Difference between revisions of "Previous Upgrade: September 2013"

Revision as of 10:32, 6 September 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 September 2013 upgrade to your server:

Consolidation of Submit Logic Failure Messages

In order to assist end users complete forms with multiple mandatory fields, SmartSimple will now display all alert messages configured with Submit Logic into a consolidated alert window.

Revisions to User Interface

• Users of SmartSimple's next generation interface - Arcadia - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records.

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:

New Feature: Recently-Viewed Objects

When enabled through Manager Permissions, a new right-hand panel titled "Recently Viewed" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to navigate easily through the system.

The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.

New Feature: Scheduling Reports

Enhancement to be able to schedule reports to be run and store custom field values to objects (i.e. companies/contacts) to perform periodic aggregation of data (aggregating data to user portals...etc.).

The idea is to configure a report to run daily, weekly, monthly...etc. (which the system will do automatically at a specified time during the night) and then store the aggregate value to a custom field at the company/user level.

Arcadia - Basing Summary Cross-tab on Standard Fields

System Administrators can create submit buttons for records which move the records to a different status and trigger the field validation and submit logic on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.

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

When designing a portal interface, system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and system variables above the user's portal.