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==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 their server:
==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:
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, and adding the ability to filter list views based on system variables such as @userid@ and @companyid@
:* [[Why?]] | [[How]]
<!-- 42404 - Dynamic List View Filtering -->
This feature allows annotations to be added to specific blocks of text. Annotation allows revisions to be make to a field without making other fields editable.
:* [[Why?]] | [[How]]
<!-- 42199 - Revision comments -->
This enhancement furthers the integration with contemporary payments service, Stripe, and builds on the initial beta release in November.
:* [[Why?]] | [[How]]
<!-- 43318 - Stripe Integration -->
===Arcadia X Layout picker (template for section creation)===
For novice uses, the Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates. Users have the ability to choose an Arcadia X theme and background. The resulting layouts will be responsive in nature.
:* [[Why?]] | [[How]]
<!-- 37891 - Arcadia X Layout picker (template for section creation)<br /-->
This enhancement adds basic styling to XML budgets via predefined css. The results are XML budgets that look good without any independent styling.
:* [[Why?]] | [[How]]
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
This enhancement makes it easier for organizations and their users to understand their privacy and confidentially responsibilities.
:* [[Why?]] | [[How]]
<!-- 43930 - Privacy and Confidentiality is a shared responsibility -->
This feature adds the record Lock function when modifying contacts and companies preventing two users from modifying the same record.
Function can be turned on and off by going into Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users)
:* [[Why?]] | [[How]]
<!-- 39232 - Would Like to Lock Contact Record when in Edit Mode -->
This enhancement adds the ability to search for reports from within the Reports module.
:* [[Why?]] | [[How]]
<!-- 42000 - Search field on the Reports pag -->
Global System Upgrades<br />
Added the '''Last Modified Date''' field to custom field list views allowing users and support to see when fields were last changed.
:* [[Why?]] | [[How]]
<!-- 35656 - Add date last modified to custom field list view -->
Global System Upgrades<br />
Added role and UTA permission settings to '''Submit buttons'''. This enhancement makes managing Submit buttons easier and eliminates visibiliy visibility conditions.
If a Submit button is associated with both a role and UTA role, the UTA role will take precedence.
:* [[Why?]] | [[How]]
<!-- 40243 - Role Permission for Submit button -->
Global System Upgrades<br />
This feature adds the ability to assign many objects (example includes users, organizations, Level 1, Level 2, Level 3) to many objects. Phase one of this enhancement (April 2016 Upgrade) will focus on attaching contacts to Level 1s.
:* [[Why?]] | [[How]]
<!-- 35842 - Assignment List View -->
===37465 - Revamp Dynamic Control fields<br />===
Global System Upgrades<br />
This feature changes the way Dynamic Control fields are rendered.
:* [[Why?]] | [[How]]
<!-- -->
Global System Upgrades<br />
This feature allows level 2 fields to be listed within a level 3 list views in Arcadia X portals. Level 2 fields will also appear in Level 3 advanced searches.
:* [[Why?]] | [[How]]
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
===UTA Packaging Phase 2 (SmartExchange)===
SmartExchange is a multi-year platform enhancement endeavor aimed at creating a single data exchange structure that can be used to package Instance configurations, UTA configurations, and other data.
:* [[Why?]] | [[How]]
<!-- 44695 - UTA Packaging Phase 2 (SmartExchange)-->
Global System Upgrades<br />
This feature adds an additional option to the password policy allowing for a user’s ID (in its entirety) cannot be a part of the password, or the whole password.
:* [[Why?]] | [[How]]
<!-- 44147 - Platform password policy enhancement -->
Global System Upgrades<br />
This feature enhances standard list views with the ability to view a subset of consumers from a provider.
:* [[Why?]] | [[How]]
<!-- 44457 - Provider / Consumer List View Filter -->
This feature is an enhancement on the List View Parent and Child feature introduced in the January 2016 upgrade. With this enhancement Advanced Search functionality has been added to the following:<br />
a) the organization connected to the L1<br />b) the branch connected to the L1<br />c) the external person connected to the L1<br />d) the internal person connected to the L1<br />
:* [[Why?]] | [[How]]
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket -->
This feature adds the ability to create level 1s based on based on a list of organizations attached to a level one or level two provider
:* [[Why?]] | [[How]]
<!-- 44779 - Batch create Level one from Provider -->