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Previous Upgrade: July 2014

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==Global System Upgrades==Watch this video to get a '''general overview''' of the new features in our July 2014 upgrade. {{#ev:youtube|ItHzJtMPpic}}
The new features listed below are enhancements to ''To watch these videos full screen, click on the SmartSimple system and will be immediately available to SmartSimple users upon the application of the May 2014 upgrade to your server:YouTube link''
===Enhanced Date & Time Selection===*The '''Enhanced Date & Time Selection''' *Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.<!--23845 - Update portal icon style-->{{July2014Upgrade}}
===Recent Searches===*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches."<!--22590 - Last Searches - List View Enhancement--> ===Intruder Alert Emails===*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.<!--23413 - Intruder Email Multiple Users--> ===Update to Advanced Searching on Dates===*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions--> ===Addition of NTEE Code to IRS Database Search===*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.<!--26473 - Retrieval of the NTEE code from the IRS database--> ===Update to List View Status Colours===*The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.<!--27976 - Arcadia X List View Enhancements--> ==On-Demand System Category: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: ===Arcadia X Interface===*An easy method of building custom user interfaces is now available. *''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and customized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface--> ===List View Improvements===* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.<!--27976 - Arcadia X List View Enhancements--> ===Report Builder Enhancements===*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.<!--27677 - Report Grouping / Aggregation--> ===XML Field Enhancement===* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.<!--28567 2014- XML Data Field extension to create L2s-> ===Conditional Lists of Values===* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values09]] for more information.<!--22853 - Conditional List of Values--> ===New Functionality for Save / Save Draft buttons===* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Visibility Condition|Visibility conditions]] and button labels of these can now be controlled. See [[Custom Save and Save Draft Buttons]] for details.<!--19758 - Visibility of Save and Save Draft buttons--> ===Enhancements to Copying Records===* The permissions for copying {{UTA}} records have been enhanced. * System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.* The user interface for the Copy Record page is also simplified.<!--26973 - Copy Enhancements--> ===Enhancement to PDF Writer===* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!--22632 - Ability to specify file name for PDF's generated using pdfwriter--> ===Enhancement to User Lockout Functionality===* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.<!--15276 - Message when user enters incorrect password-->
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