8,849
edits
Changes
→Current Upgrade Package: June 2013
----
=Current Upgrade Package: June July 2013=
:* smartsimple3.biz
The following servers will be upgraded on Thursday, June 13July 11, 2013 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''' June 13July 11. The following features will be implemented as part of the upgrade cycle commencing in June July 2013:
==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 when your serveris upgraded:
===[[Timeout Alert|Session Timeout Alert]]Assign Multiple Contacts===The When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[Session TimeoutUTA]] feature automatically logs out any record, you can now search by the values of [[usercustom fields]] when their session remains inactive for on the defined number of minutescontact records. With In this upgradeway, groups of contacts that meet a [[Timeout Alert]] will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature certain criteria can be disabled by selecting the "Disable Session Timeout Alert" option under [[Login & Security Settings]] added as contacts on the [[Global Settings]] page.[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]] If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes. [[Image:SessionExpiredPopUpUTA record more efficiently.jpg|link=|250px|center]]<!--19929 - Session Timeout Warning-->
===Upgrade to [[:Category:Data Exchange|Data Exchange]]===
''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''The Data Exchange feature now includes an exchange history for [[Level 2 Entity|Tracking Activities]]. The Data Exchange feature There is primarily used by our [http://www.smartsimple.com/medical-claims-management-software.html Medical Claims Management] clients to track now an exchange history page on each individual Tracking Activity (sometimes named "Assessments conducted pursuant to Insurance claims. Now, " or "Services") that shows the details entire history of when a particular exchange of Assessment data between an Insurer specific Tracking Activity was exchanged and an Independent Medical Examiner are easily accessiblethe individual that sent/received that specific Tracking Activity.
==On-Demand System Upgrades==
The following features will are also be made available immediately with the application of the upgrade, but must first be enabled by a System Administrator: ===New Feature: Quick Edit===This new feature allows users to edit fields on a record directly from the [[list view]]. The [[system administrator]] determines which fields display in the Quick Edit pop-up from the list view [[Configuring List Views|configuration page]]. The Quick Edit pop-up adheres to the [[Role Field Permissions|edit permissions]] set on each custom field and in the application's [[security matrix]]. The data [[validation]] configured in each individual custom field is also performed when changes are made to field values from the Quick Edit screen. The system administrator can also configure where the Edit button appears on the list view record, and the label of the button. Since Quick Edit is configured on the list views, which can be made available only to certain roles, you can restrict the ability to use Quick Edit to certain roles.
===[[User/Contact Security Audit]]Assign Organization Upgrade===This new feature allows When you assign an organization to the System Administrator to enable, through [[Manager Permissions]], a security audit log that tracks changes in user roles, Organization [[Enabling_User_Access#Setting_the_Access_Level|user access levelsstandard field]], [[Enabling_User_Access#Administrator_User_Types|user types]] and password resets. The audit log displays the date/time using the change was madeLookup button, the user that made organization details shown in the change, the old value and the new valuelist view can now be configured by System Administrators. <!--11826 - User security audit enhancement-->
===Mexican StatesLists of UTA Objects on Contact/Organization Profiles===A list of Previously, the Mexican states will be automatically made available as ability to display a dropdown list from the State/Province standard field when "Mexico" is selected as the country contact or organization's associated UTA records on a company tab on the contact or organization's profilepage could be enabled or disabled by a system administrator on the [[UTA Settings - Miscellaneous|UTA Settings Page]].<br>(This configuration option has been enhanced to allow for the "Enable State UTA record tab on contact/ Province Combo-box" option must also organization [[profile]]s to only be selected on the visible for users in a given [[Company & Account Settingsrole]] page.)
===Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]Multiple Address Enhancements===*It is now possible to enable the [[Track ChangesContact]] option for XML fieldsrecords in SmartSimple can possess multiple addresses (i.<!--21240 - Add Track Changes to XML Data custom field-->*XML fields now allow for tabbed sectionse., home address, work address, etc.). With the July upgrade, the multiple addresses can be updated using an import wizard. Example:There are also new SmartSimple [[Image: TabbedXMLfield.png|link=|550px|centervariables]]that can be used to return address information on a contact:<!--21470 - Tabbing Divs on XML field-->*@addressbook@ will return the address block you see in the user profile "view mode"*@primaryaddress@ will return only the primary address in the styles you see in "view mode"
===Manager Permissions Page Redesign===
The [[Manager Permissions]] page has been re-designed in order to streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, [[UTA]]-specific, [[Arcadia]]) have been broken out into separate tabs.
<!-- 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]