Difference between revisions of "Template:March2014Upgrade"

Revision as of 10:54, 10 March 2014

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 March 2014 upgrade to your server:

Country-Specific State/Province Dropdown menus

• SmartSimple now allows administrators to turn on a feature named "Enable Pre-defined Drop-down Options" which will present users with a choice of states/provinces specific to the country they select on a contact or company profile. State/Province lists are available for the U.S., Canada and Ireland.

Simplified List Views for Companies and Contacts

• We've simplified the configuration of list views for companies and contacts, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for Ajax Lookup list views has been consolidated for external and internal companies and contacts.

New Icon Sets for Portal pages

• SmartSimple has added new icon sets to the portal configuration page, enabling administrators to give their copies of SmartSimple a more contemporary look.

Record Auditing Enhancement

• Two new standard fields have been added to make creating an audit trail easier for administrators: Created By and Created Date.

List View Selector location in Arcadia

• We've relocated the list view selector in Arcadia, SmartSimple's next-generation interface. Users will now be able to select the list view they want to use to review system records at the top of the list view.

Update to Rich Text Editor

• We've updated the editor for our Rich Text fields to allow for the pasting of text that contains HTML code.

Simplification of Settings Pages

• The UTA Settings pages have been streamlined by reorganizing certain settings options to the standard field configuration pages:
  

From the main Settings page:

1. "Filter People Based on Company"
2. "Filter Owner Based on Company"
3. "Enable Branch Lookup"
4. "Enable External company for Level 1 Branch Standard Field"

From the Security Settings page:

1. "Default Contact Lookups based on Level One Company"
2. "Default Company Lookup Category"
3. "Contact Assignment Role Settings"
4. "Company Assignment Role Settings"
5. "Standard Contact Lookup Role Settings"
6. "Level One Company Lookup Category Settings"

From the Entity Settings page:

1. "Enable External Owners"

These settings can now be configured by configuring the relevant standard fields ("Branch," "Owner," "Person," etc.).