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| − | =General Information=
| + | The following features were implemented as part of the upgrade cycle commencing in February 2013: |
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| − | The [[SmartSimple]] platform is upgraded with new features and enhancements approximately every 6 to 8 weeks.
| + | ===Universal Tracking Application=== |
| | + | * New [[caption]] 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 the ability to update multiple contacts/group for UTA Level 1. |
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| − | 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 [[:Category:Newsletter Archives|Technical Journal]] that is sent out prior to each upgrade on the [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bRxdFQhdQ Newsletter Signup Page]. (Unsubscribe [http://smart.smartsimple.com/s_signup.jsp?token=XVtQC1oGYF9bQxNFQhdQ here]).
| + | ===Variable Processor=== |
| | + | * New [[Variable List|variable]] @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time. |
| | + | <!--17466 - Would like to have timezone variable that runs on the report builder--> |
| | + | <!--Variable List page updated--> |
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| − | ==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). |
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| − | 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 [[Backup Server and Testing Instances]] Wiki article, or contact the [[SmartSimple]] support desk.
| + | ===Transactions=== |
| | + | * Enhanced [[:Category:Transactions|transactions]] with the ability to enable [[Record Lock|record locking]]. |
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| − | ===Backup Server Update=== | + | ===Integration=== |
| | + | * Enhanced PubMed service with the additional ability to search on publication date. |
| | + | * Introduced [[integration]] with GuideStar service and ability to search their database. |
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| − | * Each [[Backup Server and Testing Instances|backup server]] will be updated to the "release candidate" on the Tuesday prior to the upgrade date.
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| − | * 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.
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| − | * Internal staff will also be using these servers to perform instance specific testing.
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| − | * 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.
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| − | ===Update Go/No-Go===
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| − | * 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.
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| − | ===WebEx===
| + | [[Category:Upgrades| 2013-02]] |
| − | * 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>
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| − | * Details of each WebEx session will be posted on this page once it is scheduled.
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| − | =Next Upgrade: March 11 and 18 2010=
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| − | The next upgrade will commence March 11th, 2010
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| − | The following server will be upgraded on Thursday March 11th at 10pm EST:
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| − | :* smartsimple.biz
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| − | The backup server (*.smartsimplebk.biz) will be upgraded on Tuesday March 9th for testing.
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| − | The following servers will be upgraded on Thursday March 18th at 10pm EST.
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| − | :* smartsimple.com
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| − | :* smartsimple.ca
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| − | :* smartsimple.ie
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| − | :* smartsimple2.biz
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| − | The associated backup servers will be upgraded on Tuesday March 16th for testing.
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| − | '''Important:''' 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]]
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| − | If your organization has a dedicated [[SmartSimple]] server or you host in-house the support team will be in contact with your system administrator after the above upgrade cycle has completed to schedule the server upgrade.
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| − | ==WebEx Demonstration Session==
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| − | Topic: March Upgrade
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| − | * Date: Monday October 8th
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| − | * Time: TBC
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| − | * Meeting Number: TBC
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| − | * Meeting Password: TBC
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| − | Please click on the following link to join the meeting:
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| − | [https://smartsimple.webex.com/smartsimple/j.php?ED=130854567&UID=0&PW=ca3a1475193b2d34205d5d03 TBC]
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| − | We have arranged a toll-free teleconference using the following numbers:
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| − | :* 416-343-4997 (Local dial-in)
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| − | :* 1-866-440-4486 (Toll free dial-in)
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| − | :* 800 2355-0000 (Global dial-in)
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| − | Teleconference ID: TBC
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| − | =Upcoming Features (This section is under construction)=
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| − | <font size="4">'''Click on any heading below to go to the associated Wiki article.'''</font>
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| − | ==Security==
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| − | ===Logout Pop-up===
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| − | * A pop-up message will now confirm that the user wishes to log out whenever:
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| − | :* The '''Logout''' button is clicked.
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| − | :* The user navigates to a different website while logged into the [[SmartSimple]] system.
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| − | :* The browser is closed.
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| − | * The system will store the session end time in the user log.
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| − | ==UTA Enhancements==
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| − | ===Focus Highlight===
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| − | * The field being edited will be highlighted.
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| − | * This feature only applies to the [[Universal Tracking Application]], but will be expanded to other system areas in future upgrades.
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| − | ==New Custom Field Types==
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| − | ===XML===
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| − | * The XML field type can be used to store blocks of XML in a single field.
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| − | * Values can be extracted from this block into other custom fields.
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| − | ===Spreadsheet===
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| − | * This field type is used to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record, and can be exported as a .xls file, or to be opened directly by MS Excel.
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| − | * Formulas are included.
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| − | * Information can be moved from MS Excel into this field using a macro within Excel.
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| − | * The values in one or more cells on the spreadsheet can be referenced as variables.
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| − | ===Select One - User Group===
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| − | * The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.
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| − | * User Groups are defined in Configuration, Roles and Permissions, User groups.
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| − | * On its own this field only links the group to the entity. It can then be used in conjunction with a display field ([[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only System Variables]] custom field) to display information derived from the contacts in the related Group.
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| − | ==Reporting Enhancements==
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| − | ===Report Variables===
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| − | * Exportdata will be replaced with report data using the advance export template.
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| − | :<font size=3>@ReportProperty(''reportid'',exportdata)@</font>
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| − | * CSVData will be replaced with report data as comma separated values.
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| − | :<font size=3>@ReportProperty(''reportid'',csvdata)@</font>
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| − | '''Example''': To display the exported report for the report with ID 12345
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| − | @ReportProperty(12345,exportdata)@
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| − | ''These 2 variables can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
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| − | ===Report Builder - Table Selection===
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| − | * The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field for the report.
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| − | :[[Image:NewRB.png]]
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| − | * For example if Tracking Application is chosen as the table, the Type combo box will be populated with all the UTAs and UTA template types.
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| − | * Only newly created reports will employ this version of the report builder. Existing reports will not.
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| − | ===Show Total===
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| − | * Another new feature within the report builder is the '''Show Total''' checkbox. If selected, it will include a total for that column at the last row of the report. This is similar to the list view Show Total feature as it only shows the total of the column data on records on the current page.
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| − | ===Caching and Record Limit===
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| − | * Reports and Charts can now be cached. Any complex report, or reports that are accessed regularly can be configured to be cached by the server
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| − | :[[Image:Repcache.png]]
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| − | ==Miscellaneous==
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| − | ===Unique Contact Identifier===
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| − | * Each contact in the system will now be issues a unique contact identifier code. This code can be accessed and displayed using @uuid@.
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| − | ===Custom Defined Holidays===
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| − | * Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.
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| − | * When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.
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| − | * The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] function.
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| − | '''Example:'''
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| − | ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03,
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| − | 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24,
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| − | 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';
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| − | ==SSattach==
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| − | * Static PDF documents can be attached to [[Web Page View]]s using [[ssattach]]. It will now be possible to insert the PDFs at any page location desired using the following syntax:
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| − | <pre>
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| − | <!--@ssattach(insert;@static pdf.value@;n)-->
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| − | </pre>
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| − | :where ''n'' is the page number at which the PDF document should be placed.
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| − | ===Chat===
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| − | * The chat window (accessed via the [[Image:Chaticon.png]] icon located next to the Logout button) will now open as a layer on top of your current window instead of opening in a new window.
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| − | =Previous Upgrades=
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| − | Click on the links below to find detailed information on previous upgrades.
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| − | * The date listed indicates when the upgrade cycle commenced. Not all servers were upgraded on that date.
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| − | ==[[Previous Upgrade: October 1st 2009]]==
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| − | ==[[Previous Upgrade: July 30th 2009]]==
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| − | ==[[Previous Upgrade: May 28th 2009]]==
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| − | ==[[Previous Upgrade: April 2nd 2009]]==
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| − | ==[[SmartSimple Technical Journal Issue - 32|Previous Upgrade: February 2009]]==
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| − | [[Category:Upgrades| ]]
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The following features were implemented as part of the upgrade cycle commencing in February 2013:
