Difference between revisions of "Template:March2014Upgrade"
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===PDF annotation=== | ===PDF annotation=== | ||
| − | *SmartSimple now allows you to 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 | + | *SmartSimple now allows you to 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. |
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Revision as of 10:51, 11 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:
- 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.
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
- SmartSimple has added a new syntax 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(,)@.
System Upgrades in Beta Release
The following early-access features have been included in the March upgrade to facilitate useability testing.
PDF annotation
- SmartSimple now allows you to 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.
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.
