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==Security==
* The [[Password_Policy|maximum number]] of Enforce from address in password changes e-mail: When a user can make within a 24 hour period can clicks '''Send Password''' by default is uses their e-mail address as the from address in the system e-mail. With the from address used will always be the one defined. This is to prevent users bypassing on the [[Password_Policy|password history restrictionUser Email Templates]] by changing their password repeatedly to return to a previously used passwordpage.* A '''Challenge questions''': rather than e-mailing a randomly generated password when new Global Setting to prevent use of contacts register or when users click the '''exloginForgot Password''' [[Login_%26_Security_Settings#Disable_External_Login_Shortcut|the system can be configured to e-mail a time-limited authentication link. When clicking the link the user will be presented challenge question that must be answered correctly before they are logged into SmartSimple and asked to create a new password.* Support for Captcha on external login]] short-cutpages such as registration forms.
==Contacts and AccountsList Views==* A new setting User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to flag a role as a '''UTA Role only'''. Enabling use in each view, the display orders of the setting will hide fields and sort order of the role from '''Able to Set''' data and '''Roles & Access''' page where it is not requiredthe colour of each column in the list view.* New variable syntax Administrators can choose to use '''role name''' instead of [[roleid]] make List Views public to determine if a contact has a given role: '''@'''''object'''''be shared with other users.inRole* Any List View ("'''''Rolename'''''"system, public or private)@'''::Example: ''@ownercan be copied, renamed and saved.inRole(Researcher)@''* Ability to initiate The contents of a '''duplicate check''' while viewing a contact or company record. This List View can be enabled via [[Advanced Logic]]exported to MS Excel, MS Word or PDF though an Export feature* '''Group e-mail''' Ad hoc e-mail broadcasts The List view contents can also be sent from used to create a set of MS Word letters though a Merge feature. When this feature is used an MS Word Merge Word custom field is assigned to the contact search list view using this feature, enabled via [[Advanced Logic]]to allow bulk merging. (All selected records will be merged into a single document for printing)* Sign-up pages can be configured to '''Use Internal Formatting''', so The System will remember the formatting last list view used by a user and functionality reapply that list view when the user next access that part of the sign-up page will reflect system* Multiple fields can be displayed within the display and operation of the internal pagessame column in a "stacked" configuration.* The pipe (|) [[List View]] for Associates/Associations can now be used as a column delimiter when importing contact or accountscustomized via the [[Global Settings]] page.
==Reports==
* Once a report is generated the user can select an MS Excel template used to create a MS Excel version of the report.
* Support for exporting reports to a MS Word template
* The Report Builder will now support the '''having''' clause. '''Having''' is used to accommodate criteria when aggregate functions are used.
==UTA EnhancementsStandard and Custom Fields==* [[Track Changes]] setting on Settings for '''Standard Field'''s will be managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to '''Contactstranslate''' standard field to audit addition Standard Field labels and removal of contacts on a Level 1 record.validation messages* Level 1 [[Statuses]] You can now be limited to show only the '''SubmitTrack Changes''' button.on Contact and Company [[Standard Fields]]* When copying a Level 2 the contacts and/or companies in the multiple contact/company lists (if enabled) can now An improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be copied with the recordintroduced.* Deleted Level 1As well as improved functionality and compatibility, Level 2 and Level 3 records the array of buttons displayed can be restored configured by an administrator as needed via [[Global User AdministratorsSettings]]* Batch Update File Type Restrictions: '''Single File''' and '''Multiple Files''' custom fields can now be used configured to remove contacts or companies by role. Additionally a given contact (or company) define which file extensions can be replaced in batches with a new contact uploaded to each specific field (or company)e.g. .pdf, .::This will allows reassignment of records from one contact to another if a team or staff member changesdoc, .xls)* '''Disable Default DateTranslation XML''' setting at Level 1 so the startdate, starttime, enddate and endtime will be blank on new records* Level 1 branch standard : custom field language translations can now be configured to manifest as done by exporting and importing using an Ajax search with a lookup button instead of a combo boxXML template.* Open Level 1 records in Edit modeTrack Changes: When defining the [[List View]] at field history of all fields with Track Changes enabled on Level 1 there is can be viewed at once with a new setting to determine whether the Level 1 records should open in Edit mode rather than View Modemenu bar button.* UTA Consumer/Provider Enhancements:* Level 2 records can act Option to make custom fields manifest as Providershidden for the following field types:* UTA Consumer records can be accessed as variablesCreation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, :* When adding a UTA Provider Store Value - System Variables. This will allow the value to a Level 1 record, the Provider can be associated with a defined Role, in updated/saved without being visible on the same manner as Contacts and Companies are assigned to a Level 1 recordpage. Similarly * When editing custom fields you can be added to record now use the properties specific custom field batch update to add/update the association of the Provider and ConsumerTab Name for multiple custom fields at once.
==Transactions==
* Transaction Template Formula: server side formulas to be run whenever a transaction is saved.
* Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.
==Workflows==
* '''[[Workflow_Branching_Logic|Branching Workflows]]Update Custom Field'''. A logical statement task type will be available on Company and Contact workflows* Company and Contact Workflow connectors can be added delayed to workflow connectors. This will enable workflows to branch based trigger on conditional statements. For example: if a workflow request is triggered for date stored in a request exceeding $100[[Custom Field]] on the Company/Contact record* The Recipient of workflows (Acknowledgement,000 it will be sent to Senior Management Request for approvalComment, while requests under $100Request for Approval) can now be defined using variable syntax,000 rather than being limited to the list by role. This will take a allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different pathtasks.* Workflow History: a Manager Permission It will enable also allow you to filter based on a tab custom field on Level 1the contact, Level 2 and Level 3 or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to display the history of workflows triggered on the entity.* Workflow Request re-assignment: workflow requests select recipients by UTA role (Request for Approval or Request for Commentowner/person) can be reassigned on the '''Pending Task''' list viewrather than system role.
==ReportsAutoloader==* '''Global Report Template''' can Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be defined to automatically add headers and footers to all reportscreated/moved under the relevant company. Similarly with company autoloader* '''Advanced Excel Export''' settings allow you Company Autoloader: Match company field to find parent company, allowing new/updating companies to use an Excel file in be managed within a [[SmartFolder]] as a templatehierarchy.* An HTML template can be custom defined for reports that prompt for criteria using Disable users with the autoloader (expose the '''???''' syntax. '''@arg1.label@''', '''@arg1.id@''', '''@submitbutton@''' and '''@exportbutton@''' can be used on this page.Access Type) * Setting to mark a report as specify 'Append''Do Not Rebuild''' to prevent accidentally overwriting customized report template settings. This setting causes a pop-up confirmation when you open report builder. * For reports that prompt for criteria, role defined on autoloader rather than replace it if the criteria entered can be referenced user already exists in customized report templates using this syntax: '''@args['''''field id''''']@'''the system* Confirm on delete Allow addition of multiple roles (select many list box instead of a report.combo box)
[[Category:Upgrades| 2011-11]]