526
edits
Changes
no edit summary
Watch this video to get a '''general overview''' of the new features in our May 2015 upgrade.
{{#ev:youtube|J_kuS-MBSyo}}
==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:
===Updated Internal Configuration Pages and Templates===
* Enhanced certain internal configuration pages with updated look and feel for increased consistency, functionality, and ease-of-use. The custom fields configuration page has been centralized and will no longer be accessible underneath the UTA Template/Type settings. Instead the Template/Type specific custom fields have been migrated to the general custom fields page.
<!-- 33740 - Arcadia - update internal configuration pages and templates -->
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 Budget Allocation Manager===
* New easy to set up and use budget allocations. The interface for the end users has been standardized and presents a simple screen for entering payments. The ability to allocate payments towards specific budgets has now been built into the platform to allow administrators to easily set up complex budget allocation and attribution models for their users
<!-- 25843 - Budget Allocation Manager-->
<!-- 23705 - Extended New List View Builder for Consumer/Provider List View -->
===New Ability to Create L2 Level 2 activities based on L1 Level 1 UTA Contact Role Assignment===
* New workflow task types give you the ability to automatically batch create UTA Level 2 activities for any user associated to the Level 1. The Create New Activity workflow task has been updated to include a setting to specify users associated to the Level 1 with a specific role.
* The Create New Activity workflow task has been made available for the UTA Role Assignment workflow typeto be able to automatically create a new Level 2 upon associating a contact to the Level 1.
<!-- 36964 - Create L2 activities based on L1 UTA Contact Role Assignment -->
===Enhanced Ability to Change UTA Role of a Contact Via a Workflow Task===
* The workflow task type for People Association has been enhanced to be able to remove as well as change the user's associated role to a UTA object..
<!-- 36965 - Change the UTA role of a contact via a workflow task -->
<!-- 36706 - List View Export - Option to trigger Workflow -->
===New Ability to Hide 'Sort By' for List Views===
* New ability in Arcadia X section to hide the sort function of a list view.
<!-- 35885 - Ability to hide sort by for list views-->
===Extended Level 3 in List View for Arcadia UTA View===
* Extended the availability of Level 3 list views to the Arcadia UTA view.
<!-- 30755 - L3 in Arcadia UTA view -->
The following features are available for beta preview. For a sneak peek, please contact your SmartSimple administrator for more information.
===New Interactive Report View - Phase 1===
* New interactive view of reports allows users to manipulate the display of report data, with the ability to filter, group, and aggregate the data dynamically and on demand. Users can see their the data the way they want to easily.
<!-- 36737 - Interactive Report View (Angular) Phase 1 -->
===New SmartCheck Validation Functionality===
* We're introducing a new feature called SmartCheck Validation. For end users, this means an improved user experience when submitting forms, with a better display of validation errors and ease of navigating through them.
* For administrators, this means improved ease of configuration and maintenance, with a centralized area for configuring form validation and the ability to attribute the same validation to multiple submit buttons and status changes.
<!-- 33797 - SmartCheck Validation functionality -->
