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Template:March2015Upgrade

447 bytes added, 15:16, 27 March 2015
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Watch this video to get a '''general overview''' of the new features in our March 2015 upgrade.
{{#ev:youtube|VaXTfssqfr8}}
==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 upgrade to your server:
===Enhanced Arcadia InterfaceMulti-Level List Views===The [[:Category:Arcadia|Arcadia interface]] has undergone several user interface changes for an improved user experience.* Replaced the Enhanced certain list view search functionality views with quick search. This allows you the ability to easily search all display information from multiple levels. Specifically the available columns in your Level 2 list view without needing to select specific fields. Various search options can now display Level 1 details, and advanced search have been consolidated into the quick search box to provide greater screen real estateContact list views can now display Organization details.* Updated the menu and footer bars to provide greater screen real estate. The footer bars have been removed and the People Online window has been moved to within the Tools <!-- 35869 - Display L1 fields on L2 List Views --> Quick Messages screen. The title bar has been removed and instead the title text is now displayed in the top menu header, and the header menus have been shifted to be right-aligned.* Updated the action bar to be more consistent and persistent across various screens and objects. A new Back button has been introduced into this bar for ease of navigation. The Recent list has been moved into the action bar beside the Back button and is indicated by the icon [[Image:Recent.png|link=|]]
====Before Upgrade=Extended Filter Functionality for Personal List Views===:[[Image:Before_Arcadia_UI* Extended the ability to attach personal filters to personal list views.png|link=|650 px]]<br /!-- 30036 - Personal Filters cannot be associated with Personal List Views -->
====After Upgrade=Extended Modern List View Functionality for Invoices===:[[Image:Arcadia_After_UI* Extended the modern list view functionality to be available for invoices.png|link=|660 px]]<br /!-- 26405 - Enable New List View for Invoices -->
===Updated Menu OptionsAdded Button for Arcadia Navigation to List Views===* Updates have been made New view list button introduced within object views in Arcadia to the menu options for improved consolidation and ease of navigation. The previous Communications menu has been renamed easily navigate back to Tools and various applications such as Email Broadcast, SmartFolders...etc. have been moved into this menuyour list views.<!-- 33368 35085 - Update Arcadia menu headings navigation to list view/parent -->
===Enhanced Custom List View Export===* Enhanced [[File:Arcadia list view functionality with the ability tospecify custom export templates to allow for greater flexibility and ease of exportingnavigation.png| link=|660 px]]<br />
:[[Image:Custom_Field_Export===Enhanced File Upload Field Refreshing===* Enhanced file upload fields to automatically refresh the file list display after upload without the need to re-save the object.png|link=|650 px]]<br /><!-- 33016 35016 - Custom list Refresh file field view export (single and multi) after uploading files -->
===New Adjustable List View Column WidthsEnhanced XML Field Refreshing===* Enhanced list view functionality allows for adjustable column widths{{ROSV}} type custom fields on the object to refresh after saving an XML field. Administrators can set default column widths for list views while every user can further adjust This will eliminate the need to re-save the object in order to display the columns widths changes made to their personal likingan XML field.<!-- 35015 - Refresh read only fields referencing XML -->
:[[Image:Adjustable width.png|link=|650 px]]<br ==Updated XML Custom Fields to Trigger Status Workflows===* Update XML custom fields to now automatically trigger status workflows when the XML custom field is configured to create/>edit Level 2 or Level 3 child objects.<!-- 32956 34683 - Adjustable list view column width Trigger workflow from a L2 generated via XML-->
==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: ===Enhanced Arcadia X Interface - Panels===* New Fixed Column Headings ability to configure multiple column layouts in ReportsArcadia X portal design.<!-- 34607 - Arcadia X Panels--> ===Enhanced Arcadia X Interface - Aggregate Portal===* Enhanced Reports the Arcadia X portal with fixed floating headers nowthe ability to display multiple role portals in an aggregate view.* Extended the configuration of Arcadia X sections into a central area for easy setup.<!-- 22783 34306 - NonArcadia X -scrollable/fixed position column headings in reports Aggregate Portal -->
===Enhanced Recurring Event UpdatesNew XML Display Variable===* Enhanced the recurring events in the calendar with the ability New variable syntax allows you to bulk update easily render the assigned contactsHTML formatted display of an XML field.* Syntax is per section @xml.[fieldname].[section nodename].html@<!-- 28857 33545 - Update Recurring Event Button XML Built-in Display -->
===Enhanced Duplicate Check for Additional FieldsNew Custom Field Caption Variable===* Updated Duplicate Check functionality New variable syntax to be able to target all retrieve the caption of a custom fieldsfield. Previously, not all custom fields were available for selection* This can be done by referencing @[fieldname].caption@ or @#[fieldid].caption#@<!-- 31709 18000 - Duplicate Check Standard/Custom Field Caption Property -->
==On-Demand System Upgrades=Enhanced Ability to Trigger Workflows on Organizations and Contact Statuses===The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:* New ability for organization and contact workflows to now trigger on status change. Workflows triggered on status change will run after any current existing workflows that trigger on new/modified.<!-- 35077 - Workflow triggers on organization and contact statuses -->
===New Statuses for Companies and ContactsEnhanced Contact Sign-Up Page===* Extended Enhanced contact sign-up page to enable the status standard field and functionality ability to Companies and Contacts. This allows for stronger validation via submit logic validationadd a confirm email input.<!-- 28796 33518 - Add Statuses and Submit Buttons to CompaniesContact signup page confirm email field -->
===New Customized Naming of MS Word Merge DocumentsEnhanced Ability to Assign Companies to UTA Objects===* New workflow task types introduced with the ability to dynamically generate the name of MSWord Merge documents at run timeassociate companies to UTA objects.<!-- 14652 28237 - Workflow - File name on MSWord Merge Ability to assign companies to UTA objects -->
===New Import Interface for Autoloader ImportsEnhanced Amount Standard Fields===* New import wizard page for uploading files into SmartFolders connected Enhanced the Level 2 amount standard field to Autoloader importsallow the entry of negative numbers as well as ability to display with currency formatting.<!-- 33017 34952 - Import interface to connect to smartfolder and autoloader Amount Standard Field Enhancements -->
===Updated Save Splash ScreenEnhanced the Security of Company to Company Relationship Feature===* The SmartSimple save Enhanced the company to company relationship feature with greater security control. * More updates for more granular control are upcoming in progress splash screen has been changed to a more generic animation.future release<!-- 33568 27695 - Update Save screen to have a more modern spinner Icon Company Relationship -->
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