended to transactions.