Changes

Template:March2014Upgrade

391 bytes removed, 15:54, 11 March 2014
PDF Annotation
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 menusPDF Annotation===*SmartSimple You may now allows administrators add annotations to turn uploaded PDF documents on a feature named the fly. When the "Enable Pre-defined Drop-down OptionsAnnotation" which will present users with a choice of states/provinces specific to the country they select option is selected on a contact or company [[profileCustom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can be commented and marked up. State/Province lists are available for the UComments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required.SThe annotated PDF can then be saved at any stage as a new file., Canada and IrelandSee the [[PDF Annotation]] article for further details. <!--25321 24791 - Province state drop down is to longPDF annotation-->
===Simplified List Views for Companies and Contacts===
*We've simplified the The configuration of [[list views]] for companies and contactshas been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for [[Configuring Ajax List Views|Ajax Lookup list views ]] has been consolidated for external and internal companies and contacts.
<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->
===Simplified Owner Assignment ConfigurationNew Icon Sets for Portal pages===*The ability New icon sets have been added to restrict the assignment of contacts to the {{l2}} "Owner" [[standard fieldCreating_a_Portal_Interface|portal configuration page]] , enabling administrators to give their copies of SmartSimple a given set of roles has been added to more contemporary look. The icons can now be chosen directly from the systemicon preview page. <!--25029 26674 - Level 2 owner lookup rolesNew Icons-->
===Now Able Update to Translate Prefix/Suffix OptionsRich Text Editor===*System administrators can now pre-define lists of prefixes The [[Custom Field Type: Text – Rich Text|Rich Text editor]] has been updated and has a new look and suffixes for user names in multiple languagesfeel. This feature allows you to easily add formatting to text input.<!--25192 25735 - How to translate prefix/suffix combo box optionsRich Text custom field issue-->
===Enhancements to PubMed Search=On-Demand System Upgrades==* Enhanced PubMed service The following features are also available immediately with the additional ability to search on PubMed ID and author affiliation. * Keywords search field application of the upgrade, but must first be enabled to search records or configured by PubMed ID or Author Affiliation. * The Author Affiliation can be mapped to a field as "authoraffil" (this is now available in the Common Service Fields list). The author affiliation field for the last author is populated onto the record.* Added tooltip for Author and Keywords field<!--25616 - OICR KPI3 Project - PubMed Search-->System Administrator:
===Group Email to Unique RecipientsSimplified Display of Uploaded Files===* On the group email page, a "Unique Recipients" checkbox option A new syntax has been addedfor referencing files uploaded to a field. If this is checked, emails will be sent out once per userYou can display uploaded files as a string of text by using the @''Fieldname''. * Note that any [[Variable_List#Email_Broadcast|filenames()@ variable in the email template]] that . The syntax is linked to single {{l1}} record will not work if this option is selected@''field name''.filenames(''delimiter'')@.
===Simplification :''Example'': To display a comma separated list of file names of Settings Pages===*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options the files uploaded to the standard a field configuration pages:<br />named '''''Uploaded Files'From the [[UTA Settings - Settings|main Settings page]]:''#"Filter People Based on Company"#"Filter Owner Based on Company"#"Enable Branch Lookup"#"Enable External company for Level 1 Branch Standard Field"''From , you would enter the [[UTA Settings - Security|Security Settings page]]:variable ''@Uploaded Files.filenames(,)@''.#"Default Contact Lookups based on Level One Company"<!--21086 - Link - Multiple Files Display-->#"Default Company Lookup Category"<!--#"Contact Assignment Role Settings"==System Upgrades in Beta Release==#"Company Assignment Role Settings"#"Standard Contact Lookup Role Settings"#"Level One Company Lookup Category Settings"''From The following early-access features have been included in the [[UTA Settings - Entity|Entity Settings page]]:''#"Enable External Owners"March upgrade to facilitate useability testing.
These settings can now   ===News Feed===*SmartSimple's ''News Feed'' is an exciting new feature that will allow administrators to configure their system to search for news releases based on keywords entered into a record. Descriptions and links to the news releases and articles will be configured by configuring added to the relevant SmartSimple record as [[UTA Standard Field Settings|standard fieldstransactions]] ("Branch," "Owner," "Person," etc.).--><!--25029 23590 - Level 2 owner lookup rolesNews Feed-->
8,849
edits