=General Information=The following features were implemented as part of the upgrade cycle commencing in February 2013:
The ===Universal Tracking Application===* New [[SmartSimplecaption]] platform is upgraded setting introduced for the configuration of [[Template|type]]/[[status]] of objects, allowing you to change the default display name of a type/status. New [[Variable List|variables]] @statuscaption@ and @typecaption@ have been introduced to retrieve these captions.<!--17980 - Captions in English--><!--Variable List page updated-->* New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New [[Variable List|variables]] @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user.* New [[Field Permission Matrix|field visibility matrix]] introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk.* Enhanced the UTA [[Batch Update|batch update]] feature to open directly off your current list view results instead of directing to a separate search page.* Enhanced the UTA [[Batch Update|batch update]] feature with new features and enhancements approximately every 6 the ability to 8 weeksupdate multiple contacts/group for UTA Level 1.
This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them. You can also [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ subscribe] to the ==Variable Processor===* New [[:Category:Newsletter ArchivesVariable List|Technical Journalvariable]] that is sent out prior @sstimezone@ allows you to each upgrade on retrieve the [http:/user's timezone setting which can then be used to calculate their relative date/smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here])time.<!--17466 - Would like to have timezone variable that runs on the report builder--><!--Variable List page updated-->
==System Upgrade Process=Standard and Custom Fields===* Enhanced the account [[list view]] within a [[UTA]] with the ability to list the account [[owner]] as a column.* New ability to update the [[display order]] of only a selected group of [[custom fields]] within [[Batch Update|batch update]] (previously forced to update display order of all custom fields).
The objective of the '''System Upgrade Process''' is to ensure that customers have a chance to review, without compromising the integrity of their production system, how their applications and information will work following the upgrade. In order to take advantage of this you will need to know how to access your backup instance of SmartSimple. If you need assistance with this either refer to the ===Transactions===* Enhanced [[Backup Server and Testing Instances:Category:Transactions|transactions]] Wiki article, or contact with the ability to enable [[SmartSimpleRecord Lock|record locking]] support desk.
===Backup Server UpdateIntegration===* Enhanced PubMed service with the additional ability to search on publication date.* Introduced [[integration]] with GuideStar service and ability to search their database.
* Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" on the Tuesday of the update week.
* This update will provide for instance specific testing of release candidate, as you can log into your respective [[Backup Server and Testing Instances|backup server]] and test the the changes against your most current data and configuration.
* Internal staff will also be using these servers to perform instance specific testing.
* The update will stay in place on the [[Backup Server and Testing Instances|backup server]] for the Tuesday, Wednesday and Thursday of the update week.
===Update Go/No-Go===
* Subject to satisfactory testing on both the pre-production server and the production backup servers, the go/no go decision will be made on Thursday at 12:00pm.
===WebEx===* There will be a Pre-Release WebEx session the week prior to each upgrade that will provide technical details on how to implement and use the new features and enhancements. <br>* Details of each WebEx session will be posted on this page once it is scheduled. -------- =Next Upgrade: October 2nd 2009:=The next upgrade schedule commences on Thursday September 17th at 10pm, EST. The following servers will be upgraded that day::* smartsimple.com:* smartsimple.biz:* smartsimple.ca The following servers will be upgraded on Thursday October 16th at 10pm, EST.:* smartsimple.ie:* smartsimple2.biz The upgrade will be applied to your backup server 2 days 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. [[Backup Server and Testing Instances]] If your organisation has a dedicated [[SmartSimple]] server or you host in-house the support team will be in contact with your system administrator to schedule the server upgrade. ==WebEx Demonstration Session==Topic: October Upgrade Date: TBCTime: TBCMeeting Number: Meeting Password: Please click on the following link to join the meeting: [https://smartsimple.webex.com] We have arranged a toll-free teleconference using the following numbers::* 416-343-4997 (Local dial-in):* 1-866-440-4486 (Toll free dial-in):* 800 2355-0000 (Global dial-in)Teleconference ID: TBC =Upcoming Features=<font size="4">'''Click on any heading below to go to the associated Wiki article.'''</font>* <font size="3">This section is currently being updated</font>: ==Variable Processor Enhancements==* Ability to assign to the Customer Level 1 Standard field (also called Client).:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''* Ability to use the list syntax [#...#] to show all companies that a user is associated with, or all users associated with a company. ==UTA Enhancements=====[[Advanced Logic|Advanced Logic to Suppress Public Notes]]===* Using [[Advanced Logic]] you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.* This allows you to define criteria to prevent [[UTA]] users from clicking into and viewing the contact record for contacts associated with a Level 1 record. ===Invoicing===* Ability to create invoices that aggregate by client, or by Level 1 records. ==Custom Field Options=====Custom Field Number Format===* In addition to the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:::{| border="1"|+|'''Number Format'''||'''Display'''|+|Currency||$20,000.00|+|Currency-DEM||20.000,00 DM|+|Currency-EUR|| €20,000.00|+|Currency-GBP|| £20,000.00|} ===Single File Field Online Editing===* Online editing is now possible for the Single File field. If a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at the same time. -------- =Previous Upgrades=Click on the links below to find detailed information on previous upgrades.* The date listed indicates when the upgrade commenced. Not all servers were upgraded on that date.==[[Previous Upgrade: July 30th 2009]]====[[Previous Upgrade: May 28th 2009]]====[[Previous Upgrade: April 2nd 2009]]====[[SmartSimple Technical Journal Issue - 32|Previous Upgrade: February 2009]]== [[Category:Upgrades| 2013-02]]