Template:July2014Upgrade

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 July 2014 upgrade to your server:

Enhanced Date Selection

• The date selection's look and feel has been updated to a more contemporary style.

Level 2 on Company Record

• Previously, Level 2 activities were shown on company profiles based on the assigned users on the Level 2. This has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.

Enhanced Calendar Event Coloring

• The calendar has been enhanced to allow for switching calendar entry colors based on the calendar type (current functionality) and event type
• Event highlighting allows for event types to be associated with certain colors e.g. "deadlines" event type associated with a particular color, "meetings" event type with another distinct color etc.
• Event Types have also been enhanced to allow the setting of custom colors to denote these.

UTA Settings Pages

• The settings pages for the UTA have been revamped with settings moved and consolidated into various pages.
• Certain settings have been re-named to make it more intuitive: The UTA advanced logic setting has been renamed to visibility permissions, with the added ability to specify user roles along with custom logic.
• This change is phase one of two, this phase is focused on consolidating the settings, while the second phase will concentrate on making the interface easier to use.

Organizing Manager Permissions and Advanced Logic

• The settings pages for manager permissions and advanced logic have been updated. They can be found under Global Settings, with manager permissions re-named system security permissions, and advanced logic re-named system visibility permissions.
• Visibility permissions now have the ability to specify user roles along with custom logic.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

Calendar Event Preview Pop-up

• The calendar event detail pop-up has been enhanced to allow the user to fully customize its contents.

Enforced Naming for Single and Multi-File Uploads

• The single and multi-file upload custom fields have been modified to allow the configuration of enforced file names.
• This configuration allows for enforcement of naming conventions on files uploaded to SmartSimple.

Beta Previews

The following features are available for beta preview. For a sneak peak, please contact your SmartSimple administrator for more information.

New Report Builder

• An enhanced report builder is available that allows for greater control of reports with a more intuitive interface.

Google Field Translation

• New functionality allows for language translation of data entered into text fields, achieved by integration with Google Translate.

Federal Financial Data

• New functionality enables integration with the US Federal Financial Data Index which allows for easy population of census data.

Inherited Custom Fields

• New functionality to allow for field inheritance across UTAs to be able to easily aggregate information across different applications and down to different levels.