Previous Upgrade: 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

Transaction List Views

List Views can now be defined for transactions to match the list view functionality for other system objects.

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.