Difference between revisions of "Previous Upgrade: September 2013"

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Watch this video to get a '''general overview''' of the new features in our September 2013 upgrade.
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{{#ev:youtube|QZ0KnS0ybR0}}
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''To watch these videos full screen, click on the YouTube link''
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__TOC__<br>
 
==Global System Upgrades==
 
==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:
 
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===
 
===Consolidation of Submit Logic Failure Messages===
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System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.
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*In order to assist end users complete forms with multiple [[Submit Logic]] validations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.
 
<!--23325 - Group all failed submit logic into one message-->
 
<!--23325 - Group all failed submit logic into one message-->
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===Revisions to User Interface===
 
===Revisions to User Interface===
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* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.
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* 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.
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<!--23277 - Minor UI changes - Sept. 2013-->
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<!--23277 - Minor UI changes - Sept. 2013--><br>
  
 
==On-Demand System Upgrades==
 
==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:
 
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
  
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===New Feature: Scheduling Reports===
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===New Feature: Recently-Viewed Objects===
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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.).
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*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 [[navigation|navigate]] easily through the system.
  
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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.
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*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.
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<!--23152 - Record and display most recently viewed objects-->
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===New Feature: Reports Caching===
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* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly).  
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* Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
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* The following types of SmartSimple records can be updated:
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:*[[Organization]] records
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:*[[Contact]] records
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:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records
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* Typical use cases might include:
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:* On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact [[profile]].
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:* On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
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:* 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-->
 
<!--22927 - new scheduled reports-->
  
 
===Arcadia - Basing Summary Cross-tab on Standard Fields===
 
===Arcadia - Basing Summary Cross-tab on Standard Fields===
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System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|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.
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* 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.
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* The default display of the cross-tabbed view is to break out an application's [[status]]es as column headings and its [[templates]] as the row headings:
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[[Image:ArcadiaL1SummaryView.png|link=|700px]]
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* 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-->
 
<!--19468 - Arcadia. Summary cross tab based on standard fields-->
  
 
===Setting Alignment of Columns in Report Builder===
 
===Setting Alignment of Columns in Report Builder===
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Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
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*Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
 
<!--13969 - Reporting Enhancements-->
 
<!--13969 - Reporting Enhancements-->
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===New Feature: Recently-Viewed Objects===
 
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When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
 
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* General – ''Email Template will be available in all contexts''
 
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* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
 
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* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
 
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* Contact – ''Email Template will only be available when sending an email from a contact record''
 
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<!--23152 - Record and display most recently viewed objects-->
 
  
 
===IRS/CRA/OFAC Automated Checking===
 
===IRS/CRA/OFAC Automated Checking===
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When designing a [[Creating a Portal Interface|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|system variables]] above the user's portal.
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*The system can now be configured to perform automated verification of [[contact]] records, as well as [[organization]] records, against the OFAC database.
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*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.
 
<!--21591 - IRS/CRA/OFAC Automated Checking-->
 
<!--21591 - IRS/CRA/OFAC Automated Checking-->
  
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[[Category:Upgrades]]
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[[Category:Upgrades| 2013-09]]

Latest revision as of 09:33, 11 September 2015

Watch this video to get a general overview of the new features in our September 2013 upgrade.

To watch these videos full screen, click on the YouTube link



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 Submit Logic validations, 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: Reports Caching

  • System Administrators 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:
  • 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.

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.
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