Difference between revisions of "Template:March2014Upgrade"
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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 March 2014 upgrade to your server: | 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: | ||
| − | === | + | ===PDF Annotation=== |
| − | * | + | *You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details. |
| − | <!-- | + | <!--24791 - PDF annotation--> |
===Simplified List Views for Companies and Contacts=== | ===Simplified List Views for Companies and Contacts=== | ||
| − | * | + | *The configuration of [[list views]] for companies and contacts has 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--> | <!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View--> | ||
===New Icon Sets for Portal pages=== | ===New Icon Sets for Portal pages=== | ||
| − | * | + | *New icon sets have been added to the [[Creating_a_Portal_Interface|portal configuration page]], enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the icon preview page. |
<!--26674 - New Icons--> | <!--26674 - New Icons--> | ||
| − | === | + | ===Update to Rich Text Editor=== |
| − | * | + | *The [[Custom Field Type: Text – Rich Text|Rich Text editor]] has been updated and has a new look and feel. This feature allows you to easily add formatting to text input. |
| − | <!-- | + | <!--25735 - Rich Text custom field issue--> |
| + | |||
| + | ==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: | ||
| + | |||
| + | ===Simplified Display of Uploaded Files=== | ||
| + | *A new syntax has been added for referencing files uploaded to a field. You can display uploaded files as a string of text by using the @''Fieldname''.filenames()@ variable. The syntax is @''field name''.filenames(''delimiter'')@. | ||
| + | |||
| + | :''Example'': To display a comma separated list of file names of the files uploaded to a field named '''''Uploaded Files''''', you would enter the variable ''@Uploaded Files.filenames(,)@''. | ||
| + | <!--21086 - Link - Multiple Files Display--> | ||
| + | <!-- | ||
| + | ==System Upgrades in Beta Release== | ||
| + | The following early-access features have been included in the March upgrade to facilitate useability testing. | ||
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| − | + | ===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 added to the SmartSimple record as [[transactions]].--> |
| + | <!--23590 - News Feed--> | ||
Latest revision as of 11:54, 11 March 2014
Contents
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:
PDF Annotation
- You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple file upload field, PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the PDF Annotation article for further details.
Simplified List Views for Companies and Contacts
- The configuration of list views for companies and contacts has been simplified, 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
- New icon sets have been added to the portal configuration page, enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the icon preview page.
Update to Rich Text Editor
- The Rich Text editor has been updated and has a new look and feel. This feature allows you to easily add formatting to text input.
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:
Simplified Display of Uploaded Files
- A new syntax has been added for referencing files uploaded to a field. You can display uploaded files as a string of text by using the @Fieldname.filenames()@ variable. The syntax is @field name.filenames(delimiter)@.
- Example: To display a comma separated list of file names of the files uploaded to a field named Uploaded Files, you would enter the variable @Uploaded Files.filenames(,)@.
