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Created page with 'The following features were implemented as part of the upgrade cycle commencing in May 2013: ===Interface=== * '''Report Interface''' - The format of…'
The following features were implemented as part of the upgrade cycle commencing in May 2013:
===[[Administration Interface|Interface]]===
* '''Report Interface''' - The format of the Report list view in the [[Report Management window]] has been upgraded to show icons in place of buttons as follows:
{{ReportIcons}}
<!--20226 - report list reformatting-->
* '''SmartFolders Interface''' - The format of the [[SmartFolders]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the SmartFolder is Internet Enabled.
<!--20224 - SmartFolder folder list cleanup-->
* '''New Sample Login Page Template''' - A new sample template for the login page is available in Global Settings > Login Screen Content.
<!--10598 - New Login Page Template-->
* '''New File Upload Format''' – A new HTML 5 format for the file upload feature on [[Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 is available on the following [[browsers]]:
** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher<br />
** Firefox [http://www.mozilla.org/ download] <br />
** Chrome [http://www.google.com/chrome/ download] <br />
<!--18861 - HTML5 File upload-->
===Contacts===
* '''No Duplicate Email''' - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in the system.
<!--19461 - Need an email duplicate check on contact profile-->
===Company/Contact Sign-Up Pages===
* '''Duplicate-Prevention Enhancement for Contact/Company sign-up pages''': When the "Do not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/Company Sign Up page.
<!--20017 - Block sign-up of duplicate contact/company-->
===Standard/Custom Fields===
* '''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.
<!--11099 - New Field Type:Ajax Lookup-->
* '''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.
<!--20211 - Global user and company custom fields-->
* '''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records.
<!--19501 - multiple address enhancements2-->
===List Views===
* '''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the user to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] field type.
<!--19825 - List View MS Word export never implemented -->
===Universal Tracking Application===
* '''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.”
<!--10816 - Access Roles feature for L1 Statuses and Types. -->
* '''Filter Owner Based on Organization''' – A new setting has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.
<!--20113 - Filter Owner Based on Organization-->
===Variable Processor===
* '''New setting: [[SmartField View]]''' – This new feature within the custom field configuration page has been added to facilitate the building of [[Custom Field Type: Display Only – Web Page View|Web Page Views]] and for user-defined printable data summaries.
:A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.
:Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ [[variable]], which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.
<!--11510 - Enhance WPV to use as Print Preview functionality-->
===Miscellaneous===
* '''Alert message for unsaved forms''' – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.
:This setting applies to the following types of records:
:* Company profiles;
:* Contact profiles;
:* Transactions;
:* Level One, Two and Three Objects;
:* XML pages; and
:* any "Tabs" on those objects.
<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->
* '''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.
<!--19908 - Notes on Invoices-->
<!--Not included in Upgrade details; however, specific Wiki articles will be updated where appropriate:
19931 - Submit Buttons on transactions
19759 - No tool tip available for Store Value System Variable
20224 - SmartFolder folder list cleanup
19973 - display order setting for status submit buttons
18426 - autoloader FTP settings
19136 - Setting default status with the URL
20280 - system error log [Note: I don’t see this setting on the http://grants.smartsimplebk.us instance. Did it make the upgrade?
-->
<!-- We e-mail our Technical Journal in advance of all upgrades. -->If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]
[[Category:Upgrades]]
===[[Administration Interface|Interface]]===
* '''Report Interface''' - The format of the Report list view in the [[Report Management window]] has been upgraded to show icons in place of buttons as follows:
{{ReportIcons}}
<!--20226 - report list reformatting-->
* '''SmartFolders Interface''' - The format of the [[SmartFolders]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the SmartFolder is Internet Enabled.
<!--20224 - SmartFolder folder list cleanup-->
* '''New Sample Login Page Template''' - A new sample template for the login page is available in Global Settings > Login Screen Content.
<!--10598 - New Login Page Template-->
* '''New File Upload Format''' – A new HTML 5 format for the file upload feature on [[Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 is available on the following [[browsers]]:
** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher<br />
** Firefox [http://www.mozilla.org/ download] <br />
** Chrome [http://www.google.com/chrome/ download] <br />
<!--18861 - HTML5 File upload-->
===Contacts===
* '''No Duplicate Email''' - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in the system.
<!--19461 - Need an email duplicate check on contact profile-->
===Company/Contact Sign-Up Pages===
* '''Duplicate-Prevention Enhancement for Contact/Company sign-up pages''': When the "Do not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/Company Sign Up page.
<!--20017 - Block sign-up of duplicate contact/company-->
===Standard/Custom Fields===
* '''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.
<!--11099 - New Field Type:Ajax Lookup-->
* '''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.
<!--20211 - Global user and company custom fields-->
* '''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records.
<!--19501 - multiple address enhancements2-->
===List Views===
* '''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the user to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] field type.
<!--19825 - List View MS Word export never implemented -->
===Universal Tracking Application===
* '''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.”
<!--10816 - Access Roles feature for L1 Statuses and Types. -->
* '''Filter Owner Based on Organization''' – A new setting has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization.
<!--20113 - Filter Owner Based on Organization-->
===Variable Processor===
* '''New setting: [[SmartField View]]''' – This new feature within the custom field configuration page has been added to facilitate the building of [[Custom Field Type: Display Only – Web Page View|Web Page Views]] and for user-defined printable data summaries.
:A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.
:Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ [[variable]], which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.
<!--11510 - Enhance WPV to use as Print Preview functionality-->
===Miscellaneous===
* '''Alert message for unsaved forms''' – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.
:This setting applies to the following types of records:
:* Company profiles;
:* Contact profiles;
:* Transactions;
:* Level One, Two and Three Objects;
:* XML pages; and
:* any "Tabs" on those objects.
<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->
* '''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.
<!--19908 - Notes on Invoices-->
<!--Not included in Upgrade details; however, specific Wiki articles will be updated where appropriate:
19931 - Submit Buttons on transactions
19759 - No tool tip available for Store Value System Variable
20224 - SmartFolder folder list cleanup
19973 - display order setting for status submit buttons
18426 - autoloader FTP settings
19136 - Setting default status with the URL
20280 - system error log [Note: I don’t see this setting on the http://grants.smartsimplebk.us instance. Did it make the upgrade?
-->
<!-- We e-mail our Technical Journal in advance of all upgrades. -->If you would like to receive the Technical Journal you may [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe here]
[[Category:Upgrades]]