Template:March2015Upgrade

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:

Enhanced file upload field view refreshing

• Enhanced file upload fields to automatically

refresh the file list display after upload without the need to re-save theobject.

Updated Menu Options

• Updates have been made to the menu options for improved consolidation and ease of navigation. The previous Communications menu has been renamed to Tools and various applications such as Email Broadcast, SmartFolders...etc. have been moved into this menu.

Enhanced Custom List View Export

• Enhanced list view functionality with the ability to specify custom export templates to allow for greater flexibility and ease of exporting.

New Adjustable List View Column Widths

• Enhanced list view functionality allows for adjustable column widths. Administrators can set default column widths for list views while every user can further adjust the columns widths to their personal liking.

New Fixed Column Headings in Reports

• Enhanced Reports with fixed floating headers now.

Enhanced Recurring Event Updates

• Enhanced the recurring events in the calendar with the ability to bulk update the assigned contacts.

Enhanced Duplicate Check for Additional Fields

• Updated Duplicate Check functionality to be able to target all custom fields. Previously, not all custom fields were available for selection.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

New Statuses for Companies and Contacts

• Extended the status standard field and functionality to Companies and Contacts. This allows for stronger validation via submit logic validation.

New Customized Naming of MS Word Merge Documents

• New ability to dynamically generate the name of MSWord Merge documents at run time.

New Import Interface for Autoloader Imports

• New import wizard page for uploading files into SmartFolders connected to Autoloader imports.

Updated Save Splash Screen

• The SmartSimple save in progress splash screen has been changed to a more generic animation.

Beta Previews

The following features are available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information.

New Custom Field Versioning

• New custom field version feature introduces the ability to create different versions of UTA fields.
• Snapshots can be taken of different custom field configurations within a UTA and activated at a desired time. Objects will then be viewed or edited in the context of the snapshot in which they were created.This will allow you to easily maintain historic versions of applications as you make changes to the current application.

New Ability to Change Order of Standard Fields

• New ability to change the order of standard fields. They can now be arranged amongst custom fields.