Difference between revisions of "Previous Upgrade: October 2013"

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(Creating Multiple PDFs with a Single Workflow Task)
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===New Permission Settings===
 
===New Permission Settings===
* The permissions for the [[Quick Messaging]] feature can now be set by role in the [[Email & Email Broadcast Security]] settings page.  
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* The permissions for the [[Quick Messages|Quick Messaging]] feature can now be set by role in the [[Email & Email Broadcast Security]] settings page.  
 
* Access to the [[Discussions]] feature can be managed by roles from the [[Manager Permissions]] settings pages.
 
* Access to the [[Discussions]] feature can be managed by roles from the [[Manager Permissions]] settings pages.
 
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<!--24095 - new manager restrictions -->
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<!--22494 - generate pdf workflow task ability to create multiple pdfs-->
 
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===New Feature: Reports Caching===
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===Static Header for Arcadia List Views===
* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly).
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* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list view]]s can be defined.  
* Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
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* List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a [[list view]].
* The following types of SmartSimple records can be updated:
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<!--23751 - Add option for enabling static header for Arcadia list views-->
:*[[Organization]] records
 
:*[[Contact]] records
 
:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records
 
* Typical use cases might include:
 
:* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].
 
:* On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
 
:* On a daily basis, automatically updating on a company's [[profile]] a summation of the total number of grants for which contacts of that organization has applied.
 
<!--22927 - new scheduled reports-->
 
  
 
===Arcadia - Basing Summary Cross-tab on Standard Fields===
 
===Arcadia - Basing Summary Cross-tab on Standard Fields===

Revision as of 15:08, 21 October 2013



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 October 2013 upgrade to your server:

System Errors Log

SystemErrorsLog.png

New Calendar Format

  • The style of the SmartSimple Calendar has been enhanced, including displaying calendar events in a lightbox format, rather than separate pop-up windows.
  • The classic Calendar style can be reverted to, by enabling the "Use Classic Calendar" setting on the Global Settings page.

Google Map / StreetView

  • On a company or contact profile, users can directly jump to a Google Maps page, or directly to a Google Maps Street View, of the company's or contact's street address.

Recent-Viewed Objects List Now Enabled by Default

  • The Recently Viewed panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the last month's upgrade. With this upgrade, this feature will be enabled by default for all roles.
  • For roles which should not have access to the Recently Viewed panel, this feature can be disabled using Manager Permissions.

New Permission Settings

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:

Creating Multiple PDFs with a Single Workflow Task

Static Header for Arcadia List Views

  • In SmartSimple's next-generation Arcadia interface, the column widths of list views can be defined.
  • List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a list view.

Arcadia - Basing Summary Cross-tab on Standard Fields

  • One of the key features of SmartSimple's next-generation Arcadia interface is its Summary Matrix, which displays a cross-tabbed view of the records in a SmartSimple application.
  • The default display of the cross-tabbed view is to break out an application's statuses as column headings and its templates as the row headings:

ArcadiaL1SummaryView.png

  • The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.

Setting Alignment of Columns in Report Builder

  • Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.

IRS/CRA/OFAC Automated Checking

  • The system can now be configured to perform automated verification of contact records, as well as organization records, against the OFAC database.
  • The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.