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 window has been updated with a new look and feel.

Enhanced Calendar Event Coloring

• The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on event type or the current calendar-based coloring on the fly.
• System Event Types have also been enhanced to allow the setting of custom colors to denote these.
• Event highlighting allows for event types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.

Updated System Security and System Visibility Permissions

• The previously named Manager Permissions and Advanced Logic have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the Business & System Configuration section of Global Settings.
• The settings pages have been updated and organized for more intuitive use. Some of the permission names that you are familiar with may have changed to more intuitive descriptions as well.
• Visibility Permissions have been enhanced with the ability to select user roles in addition to custom logic.

Updated UTA Settings Pages

• The settings pages for the UTA have been reworked with various settings moved and consolidated into their appropriate pages. Some of the settings names that you are familiar with may have changed to more intuitive descriptions.
• The UTA Advanced Logic setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.
• This update is focused on consolidating settings together, while the settings interface itself will be updated in the near future for greater ease of use.

Listing Level 2 on Company Record

• Previously, Level 2 activities were shown on company profiles based upon 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.

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 peek, 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.