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Template:July2014Upgrade

2,037 bytes added, 13:02, 15 September 2014
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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 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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===Enhanced Calendar Event Coloring===*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 [[Event Types|Event Type]] or the current calendar-based coloring on the fly.*System [[Event Types]] have also been enhanced to allow the setting of custom colors to denote these.*Event highlighting allows for Event Types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.<!--14834 - Calendar switch to event type colouring--> ===Updated System Security and System Visibility Permissions===*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 ability to select user roles in addition to custom logic.<!--29177 - Organizing Manager Permissions and Advanced Logic--> ===Updated UTA Settings Pages===*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 Logic]] setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.<!--21123 - UTA Settings Pages--> ===Updated Listing Level 2 on Company Record===*Previously, [[{{UTA]] Level 2 }} {{l2}} activities were shown on company profiles [[profile]]s based on upon the assigned users of on the Level 2. This has now been extended to company profiles to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.
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===Enhanced Calendar Event Colouring===
*The calendar has been enhanced to allow for switching calendar entry colours based on the calendar type (current functionality) and [[Event Types|event type]] (e.g. "meetings" entry types are associated with only one colour, "deadlines" entry types with another distinct colour etc.).
*Standard system events have also been enhanced to allow the setting of custom colours to denote these.
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==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 Calendar Event Preview Pop-upTemplate===*The calendar event detail pop-up preview has been enhanced to allow System Administrators the user ability to fully customize its contents. The event preview can be customized to display any details from the event.
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===New Enforced Naming for Single and Multi-File Uploads===*The [[Custom Field Type: Link – Single File|single ]] and [[Custom Field Type: Link – Multiple Files|multi-file ]] upload custom fields have been modified enhanced to allow the configuration enforcing of enforced file nameson uploads to SmartSimple. *This configuration allows for enforcement of will allow System Administrators to enforce various naming conventions on for uploaded files uploaded to SmartSimple.
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==Beta Previews==
The following features are available for beta preview. For a sneak peakpeek, please contact your SmartSimple administrator for more information.
===New Report Builder===
*An enhanced [[Report Builder ColumnSettings|report builder]] is available that allows for greater control of reports with a more intuitive interface.
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===New Google Field Translation===*New functionality allows for language translation of SmartSimple data entered into text fields, achieved by integration with Google Translate.
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===New Census Integration / Federal Financial Data===*SmartSimple now integrates with the U.S. Census online database to provide our clients with the ability to access the most up-to-date geographically-relevant data pertaining to their clients.[[Image:CensusProfileWPV.png|link=|800px]]*New functionality also enables integration System Administrators to return Census tract codes for their contacts consistent with Federal Information Processing Standards, allowing for seamless online submission of online forms to the US Federal Financial Data Index which allows FCC.*See [[Census Integration]] for easy population a full description of census datathis feature.
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===New Inherited Custom Fields===*New functionality to allow for field inheritance across [[UTA]]s to be able to easily aggregate information across different applications and down to different up multiple levels.
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