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Template:July2014Upgrade

906 bytes added, 13:02, 15 September 2014
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[[File:Jquerydatepicker.jpg]]
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===Listing Level 2 on Company Record===
*Previously, {{UTA}} {{l2}} activities were shown on company profiles based upon the assigned users on the Level 2. This has now been extended 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 Coloring===
*The calendar has been enhanced with the ability to allow for switching calendar entry colors switch to event-based coloring. Users will be able to switch between event coloring based on the calendar type (current functionality) and [[Event Types|event typeEvent Type]] *Event highlighting allows for event types to be associated with certain colors e.g. "deadlines" event type associated with a particular color, "meetings" event type with another distinct color etcor 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.
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===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 revamped reworked with various settings moved and consolidated into various their appropriate pages. *Certain Some of the familiar settings names may have been re-named changed to make configuration more intuitive: descriptions.*The UTA [[Advanced Logic]] setting has been renamed to visibility permissionsVisibility Permissions, and have been enhanced with the added ability to specify select user roles along with in addition to custom logic. *This change is phase one of two, this phase update is focused on consolidating the settings, while the second phase settings interface itself will concentrate on making be updated in the interface easier to near future for greater ease of use.
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===Organizing Manager Permissions and Advanced LogicUpdated Listing Level 2 on Company Record===*The settings pages for manager permissions and advanced logic have been updated. They can be found under Global SettingsPreviously, with manager permissions renamed system security permissions, and advanced logic renamed system visibility permissions{{UTA}} {{l2}} activities were shown on company [[profile]]s based upon the assigned users on the Level 2. *Visibility permissions This has now have been extended to also show UTA Level 2 activities on company profiles when the ability company itself is associated to specify user roles along with custom logicthe Level 2 activity.<!--29177 17106 - Organizing Manager Permissions and Advanced LogicShow 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:
===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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===New Google Field Translation===
*New functionality allows for language translation of 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 the US Federal Financial Data Index which allows Information Processing Standards, allowing for easy population seamless online submission of online forms to the FCC.*See [[Census Integration|census data]]for a full description of this 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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