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When designing a [[Creating a Portal Interface|portal interface]], *The 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 now be configured to customize the "Contemporary" portal design to match the look and feel perform automated verification of your organization's website. A new section has been added to the [[Portal Designcontact]] page, titled "Body Introduction," which allows portal designers to add instructionsrecords, report statistics and as well as [[System Variables|system variablesorganization]] above records, against the OFAC database.*The settings page to configure the automatic verification of records against the user's portalIRS/CRA/OFAC online databases has been simplified.
Cameron moved page Previous Upgrade: September 2013 Upgrade to Previous Upgrade: September 2013 without leaving a redirect
Watch this video to get a '''general overview''' of the new features in our September 2013 upgrade.
{{#ev:youtube|QZ0KnS0ybR0}}
''To watch these videos full screen, click on the YouTube link''
__TOC__<br>
==Global System Upgrades==
===Consolidation of Submit Logic Failure Messages===
*In order to assist end users complete forms with multiple [[mandatorySubmit Logic]] fieldsvalidations, 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-->
===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 [[navigation|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.
<!--23152 - Record and display most recently viewed objects-->
===New Feature: Scheduling ReportsCaching===
* [[System Administrator]]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::*[[Organization]] records:*[[organizationContact]] and records:*[[contactUTA]] records, allowing for the periodic aggregation of datai.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]].
* 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:
[[Image:ArcadiaL1SummaryView.png|link=|700px]]
* The September 2013 upgrade allows system administrators to configure the Arcadia interface to use 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 HTML.
<!--13969 - Reporting Enhancements-->
===IRS/CRA/OFAC Automated Checking===
<!--21591 - IRS/CRA/OFAC Automated Checking-->
[[Category:Upgrades| 2013-09]]
