Changes

=Current Upgrade Package: May June 2013=

Watch this video to get an '''general overview''' of the new features in our May 2013 upgrade. {{#ev:youtube|s5dn3khvhwQ}}  The following server will be upgraded on Tuesday, May 7June 11, 2013 at 10pm EST.

The following servers will be upgraded on Thursday, May 9June 13, 2013 at 10pm EST.

If your organization has a dedicated [[SmartSimple]] server or you host in-house, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' May 9June 13. The following features will be implemented as part of the upgrade cycle commencing in May June 2013:===[[Administration InterfaceTimeout Alert|InterfaceSession Timeout Alert]]===* '''Report Interface''' - The format of the Report list view in the [[Report Management windowSession Timeout]] has been upgraded to show icons in place of buttons as follows:{{ReportIcons}}<!--20226 - report list reformatting-->* '''SmartFolders Interface''' - The format of the feature automatically logs out any [[SmartFoldersuser]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the SmartFolder is Internet Enabled.<!--20224 - SmartFolder folder list cleanup-->* '''New Sample Login Page Template''' - A new sample template when their session remains inactive for the login page is available in Global Settings > Login Screen Contentdefined number of minutes.<!--10598 - New Login Page Template-->* '''New File Upload Format''' – A new HTML 5 format for the file upload feature on With this upgrade, a [[Custom Field Type: Link – Multiple Files|multiple fileTimeout Alert]] fields has been implemented. The new uploader obviates will be displayed 30 seconds before the need for a Java applet plug-in; end users are no longer required session expires to install anything in order alert the user to upload multiple filesthe fact that they will be logged out of the system. Note that HTML 5 is available on This feature can be disabled by selecting the following "Disable Session Timeout Alert" option under [[browsersLogin & Security Settings]]:** Internet Explorer on the [[http://windows.microsoft.com/en-IE/internet-explorer/download-ie downloadGlobal Settings]]: version 10page.0 and higher<br />** Firefox [http[Image://wwwSessiontimeoutwarning.mozilla.org/ downloadjpg|link=|250px|center] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 19929 - HTML5 File uploadSession Timeout Warning--> ===Contacts[[User/Contact Security Audit]]===* '''No Duplicate Email''' - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with This new feature allows the same email address.” When selectedSystem Administrator to enable, through [[Manager Permissions]], this setting will prevent a contact from updating an email address to an email address matching one already saved security audit log that tracks changes in the system.<!--19461 - Need an email duplicate check on contact profile--> ===Company/Contact Sign-Up Pages===* '''Duplicate-Prevention Enhancement for Contact/Company sign-up pages''': When the "Do not update profile for matching contact (or company)" option is selecteduser roles, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/Company Sign Up page.<!--20017 - Block sign-up of duplicate contact/company-->===Standard/Custom Fields===* '''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax OptionsEnabling_User_Access#Setting_the_Access_Level|Lookup – Ajax Optionsuser access levels]] field type allows a system administrator to create their own , [[Ajax lookupEnabling_User_Access#Administrator_User_Types|user types]] fieldsand password resets. The values in audit log tracks the field settings can be set with “store values” and “display values” using date/time the same syntax change was made as well as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 - New Field Type:Ajax Lookup-->* '''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->* '''Address Types''' – A new setting has been added to Global Settings under that made the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company recordschange. <!--19501 11826 - multiple address enhancements2User security audit enhancement--> ===List Views===* '''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the user Upgrades to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the [[Custom Field Type: Special - MS Word MergeXML Data|Special - MS Word MergeXML Data Field]] field type.<!--19825 - List View MS Word export never implemented --> ===Universal Tracking Application===* '''Level 1 Templates''' – It is now possible to enable the [[Level 1 TemplatesTrack Changes]] have been enhanced to include the ability to set “Access Roles” and “Creation Rolesoption for XML fields.” <!--10816 21240 - Access Roles feature for L1 Statuses and Types. Add Track Changes to XML Data custom field-->* '''Filter Owner Based on Organization''' – A new setting has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organizationXML fields now allow for tabbed sections. Example:[[Image: TabbedXMLfield.png|link=]]<!--20113 21470 - Filter Owner Based Tabbing Divs on OrganizationXML field--> ===Variable ProcessorUpgrade to [[:Category:Data Exchange|Data Exchange]]===* '''New setting: The Data Exchange feature now includes an exchange history for [[SmartField ViewLevel 2 Entity|Tracking Activities]]''' – This new . The Data Exchange feature within the custom field configuration page has been added to facilitate the building of is primarily used by our [[Custom Field Typehttp: Display Only – Web Page View|Web Page Views]] and for user//www.smartsimple.com/medical-claims-management-defined printable data summariessoftware. :A new [[variable]html Medical Claims Management]clients to track Assessments conducted pursuant to Insurance claims. Now, @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration details of a particular exchange of printable Web Page View pages Assessment data between an Insurer and applies existing security rules to all the custom fields—showing only those fields that an Independent Medical Examiner are permissible—thus simulating the current view mode of the object contexted to the current usereasily accessible.:Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ [[variable]], which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.<!--11510 - Enhance WPV to use as Print Preview functionality-->