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→Current Upgrade Package: October 2013
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=Current Upgrade Package: October 2013January 2014=
<!--Watch this video to get a '''general overview''' of the new features in our October 2013 upgrade.
''To watch this video in full screen, please click on the '''YouTube link''', then the '''full screen button''' on the bottom right.''
{{#ev:youtube|3oc-8ZgPvl8}}
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The following server will be upgraded on Tuesday, October 29th 2013 January 14th, 2014 at 10pm EST.
:* smartsimple3.biz
The following servers will be upgraded on Thursday, October 31stJanuary 16th, 2013 2014 at 10pm EST.
:* smartsimple.com
:* smartsimple2.biz
'''Important:''' The upgrade will be applied to your [[Backup Server and Testing Instances|backup server]] one week prior to the scheduled upgrade date for your production server.
You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration.
If your organization has a dedicated [[SmartSimple]] server or you host in-house, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' October 31stJanuary 16th.
==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 October 2013 January 2014 upgrade to your server: ===Configuration Error Log===*System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[Configuration Error Log]], available from the [[Business & System Configuration]] section of the [[Global Settings]] page, maintains a log of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!--20280 - system error log--> ===New Calendar Format===* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events. * The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.<!--24352 - enable new calendar--> ===Google Map / StreetView===* On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--22498 - Google Map and StreetView--> ===Recent-Viewed Objects List Now Enabled by Default===* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles. * For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].<!--24356 - auto enable recent list--> ===New Permission Settings===* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in the [[Email & Email Broadcast Security]] settings page. * Permission Settings have been introduced for access to the [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.<!--24095 - new manager restrictions --> ===Remember Me Deprecated===* For security reasons the "Remember Me" setting on the login page has been deprecated and removed. ==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: ===Creating Multiple PDFs with a Single Workflow Task===* The [[Workflow]] task to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple {{WPV}} fields. See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.<!--22494 - generate pdf workflow task ability to create multiple pdfs--> ===Improvements to Arcadia List Views===* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list view]]s can be defined. * List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a [[list view]].<!--23751 - Add option for enabling static header for Arcadia list views-->
===Sending Emails from {{l2}} RecordsNew Feature - PDF Annotation===*System Administrators can SmartSimple now configure {{UTA}}s allows you to allow end users add annotations to send emails directly from uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a {{l2}} recordsingle- or multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructionsUser’s annotations can be merged into the saved PDF file.<!--2252224791 - PDF annotation-->
===Update Simplified Auditing of Contact/Company Categories with Workflow TasksRecords===*A Two new [[Workflow Task Types|Workflow Task Typestandard field]] can s, "Created By" and "Created Date," have been created named added to [[Workflow Task Type: Update Company Category|Update Company Categorycontact]] which and company records. Now system administrators can automate more easily configure their system to stamp a contact or company record with the action creator and creation date of adding or removing a [[Client Categories|Organization Category]] from an [[organization]] [[profile]]the record.<!--23763 25990 - create workflow task to update company categorycreated timestamp for users and companies-->
=Previous Upgrades=