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Template:July2014Upgrade

625 bytes added, 13:02, 15 September 2014
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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.
===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 together, 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}} {{l2}} activities were shown on company profiles [[profile]]s 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.
<!--17106 - Show L2s on Company Record-->
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.
<!--26090 - Customizable Calendar event preview pop-up-->
===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.
<!--29759 - Enforced Custom file naming for Multi and single file upload field type-->
<!--25842 - report builder 2.0-->
===New Google Field Translation===
*New functionality allows for language translation of data entered into text fields, achieved by integration with Google Translate.
<!--29866 - google field translation-->
===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.
<!--29235 - Federal Financial Data extract variable-->
===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.
<!--29930 - inherited custom fields-->
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