Difference between revisions of "Template:November2014Upgrade"

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{{#ev:youtube|hzFzWxgReEc}}
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==Global System Upgrades==
 
==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:
 
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:
  
−
===Re-organization of Navigation Tabs in Arcadia Interface===
+
===Updated Functionality for Maximum Character Limit===
−
*  
+
* The [[Maximum Length|maximum character/word limit functionality]] of custom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.
−
<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->
 
−
 
 
−
===Maximum Character Count on Multi-Line Text Fields===
 
−
*
 
 
<!--27018 - Maximum character counter on multi-line text fields-->
 
<!--27018 - Maximum character counter on multi-line text fields-->
 +
:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />
 +
:[[Image:Error_message.png|link=|300 px]]
  
−
===Additional Visibility Options on Company/Contact Custom Fields===
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===[[Adding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Additional Visibility Options]] on Company/Contact Custom Fields (Field Availability)===
−
*  
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* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.
 +
* Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.
 +
* The following settings will be displayed when configuring global user or company type custom fields:
 +
:[[Image:Category.png|link=|400px]]<br />
 +
:[[Image:Role_type.png|link=|400px]]
 
<!--28795 - Company/Contact Custom fields: Add role/contact picker-->
 
<!--28795 - Company/Contact Custom fields: Add role/contact picker-->
  
 
===Enhanced Arcadia Interface===
 
===Enhanced Arcadia Interface===
−
The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.
+
The [[:Category:Arcadia|Arcadia interface]] has undergone UI improvements for object pages and behaviour.
−
*All tab bars in the Arcadia interface have been updated with a new look and feel.
+
* The left-hand menu tabs have been moved to the top of the page for ease of navigation and greater real estate. When one of these menu tabs is selected the main section of fields will be hidden (currently this main section is persistent and remains).
−
<!--30106 - Arcadia UI - Tab bar consistency-->
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* Similar tabs will be grouped together for ease of navigation and greater real estate.
−
*The header and menu options have been modified to better utilize screen real estate.
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* Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.
−
<!--30096 - Arcadia UI - changes to Arcadia header-->
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====Before====
−
*Changes have been made to the button and input styling for improved consistency, look and feel.
+
:[[Image:Old.png|link=|650 px]]<br />
−
<!--30099 - Arcadia UI - Field alignment and style updates-->
+
 
−
*Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
+
====After====
−
<!--30104 - Arcadia UI -  update list view floating action buttons-->
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:[[Image:New.png|link=|660 px]]
−
*Modifications to button styling for better look and feel.
+
<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->
−
<!--30105 - Arcadia UI - Update Button styles for consistency-->
+
 
 +
===Enhanced Usability for Multiple Lookup Fields===
 +
 
 +
The look and feel of custom fields such as the [[Custom Field Type: Lookup – Ajax Options|Lookup - Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|Lookup - Entity and People]] fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de-select an option, simply click on the gray "x" next to the option name.
 +
 
 +
[[Image:Selectuniversity.png|link=]]
 +
 
 +
[[Image:Selecteduniversities.png|link=]]
  
 
==On-Demand System Upgrades==
 
==On-Demand System Upgrades==
 
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
 
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
  
−
===Enhanced calendar functionality checks for scheduling conflicts===
+
===Email Addressing===
−
*You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
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*New functionality allows for the generation of a unique email address for an object or record.  
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*When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.
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*Emails sent to the address are parsed and attached to the specific object or record. <br />
−
*The feature can be enabled on the [[Business_%26_System_Configuration|Global Settings]] page.
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:[[Image:Email_anything.png|link=|600 px]]
−
<!--24746 - Calendar duplicate check-->
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<br />
−
 
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:[[Image:Email_anything_2.png|link=|600 px]]
−
===Improved OFAC checks against contacts===
 
−
*OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.
 
−
<!--28798 - OFACS check against contacts-->
 
−
 
 
−
===Enhanced Number Validation and Formatting===
 
−
*Custom fields configured to accept number formats now have additional formatting options.
 
−
*The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.
 
−
*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.
 
−
*See the [[Number Format]] page for additional information.
 
−
<!--29003 - Number Formatting-->
 
  
−
===Enhanced ability to open web page views with a lightbox===
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===Multiple Aliases per Copy of SmartSimple===
−
*Enhanced the {{WPV}} custom field with the ability to open up in a [http://en.wikipedia.org/wiki/Lightbox_%28JavaScript%29 lightbox] window instead of a pop-up window.
+
* New functionality allows for the creation of virtual aliases. This feature allows clients to mask the instance URL through the Content Manager.
−
<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->
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* For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: ''company.smartsimple.com'', ''subcompany.smartsimple.com'') can now be set to bring users to the same copy of SmartSimple.
 +
<!--32304 - Allow multiple aliases per instance-->
  
−
===Enhanced notes functionality===
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===Multiple Sign-Up Pages per Company===
−
*The [[Notes]] functionality has been extended to transactions.
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* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company.
−
<!--30206 - Notes on Transactions-->
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* This can be used to support sign-up pages in different languages, which associate new users to the same company.
 +
<!--32652 - Ability to create multiple signup pages to one company-->

Latest revision as of 17:32, 26 November 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 upgrade to your server:

Updated Functionality for Maximum Character Limit

  • The maximum character/word limit functionality of custom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.
Word counter limit.png

Error message.png

Additional Visibility Options on Company/Contact Custom Fields (Field Availability)

  • New ability to control which company categories and user roles global custom fields will be attributed to and visible for.
  • Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.
  • The following settings will be displayed when configuring global user or company type custom fields:
Category.png
Role type.png

Enhanced Arcadia Interface

The Arcadia interface has undergone UI improvements for object pages and behaviour.

  • The left-hand menu tabs have been moved to the top of the page for ease of navigation and greater real estate. When one of these menu tabs is selected the main section of fields will be hidden (currently this main section is persistent and remains).
  • Similar tabs will be grouped together for ease of navigation and greater real estate.
  • Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.

Before

Old.png

After

New.png

Enhanced Usability for Multiple Lookup Fields

The look and feel of custom fields such as the Lookup - Ajax Options and Lookup - Entity and People fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de-select an option, simply click on the gray "x" next to the option name.

Selectuniversity.png

Selecteduniversities.png

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:

Email Addressing

  • New functionality allows for the generation of a unique email address for an object or record.
  • Emails sent to the address are parsed and attached to the specific object or record.
Email anything.png


Email anything 2.png

Multiple Aliases per Copy of SmartSimple

  • New functionality allows for the creation of virtual aliases. This feature allows clients to mask the instance URL through the Content Manager.
  • For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: company.smartsimple.com, subcompany.smartsimple.com) can now be set to bring users to the same copy of SmartSimple.

Multiple Sign-Up Pages per Company

  • New functionality allows for the creation of multiple signup pages per company.
  • This can be used to support sign-up pages in different languages, which associate new users to the same company.
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