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==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 May July 2014 upgrade to your server:
===Enhanced Date & Time Selection===*The calendar '''Date & Time Selection's''' look and feel date selection window has been updated to with a more contemporary stylenew look and feel. [[File:Jquerydatepicker.jpg]]
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===Level 2 on Company RecordEnhanced Calendar Event Coloring===*Previously, The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on [[UTAEvent Types|Event Type]] [[Level 2]] activities were shown on company profiles or the current calendar-based coloring on the assigned users of the Level 2. This has now been extended on company profiles to also show UTA Level 2 activitiesfly.*Select the dropdown under the "Apply Filter" heading of the System [[Basic SearchEvent Types]] panel, or have also been enhanced to allow the "Saved Filter" heading setting of the [[Advanced Search]] panel, custom colors to denote these.*Event highlighting allows for Event Types to see a list of the last five searches performedbe differentiated by colors e.g. vacation events associated with one color, under the heading "Last Searcheswhile meeting events associated with another."<!--17106 14834 - Show L2s on Company RecordCalendar switch to event type colouring-->
===Intruder Alert EmailsUpdated System Security and System Visibility Permissions===*We've The previously named [[Manager Permissions]] and [[Advanced Logic]] have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the [[Business & System Configuration]] section of [[Global Settings]].*The settings pages have been updated and organized for more intuitive use. Some of the familiar permission names may have changed to more intuitive descriptions as well.*Visibility Permissions have been enhanced with the feature that sends emails ability to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified select user roles in addition to receive intruder alert emailscustom logic.<!--23413 29177 - Intruder Email Multiple UsersOrganizing Manager Permissions and Advanced Logic-->
===Update to Advanced Searching on DatesUpdated UTA Settings Pages===*When using date fields as search criteria in The settings pages for the {{UTA}} have been reworked with various settings moved and consolidated into their appropriate pages. Some of the familiar settings names may have changed to more intuitive descriptions.*The UTA [[Advanced SearchLogic]]setting has been renamed to Visibility Permissions, users can now easily specify whether they want records from "Last Year" or "and have been enhanced with the ability to select user roles in addition to custom logic.*This Yearupdate is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use."<!--26618 21123 - Advanced Search Date functionsUTA Settings Pages-->
===Addition of NTEE Code to IRS Database SearchUpdated Listing Level 2 on Company Record===*A new column for NTEE code has been added to the Previously, {{UTA}} {{l2}} activities were shown on company [[Organization Search Page|IRS database search formprofile]]s based upon the assigned users on the Level 2. This column can also be mapped back to the organization when it is created.<!--26473 - Retrieval of the NTEE code from the IRS database--> ===Update to List View Status Colours===*The status colour for each row within a UTA List View has now been moved extended to an indicator at also show UTA Level 2 activities on company profiles when the start of the row as opposed company itself is associated to highlighting the entire rowLevel 2 activity.<!--27976 17106 - Arcadia X List View EnhancementsShow L2s on Company Record-->
==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:
===Arcadia X InterfaceNew Calendar Event Preview Template===*An easy method of building custom user interfaces is now available. *''Arcadia X'' allows The calendar event preview has been enhanced to allow System Administrators build role-based portals with features such as tab-based navigation, and customized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface--> ===List View Improvements===* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual recordsability to fully customize its contents.* As well, list views The event preview can be configured customized to be pre-filtered, so that switching to a list view applies the filter and initially shows only display any details from the relevant recordsevent.<!--27976 - Arcadia X List View Enhancements--> ===Report Builder Enhancements===*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.<!-26090 -27677 Customizable Calendar event preview pop- Report Grouping / Aggregationup-->
===XML Field EnhancementNew Enforced Naming for Single and Multi-File Uploads===* Upgraded the The [[Custom Field Type: Link – Single File|single]] and [[Custom Field Type: Special Link – Multiple Files|multi- XML Data|XML Datafile]] upload custom field type fields have been enhanced to be able allow the enforcing of file names on uploads to create, edit or delete {{l2}} records on the flySmartSimple. See [[Managing Level 2 Activities with an XML Section]] This will allow System Administrators to enforce various naming conventions for more informationuploaded files.<!--28567 29759 - Enforced Custom file naming for Multi and single file upload field type- XML Data Field extension to create L2s->
===Conditional Lists of Values=Beta Previews==* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom fieldThe following features are available for beta preview. See [[Conditional Lists of Values]] For a sneak peek, please contact your SmartSimple administrator for more information.<!--22853 - Conditional List of Values-->
===New Functionality for Save / Save Draft buttonsReport Builder===* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. An enhanced [[Visibility ConditionReport Builder Column Settings|Visibility conditionsreport builder]] and button labels is available that allows for greater control of these can now be controlled. See [[Custom Save and Save Draft Buttons]] for detailsreports with a more intuitive interface.<!--19758 25842 - Visibility of Save and Save Draft buttonsreport builder 2.0-->
===Enhancements to Copying RecordsNew Google Field Translation===* The permissions New functionality allows for copying {{UTA}} records have been enhanced. * System administrators can definelanguage translation of data entered into text fields, achieved by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.* The user interface for the Copy Record page is also simplifiedintegration with Google Translate.<!--26973 29866 - Copy Enhancementsgoogle field translation-->
===Enhancement to PDF WriterNew Census Integration / Federal Financial Data===* {{WPV}}s can SmartSimple now be configured integrates with the U.S. Census online database to specify provide our clients with the filename ability to access the most up-to-date geographically-relevant data pertaining to their clients.[[Image:CensusProfileWPV.png|link=|800px]]*New functionality also enables System Administrators to return Census tract codes for their contacts consistent with Federal Information Processing Standards, allowing for a PDF file generated from that Web Page Viewseamless online submission of online forms to the FCC. *See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this pageCensus Integration]] for additional informationa full description of this feature.<!--22632 29235 - Ability to specify file name for PDF's generated using pdfwriterFederal Financial Data extract variable-->
===Enhancement to User Lockout FunctionalityNew Inherited Custom Fields===* System administrators can now define a custom message to display New functionality to users when a user is allow for field inheritance across [[Password Policy|locked outUTA]] due s to too many failed login attempts.* This message will only display when a user has been locked out, and attempts be able to log in again with the correct password. Therefore, no easily aggregate information will be divulged to users that fail their loginacross different applications and up multiple levels.<!--15276 29930 - Message when user enters incorrect passwordinherited custom fields-->