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edits
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→Upcoming Features (This section is under construction)
==Security==
===Automatic Logout Pop-up===* A pop-up message will now confirm that The system can be configured to automatically logout the user and store the session end time in the user wishes to log out whenever:
:* The '''Logout''' button is clicked.
:* The user navigates to a different website while logged into the [[SmartSimple]] system.
:* The browser is closed.
* The system will store the session end time in A pop-up message can also be enabled to confirm that the user logwishes to logout.
==UTA Enhancements==
===Batch Update===
* The [[Batch Update]] feature has been expanded to include Level 2 and Level 3 as well as Level 1. The fields that can be updated have also been expanded:
:* '''Level 1''': [[Status]], Owner and Person can all be batch updated.
:::Contacts can also be added to Level 1 records with a given [[Role]]
:::Level 1 records can be archived (see below)
:* '''Level 2''': [[Status]]
:* '''Level 3''': [[Status]]
* Whether or not the [[Batch Update]] tab is available to users can now be controlled on a per-[[Role]] basis for each [[UTA]] using [[Manager Permission]]s.
===Archive Level 1 Activities===
* Level 1 activities can now be archived (via the [[Batch Update]] tab) so they no longer appear in the Level 1 list view.
* Reports can also be filtered based on whether or not the object has been archived (Cam --> is this a standard field visible in reporting?)
===Filter Person based on Customer===
* The contacts available to be selected in the '''Person''' standard field are restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1
===Focus Highlight===
* The field being edited will be highlighted.
* This feature only applies to the [[Universal Tracking Application]], but will be expanded to other system areas in future upgrades.
* --> Ask Steve which '''Colour & Fonts''' setting is applied her. I think the '''People Online Highlight''' setting needs to be moved to Global
==New =UTA Data Exchange Automatic Unpack===* The data exchange can now be configured to automatically unpack incoming packages.* --> Workflow also involved here. ==Custom Field Typesand Settings=====New Custom Field Type: XML===
* The XML field type can be used to store blocks of XML in a single field.
* Values can be extracted from this block into other custom fields.
===New Custom Field Type: Spreadsheet===
* This field type is used to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record, and can be exported as a .xls file, or to be opened directly by MS Excel.
* Formulas are included.
* The values in one or more cells on the spreadsheet can be referenced as variables.
===New Custom Field Type: Select One - User Group===
* The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.
* User Groups are defined in Configuration, Roles and Permissions, User groups.
* On its own this field only links the group to the entity. It can then be used in conjunction with a display field ([[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only System Variables]] custom field) to display information derived from the contacts in the related Group.
===Web Page View Field: SSattach===
* Static PDF documents can now be attached to [[Web Page View]]s using [[ssattach]] at a defined page location desired using the following syntax:
<!--@ssattach(insert;@static pdf.value@;n)-->
:where ''n'' is the page number at which the PDF document should be placed.
* ssattach can now be used for multi-file fields (PDF only):
: Syntax for single file field:
<!--@ssattach(after;@Cvfile.value@)-->
: Syntax for multiple file field:
<!--@ssattach(after;@Cvfiles.files@)-->
===[[Web Page View]] Settings===
* '''PDF Page Restriction''': Within the [[Web Page View]] custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the [[Multiple Files]] Custom Field specified in the '''Value Stores To''' setting.
* '''Automatically Use User ID as File Name''': When used in association with the '''Save to Multiple File Field''' for HTML or PDF setting, when the [[Web Page View]] is stored to it will automatically be assigned with the [[userid]] of the person who created it. This can be used to ensure each user is only permitted to generate and store one file in that folder ('''Keep Versions''' must be disabled on the [[Multiple Files]] Custom Field)
'''Cam--> not sure this is working, as the file name is still prompted'''
* '''Value Stores To''': if a [[Single File]] or [[Multiple Files]] field is selected it will be the '''only''' File field that the Web Page View can be stored to. (Previously it acted as the default, but could be changed). If nothing is selected in the '''Value Stores To''' setting on the Web Page View field, any [[Multiple Files]] field on the current or parent level(s) can be selected by the user when the [[Web Page View]] is displayed.
===[[Single File]] Custom Field Settings===
* '''Enable E-mail Button''': When enable an '''Email''' button will appear when '''Lookup''' has been clicked, allowing you to e-mail the file directly from within [[SmartSimple]]
* '''Enable Delete Button''': Allows files to be deleted. Otherwise they can only be replaced with a new file.
==Reporting Enhancements==
===Report Variables===
* '''Exportdata ''': when using the Exportdata report variable, the variable will be replaced with data from the specified report data using , in the format defined by the advance export template.
:<font size=3>@ReportProperty(''reportid'',exportdata)@</font>
* CSVData '''Csvdata''': when using the Csvdatareport variable, the variable will be replaced with data from the specified report data , as comma separated values.
:<font size=3>@ReportProperty(''reportid'',csvdata)@</font>
'''Example''': To display the exported report for the report with ID 12345
''These 2 variables can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
* When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.
===Report Builder - Table Selection===
===Show Total===
* Another new feature within the report builder is the '''Show Total''' checkbox. If selected, it will include a total for that column at the last row of the report. This is similar to the list view [[List View] Show Total feature , as it only shows the total of the column data on records '''on the current page'''.
:[[Image:Repcache.png]]
==MiscellaneousContacts & Accounts==
===Unique Contact Identifier===
* Each contact in the system will now be issues a unique contact identifier code. This code can be accessed and displayed using @''uuid''@. ===Primary Contact===* The Primary Contact [[Standard Field]] can now be renamed and have it's visibility controlled via the Standard Field Visibility settings. ===Accounts List View===* The [[List View]] for Contact and Accounts (both internal entities and external entities separately) can now be defined via the [[Global Settings]] page.* This affects the [[List View]] of contacts and accounts everywhere within the system, except within UTAs other Applications where the [[List View]]s are defined within those Applications. ===Local Administrator E-mail Alert===* The e-mail that is sent to all current administrators when a contact is enabled as a Local User Administrator can be suppressed via [[Global Settings]] ===E-mail From Address===* You can now define one or more alternate addresses as your '''From''' address via your personal System Settings page.* When sending e-mail from within [[SmartSimple]] you can select which address will be on the e-mail as the From address. ==Misc=====Recurring Workflows===* Recurring Workflows can be used to send out e-mails on a daily, weekly, monthly basis. These e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.'''Cam--> The functionality still needs to be built out a bit'''::How to control what day it fires on?:Can we have a M-F workflow?:If delay of 1 day does it fire at midnight?:Activate. Is there a Deactivate?:Should there only be Acknowledgement Task Type available? ===People Association Workflow Task Type===* A new [[Workflow Task]] allows you to automatically add contacts with to Level 1 activities with Roles specified in the Workflow Task.
===Custom Defined Holidays===
2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';
===System Date & Time=SSattach==* Static PDF documents Clients on dedicated servers that are not configured with automatic time synchronization can be attached to set the server date and time on the [[Web Page ViewGlobal Settings]]s using [[ssattach]]. It will now be possible to insert the PDFs at any page location desired using the following syntax:<pre><!--@ssattach(insert;@static pdf.value@;n)--> </pre>:where ''n'' is the page number at which the PDF document should be placed.
===Chat===
===Variable Processor Enhancements===
* for [[Image]], [[Single File] and [[Web Page View]] fields, you can obtain a URL to the object using:
@'fieldname''.value@
or using field ID:
@#''fieldid.value#@
* You can use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Level 1.
===Advanced Logic===
* The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.
* Within a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].
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==QUESTIONS==
===Pandora===
* '''Should this be announced?'''
* At least explain in the Wiki what the '''Content Management''' L1 Template is for, and the '''Pandora Configuration''' on Global settings.
* Maybe say it's for advance programmers, and contact Support for details if you have IT staff with those skills?
===Web Service Settings - Enable and manage Web service (SOAP) for level 1 items===
* Announce, or just add brief explanation to Wiki?
===UTA Data Exchange Mapping===
* Announce, or just add to Wiki?
===Pandora UTA Invoicing===
* Is this something that can be rolled out? (Oliver)
===Record Unlock===
* '''Cam-->Not in place, but if possible can we have an automated solution to unlock records --> i.e. after a give amount of time, or when user logs out (if enabled)'''
===Status/Progress Indicator===
--> Cam talk to Ting.
=Previous Upgrades=