Previous Upgrade: July 2016
Contents
- 1 Global System Upgrades
- 2 On-Demand System Upgrades
- 2.1 New Ability to Create Charts from List Views
- 2.2 New BI Dashboards
- 2.3 Enhanced User Associations with Validity Date Ranges
- 2.4 New E-mail Failure Notifications
- 2.5 Enhanced Arcadia X List View Section with Record Count
- 2.6 New Integration with Adobe Sign
- 2.7 New Integration with Australian Business Register
- 2.8 Updated List View Export with Disable Formatting Option
- 2.9 Updated Report Charts with New Chart Types
- 3 Notes for Administrators
- 3.1 New Dynamic Field Visibility Controls
- 3.2 Enhanced Allocations
- 3.3 Enhanced PDF File Workflow Task with Ability to Store to Parent
- 3.4 Enhanced Sign-Up Pages Now Allow Multiple Fields for Duplicate Match
- 3.5 Updated UTA Level 1 Standard Field Options
- 3.6 Updated Variable Processor with Signority History Variables
- 3.7 Enhanced Login Page with Failed Login CAPTCHA
- 3.8 Enhanced File Upload Custom Fields with Image Compression Option
- 3.9 Enhanced Note Types to Allow Restriction of UTA Level 1 Types
- 3.10 Enhanced E-Mail with DKIM Signatures
- 3.11 Updated Watch List Functionality with Ability to Bring Your Own CSIWeb Account
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 their server:
Enhanced Group Email
Enhanced the group email feature with an improved interface, the ability to edit email contents on the fly, and a new default template that uses your branding. Also updated the behaviour within a UTA to save the emails as activities on the UTA object instead of the contact when there is an email activity type defined within the UTA.
Enhanced Annotations
Enhanced the Annotations feature with new option to control which user roles may see the Revision History, new option to open record directly in annotation mode. Also, updated the behaviour to only increment the revision number upon submit of the whole record as the previous behaviour would incorrectly increment the revision number upon each field update.
Enhanced Invitations
Enhanced the Invitation feature with new functionality. New import wizard allows you to bulk import contacts into the invitation screen. New ability to configure the maximum number of invites allowed and also instructions for the invitation screen. Updated the Variable Processor with the ability to retrieve invitation lists.
Updated Interface
Minor updates to various interface areas for improved look and feel. Some areas include the UTA status indicator standard field, modal windows, and some configuration pages as we continue to update older pages.
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:
New Ability to Create Charts from List Views
New ability to build charts based upon List Views. Instead of having to build reports to generate charts, you can now easily generate a chart from a List View and quickly flip between views. These charts can be created as Arcadia X sections within the portal builder.
New BI Dashboards
New pre-defined dashboards for simple business intelligence. Easily create 6-chart dashboards to help you visualise and analyse your data.
Enhanced User Associations with Validity Date Ranges
Enhanced the contact association functionality with the ability to add start and end validity dates. Also added the ability to switch your current login session between the contexts of different organizations that you are associated to. This allows users to login as if they belonged to other organizations through their associations. The association validity dates will also carry through the various permissions and security throughout the platform such as the UTA security matrix that controls access to UTA records.
New E-mail Failure Notifications
New ability to designate email contacts to receive notifications for email send failures. This is useful in situations where you've configured SmartSimple to relay emails through your own SMTP server. In the event that email relays fail SmartSimple will use its own SMTP service to alert you about the failed emails so you may resend them.
Enhanced Arcadia X List View Section with Record Count
Minor enhancement to Arcadia X list view sections with the ability to display the current record count of items in the list.
New Integration with Adobe Sign
New ability to now use Adobe Sign (formerly EchoSign) to digitally sign documents in addition to our existing Signority service.
New Integration with Australian Business Register
New integration with the Australian Business Register now allows you to perform looks ups and validation on Australian registered businesses.
Updated List View Export with Disable Formatting Option
Minor enhancement to the List View export functionality with the ability to disable field formatting and only export raw field values.
Updated Report Charts with New Chart Types
Minor enhancement to report charts by adding several new chart types for you to use.
Notes for Administrators
The following features are more technical in nature and targeted towards an audience of System Administrators:
New Dynamic Field Visibility Controls
New Dynamic Field Visibility Controls is a simplified way to configure conditional custom field visibility. This new feature can be used instead of dynamic control custom fields or the showhideheader() function to control the visibility of custom fields that depend on the selected values of other custom fields.
Enhanced Allocations
Enhanced the Payment Allocation with the ability to define multiple types of allocations. This allows you to set up any number of allocation types to be used in the same system from earmarked fund allocation for future use to actual payment disbursements.
Enhanced PDF File Workflow Task with Ability to Store to Parent
Enhanced the workflow task for generating PDF files with the ability to store the files to a parent object. You can have a UTA Level 2 workflow that generates a PDF and stores it to its parent Level 1.
Enhanced Sign-Up Pages Now Allow Multiple Fields for Duplicate Match
Minor enhancement to organization and contact sign-up pages to allow for multiple fields to be used as the unique identifier when matching existing records.
Updated UTA Level 1 Standard Field Options
Minor enhancement to the UTA Level 1 standard fields to allow you the ability to disable the auto-populate behaviour of the owner and organization fields. Also enhanced the UTA Level 1 standard fields with the ability to restrict the owner and person standard fields to contacts within the current user's branch. Also enhanced the UTA object standard fields for multiple contacts and organizations associations with the ability to add instructional text within the tabs.
Updated Variable Processor with Signority History Variables
Minor enhancement to Signority integration for the ability to reference the document and signature histories via the variable processor.
Enhanced Login Page with Failed Login CAPTCHA
Enhanced the login page with the ability to add a CAPTCHA validation upon repeated failed logins for improved security.
Enhanced File Upload Custom Fields with Image Compression Option
New ability to create compressed copies of uploaded image files. File upload custom field types now have the ability to create a compressed copy of image files that are uploaded to the field. The image copies are compressed in file size and can also be restricted to a width of 1024 pixels. This functionality can be used for media heavy applications and displaying thumbnail images instead of full sized images for improved performance.
Enhanced Note Types to Allow Restriction of UTA Level 1 Types
Minor enhancement to Notes that allows you to restrict them to specific UTA Level 1 types.
Enhanced E-Mail with DKIM Signatures
New support for DKIM signatures for SmartSimple emails for further validation and security. This option is likely to be used within configurations that employ SMTP relay.
Updated Watch List Functionality with Ability to Bring Your Own CSIWeb Account
Enhanced the watch list functionality with the ability to bring your own CSIWeb account to SmartSimple. If you are currently already using this watch list service, it can be configured for use in SmartSimple.
