Difference between revisions of "Previous Upgrade: September 2014"

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{{September2014Upgrade}}
  
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==Global System Upgrades==
 
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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 upgrade to your server:
 
  
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===Ability to modify search query filters===
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[[Category:Upgrades| 2014-09]]
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*Users now have the ability to make modifications to filters after they have been created.
 
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*Previously, users were unable to update or make changes to search filters created. See [[filters]] for further information.
 
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<!-- 26362 - ability to update search query of filters-->
 
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===Enhancements to Smart Folder organization tree in Arcadia===
 
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*The tree structure has been updated on the Arcadia interface with a new modernized look and feel.
 
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<!--30092 - Arcadia UI - SmartFolder / organization tree update-->
 
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===Enhancements to tab bars in Arcadia===
 
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*All tab bars in the Arcadia interface has been updated with a new look and feel.
 
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<!--30106 - Arcadia UI - Tab bar consistency-->
 
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==On-Demand System Upgrades==
 
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The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
 
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===Enhanced calendar functionality checks for scheduling conflicts===
 
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*The system can now flag conflicting dates when creating an event through the SmartSimple calendar.
 
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*The system will check for scheduling conflicts for all events for everyone involved in the event, wither personal or a contact.
 
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*The feature can be turned on in the [[Global Settings]]
 
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[[file:Duplicate_check.png]]
 
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<!--24746 - Calendar duplicate check-->
 
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===Enhanced OFAC checking against contacts===
 
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*System administrators now have the option to run [[OFAC, IRS, CRA Checks|OFAC]] checks against all contacts within an organization.
 
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<!--28798 - OFACS check against contacts-->
 
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===Enhanced Number Formatting===
 
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*Enhanced number formatting options for greater control and customization.
 
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*Users can now specify the number format such as integer, comma, currency, decimal, and percentage.
 
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*Additionally, the system allows users the freedom to set number precision e.g. rounding up to the nearest tens, to one or more decimal places etc.
 
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<!--29003 - Number Formatting-->
 
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===Email Template Categories===
 
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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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<!--20088 - Email Templates-->
 
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===Portal Design Enhancements===
 
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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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<!--21857 - New Portal Design-->
 
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===Hide Notification of Locked Record===
 
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A new setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.
 
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[[Category:Upgrades| 2013-09]]
 

Latest revision as of 11:17, 11 November 2014

Watch this video to get a general overview of the new features in our September 2014 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 upgrade to your server:

New Ability to modify search query filters

  • Users now have the ability to make modifications to filters after they have been created. See filters for further information.

Enhanced UTA Calendar Interface

  • The UTA calendar has now also been updated to the same modern look and feel as the personal calendar.

Enhanced SmartFolders interface

  • The SmartFolders interface has been updated with a new look and feel.

Enhanced Arcadia Interface

The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.

  • All tab bars in the Arcadia interface have been updated with a new look and feel.
  • The header and menu options have been modified to better utilize screen real estate.
  • Changes have been made to the button and input styling for improved consistency, look and feel.
  • Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
  • Modifications to button styling for better look and feel.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:

Enhanced calendar functionality checks for scheduling conflicts

  • You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
  • When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.
  • The feature can be enabled on the Global Settings page.

Improved OFAC checks against contacts

  • OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.

Enhanced Number Validation and Formatting

  • Custom fields configured to accept number formats now have additional formatting options.
  • The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.
  • A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.
  • See the Number Format page for additional information.

Enhanced ability to open web page views with a lightbox

  • Enhanced the Web Page View custom field with the ability to open up in a lightbox window instead of a pop-up window.

Enhanced notes functionality

  • The Notes functionality has been extended to transactions.
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