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Template:March2014Upgrade

224 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-->
===New Icon Sets for Portal pages===
*SmartSimple has added new 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-->
===Record Auditing EnhancementUpdate to Rich Text Editor===*Two new The [[standard fieldsCustom Field Type: Text – Rich Text|Rich Text editor]] have 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 make creating an audit trail easier for administratorsa 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'': Created By and Created DateTo 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(,)@''.<!--26690 21086 - Link - L1 and L2 creation auditingMultiple Files Display--><!--==System Upgrades in Beta Release==The following early-access features have been included in the March upgrade to facilitate useability testing.
===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.
<!--25370 - Location of List view Selector in Arcadia-->
===Update to Rich Text Editor===
* On the group email page, a "Unique Recipients" checkbox option has been added. If this is checked, emails will be sent out once per user.
* Note that any [[Variable_List#Email_Broadcast|variable in the email template]] that is linked to single {{l1}} record will not work if this option is selected.
<!--25735 - Rich Text custom field issue-->
===Simplification of Settings Pages===
*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />
''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 the [[UTA Settings - Security|Security Settings page]]:''
#"Default Contact Lookups based on Level One Company"
#"Default Company Lookup Category"
#"Contact Assignment Role Settings"
#"Company Assignment Role Settings"
#"Standard Contact Lookup Role Settings"
#"Level One Company Lookup Category Settings"
''From the [[UTA Settings - Entity|Entity Settings page]]:''
#"Enable External Owners"
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-->
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