Previous Upgrade: February 2013
Contents
General Information
The SmartSimple platform is upgraded with new features and enhancements approximately every 6 to 8 weeks.
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 subscribe to the Technical Journal that is sent out prior to each upgrade on the Newsletter Signup Page. (Unsubscribe here).
System Upgrade Process
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.
Backup Server Update
- Each 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 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 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.
- Details of each WebEx session will be posted on this page once it is scheduled.
Next Upgrade: September 17th 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 1st 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: September Upgrade Date: TBC Time: TBC Meeting Number: Meeting Password:
Please click on the following link to join the meeting: [1]
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
Click on any heading below to go to the associated Wiki article.
- This section is currently being updated:
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 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:
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.
