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Previous Upgrade: October 2013

338 bytes removed, 13:31, 11 September 2015
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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 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]]
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===New Calendar Format===
* 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.
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===Google Map / StreetView===
* 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.
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===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 [[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.
* For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].
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===New Permission Settings===
* 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.
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===Remember Me Deprecated===
* For security reasons the "Remember Me" setting on the login page has been deprecated and removed.
==On-Demand System Upgrades==
===Creating Multiple PDFs with a Single Workflow Task===
*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.
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===Arcadia - Basing Summary Cross-tab on Standard FieldsSending Emails from {{l2}} Records===* One of the key features of SmartSimple'System Administrators can now configure {{UTA}}s next-generation [[Arcadia]] interface is its [[Summary Matrix]], which displays a cross-tabbed view of the records in to allow end users to send emails directly from a SmartSimple application{{l2}} record. * The default display of the cross-tabbed view is to break out an application's [See [status]]es as column headings and its [[templates]] as the row headings:[[Image:ArcadiaL1SummaryView.png|link=Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|700pxthis page]]* 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 - Arcadia. Summary cross tab based on standard fields--> ===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 HTMLfor 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]]
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