Template:March2014Upgrade

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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.

Simplified Owner Assignment Configuration

  • The ability to restrict the assignment of contacts to the Level 2 "Owner" standard field to a given set of roles has been added to the system.

Now Able to Translate Prefix/Suffix Options

  • System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.

Enhancements to PubMed Search

  • Enhanced PubMed service with the additional ability to search on PubMed ID and author affiliation.
  • Keywords search field enabled to search records 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

Group Email to Unique Recipients

  • 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 in the email template that is linked to single Level 1 record will not work if this option is selected.

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.).