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Created page with '==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…'
==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 January 2014 upgrade to your server:
===New Feature - PDF Annotation===
*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.
<!--24791 - PDF annotation-->
===Simplified Auditing of Contact/Company Records===
*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.
<!--25990 - created timestamp for users and companies-->
===Simplified Owner Assignment Configuration===
*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system.
<!--25029 - Level 2 owner lookup roles-->
===Now Able to Translate Prefix/Suffix Options===
*System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.
<!--25192 - How to translate prefix/suffix combo box options-->
===Simplification of Settings Pages===
*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />
''From the [[UTA Settings - Settings|main Settings page]]:''
#"Filter People Based on Company"
#"Filter Owner Based on Company"
#"Enable Branch Lookup"
#"Enable External company for Level 1 Branch Standard Field"
''From the [[UTA Settings - Security|Security Settings page]]:''
#"Default Contact Lookups based on Level One Company"
#"Default Company Lookup Category"
#"Contact Assignment Role Settings"
#"Company Assignment Role Settings"
#"Standard Contact Lookup Role Settings"
#"Level one Company Lookup Category Settings"
''From the [[UTA Settings - Entity|Entity Settings page]]:''
#"Enable External Owners"
These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).
<!--25029 - Level 2 owner lookup roles-->
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the January 2014 upgrade to your server:
===New Feature - PDF Annotation===
*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.
<!--24791 - PDF annotation-->
===Simplified Auditing of Contact/Company Records===
*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.
<!--25990 - created timestamp for users and companies-->
===Simplified Owner Assignment Configuration===
*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system.
<!--25029 - Level 2 owner lookup roles-->
===Now Able to Translate Prefix/Suffix Options===
*System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.
<!--25192 - How to translate prefix/suffix combo box options-->
===Simplification of Settings Pages===
*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />
''From the [[UTA Settings - Settings|main Settings page]]:''
#"Filter People Based on Company"
#"Filter Owner Based on Company"
#"Enable Branch Lookup"
#"Enable External company for Level 1 Branch Standard Field"
''From the [[UTA Settings - Security|Security Settings page]]:''
#"Default Contact Lookups based on Level One Company"
#"Default Company Lookup Category"
#"Contact Assignment Role Settings"
#"Company Assignment Role Settings"
#"Standard Contact Lookup Role Settings"
#"Level one Company Lookup Category Settings"
''From the [[UTA Settings - Entity|Entity Settings page]]:''
#"Enable External Owners"
These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).
<!--25029 - Level 2 owner lookup roles-->