Changes

<!--Watch this video to get a '''general overview''' of the new features in our October 2013 upgrade. ''To watch this video in full screen, please click on the '''YouTube link''', then the '''full screen button''' on the bottom right.'' {{#ev:youtube|3oc-8ZgPvl8}}

===System Errors Configuration Error Log===*System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[System Errors Configuration Error Log]], available from the [[Business & System Configuration]] section of the [[Global Settings]] page, maintains a log of server-side errors.:[[Image:SystemErrorsLogConfigErrorLog.png|link=|700px]]

* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, including displaying calendar allowing new functionality such as the ability to click-and-drag to move events in a lightbox format, rather than separate pop-up windows. * The option to revert back to the classic Calendar style can be reverted to, is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.

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

* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's a previous upgrade]]. With this upgrade, this feature will has been updated to be auto-enabled by default for all roles.

* The permissions Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can now be set by role in the [[Email & Email Broadcast Security]] settings page. * Access Permission Settings have been introduced for access to the [[Discussions]] feature which can be managed set by roles from role in the [[Manager Permissions]] settings pagespage.

*System Administrators can configure a The [[Workflow]] task to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple {{WPV}} fields. See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.

===New Feature: Reports CachingImprovements to Arcadia List Views===* [[System Administrator]]In SmartSimple's can now schedule reports to be run periodically (daily, weekly, monthly). * Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.* The following types of SmartSimple records can be updated::*next-generation [[OrganizationArcadia]] records:*[[Contact]] records:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records* Typical use cases might include::* On a monthly basisinterface, automatically storing the total number column widths of reviews that have been performed by a given user on their contact [[profilelist view]]s can be defined.:* On a weekly basisList view headings can also be made static, 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 other words always be visible at 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===* One top of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], which displays page when scrolling through a cross-tabbed view long list of the records in on a SmartSimple application. * The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templateslist view]] as the row headings:[[Image:ArcadiaL1SummaryView.png|link=|700px]]* 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.<!--19468 23751 - Add option for enabling static header for Arcadia. Summary cross tab based on standard fieldslist views-->

===Setting Alignment of Columns in Report BuilderSending Emails from {{l2}} Records===*Columns in reports System Administrators can now be set in the Report Builder configure {{UTA}}s to be left-, right- or center-aligned without resorting allow end users to custom HTMLsend emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.<!--13969 - Reporting Enhancements22522-->

===IRS/CRA/OFAC Automated CheckingUpdate Company Categories with Workflow Tasks===*The system A new [[Workflow Task Types|Workflow Task Type]] can now be configured to perform automated verification been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[contactClient Categories|Organization Category]] records, as well as from an [[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[[profile]].<!--21591 23763 - IRS/CRA/OFAC Automated Checkingcreate workflow task to update company category-->

[[Category:Upgrades| 2013-10]]