Difference between revisions of "Template:November2014Upgrade"

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(Maximum Character Count on Multi-Line Text Fields)
(Additional Visibility Options on Company/Contact Custom Fields (Field Availability))
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===Additional Visibility Options on Company/Contact Custom Fields (Field Availability)===
 
===Additional Visibility Options on Company/Contact Custom Fields (Field Availability)===
 
* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.
 
* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.
* The following settings will be displayed in custom fields defined in Global Settings for companies and contacts:
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* The following settings will be displayed when configuring global user or company type custom fields:
 
:[[Image:GlobalCompanyFieldAvailability.png|link=|400px]]<br />
 
:[[Image:GlobalCompanyFieldAvailability.png|link=|400px]]<br />
 
:[[Image:GlobalUserFieldAvailability.png|link=|400px]]
 
:[[Image:GlobalUserFieldAvailability.png|link=|400px]]

Revision as of 14:18, 11 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.
WordLimit.png
MaximumWordWarning.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.
  • The following settings will be displayed when configuring global user or company type custom fields:
GlobalCompanyFieldAvailability.png
GlobalUserFieldAvailability.png
  • Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.

Enhanced Arcadia Interface

Following on the updates to the Arcadia interface introduced with our September 2014 upgrade, the ordering of Arcadia pages has been updated to enhance the usability of the interface.

  • The left-hand menu options have been moved to the top of the page.
  • The tabs have been grouped together for ease of navigation.
ArcadiaListViewConfigurationNovember2014.png
ArcadiaConfigurationNovember2014.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:

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 who use multiple portals for user logins, multiple URLs (example: grantee.smartsimple.com, administrator.smartsimple.com) can be set to bring users in different roles to the same copy of SmartSimple.

Multiple Sign-Up Pages per Company

  • New feature 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.