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===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
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!Feature!!Upgrade Date
|Support for Captcha on external pages such as registration forms.
|May 2012
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|The [[Session Timeout]] feature automatically logs out any [[user]] when their session remains inactive for the defined number of minutes. With this upgrade, a [[Timeout Alert]] will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under [[Login & Security Settings]] on the [[Global Settings]] page.<br />
[[Image:Sessiontimeoutwarning.jpg|link=|250px|center]]
<br/>
If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes. <br />
[[Image:SessionExpiredPopUp.jpg|link=|250px|center]]
|June 2013
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|The [[User/Contact Security Audit]] feature allows the System Administrator to enable, through [[Manager Permissions]], a security audit log that tracks changes in user roles, [[Enabling_User_Access#Setting_the_Access_Level|user access levels]], [[Enabling_User_Access#Administrator_User_Types|user types]] and password resets. The audit log displays the date/time the change was made, the user that made the change, the old value and the new value.
|June 2013
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|'''Intruder Alert Emails'''
*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.<!--23413 - Intruder Email Multiple Users-->
|May 2014
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|'''Enhancement to User Lockout Functionality'''
* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.<!--15276 - Message when user enters incorrect password-->
|May 2014
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|'''Updated System Security and System Visibility Permissions'''
*The previously named [[Manager Permissions]] and [[Advanced Logic]] have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the [[Business & System Configuration]] section of [[Global Settings]].
*The settings pages have been updated and organized for more intuitive use. Some of the familiar permission names may have changed to more intuitive descriptions as well.
*Visibility Permissions have been enhanced with the ability to select user roles in addition to custom logic.
<!--29177 - Organizing Manager Permissions and Advanced Logic-->
|July 2014
|}
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!Feature!!Upgrade Date
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]''
You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.
|April 2009
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|[[Advanced Logic|Suppress New Level 2 or Level 3 Buttons]]
|May 2009
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|[[Cross-UTA TransactionsTypes#Type Settings|Level 2 Type Tab Label]]* UTA Transactions Currently you can bridge configure Level 2 different UTAs, either Types to be shown on their own tab in the list view at the bottom of Level 1 or at records, with each tab labelled with the name of the Level 2 Type it contains.* Following this upgrade you will be able to define the tab name for any Types that you wish to have on tabs. If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2Types.|May July 2009
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* There are now 2 different types of [[Level 1 Templates]] available. In addition to the Standard Template there is now a '''Skills Matching Template'''.
* The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that [[Entity|entity]].
* You can now define formulas on the Application Configuration page that apply to all Level 1 Templates. These formulas will run prior to any that are defined on the Template pages.
* Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.
|October 2009
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|[[Record Lock|Record Unlock]]
* The [[Record Lock]] will automatically release all records that have been locked by a user when they log out. This can be used in association with the [[#Automatic Logout|Automatic Logout]] above.
|May 2010
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|October 2010
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|May 2011
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|Aggregation UTA
* Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
|May 2011
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|[[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.
|November 2011
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:* When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.
|November 2011
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|'''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copied, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
|May 2012
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|'''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
|May 2012
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|A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.
|October 2012
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|New Duplicate Check Settings tab added on Level 1 templates.
|November 2012
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|February 2013
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|April 2013
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|For fields On the Security tab of type “the [[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check BoxesUTA]]” settings, a new “Sort Values To Display Vertically” setting has been added. This setting allows that, when enabled, will hide the user to select whether multiple columns of values should be ordered horizontally or verticallyname on the [[Record_Lock|Locked Record alert]] from the selected roles. <br>The example below illustrates how values (designated "A" through "F") would be displayed if name of the user who has checked out a checkbox field were to given record will be configured replaced with two columns:<div align=the text "centeranother user">{| class=on the Locked Record alert. The setting caption is "wikitable" style="text-align: centerAnonymize Record Lock Owner Role Settings."|“Sort Values To Display Vertically”<br!--18111 - Do not display the name of the person who has the record open for EDIT ACCESS to external users-->setting is Unchecked:|April 2013|+|'''Level 1 Templates''' – [[Level 1 Templates]] have been enhanced to include the ability to set “Access Roles” and “Creation Roles.” <!--10816 - Access Roles feature for L1 Statuses and Types. -->|May 2013|+|“Sort Values To Display Vertically”'''Filter Owner Based on Organization''' – A new [[Standard_Level_1_Field_List|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 organization.<br!--20113 - Filter Owner Based on Organization-->setting is Checked:|-May 2013|+|'''Hide Notification of Locked Record''': A Bnew setting has been added to the [[Global Settings]] page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See [[Record Lock]] for further information.|August 2013|+|'''Simplified Owner Assignment Configuration'''*The ability to restrict the assignment of contacts to the {{l2}} "Owner" [[standard field]] to a given set of roles has been added to the system. <!--25029 - Level 2 owner lookup roles-->|January 2014|+|A D'''Simplification of Settings Pages'''*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />''From the [[UTA Settings - Settings|main Settings page]]:''#"Filter People Based on Company"#"Filter Owner Based on Company"#"Enable Branch Lookup"#"Enable External company for Level 1 Branch Standard Field"''From the [[UTA Settings -Security|Security Settings page]]:''#"Default Contact Lookups based on Level One Company"#"Default Company Lookup Category"#"Contact Assignment Role Settings"#"Company Assignment Role Settings"#"Standard Contact Lookup Role Settings"#"Level one Company Lookup Category Settings"''From the [[UTA Settings - Entity|C DEntity Settings page]]:''#"Enable External Owners"These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).|<!--25029 - Level 2 owner lookup roles-->|January 2014|+|'''Enhancements to Copying Records'''|* The permissions for copying {{UTA}} records have been enhanced. * System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|B ESetting Copy Restrictions]] for more information.|* The user interface for the Copy Record page is also simplified.<!--26973 - Copy Enhancements-->|E FMay 2014|+|'''Updated UTA Settings Pages'''*The settings pages for the {{UTA}} have been reworked with various settings moved and consolidated into their appropriate pages. Some of the familiar settings names may have changed to more intuitive descriptions.|*The UTA [[Advanced Logic]] setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.|*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.|<!--21123 - UTA Settings Pages-->|C FJuly 2014
|}
===Autoloader===
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!Feature!!Upgrade Date
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|[[Autoloader|Autoloader Support for XML Files]]
* You can now Autoload [[Transactions]] from XML files.
|October 2010
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|'''Autoloader Encoding''' When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters.
|November 2011
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|Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader.
* You will now be able to configure calendar events to recur bi-weekly.
|May 2009
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|There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]New Calendar Event Preview Template''' button at *The calendar event preview has been enhanced to allow System Administrators the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]ability to fully personalize its contents. By filtering using the [[Search Panel|List View Search]], a specific set of records The event preview can be included in personalized to display any details from the Group Email recipient listevent. The "[[Owner]]" and "Person" [[Standard Field|standard fields]] are also available as recipients for Group E<!--26090 - Personalizable Calendar event preview pop-up--mails.>|October 2012July 2014
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|When using the '''"Forgot Password"Enhanced UTA Calendar Interface''' option on *The UTA calendar has now also been updated to the [[Login Page]], same modern look and feel as the epersonal calendar.<!--30422 -mail will now be sent out immediately.update UTA calendar to new calendar-->|October 2012September 2014
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|'''Enhanced calendar functionality checks for scheduling conflicts'''*You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.*When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.*The "From" address in workflow emails feature can now be configured using variablesenabled on the [[Business_%26_System_Configuration|Global Settings]] page.<!-- 16880 - Variables in E24746 -Mail From Address Calendar duplicate check-->|November 2012September 2014
|}
===Contacts/AccountsCommunication===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Contact and Account Standard Fields|Contact and Account Standard Field Terminology]]Chat* You will be able to define your own names for the standard Company and Account fields The chat window (accessed via the [[Global Settings]] pageImage:Chaticon.* [[Visibility Conditionpng]]s icon located next to the Logout button) will also be implemented now open as a layer on the Company and Account [[Standard Field]]s to allow control top of your current window instead of these using logic, and any fields you don't wish to use can be removedopening in a new window.|July 2009May 2010
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|MS Outlook Contact Synchronization* Previously only contact ''owners'' were able to synchronize contacts using MS Outlook. We are introducing a new [[Manager Permissions|manager permission]] that will allow [[UserSending an Email|usersEmail Attach from Smart Folder]] to synchronize contacts for which they are not the owner.* If this [[Manager Permissions|manager permission]] is enabled, When sending an e-mail to a new section will appear on the user's contact you can now select one or more files from [[Personal Settings#Additional Personal Settings|System SettingsSmart Folders]] page that will allow them to select be attached to the contact roles they wish e-mail, in addition to include in the synchronizationattaching files from your local disk.|July 2009October 2010
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|[[GeocodingSMTP Settings]]* The latitude and longitude of an address outgoing mail port can now be automatically stored configured (uses 25 as a property of the user or company. default)* This is achieved by enabling [[Geocoding]] for one or more User Roles or Account Categories. :[[Image:Geocoding.png]]* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.:* ''Use of this feature will incur an additional subscription fee. Contact [[SmartSimple]] Support for detailsTLS can be enabled.''|October 20092010
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|[[:Category:Variables|Unique Contact Identifier]]* Each contact A new setting in the system will now be issued email broadcast to choose a unique contact identifier codeuser custom field as email address instead of user standard field (e. This code can be accessed and displayed using '''@uuid@'''g.alternate e-mail address)|May 20102012
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|A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact and |Contacts]] / [[Company & Account Standard FieldsSettings|Primary ContactCompanies]]and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.|October 2012|+* The Primary Contact |There is now a '''[[Using Group Email in Applicant Tracking|Group Email]]''' button at the bottom of [[List View|UTA List Views]] when enabled in [[Advanced Logic]]. By filtering using the [[Standard FieldSearch Panel|List View Search]] , a specific set of records can now be renamed and have it's visibility controlled via included in the Group Email recipient list. The "[[Contact Owner]]" and Account "Person" [[Standard FieldsField|Standard Field Visibility Settingsstandard fields]] pageare also available as recipients for Group E-mails.|May 2010October 2012
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|[[List View|Accounts List View]]* The [[List View]] for Contact and Accounts (both internal entities and external entities separately) can now be defined via When using the [[Global Settings]] page.* This affects '''"Forgot Password"''' option on the [[List ViewLogin Page]] of contacts and accounts everywhere within the system, except within UTAs other Applications where the [[List View]]s are defined within those Applicationse-mail will now be sent out immediately.|May 2010October 2012
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|E-mail The "From Address* You " address in workflow emails can now define one or more alternate addresses as your '''From''' address via your personal System Settings pagebe configured using variables.* When sending e<!-mail from within [[SmartSimple]] you can select which address will be on the e-mail as the 16880 - Variables in E-Mail From address.Address -->|May 2010November 2012
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|Contact/Company Ajax Search'''Email Template Categories''': When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:The fields that are searched and displayed when using the Ajax Lookup can * General – ''Email Template will be defined for Contacts and Companies. The column headings can also available in all contexts''* UTA Level 1 – ''Email Template will only be customised.available when sending an email from a [[UTA]] {{l1}}''* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or 30){{l3}}''* Contact – ''Email Template will only be available when sending an email from a contact record''<!--20088 - Email Templates-->|May 2011August 2013
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|Edit Contact Logic* Global Advanced Logic has been added '''Sending Emails from {{l2}} Records''': System Administrators can now configure {{UTA}}s to allow control of who is permitted end users to edit contact recordssend emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions. <!--22522-->|May 2011October 2013
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|Contact/Account List View'''Email Addressing'''*New functionality allows for the generation of a unique email address for an object or record. * The column headings in Emails sent to the standard Contact address are parsed and Company list views can be defined on attached to thespecific object or record. <br />:[[List ViewImage:Email_anything.png|link=|600 px]] settings page<br />:[[Image:Email_anything_2.png|link=|600 px]]|} ===Contacts/Accounts==={|May 2011border="1" cellpadding="5"
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|New variable syntax [[Contact and Account Standard Fields|Contact and Account Standard Field Terminology]]* You will be able to use '''role name''' instead of define your own names for the standard Company and Account fields via the [[roleidGlobal Settings]] to determine if a contact has a given role: '''@'''''object'''''page.* [[Visibility Condition]]s will also be implemented on the Company and Account [[inRoleStandard Field]](Rolename)@s to allow control of these using logic, and any fields you don'''::Example: ''@owner.inRole(Researcher)@''::DO NOT t wish to use quotes around the role name in bracketscan be removed.|November 2011July 2009
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|Ability to initiate a MS Outlook Contact Synchronization* Previously only contact ''owners'duplicate check''' while viewing were able to synchronize contacts using MS Outlook. We are introducing a contact or company recordnew [[Manager Permissions|manager permission]] that will allow [[User|users]] to synchronize contacts for which they are not the owner. This can be * If this [[Manager Permissions|manager permission]] is enabled via , a new section will appear on the user's [[Advanced LogicPersonal Settings#Additional Personal Settings|System Settings]]page that will allow them to select the contact roles they wish to include in the synchronization.|November 2011July 2009
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|[[:Category:Variables|Unique Contact Identifier]]* Each contact in the system will now be issued a unique contact identifier code. This code can be accessed and displayed using '''Group e-mail@uuid@''' Ad hoc e-mail broadcasts .|May 2010|+|[[Contact and Account Standard Fields|Primary Contact]]* The Primary Contact [[Standard Field]] can now be sent from renamed and have it's visibility controlled via the contact search list view using this feature, enabled via [[Advanced LogicContact and Account Standard Fields|Standard Field Visibility Settings]]page.|November 2011May 2010
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|Sign-up pages [[List View|Accounts List View]]* The [[List View]] for Contact and Accounts (both internal entities and external entities separately) can now be configured to '''Use Internal Formatting''', so the formatting and functionality of defined via the sign-up [[Global Settings]] page will reflect .* This affects the display [[List View]] of contacts and operation of accounts everywhere within the system, except within UTAs other Applications where the internal pages[[List View]]s are defined within those Applications.|November 2011May 2010
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|<nowiki>The pipe (|)</nowiki> E-mail From Address* You can now define one or more alternate addresses as your '''From''' address via your personal System Settings page.* When sending e-mail from within [[SmartSimple]] you can select which address will be used on the e-mail as a column delimiter when importing contact or accountsthe From address.|November 2011May 2010
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|A setting has been added to the [[Contact_Sign_Up_Page_Settings|userAdvanced Logic]] and company sign up pages that disables updating * '''Hide View Tab on User Profile''' allows the '''View''' tab on user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries and account profiles to update an existing user or companybe suppressed.-->|April 2013October 2010
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|Contact/Company Ajax SearchThe ability to easily configure a [[Custom_Combined_Sign-Up_Page|hybrid signup page]] has been enhanced. A drop-down select box has been added to fields that are searched and displayed when using the company sign-up page configuration that allows you to choose an existing contact sign-up page template to useAjax Lookup can be defined for Contacts and Companies. In the HTML template of the company sign-up page, the @USER_INPUT_FORM@ SmartSimple [[Web_Page_View_Field_Variables#Miscellaneous_Variables|variable]] The column headings can also be added to retrieve the user sign up formpersonalized.<!--18748 - company contact signup * User can also specify how many matching records are displayed as Ajax results on their system settings page enhancements-->|April 2013|} ===Document Management===. (10, 15, 20 or 30){| border="1" cellpadding="5"May 2011
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]''Contact/Account List View* This new [[Custom Fields|Custom Field]] type provides The column headings in the ability to dynamically create an MS Word document from underlying SmartSimple data.* The MS Word document standard Contact and Company list views can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you to easily upload be defined on the resulting MS Word document back to SmartSimple to be stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|MultipleList View]] file fieldsettings page.|April 2009May 2011
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|''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]''* If you are using a Multiple File field Global Advanced Logic to store PDF documents then you can enable a "Merge" button. * Clicking the Merge button displays a list of all the PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field and you select which documents you wish to merge into a single PDF document.* The resultant document will also be stored in the Multiple File field. The original documents will not be changed.* This feature will provide for easier printing of "sets" of documents. control View/Edit on contact records|April 2009November 2011
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|A new setting to flag a role as a ''[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]'UTA Role only'''. Enabling the setting will hide the role from '''* This feature allows you Able to display extra information (called Meta Data) extracted from each PDF file stored in a [[Custom Field Type: Link – Multiple Files|Multiple File]] field, Set''' and display '''Roles & Access''' page where it as extra columns in the list view.* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.* Only PDF files stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field will display this information. The added columns will be blank for all other document typesis not required.|April 2009November 2011
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|New variable syntax to use '''role name''' instead of [[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documentsroleid]]'' * This feature allows you to extract extra information (called Meta Data) from determine if a PDF stored in contact has a [[Custom Field Typegiven role: Link – Single File|Single File]] field and store it in a '''@'''''object'''''.[[Custom Field Type: Read Only – System Variables|Read Only - System VariablesinRole]] field.(Rolename)@'''* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date:Example: ''@owner.inRole(Researcher)@''* Only PDF files stored ::DO NOT use quotes around the role name in a [[Custom Field Type: Link – Single File|Single File]] field will display this informationbrackets.|April 2009|} ===Integration==={| border="1" cellpadding="5"November 2011
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|Enhanced PubMed service with '''Group e-mail''' Ad hoc e-mail broadcasts can be sent from the additional ability to contact search on publication date.list view using this feature, enabled via [[Advanced Logic]]|February 2013November 2011
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|Introduced integration with GuideStar service Sign-up pages can be configured to '''Use Internal Formatting''', so the formatting and ability to search their databasefunctionality of the sign-up page will reflect the display and operation of the internal pages.|February 2013|} ===[[Administration Interface|Interface]]==={| border="1" cellpadding="5"November 2011
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|'''Report Interface''' - The format of Ability to define the new contact as the Report list view in primary contact for the [[Report Management window]] has been upgraded to show icons in place of buttons as follows:{{ReportIcons}}<!--20226 - report list reformatting-->new company created when using a hybrid signup page|May 20132012
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|'''SmartFolders Interface''' - The format of the [[SmartFolders]] list interface A Manager Permission has been updated. The {{InternetEnabledIcon}} icon will display added to indicate that the SmartFolder is Internet Enabledenable a "Save Draft" button on company and contact records.<!--20224 11582 - SmartFolder folder list cleanupNeed a Save Draft button on contacts and accounts -->|May 2013November 2012
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|A setting has been added to the [[Contact_Sign_Up_Page_Settings|user]] and company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a personalized alert message that displays when a user tries to update an existing user or company.-->|April 2013|+|The ability to easily configure a [[Custom_Combined_Sign-Up_Page|hybrid signup page]] has been enhanced. A drop-down select box has been added to the company sign-up page configuration that allows you to choose an existing contact sign-up page template to use. In the HTML template of the company sign-up page, the @USER_INPUT_FORM@ SmartSimple [[Web_Page_View_Field_Variables#Miscellaneous_Variables|variable]] can be added to retrieve the user sign up form.<!--18748 - company contact signup page enhancements-->|April 2013|+|'''New Sample Login Page TemplateNo Duplicate Email''' - A new sample template for New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the login page is available same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in Global Settings > Login Screen Contentthe system.<!--10598 19461 - New Login Page TemplateNeed an email duplicate check on contact profile-->
|May 2013
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|'''New File Upload FormatDuplicate-Prevention Enhancement for Contact/Company sign-up pages''' – A new HTML 5 format for the file upload feature on [[Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates When the need "Do not update profile for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 matching contact (or company)" option is available selected, an additional setting on the following [[browsers]]:** Internet Explorer [http:Contact//windowsCompany Sign Up Page configuration screen will appear.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 This setting is captioned "Update Restriction Message" and higher<br the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/>** Firefox [http:company are entered into the Contact//wwwCompany Sign Up page.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 20017 - HTML5 File uploadBlock sign-up of duplicate contact/company-->
|May 2013
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|A list of the Mexican states will be automatically made available as a dropdown list from the State/Province standard field when "Mexico" is selected as the country on a company profile.<br>
(the "Enable State / Province Combo-box" option must also be selected on the [[Company & Account Settings]] page.)
|June 2013
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|'''Assign Multiple Contacts''': When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[UTA]] record, you can now search by the values of [[custom fields]] on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficiently.
<!--21889 - User Picker Search options-->
|July 2013
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|''Simplified Auditing of Contact/Company Records''
*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.
<!--25990 - created timestamp for users and companies-->
|January 2014
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|System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.
<!--25192 - How to translate prefix/suffix combo box options-->
|January 2014
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|'''Updated Listing Level 2 on Company Record'''
*Previously, {{UTA}} {{l2}} activities were shown on company [[profile]]s based upon the assigned users on the Level 2. This has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.
<!--17106 - Show L2s on Company Record-->
|July 2014
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|'''[[Adding_Custom_Fields_to_Company_and_Contact_Information#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.
* 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-->
|November 2014
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|'''Multiple Sign-Up Pages per Company'''
* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company.
* 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-->
|November 2014
|}
===List ViewsData Exchange===''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They [[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* The data exchange can select the fields they wish now be configured to use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list viewautomatically unpack incoming packages.|May 20122010
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|Administrators can choose Data Exchange* Settings have been added to make List Views public specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to be shared with other usersprevent the exchange of new Level 2 records.|May 20122011
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|Any List View (system[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, public or private) restricted by [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be copiedcreated based on the First Name, renamed Last Name, Phone Number and savedother details send as part of a Level 1 record.* The [[Roles]] permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)|May 2012October 2010
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|The contents Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a List View can be exported to MS Excel, MS Word or PDF though an Export featurespecific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.|July 2013|} ===Document Management==={|May 2012border="1" cellpadding="5"
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]''* This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.* The System MS Word document can also include tables that will remember the last list view used by details of Level 2 or Level 3 activities associated with a user and reapply that list view when given record.* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you to easily upload the user next accesses that part of the systemresulting MS Word document back to SmartSimple to be stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field.|May 2012April 2009
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|''[[Custom Field Type: Link – Multiple fields Files#PDF Document Options|Allow Merging of PDF Documents]]''* If you are using a Multiple File field to store PDF documents then you can be displayed within enable a "Merge" button. * Clicking the Merge button displays a list of all the same column PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field and you select which documents you wish to merge into a single PDF document.* The resultant document will also be stored in the Multiple File field. The original documents will not be changed.* This feature will provide for easier printing of "stackedsets" configurationof documents.|May 2012April 2009
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|The ''[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]''* This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a [[List ViewCustom Field Type: Link – Multiple Files|Multiple File]] for Associates/Associations field, and display it as extra columns in the list view.* The additional attributes that can be customized via extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.* Only PDF files stored in the [[Global SettingsCustom Field Type: Link – Multiple Files|Multiple File]] pagefield will display this information. The added columns will be blank for all other document types.|May 2012April 2009
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|Enhanced the current saved search filters ''[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]'' * This feature allows you to also include your currently selected template/type extract extra information (called Meta Data) from a PDF stored in a [[Custom Field Type: Link – Single File|Single File]] field and store it in a [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] field.* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and status options as wellmodified date.* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.|March 2013April 2009
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|Enhanced ''[[PDF Annotation]]''*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the ability "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to create multiple system that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation-->|January 2014|+|'''PDF Annotation''':*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[List_ViewCustom Field Type: Link – Multiple Files|list viewsmultiple file upload field]] per user role (previously limited , PDF documents uploaded to one system list view per user role)that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details.<!--24791 - PDF annotation-->|March 20132014
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|New ability '''Enhancement to attach PDF Writer'''* {{WPV}}s can now be configured to specify the filename for a saved search filter PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.<!--22632 - Ability to system list views so they can be prespecify file name for PDF's generated using pdfwriter--filtered.>|March 2013May 2014
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|'''New ability Enforced Naming for Single and Multi-File Uploads'''*The [[Custom Field Type: Link – Single File|single]] and [[Custom Field Type: Link – Multiple Files|multi-file]] upload custom fields have been enhanced to allow the enforcing of file names on uploads to manifest a list view as a menu tabSmartSimple. This can be used to update the UTA menu in addition will allow System Administrators to the current tabs enforce various naming conventions for all Level 1 and all Level 2 objectsuploaded files.<!--18863 29759 - List View EnhancementsEnforced Custom file naming for Multi and single file upload field type-->|March 2013July 2014
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===Personal SettingsGeocoding / Mapping===
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|Time Format[[Geocoding]]* On the Personal Setting page users are able to select whether The latitude and longitude of an address can now be automatically stored as a property of the time is displayed in 24h user or 12h formatcompany.* The setting This will be be reflected in times displayed within UTAs for allow calculation of the standard start and end time fields at Levels 1distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, 2 and 3listing the nearest first.|May October 2009|+|'''Google Map / StreetView''': On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--22498 - Google Map and StreetView-->|October 2013
|}
===ReportsIntegration===
{| border="1" cellpadding="5"
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|[[Report Variables]]* '''Exportdata''': when using the Exportdata report variable, the variable will be replaced Enhanced PubMed service with data from the specified report, in the format defined by the advance export templateadditional ability to search on publication date.:<font size=3>@ReportProperty(''reportid'',exportdata)@</font>|February 2013|+* '''Csvdata''': when using the Csvdata report variable, the variable will be replaced with data from the specified report, as comma separated values.:<font size=3>@ReportProperty(''reportid'',csvdata)@</font> '''Example''': To display the exported report for the report |Introduced integration with ID 12345 @ReportProperty(12345,exportdata)@ ''These 2 variables can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.'' * When using any of the ReportProperty variables (recordcount, exportdata GuideStar service and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be passed ability to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attributesearch their database.|May 2010February 2013
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|Report Builder - Table Selection'''IRS/CRA/OFAC Automated Checking''':* The columns in the Report Builder are system can now filtered by the Table and the Type. This will simplify locating the desired field for the report.:be configured to perform automated verification of [[Image:NewRB.pngcontact]]* For example if Tracking Application is chosen records, as well as the table[[organization]] records, against the Type combo box will be populated with all the UTAs and UTA template typesOFAC database.* Only newly created reports will employ this version The settings page to configure the automatic verification of records against the report builder. Existing reports will notIRS/CRA/OFAC online databases has been simplified.<!--21591 - IRS/CRA/OFAC Automated Checking-->|May 2010September 2013
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|Show Total* Another new feature within the report builder is the '''Show TotalAddition of NTEE Code to IRS Database Search''' checkbox. When selected the last row of the report will include a total *A new column for that column. This is similar NTEE code has been added to the [[List ViewOrganization Search Page|IRS database search form] Show Total feature, as ]. This column can also be mapped back to the organization when it only shows the total is created.<!--26473 - Retrieval of the column of records that are displayed '''on NTEE code from the current page'''.IRS database-->|May 20102014
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|[[Enable Caching|Caching and Record Limit]]'''Improved OFAC checks against contacts'''* Reports and Charts OFAC checks can now be cachedrun on demand against an organization and its contacts. Complex report This will return the status of any matching organization or contact and reports that are accessed regularly can be configured to be cached by give you the server ability to improve loading time and reduce the processing load on the serverclear incorrect matches.<!--28798 - OFACS check against contacts-->|September 2014|} :===[[Image:Repcache.pngAdministration Interface|Interface]]===* Reports can also be '''Cached By User''' when appropriate (Note that you must select both '''Enable Caching''' and '''Cache by User''' and enter an appropriate '''Cache Life Span'''.{|May 2010border="1" cellpadding="5"
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|[[:Category:Reports|Export Button]]* For reports that have defined '''Advanced Export SettingsReport Interface''', when viewing - The format of the Report list view in the report within your browser there will now be an '''Export''' button located next [[Report Management window]] has been upgraded to the '''Print''' button.show icons in place of buttons as follows:{{ReportIcons}}* This will allow the <!--20226 - report to be easily exported to a file after previewing it in the browser.list reformatting-->|October 2010May 2013
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|Flash Charts'''SmartFolders Interface''' - The format of the [[SmartFolders]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to indicate that the SmartFolder is Internet Enabled.* Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation.<!--20224 - SmartFolder folder list cleanup-->|May 20112013
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|'''New Sample Login Page Template''' - A new sample template for the login page is available in Global Settings > Login Screen Content.<!--10598 - New Login Page Template-->|May 2013|+|'''New File Upload Format''' – A new HTML 5 format for the file upload feature on [[Creating Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need for a Dashboard Java applet plug-in; end users are no longer required to Display a Set of Charts|Dashboard Layoutinstall anything in order to upload multiple files. Note that HTML 5 is available on the following [[browsers]]:* New dashboard layout configurations of 1x7, 1x8, 1x9 * Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and 1x10higher<br />** Firefox [http://www.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 - HTML5 File upload-->|May 20112013
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|Once a report is generated the user can select an MS Excel template used '''Manager Permissions Page Redesign''': The [[Manager Permissions]] page has been re-designed in order to create a MS Excel version streamline system administration. The different categories of the reportManager Permissions (system-wide, on-demand application-specific, [[UTA]]-specific, [[Arcadia]]) have been broken out into separate tabs.<!--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->|May 2012July 2013
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|Support for exporting reports '''Portal Design Enhancements''': When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to personalize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to a MS Word templatethe Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.<!--21857 - New Portal Design-->|May 2012August 2013
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|The Report Builder will now support the '''havingRevisions to User Interface''' clause. : Users of SmartSimple'''Having''' is used s next generation interface - [[Arcadia]] - may notice minor revisions to the user interface, such as new tab bars and changes to accommodate criteria when aggregate functions are usedthe title bars on records.<!--23277 - Minor UI changes - Sept.2013-->|May 2012September 2013
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|'''Arcadia - Basing Summary Cross-tab on Standard Fields''':* One of the key features of SmartSimple's next-generation [[Custom FieldArcadia]]interface is its [[Summary Matrix] Settings], which displays a cross-tabbed view of the records in a SmartSimple application. * The default display of the cross-tabbed view is to break out an application''' are now available s [[status]]es as column headings and its [[templates]] as a Recordset table for '''reports''' to show the properties of row headings:[[Custom FieldImage:ArcadiaL1SummaryView.png|link=|custom fields700px]] configured on your * The September 2013 upgrade allows systemadministrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.<!--19468 - Arcadia. Summary cross tab based on standard fields-->|October 2012September 2013
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|You can set any report to '''ignore the Global Report TemplateNew Icon Sets for Portal pages''' and use the template defined in *New icon sets have been added to the [[ReportCreating_a_Portal_Interface|reportportal configuration page]] settings, enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the icon preview page.<!--26674 - New Icons-->|October 2012March 2014
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|System variables can now be used on report criteria'''Update to Rich Text Editor'''*The [[Custom Field Type: Text – Rich Text|Rich Text editor]] has been updated and has a new look and feel. This feature allows you to easily add formatting to text input.<!-- 15368 25735 - System variable on report criteria Rich Text custom field issue-->|November 2012March 2014
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|'''Updated Icon Styles for Mobile Devices'''*New report added sets of icons are available to Usage Statistics category: Maximum Concurrent External personalize the [[Portal design|user portals]]. *Users (shows maximum amount of users logged in per month) - (can on mobile devices will be added on demand)automatically detected and their portal interface optimized for mobile useability.<!-- 13339 23845 - Concurrent Connections Report Update portal icon style-->|November 2012May 2014
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|New "Enable Translation" feature added '''Arcadia X Interface'''*An easy method of building custom user interfaces is now available. *''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and personalized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface-->|May 2014|+|'''Enhanced Date Selection'''*The date selection window has been updated with a new look and feel.<!--29540 - enhanced date/time selection-->[[File:Jquerydatepicker.jpg]]|July 2014 |+|'''Enhanced Arcadia Interface'''The Arcadia interface has undergone several updates to Advanced Report Settings enhance its usability as well as look and feel.*All tab bars in the Arcadia interface have been updated with a new look and feel.<!--30106 - Arcadia UI - Tab bar consistency-->*The header and menu options have been modified to allow report headers better utilize screen real estate.<!--30096 - Arcadia UI - changes to Arcadia header-->*Changes have been made to the button and input styling for improved consistency, look and feel.<!--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 translation options in language libraryand look and feel.<!--30104 - Arcadia UI - update list view floating action buttons-->*Modifications to button styling for better look and feel.<!-- 12919 30105 - Arcadia UI - Translate report column headings Update Button styles for consistency-->|November 2012September 2014|+|'''Enhanced ability to open web page views with a lightbox'''*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.<!--30102 - Arcadia UI - Add open in a light box setting to web page views-->|September 2014|+|'''Enhanced Arcadia Interface'''The [[:Category:Arcadia|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''':[[Image:Old.png|link=|650 px]]<br />
'''After'''===SmartFolders==={:[[Image:New.png| borderlink="1" cellpadding="5"|+660 px]]<!Feature!!Upgrade Date-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->|November 2014
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|Inclusion '''Multiple Aliases per Copy of Folders in SearchSmartSimple'''* When you search within [[SmartFolders]] New functionality allows for the results will include both files and folders 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 match 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 search termsame copy of SmartSimple.<!--32304 - Allow multiple aliases per instance-->|May 2009November 2014
|}
===Standard/Custom FieldsList Views===
{| border="1" cellpadding="5"
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|[[Custom Field Type: Special – Auto SaveList View|Auto Save Custom FieldCompany and Contact Role-Based List View]]* This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)* Using the The [[Custom Field Type: Special – Auto Save|Auto Save Custom FieldList View]] will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for [[Level 1 Templates|Level 1 Template Pages]]Companies/Accounts and Users/Contacts can be configured by role, but will also work for just as the internal view of UTA Level 1 records. * The page is not refreshed on-screen, simply saved in the background. No Validation or Calculations will be performed until the record is saved in the usual fashion2 and 3 List Views.|May 2009October 2010
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|[[Custom Field TypeUser defined List views: Special - Barcode|Bar Code Custom Field]]* There is a new custom field type called '''[[Custom Field Type: Special - Barcode|Special - Bar Code]]'''users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). * When creating this field typeThey can select the fields they wish to use in each view, in the '''Values''' section you must enter display orders of the Custom Field ID fields and sort order of the field that contains data and the integer or text string you wish to have converted to a bar codecolour of each column in the list view.:[[Image:BarCode.PNG]]|May 2012''In the above example 13975 is the Custom Field ID of the "Ticket Number" field, which would display on the record as:|+:[[Image:BarcCode2|Administrators can choose to make List Views public to be shared with other users.PNG]]|May 20092012
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|[[Custom Field Tabs]]* Custom Fields can now be displayed on different tabsAny List View (system, with a '''Next''' and '''Previous''' button at the bottom of each tab to facilitate navigation between the tabs.* This will enable separation into sections for records that have a large number of [[Custom Fields]].::''This isn't actually a new type of custom field, but rather an additional option within the [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] custom field type.''* A '''Custom Field Tab''' public or private) can be added by creating a new [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] custom field and selecting the '''Use As Tab''' check box. The caption/name of the field will be used as the heading on the tab.:[[Image:CFTabs.png]] In the above example there are 3 tabs named "Additional Details"copied, "Company Information" renamed and "Contract Details" Navigation between the tabs can be accomplished by either clicking on the '''Next''' or '''Previous''' buttons, or by clicking on the name of the tab you wish to accesssaved.|May 20092012
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|[[Custom Field Type: MS Word Merge#Uploading the MS Word Merge Document The contents of a List View can be exported to a Custom Field|MS Word Merge Enhancement]]* If you have configured a [[Custom Field Type: MS Word Merge|MS Word Merge]] to be uploaded back into a Custom Field within [[SmartSimple]] you can now select any [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field on the current level, parent levelExcel, or grandparent level as the destination.* ''For example, if your MS Word Merge field is on Level 3 you can configure the MS Word document to be uploaded to a [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] File field on the associated Level 3, Level 2 or Level 1 record.''PDF though an Export feature|May 20092012
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|Field ID Variable* It is now possible The List view contents can also be used to reference the field ID create a set of [[Custom Fields]] using MS Word letters though a variable rather than the actual field IDMerge feature. The syntax When this feature is @''fieldname''.ID@* This will allow you to write [[Custom Field Type: Special – Browser Script|Browser Scripts]] without looking up field numbers, as well as making it easy to identify which used an MS Word Merge Word custom field is being referenced. When exporting [[Custom Fields]] this will also allow you assigned to avoid having the list view to change the field IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]]allow bulk merging.* If you have fields with the same name (on different Templates or TypesAll selected records will be merged into a single document for printing) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.|July 2009May 2012
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|[[Number Format|Custom Field Number Format]]* In addition to The System will remember the last list view used by a user and reapply that list view when the user next accesses that part of the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:system::{| border="1" cellpadding="5"May 2012
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|'''Number Format'''Multiple fields can be displayed within the same column in a "stacked" configuration.||'''Display'''May 2012
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|CurrencyThe [[List View]] for Associates/Associations can be personalized via the [[Global Settings]] page.|| $20,000.00May 2012
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|CurrencyLoading a list view now defaults to last set of search criteria used.<!-QAR|- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->| QAR 20.000,00November 2012
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|Currency-EUREnhanced the current saved search filters to also include your currently selected template/type and status options as well.|| €20,000.00March 2013
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|Currency-GBP|| £20,000.00|}* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate 3 letter currency code.* This setting only applies in view mode, or when Enhanced the values are displayed in a ability to create multiple system [[Web Page View]], [[Report]], [[MS Word MergeList_View|list views]], etc. No formatting is applied in edit mode.: ''Note: in edit mode you must use a period per user role (.) as the decimal, even if the currency defined uses a comma (,previously limited to one system list view per user role).''|October 2009March 2013
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|[[Custom Field Type: Link – Single File#Online Editing|Single File Field Online Editing]]* Online editing is now possible for the [[Custom Field Type: Link – Single File|Single File field]]. If New ability to attach a file is being edited by one user it will saved search filter to system list views so they can be shown as checked out to prevent other users from trying to edit it at the same time.* [[Custom Field Type: Link – Single File|Single File Field]] with online editing enabled::[[Image:SFFEdit.png]]* File checked out by another user::[[Image:SFFOutpre-filtered.png]]|October 2009March 2013
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|[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]* You can now attach New ability to manifest a [[Workflow]] to list view as a [[Custom Field Type: Link – Single File|Single File field]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Fieldmenu tab. The workflow will This can be executed any time a file is uploaded used to update the UTA menu in addition to the fieldcurrent tabs for all Level 1 and all Level 2 objects.<!--18863 - List View Enhancements-->|October 2009March 2013
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|'''[[Edit DataExporting List View Results to Microsoft Word|Export List View to MS Word]]* When using ''' - A new setting has been added to [[Custom Field Type: Text – Rich TextList View|Rich Text Fieldslist views]], pasting complex HTML in the field it can sometime prevent which allows the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible user to remove export the faulty data in the field. * It is now possible results of a list view to edit Microsoft Word, using the data in the field without actually viewing the faulty recordMail Merge functionality of Word. This is done via the settings of new feature works in conjunction with the [[Custom FieldType: Special - MS Word Merge|Special - MS Word Merge]] concernedfield type.:Select '''Field Data<!--19825 - List View MS Word export never implemented -->|May 2013|+|'''New Feature:[[Image:FieldData.pngQuick Edit]] then '''Edit Data''':This new feature allows users to edit fields on a record directly from the [[Image:EditData.pnglist view]]When prompted enter the ''. The [[opportunityidsystem administrator]]'' (Level 1) or ''determines which fields display in the [[eventidQuick Edit]]'' (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit from the data in the selected field for that recordlist view [[Configuring List Views|configuration page]].|October 2009July 2013
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|When you assign an organization to the Organization [[Custom Field Type: Special - XML Datastandard fields|Custom Field Type: Special - XML Datastandard field]]* The XML field type can be used to store blocks of XML using the Lookup button, the organization details shown in a single field.* Variables the list view can now be used to extract values from this block into other custom fieldsconfigured by System Administrators.|May 2010July 2013
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|'''Improvements to Arcadia List Views''':* In SmartSimple's next-generation [[New Custom Field Type: Special - Spreadsheet|Custom Field Type: Special - SpreadsheetArcadia]]* This field type is used to present interface, the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part column widths of the record and [[list view]]s can be exported as a .xls file, or be opened directly by MS Excel.* Formulas are includeddefined. * Information List view headings can also be moved from MS Excel into this field using made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a macro within Excel[[list view]].* The values in one or more cells on the spreadsheet can be referenced as variables.<!--23751 - Add option for enabling static header for Arcadia list views-->|May 2010October 2013
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|'''Simplified List Views for Companies and Contacts'''*The configuration of [[Custom Field Type: Select One - User Group|New Custom Field Type: Select One - User Grouplist views]]* The Select One - User Group Custom Field can be used to link any entity (companyfor companies and contacts has been simplified, UTA Level 1, Level 2 etccombining the list view settings pages for external and internal companies and contacts.) to a User Group.* User Groups are defined in Configuration, Roles and PermissionsAs well, User groups. * On its own this field only links the group to the entity. It can then be used in conjunction with a display field (setup page for [[Web Page View]] or [[Custom Field Type: Read Only – System VariablesConfiguring Ajax List Views|Read Only System VariablesAjax Lookup list views]] custom field) to display information derived from the has been consolidated for external and internal companies and contacts .<!--26075 - Employee Ajax List View is referenced in the related Group.Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->|May 2010March 2014
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|[[Custom Field Type: Lookup - ICD Code|New Custom Field Type: Lookup - ICD Code]]* The standard list of ICD Codes (International Statistical Classification of Diseases and Related Health Problems) is now available as a custom field type.* The field stores the actual ICD code (i.e. ''G44.0''). If you wish Update to display the description (i.e. List View Status Colours''Cluster Headache Syndrome'') you can use *The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the syntax '''@''field name''entire row.value@''' in a [[Read Only <!--27976 - Arcadia X List View Enhancements-- System Variables]] field or similar.>|May 20102014
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|'''List View Improvements'''* [[Attach a PDF to a Web Page View|Web Page View Field: SSattachList view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.* Static PDF documents As well, list views can now be attached configured to be pre-filtered, so that switching to [[Web Page View]]s using [[ssattach]] at a defined page location desired using list view applies the filter and initially shows only the following syntax: <relevant records.<!--@ssattach(insert;@static pdf.value@;n)27976 - Arcadia X List View Enhancements--> :where ''n'' is the page number at which the PDF document should be placed.|May 2014|}
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|[[Web Page View|Web Page View Settings]]* '''PDF Page RestrictionRecent-Viewed Objects List Now Enabled by Default''': Within the * The [[Web Page ViewRecently Viewed]] custom field settings you can define panel, a right-hand panel containing a maximum number hyperlinked list of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into most recently-viewed records, was introduced in the [[Multiple FilesSeptember 2013 Upgrade|last month's upgrade]] Custom Field specified in the '''Value Stores To''' setting. With this upgrade, this feature has been updated to be auto-enabled for all roles.* '''Automatically Use User ID as File Name''': When For roles which should not have access to the [[Web Page ViewRecently Viewed]] is stored the userid of the person who created it will be used as the file name. When used in association with the '''Save to Multiple File Field''' setting panel, this will ensure each user is only permitted to generate and store one file in that folder ('''Keep Versions''' must feature can be disabled on the using [[Multiple FilesManager Permissions]] Custom Field).* '''Value Stores To''': The [[Multiple Files]] field selected can be enforced as the only file field the Web Page View can be saved into, rather than simply being the default.<!--24356 - auto enable recent list-->|May 2010October 2013
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|[[Single File|Single File Custom Field Settings]]* '''Disable E-mail ButtonRecent Searches'''*The system will now store a user': Removes s last five sets of search criteria, making it easier to switch between lists of records.*Select the ability dropdown under the "Apply Filter" heading of users to e-mail the file directly from within [[SmartSimpleBasic Search]].* '''No Deletion''': Prevents deletion panel, or the "Saved Filter" heading of the file. It can only be replaced with [[Advanced Search]] panel, to see a new filelist of the last five searches performed, under the heading "Last Searches." <!--22590 - Last Searches - List View Enhancement-->|May 20102014
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|[[Multiple Files|Multiple Files Custom Field Settings]]* '''PDF Merge Sort OrderUpdate to Advanced Searching on Dates''': The PDF merge functionality will *When using date fields as search criteria in [[Advanced Search]], users can now allow you to easily specify the order in which the documents are mergedwhether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions-->|May 20102014
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|[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]* The '''Lookup - ICD CodeNew Ability to modify search query filters''' Custom Field will *Users now have a ''Lookup'' button the ability to make modifications to facilitate browsing filters after they have been created. See [[filters]] for the relevant itemfurther information.<!-- 26362 - ability to update search query of filters-->|September 2014|} ===Notes==={|October 2010border="1" cellpadding="5"
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|[[Post Advanced Logic|Advanced Logic to External ServerSuppress Public Notes]]* Posting to external servers via a Using [[Web Page ViewAdvanced Logic]] has been updated to allow the response from the server you are now able to be storedsuppress Public Notes at Level 1, Level 2 and Level 3.|October 20102009
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|'''Enhancements to Notes Functionality''':* [[Edit Condition|Standard Field Edit ConditionNotes]]A conditional statement can now be entered added to control whether standard fields appear as editable or read only. The conditions can be based on rolethe configuration pages for [[Templates]], status[[Types]], or other criteria[[Status]]es and [[Custom Fields]]. This feature applies will allow system administrators to companykeep track of changes to their system configuration.<!--22531 - Add NOTES linkage to Templates, contact Types and Custom Fields-->* [[Notes]] are also now available for viewing and Universal Tracking Application standard fieldsediting when a record is in [[Edit mode]].<!--22587 - Notes on Edit Mode-->|May 2011August 2013
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|'''Enhanced notes functionality'''*The [[Custom Field Language Settings|Custom Field Language DisplayNotes]]The captions displayed on custom fields can be configured for multiple languages. When viewing a record the personal language setting for each user will determine which language is displayed functionality has been extended to themtransactions.<!--30206 - Notes on Transactions-->|September 2014|} ===Personal Settings==={|May 2011border="1" cellpadding="5"
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|[[Custom_Field_Type:_Display_Only_–_Image|Enable Camera Snapshot]]Time Format* On the Personal Setting page users are able to select whether the time is displayed in 24h or 12h format.* The "Display Only - Image" custom field has a setting that enables a web cam attached to the computer to will be used as the source of the image to be stored reflected in this field typetimes displayed within UTAs for the standard start and end time fields at Levels 1, 2 and 3.|May 20112009
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|[[Custom_Field_Type:_Link_–_Multiple_FilesNew Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.<!-- 16356 - Timezone settings to replace offset -->|Document Console]]November 2012When using the [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can enable the document console. This allows you to easily preview and print the documents.} ===Reports==={|May 2011border="1" cellpadding="5"
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|You can now [[Report Variables]]* '''Exportdata''': when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.:<font size=3>@ReportProperty(''reportid'',exportdata)@</font> * '''Csvdata''': when using the Csvdata report variable, the variable will be replaced with data from the specified report, as comma separated values.:<font size=3>@ReportProperty(''reportid'',csvdata)@</font> '''Example''': To display the exported report for the report with ID 12345 @ReportProperty(12345,exportdata)@ 'Track Changes'These 2 variables can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.'' on Contact * When using any of the ReportProperty variables (recordcount, exportdata and Company csvdata) the object ID ([[Standard Fieldsopportunityid]], [[eventid]], userid, etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.|May 20122010
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|An improved Report Builder - Table Selection* The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field for the report.:[[Custom Field TypeImage: Text – Rich Text|Rich TextNewRB.png]] editor * For example if Tracking Application is chosen as the table, the Type combo box will be introducedpopulated with all the UTAs and UTA template types. As well as improved functionality and compatibility, * Only newly created reports will employ this version of the array of buttons displayed can be configured by an administrator as needed via [[Global Settings]]report builder. Existing reports will not.|May 20122010
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|File Type Restrictions: Show Total* Another new feature within the report builder is the '''Single FileShow Total''' and checkbox. When selected the last row of the report will include a total for that column. This is similar to the [[List View] Show Total feature, as it only shows the total of the column of records that are displayed '''Multiple Fileson the current page''' custom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls)|May 20122010
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|[[Enable Caching|Caching and Record Limit]]* Reports and Charts can now be cached. Complex report and reports that are accessed regularly can be configured to be cached by the server to improve loading time and reduce the processing load on the server.:[[Image:Repcache.png]]* Reports can also be '''Translation XMLCached By User''': custom field language translations can now be done when appropriate (Note that you must select both '''Enable Caching''' and '''Cache by exporting User''' and importing using enter an XML templateappropriate '''Cache Life Span'''.|May 20122010
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|Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 Record Lock* A new table called ''Tracking Application Lock'' can be viewed at once with a new menu bar buttonused to report on records that have been locked by the [[Record Lock]].|May 20122010
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|Option [[:Category:Reports|Export Button]]* For reports that have defined '''Advanced Export Settings''', when viewing the report within your browser there will now be an '''Export''' button located next to make custom fields manifest as hidden for the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables'''Print''' button. * This will allow the value report to be updated/saved without being visible on easily exported to a file after previewing it in the pagebrowser.|May 2012October 2010
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|When editing custom fields you Flash Charts* Graphs such as bar and pie charts created from SmartSimple reports can now use the custom field batch update to add/update the Tab Name for multiple custom fields at oncebe displayed using Flash animation.|May 20122011
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|There [[Creating a Dashboard to Display a Set of Charts|Dashboard Layout]]* New dashboard layout configurations of 1x7, 1x8, 1x9 and 1x10.|May 2011|+|Once a report is now generated the user can select an '''"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory MS Excel template used to create a MS Excel version of the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the fieldreport.|October May 2012
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|'''HTML''' entered into the Support for exporting reports to a MS Word template on a [[Web Page View Field]] will be displayed with '''syntax highlighting'''.|October May 2012
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|If a The Report Builder will now support the '''[[Tool Tip]]having''' has been defined on a [[Custom Field|custom field]], the field name [[caption]] will display with a clause. '''dotted underlineHaving''' indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there is used to accommodate criteria when aggregate functions are field services (e.g. Map or People Search) or [[Track Changes|Track History]] enabled, then those options will be displayed by hovering the mouse over the fieldused.|October May 2012
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|Additional capabilities have been added to the '''[[Browser ScriptCustom Field]]Settings''' are now available as a Recordset table for '''reports''' custom field which allow it to trigger system functions (e.g. show the properties of [[WorkflowCustom Field|workflowcustom fields]], activate user) with options to '''trigger configured on load, on save, or on demand'''your system.
|October 2012
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|A new custom field setting (You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Type Field PermissionsReport|report]]) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility conditionsettings.
|October 2012
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|The Level 1 '''Branch''' standard field System variables can now be configured to allow external companies as well as internal companiesused on report criteria.<!-- 16829 15368 - Enable External Company for Branch System variable on report criteria -->
|November 2012
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|A new '''Middle Name''' standard field New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on contactsdemand).<!-- 16981 13339 - Middle Name contact standard field Concurrent Connections Report -->
|November 2012
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|[[Custom Field Type: Dynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttonsNew "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library.<!-- 15324 12919 - Dynamic Control Field - Checkboxes Translate report column headings -->
|November 2012
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|Prefix/Suffix '''Subreports can be Linked using Column Values in Main Report''' - When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields on Contacts to link main reports and subreports, and can now be customized as drop-down boxesspecify a custom field.<!-- 11217 – prefix/suffix standard fields on contacts can now be customized as drop18937 - Reporting: Pass column value into sub-down boxes. report criteria-->|November 2012August 2013
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|Enhanced '''New Feature: Reports Caching''':* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly). * Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the account list view within periodic aggregation of data.* The following types of SmartSimple records can be updated::*[[Organization]] records:*[[Contact]] records:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records* Typical use cases might include::* On a UTA with monthly basis, automatically storing the ability total number of reviews that have been performed by a given user on their contact [[profile]].:* On a weekly basis, automatically updating a user's profile to list indicate whether or not timesheets have been filled out in SmartSimple.:* On a daily basis, automatically updating on a company's [[profile]] a summation of the account owner as a columntotal number of grants for which contacts of that organization has applied.<!--22927 - new scheduled reports-->|February September 2013
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|New ability '''Setting Alignment of Columns in Report Builder''': Columns in reports can now be set in the Report Builder to update the display order of only a selected group of custom fields within batch update (previously forced be left-, right- or center-aligned without resorting to update display order of all custom fields)HTML.<!--13969 - Reporting Enhancements-->|February September 2013
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|New ability to retain options within '''Report Builder Enhancements'''*The [[Custom_Field_Type:_Select_One_–_Combo_Box|Select One – Combo BoxReport Builder]]/has been enhanced to calculate sub-grouping aggregates and totalling.*System Administrators will find that this allows them to circumvent the need to build [[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxessubreports]] options that have been retired and are no longer available, but need to be retained for historical valuebuild summary reports on their data more quickly.<!--17011 27677 - ComboReport Grouping /Check box: retain missing option settingAggregation-->|March 2013May 2014
|}
===TransactionsSmartFolders===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Transaction Template Formula: server side formulas to be run whenever a transaction is savedInclusion of Folders in Search* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.|May 20122009
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|Transaction Template Page: Template page that can be used for internal or external entry/update of transactions.|May 2012|+'''Enhanced SmartFolders interface'''|Enhanced transactions *The SmartFolders interface has been updated with the ability to enable record lockinga new look and feel.<!--30092 - Arcadia UI - SmartFolder / organization tree update-->|February 2013September 2014|}
===Variables Standard / Variable ProcessorCustom Fields===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|''[[Report VariablesUTA Standard Field Settings#Visibility Condition|Report Record Count VariableStandard Field Visibility Control]]''* Introduction of a variable that You can generate now set visibility logic on standard fields at all levels in the number of records within a specified reportsame manner that you set these conditions on custom fields.:<font size=3>@ReportProperty(''reportid'',recordcount)@</font>'''Example''': * To generate set the number of records (equivalent visibility logic, navigate to the number of rows in appropriate standard field screen and enter the report) for report with ID 12345 @ReportProperty(12345,recordcount)@''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in condition into the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example)Visibility Condition column.''|October April 2009
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|[[Template FormulaCustom Field Type: Special – Auto Save|Assign Level 1 CustomerAuto Save Custom Field]]* Ability to assign to This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)* Using the Customer [[Custom Field Type: Special – Auto Save|Auto Save Custom Field]] will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for [[Level 1 Standard field (Templates|Level 1 Template Pages]], but will also called Client)work for the internal view of Level 1 records.:* Example template formula: ''@opportunityThe page is not refreshed on-screen, simply saved in the background.companyid@=@opportunity.ownerNo Validation or Calculations will be performed until the record is saved in the usual fashion.companyid@''|October May 2009
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|[[Web Page View Custom Field VariablesType: Special - Barcode|User/Company Association ListBar Code Custom Field]]* Ability to use the list syntax There is a new custom field type called '''[#[Custom Field Type: Special - Barcode|Special - Bar Code]]'''.* When creating this field type, in the '''Values''' section you must enter the Custom Field ID of the field that contains the integer or text string you wish to have converted to a bar code.:[[Image:BarCode.#PNG]]''' to show all companies that a user In the above example 13975 is associated withthe Custom Field ID of the "Ticket Number" field, or all users associated with a companywhich would display on the record as::[[Image:BarcCode2.PNG]]|October May 2009
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|Currency Formatting[[Custom Field Tabs]]* Values Custom Fields can now be changed displayed on different tabs, with a '''Next''' and '''Previous''' button at the bottom of each tab to standard currency formats using facilitate navigation between the following syntaxtabs.* This will enable separation into sections for records that have a large number of [[Custom Fields]].:: ''@format(FIELD NAMEThis isn't actually a new type of custom field,currencybut rather an additional option within the [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] custom field type.''* A '''Custom Field Tab''' can be added by creating a new [[Custom Field Type: Title Bar – Multiple Columns|Title Bar - Multiple Columns]] custom field and selecting the '''Use As Tab''' check box. The caption/name of the field will be used as the heading on the tab.:[[Image:CFTabs.png]] In the above example there are 3 tabs named "Additional Details",CURRENCYCODE)@"Company Information" and "Contract Details" Navigation between the tabs can be accomplished by either clicking on the '''Next''' or '''Previous''' buttons, or by clicking on the name of the tab you wish to access.|May 20112009
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|System Library[[Custom Field Type: MS Word Merge#Uploading the MS Word Merge Document to a Custom Field|MS Word Merge Enhancement]]* A global If you have configured a [[System LibraryCustom Field Type: MS Word Merge|MS Word Merge]] has been added that can to be accessed as system variables. The available values and functions uploaded back into a Custom Field within [[SmartSimple]] you can be found under System Variables now select any [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field on the Global Settings pagecurrent level, parent level, or grandparent level as the destination. The syntax is: * ''@system.library.variable name@''* When viewing For example, if your MS Word Merge field is on Level 3 you can configure the list of custom fields will identify those that are using MS Word document to be uploaded to a [[Custom Field Type: Link – Single File|Single]] or [[System LibraryCustom Field Type: Link – Multiple Files|Multiple]] variablesFile field on the associated Level 3, Level 2 or Level 1 record.''|May 20112009
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|System Field ID Variable Pre-processing* Variables within It is now possible to reference the field ID of [[System VariablesCustom Fields]] will be pre-processed to allow dynamic selection of using a variable rather than the appropriate variableactual field ID. The syntax to be used is: @''fieldname''@system2.ID@variable name@@''* System variables appearing within other system variables This will allow you to write [[Custom Field Type: Special – Browser Script|Browser Scripts]] without looking up field numbers, as well as making it easy to identify which field is being referenced. When exporting [[Custom Fields]] this will also now supportedallow you to avoid having to change the field IDs in exported [[Custom Field Type: Special – Browser Script|Browser Scripts]].* If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names. |May 2011July 2009
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|Global Auto-number* A global auto-number field can be specified as a [[System VariableNumber Format|Custom Field Number Format]]* In addition to the current "Currency" number format option which outputs dollars ($20,000. This 00) you will allow sequential numbers be able to be provided across different objects and/or in different UTAs.specify other currencies:::{|May 2011border="1" cellpadding="5"
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|New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.<!--17466 - Would like to have timezone variable that runs on the report builder-->''Number Format'''|February 2013|} ===Web Forms==={| border="1" cellpadding="5"'''Display'''
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|[[Web Form Status]]* [[Web Form]]s now support a '''Status''' which is changed by a '''Submit''' button at the end of the formCurrency-EUR|| €20,000.|May 200900
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|[[Convert Web Form to PDF]]* Completed [[Web Form]]s can be converted to pdf using a button on the Results pageCurrency-GBP|| £20,000.|May 200900
|}
* Any currency defined by [http://en.wikipedia.org/wiki/ISO_4217 ISO 4217] can be shown by using the appropriate 3 letter currency code.===Workflows===* This setting only applies in view mode, or when the values are displayed in a [[Web Page View]], [[Report]], [[MS Word Merge]], etc. No formatting is applied in edit mode.: ''Note: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).''{| border="1" cellpadding="5"October 2009
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|HTML E-mail Format[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]* Workflow e-mails You can now attach a [[Workflow]] to a [[Custom Field Type: Link – Single File|Single File field]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field. The workflow will be sent using HTML format as well as plain textexecuted any time a file is uploaded to the field. |May October 2009
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|Recurring Workflows[[Edit Data]]* Recurring Workflows When using [[Custom Field Type: Text – Rich Text|Rich Text Fields]], pasting complex HTML in the field it can be used sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to send out e-mails on a daily, weekly or monthly basisremove the faulty data in the field. * These workflow e-mails can use It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of the [[Custom Field]] concerned.:Select '''Field Data''':[[Image:FieldData.png]] then '''Edit Data''':[[Image:EditData.png]]When prompted enter the ''[[opportunityid]]'' (Level 1) or 'ReportProperty'[[eventid]]'' functions mentioned above (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to automatically e-mail periodic reportsdirectly edit the data in the selected field for that record.|May 2010October 2009
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|[[Workflow Task New Custom Field Type: People AssociationSpecial - Spreadsheet|People Association Workflow Task Custom Field Type: Special - Spreadsheet]]* A new [[Workflow Task]] allows you This field type is used to automatically add contacts to Level 1 activities present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the role specified record and can be exported as a .xls file, or be opened directly by MS Excel.* Formulas are included. * Information can be moved from MS Excel into this field using a macro within Excel.* The values in one or more cells on the Workflow Taskspreadsheet can be referenced as variables.
|May 2010
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|[[Custom Field Type: Select One - User Group|New Custom Field Type: Select One - User Group]]* The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1 Date Trigger, Level 2 etc.) to a User Group.* Workflows associated with Level 1 records User Groups are defined in Configuration, Roles and Permissions, User groups. * On its own this field only links the group to the entity. It can now then be set used in conjunction with a display field ([[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only System Variables]] custom field) to trigger based on a date on display information derived from the contacts in the Level 1 recordrelated Group.
|May 2010
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|UTA Role Assignment Tasks[[Custom Field Type: Lookup - ICD Code|New Custom Field Type: Lookup - ICD Code]]* The recipient for these tasks can standard list of ICD Codes (International Statistical Classification of Diseases and Related Health Problems) is now be defined available as a custom field type.* The field stores the user that was added actual ICD code (i.e. ''G44.0''). If you wish to display the recorddescription (i.e.* You ''Cluster Headache Syndrome'') you can include information from use the Level one record using variable syntax: '''@levelone.''customfieldnamefield name''.value@''' in a [[Read Only - System Variables]] field or similar.
|May 2010
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|Transaction Workflows[[Attach a PDF to a Web Page View|Web Page View Field: SSattach]]* Workflows Static PDF documents can now be attached to Transactions[[Web Page View]]s using [[ssattach]] at a defined page location desired using the following syntax: <!--@ssattach(insert;@static pdf.value@;n)--> :where ''n'' is the page number at which the PDF document should be placed. * ssattach can now be used to attach PDF documents from multi-file fields:: Syntax for single file field: <!--@ssattach(after;@Cvfile.value@)-->: Syntax for multiple file field: <!--@ssattach(after;@Cvfiles.files@)--> |May 2010|+|Workflow E-mails[[Web Page View|Web Page View Settings]]* '''PDF Page Restriction''': Within the [[Web Page View]] custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the [[Multiple Files]] Custom Field specified in the '''Value Stores To''' setting.* '''Automatically Use User ID as File Name''': When the [[Web Page View]] is stored the userid of the person who created it will be used as the file name. When used in association with the '''Save to Multiple File Field''' setting this will ensure each user is only permitted to generate and store one file in that folder ('''Keep Versions''' must be disabled on the [[Multiple Files]] Custom Field).* '''Value Stores To''': The e-mail header [[Multiple Files]] field selected can be enforced as the only file field the Web Page View can now be definedsaved into, rather than simply being the default.
|May 2010
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|[[Workflow Task Type: Select User for Next TaskSingle File|Select User for Next TaskSingle File Custom Field Settings]]* This '''Disable E-mail Button''': Removes the ability of users to e-mail the file directly from within [[WorkflowSmartSimple]] Task Type allows the current user to select which user will be responsible for the subsequent task. * This is necessary if the following task is due to be triggered in future, since select '''Let Current User SelectNo Deletion''' on : Prevents deletion of the subsequent task isn't possible since the trigger is delayedfile. It can only be replaced with a new file.|October May 2010
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|Create Activity[[Multiple Files|Multiple Files Custom Field Settings]]* '''PDF Merge Sort Order''': The Create Activity workflow task can PDF merge functionality will now be used at Level 2 allow you to create one or more Level 3 activitiesspecify the order in which the documents are merged. |May 20112010
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|Workflow Requests[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can The '''Lookup - ICD Code''' Custom Field will now be configured have a ''Lookup'' button to display facilitate browsing for the record either in view or in edit moderelevant item. |May 2011October 2010
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|'''[[Workflow_Branching_Logiconloadfunc|Branching WorkflowsOnload Function]]'''. A logical statement can be added *similar to workflow connectors. This savefunc and sbfunc, the system will enable workflows to branch based on conditional statements. For example: if look for a workflow request is triggered for user defined [[Browser Script]] with a request exceeding $100,000 it function called [[onloadfunc]] which will be sent to Senior Management for approvalexecuted as soon as the page has loaded fully. * This is in place in the UTA at L1, L2, L3 and Invoicing, while requests under $100as well as on Contacts and Accounts* It only runs in Edit mode at Level 1,000 will take a different pathContacts and Accounts.|November 2011October 2010
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|Workflow History: [[Post to External Server]]* Posting to external servers via a Manager Permission will enable a tab on Level 1, Level 2 and Level 3 [[Web Page View]] has been updated to display allow the history of workflows triggered on response from the entityserver to be stored.|November 2011October 2010
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|Workflow Request re-assignment: workflow requests (Request for Approval [[Edit Condition|Standard Field Edit Condition]]A conditional statement can be entered to control whether standard fields appear as editable or Request for Comment) read only. The conditions can be reassigned based on the '''Pending Task''' list viewrole, status, or other criteria. This feature applies to company, contact and Universal Tracking Application standard fields.|November May 2011
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|'''Update [[Custom Field''' task Language Settings|Custom Field Language Display]]The captions displayed on custom fields can be configured for multiple languages. When viewing a record the personal language setting for each user will determine which language is displayed to them.|May 2011|+|New Custom Field Type: Special - Hand DrawingThis field type will stores freehand drawings done either with a mouse or touch sensitive screen. The background image can be defined, as well as the colours to be used and patterns/images that can be "stamped" onto the image. |May 2011|+|[[Custom_Field_Type:_Display_Only_–_Image|Enable Camera Snapshot]]The "Display Only - Image" custom field has a setting that enables a web cam attached to the computer to be used as the source of the image to be available on Company stored in this field type.|May 2011|+|[[Custom_Field_Type:_Link_–_Multiple_Files|Document Console]]When using the [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can enable the document console. This allows you to easily preview and Contact workflowsprint the documents.|May 20122011
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|Company and Contact Workflow connectors can Settings for '''Standard Field'''s will be delayed to trigger on a date stored managed in a [[similar manner to Custom Fields. Including Role and Status Field]] on Permissions lookups and the Company/Contact recordability to '''translate''' Standard Field labels and validation messages
|May 2012
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|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) You can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based '''Track Changes''' on a custom field on the contact, or UTA Contact Role Based custom field(s). For and Company [[NotesStandard Fields]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
|May 2012
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|The following '''An improved [[WorkflowCustom Field Type: Text – Rich Text|workflowRich Text]] editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via [[Workflow Task Types|task typesGlobal Settings]]''' have been added: ::* Add new user::* Remove a user role::* Activate a user::* Deactivate a user|October May 2012
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|"Update Custom Field Value" File Type Restrictions: '''Single File''' and "Change Status" tasks have been added to '''transactionMultiple Files''' Workflowscustom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls)|October May 2012
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|New Workflow Task Type'''Translation XML''': [[Update Standard Field Value|Update Standard Field Value]]. A new workflow task type has been added to allow workflows to update the values of standard fields on Level 1, Level 2, company, contact custom field language translations can now be done by exporting and transaction recordsimporting using an XML template.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|January 2013May 2012
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|Enhanced Level 1 Track Changes: the routing ability field history of [[Workflow_Task|workflow tasks]] to all fields with Track Changes enabled on Level 1 can be able to set the owner of an object (i.e. owner of viewed at once with a Level 1 or Level 2)new menu bar button.<!--13602 - Owner available in level 2 workflows-->|March 2013May 2012
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|New [[Workflow_Task_Types|task type]] added Option to make custom fields manifest as hidden for Level 3 [[workflows]]the following field types: Change [[Status]].<!Creation -Created By, Creation -10802 Date, Special - Level 3 Workflow change Status FeatureAuto Number, Special -Calculated Value, Store Value ->|April 2013|} ===Miscellaneous===System Variables. This will allow the value to be updated/saved without being visible on the page.{| border="1" cellpadding="5"May 2012
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it There is now possible to define which dates should be considered holidays.* When using the an ''[[Calculated Value - busdateadd Function|busdateadd()]]'"Appear Mandatory"' or ''[[Subtract business days from a given datesetting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field.|October 2012|+|isHoliday()]]'' functions, a new variable called 'HTML'ssvar_holidays'' can be used to override entered into the system defined holiday dates template on that level.* The ''ssvar_holidays'' variable must be included in a [[Browser ScriptWeb Page View Field]] custom field on the same level as the will be displayed with ''[[Calculated Value - busdateadd Function|busdateadd()]]'syntax highlighting' or ''[[Subtract business days from a given date|isHoliday()]] function.'''Example:''' ssvar_holidays=',2009-01-01,2009-02-16,2009-04-10,2009-05-18,2009-07-01,2009-08-03, 2009-09-07,2009-10-12,2009-12-25,2009-12-26,2009-12-28,2010-01-01,2010-04-02,2010-05-24, 2010-07-01,2010-08-02,2010-09-06,2010-10-11,2010-12-27,2010-12-28,';|May 2010October 2012
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|System Date & Time* Clients If a '''[[Tool Tip]]''' has been defined on dedicated servers a [[Custom Field|custom field]], the field name [[caption]] will display with a '''dotted underline''' indicating that are not configured with automatic time synchronization the user can set "mouse-over" the server date field name and time on the Tip text will appear. Also, if there are field services (e.g. Map or People Search) or [[Global SettingsTrack Changes|Track History]] pageenabled, then those options will be displayed by hovering the mouse over the field.|May 2010October 2012
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|Chat* The chat window (accessed via Additional capabilities have been added to the '''[[Image:ChaticonBrowser Script]]''' custom field which allow it to trigger system functions (e.g.png[[Workflow|workflow]] icon located next , activate user) with options to the Logout button) will now open as a layer '''trigger on load, on save, or on top of your current window instead of opening in a new windowdemand'''.|May 2010October 2012
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|A new custom field setting ([[:Category:Variables|Variable Processor Enhancements]]* for [[Custom Type Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page ViewPermissions]] fields, you can obtain a URL ) has been added to the object using: @''fieldname''.value@or using field ID: @#''fieldid''.value#@ * You can use @''roleid''@ on a UTA Role based [[Custom Field]] make it easy to obtain select the role ID that the user is assigned with level 1 template(s) and level 2 types on the Level 1. * For [[Multiple Files]] fields you can obtain which a count of the number of files stored within the field will be visible, rather than using the following syntax: @''fieldname''.numoffiles@or using field ID: @#''fieldid''visibility condition.numoffiles#@|May 2010October 2012
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|[[Advanced Logic]]* The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.* Within a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] '''Branch''' standard field can be disabled using [[Advanced Logic]]configured to allow external companies as well as internal companies.* Hide Associates on User/<!-- 16829 - Enable External Company Profile.* Transactions: Show attribution button.for Branch -->|May 2010November 2012
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|[[List View|Company and Contact RoleA new '''Middle Name''' standard field on contacts.<!-- 16981 - Middle Name contact standard field --Based List View]]* The [[List View]] for Companies/Accounts and Users/Contacts can be configured by role, just as the UTA Level 1, 2 and 3 List Views.>|October 2010November 2012
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|[[Custom Field Type:CategoryDynamic Data – Dynamic Control Field|Dynamic Data]] and [[Custom Field Type:CalendarsSelect One – Combo Box|List Calendars by CompanySelect One – Combo Box]]* The list of Calendars that you custom fields can view will now be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on topmanifested as radio buttons.<!-- 15324 - Dynamic Control Field - Checkboxes -->|October 2010November 2012
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|[[Autoloader|Autoloader Support for XML Files]]Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes.* You <!-- 11217 – prefix/suffix standard fields on contacts can now Autoload [[Transactions]] from XML filesbe customized as drop-down boxes.-->|October 2010November 2012
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|[[Sending an Email|Email Attach from Smart Folder]]* When sending an e-mail to Enhanced the account list view within a contact you can now select one or more files from [[Smart Folders]] to be attached UTA with the ability to list the e-mail, in addition to attaching files from your local diskaccount owner as a column.|October 2010February 2013
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|[[HCAI Status]]* The status of submissions New ability to HCAI can be displayed from update the invoice view display order of only a selected group of custom fields within batch update (or OCF-18 view if enabled). It can also be stored previously forced to a update display order of all custom field on the Invoice (or Level 2 for OCF-18sfields) so that it can be displayed within the [[List View]] or [[Reports]].|October 2010February 2013
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|New ability to retain options within [[SMTP SettingsCustom_Field_Type:_Select_One_–_Combo_Box|Select One – Combo Box]]/[[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]* The outgoing mail port can options that have been retired and are no longer available, but need to be configured (uses 25 as default)retained for historical value.* TLS can be enabled.<!--17011 - Combo/Check box: retain missing option setting-->|October 2010March 2013
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|For fields of type “[[Advanced LogicCustom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]* '''Hide View Tab on User Profile''' ” a new “Sort Values To Display Vertically” setting has been added. This setting allows the '''View''' tab on user and account profiles to select whether multiple columns of values should be suppressedordered horizontally or vertically.<br>The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns:<div align="center">{| class="wikitable" style="text-align: center"|“Sort Values To Display Vertically”<br>setting is Unchecked:||October 2010|+|File Upload with Proxy ServerWe have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.||“Sort Values To Display Vertically”<br>setting is Checked:|-|A B|||May 2011|+|Message Queue|A manager permission has been implemented to provide readD|-only access to the message queue. Previously only Global Administrators had access. |May 2011C D||||||+B E|Multi-File Upload AppletUse |E F||||||C F|}</div><!--17647 - Sorting of the multiCheckboxes --file upload tool can be restricted by role using a manager permission. >|May 2011April 2013|+|'''New Field Type Added''' - Lookup – Ajax Options. The new [[Advanced_SearchCustom Field Type: Lookup – Ajax Options|Advanced SearchLookup – Ajax Options]]: A more powerful search facility can now be enabled field type allows a system administrator to replace the right-hand search panel within Contacts, Companies and the create their own [[Universal Tracking ApplicationAjax lookup]]fields. The Advanced search enables quick values in the field settings can be set with “store values” and easy input of multiple criteria including AND, OR and NOT operands.|November 2011|+|“display values” using the same syntax as the [[XML Section BuilderCustom Field Type: Select One – Combo Box|Select One – Combo Box]]: An automated tool to facilitate creation of XML tables such as budget templates etcfield type.|November 2011|+|Auto<!--11099 -close on set password pageNew Field Type: after setting a password for a contact the confirmation window will autoAjax Lookup--close in 3 seconds>|November 2011May 2013
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|'''Language LibraryGlobal User and Company Custom Fields''': Labels within the system can be - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom translated using the Language Libraryfields for companies and contacts, accessible from whether or not they are internal or external.<!--20211 - Global Settings. The same label can be given different translations for each specific page within the systemuser and company custom fields-->|November 2011May 2013
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|'''Last SearchAddress Types''' option for Contact search– A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home, Company search ” “Business,” etc.) to contact and Level 2 / Level 3 searchescompany records. <!--19501 - multiple address enhancements2-->|November 2011May 2013
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|The '''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Applicant TrackingConditional Lists of Values]] builtfor more information.<!-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.-22853 - Conditional List of Values-->|November 2011May 2014
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|Workflow IDs will '''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 shown in a whole number, to one through four decimal places, or to the list nearest increment of workflows to facilitate configurationtens, hundreds or thousands.*See the [[Number Format]] page for additional information.<!--29003 - Number Formatting-->|November 2011September 2014
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|Global Advanced Logic '''Updated Functionality for Maximum Character Limit'''* The [[Maximum Length|maximum character/word limit functionality]] of custom fields has been updated to allow users to control Viewenter 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/Edit submission.<!--27018 - Maximum character counter on contact recordsmulti-line text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image:Error_message.png|link=|300 px]]|November 20112014
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|Global Advanced Logic '''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 hide allow for multiple selection, the Organization Chart options selected for a given field will be displayed below the field. To de-select an option, simply click on company recordsthe gray "x" next to the option name. [[Image:Selectuniversity.png|link=]] [[Image:Selecteduniversities.png|link=]]|November 20112014|} ===Statuses / Submissions==={| border="1" cellpadding="5"
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|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables [[Status#Status Settings|Submitted URL Redirect]]* A '''@accesstypeid@Submitted URL''' and option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.* '''@accesstype@'For example, you may want the user to be returned to their standard Portal View whenever a record is closed.''|November 2011May 2009
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|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows you to define a script that is run when the '''Autoloader EncodingSubmit''' When autoloading from CSV files button is pressed. The normal Submit button functions are not executed (validation and status change). * This will allow you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can now specify if then optionally change the [[status]] or execute the CSV file is encoded submit function as UTF-8 or UTF-16 to facilitate special characterspart of the script.|November 2011July 2009
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|Advanced Date Searching: [[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* When using the advanced search to search Submit button is pressed for a date field (standard or custom) you can search using: Ongiven [[Status]], beforeinstead of remaining on the view of the current record the [[User|user]] will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.* This was introduced for Level 1 in the last upgrade, after, between or is emptyand now has expanded to include Level 2 and Level 3.|July 2009|+|Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.|May 2012November 2011
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|'''New ability added to configure multiple submit buttons on Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copies, including specifying which are mandatory. Can also define a Level 1 Status 2 and 3 with varying visibility conditions that move the record to be the default copy statusvarious statuses.<!-- 10591 -->|May November 2012
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|'''UTA Consumer/Provider'''. Full support Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for Level level 2 to act as both consumers and providers3 template pages. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields <!-- 16215 - Add @SYSTEMBUTTONS@ support to track attributes of the association between specific consumer and provider records.L2 & L3 template page -->|May November 2012
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|Pandora '''utarole_add, utarole_removeBypass Validation Option on Submit Buttons''' : System Administrators can create submit buttons for records which move the records to a different [[status]] and '''utarole_update''' functions extended trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to create"Draft" status, for example, remove and update consumer/provider relationshipswithout having to fill out all the mandatory fields on a record.<!--19637 - Submit button option to bypass validation-->|May 2012August 2013
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|'''Batch UpdateConsolidation of Submit Logic Failure Messages''' Contacts can be added : In order to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2assist end users complete forms with multiple [[Submit Logic]] validations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.<!--23325 - Group all failed submit logic into one message-->|May 2012September 2013
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|Variable processor support for:::* Displaying the last time a user logged into the system: '''@me.lastlogin@New Functionality for Save / Save Draft buttons'''::* Listing all the companies under another company: '''System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[#(object=company) ~name~ #Visibility Condition|Visibility conditions]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a given date, or counting the number and button labels of business days between 2 dates: '''SS_FUNCthese can now be controlled.addbusdays(DATE, BUSINESSDAYS)''' <!--19758 - Visibility of Save and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''Save Draft buttons-->|May 2014|} ===Transactions==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+::* Within Report Template Header to obtain the criteria entered by users: '''@args|[[1Cross-UTA Transactions]@, @args[2]@'''::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345UTA Transactions can bridge 2 different UTAs,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2..either at Level 1 or at Level 2.|May 20122009
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|A new setting in email broadcast Transaction Template Formula: server side formulas to choose be run whenever a user custom field as email address instead of user standard field (etransaction is saved.g. alternate e-mail address)
|May 2012
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|Ability to define the new contact as the primary contact Transaction Template Page: Template page that can be used for the new company created when using a hybrid signup pageinternal or external entry/update of transactions.
|May 2012
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|Two new date functions have been added::* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD''':* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''Enhanced transactions with the ability to enable record locking.|October 2012February 2013
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|A setting to specify where a note type is available in the system. You can '''restrict note typesTransaction List Views''' available : [[List Views]] can now be defined for [[transactions]] to match the following entities:list view functionality for other system objects.::* Contacts<!--20205 - Transactions - List Views-->::* Companies|August 2013::* Events / Activities|}::* UTA Level 1::* UTA Level 2===Variables / Variable Processor==={|October 2012border="1" cellpadding="5"
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|An "All [[Report Variables|Report Record" check box has been added on Count Variable]]* Introduction of a variable that can generate the deleted companiesnumber of records within a specified report.:<font size=3>@ReportProperty(''reportid'',recordcount)@</contacts list view so that when selected, it can font>'''Example'''restore or purge all : To generate the number of records(equivalent to the number of rows in the report) for report with ID 12345 @ReportProperty(12345,recordcount)@''' This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in the database that title of a [[Portal]] shortcut to indicate how many records are flagged as deletedat a given status (for example).''|October 20122009
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|[[Template Formula|Assign Level 1 Customer]]* Ability to assign to the Customer Level 1 Standard field (also called Client).:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''|October 2009|+|[[Web Page View Field Variables|User/Company Association List]]* Ability to use the list syntax '''[#...#]''' to show all companies that a user is associated with, or all users associated with a company.|October 2009|+|[[:Category:Variables|Variable Processor Enhancements]]* for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can obtain a URL to the object using: @''fieldname''.value@or using field ID: @#''fieldid''.value#@ * You can use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Level 1. * For [[Multiple Files]] fields you can obtain a count of the number of files stored within the field using the following syntax: @''fieldname''.numoffiles@or using field ID: @#''fieldid''.numoffiles#@|May 2010|+|Currency Formatting* Values can now be changed to standard currency formats using the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@''|May 2011|+|System Library* A global [[System Variables|System Library]] has been added that can be accessed as system variables. The available values and functions can be found under System Variables on the Global Settings page. The syntax is: ''@system.library.variable name@''* When viewing the list of custom fields will identify those that are using [[System Variables|System Library]] variables.|May 2011|+|System Variable Pre-processing* Variables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables is also now supported. |May 2011|+|Global Auto-number* A global auto-number field can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects and/or in different UTAs.|May 2011|+|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''|November 2011|+|Variable processor support for:::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #]'''::* Displaying Contact/Company association role based custom fields: '''[#(?object=association;)$?afc_customfieldid$#]'''::* Adding business days to a given date, or counting the number of business days between 2 dates: '''SS_FUNC.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''::* Within Report Template Header to obtain date/time report was run: '''@runtime@'''::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...|May 2012|+|Two new date functions have been added::* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD''':* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''|October 2012|+|New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.<!--17466 - Would like to have timezone variable that runs on the report builder-->|February 2013|+|'''New setting: [[SmartField View]]''' – This new feature within the custom field configuration page has been added to facilitate the building of [[Custom Field Type: Display Only – Web Page View|Web Page Views]] and for user-defined printable data summaries. :A new [[variable]], @SmartFields@, will return [[custom fields]] formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.: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-->|May 2013|+|'''Simplified Display of Uploaded Files'''*A new syntax has been added for referencing files uploaded to a field. You can display uploaded files as a string of text by using the @''Fieldname''.filenames()@ variable. The syntax is @''field name''.filenames(''delimiter'')@.:''Example'': To display a comma separated list of file names of the files uploaded to a field named '''''Uploaded Files''''', you would enter the variable ''@Uploaded Files.filenames(,)@''.<!--21086 - Link - Multiple Files Display-->|March 2014|} ===Web Forms==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Web Form Status]]* [[Web Form]]s now support a '''Status''' which is changed by a '''Submit''' button at the end of the form.|May 2009|+|[[Convert Web Form to PDF]]* Completed [[Web Form]]s can be converted to pdf using a button on the Results page.|May 2009|} ===Workflows==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Workflow Task Type: Create New Activity|Level 2 Creation]]* The '''Create New Activity''' [[:Category:Workflows|workflow]] can now be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.* The '''Create New Activity''' [[:Category:Workflows|workflow]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.|May 2009|+|HTML E-mail Format* Workflow e-mails can now be sent using HTML format as well as plain text. |May 2009|+|Recurring Workflows* Recurring Workflows can be used to send out e-mails on a daily, weekly or monthly basis. * These workflow e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.|May 2010|+|[[Workflow Task Type: People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] allows you to automatically add contacts to Level 1 activities with the role specified in the Workflow Task.|May 2010|+|Level 1 Date Trigger* Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record.|May 2010|+|UTA Role Assignment Tasks* The recipient for these tasks can now be defined as the user that was added to the record.* You can include information from the Level one record using variable syntax: @levelone.''customfieldname''@|May 2010|+|Transaction Workflows* Workflows can now be attached to Transactions.|May 2010|+|Workflow E-mails* The e-mail header can now be defined.|May 2010|+|[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]* This [[Workflow]] Task Type allows the current user to select which user will be responsible for the subsequent task. * This is necessary if the following task is due to be triggered in future, since select '''Let Current User Select''' on the subsequent task isn't possible since the trigger is delayed.|October 2010|+|Create Activity* The Create Activity workflow task can now be used at Level 2 to create one or more Level 3 activities. |May 2011|+|Workflow Requests* Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode. |May 2011|+|Workflow IDs will be shown in the list of workflows to facilitate configuration|November 2011|+|'''[[Workflow_Branching_Logic|Branching Workflows]]'''. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path.|November 2011|+|Workflow History: a Manager Permission will enable a tab on Level 1, Level 2 and Level 3 to display the history of workflows triggered on the entity.|November 2011|+|Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Pending Task''' list view.|November 2011|+|'''Update Custom Field''' task type will be available on Company and Contact workflows|May 2012|+|Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Custom Field]] on the Company/Contact record|May 2012|+|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.|May 2012|+|The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]''' have been added: ::* Add new user::* Remove a user role::* Activate a user::* Deactivate a user|October 2012|+|"Update Custom Field Value" and "Change Status" tasks have been added to '''transaction''' Workflows.|October 2012|+|New Workflow Task Type: [[Update Standard Field Value|Update Standard Field Value]]. A new workflow task type has been added to allow workflows to update the values of standard fields on Level 1, Level 2, company, contact and transaction records.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|January 2013|+|Enhanced the routing ability of [[Workflow_Task|workflow tasks]] to be able to set the owner of an object (i.e. owner of a Level 1 or Level 2).<!--13602 - Owner available in level 2 workflows-->|March 2013|+|New [[Workflow_Task_Types|task type]] added for Level 3 [[workflows]]: Change [[Status]].<!--10802 - Level 3 Workflow change Status Feature-->|April 2013|+|'''Multiple User-Selected Recipients for Workflow Messages''': System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.<!-- 15849 - Workflow routing: let user select many recipients-->|August 2013|+|'''Creating Multiple PDFs with a Single Workflow Task''': The [[Workflow]] task to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple {{WPV}} fields. See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.<!--22494 - generate pdf workflow task ability to create multiple pdfs-->|October 2013|+|'''Update Company Categories with Workflow Tasks''': A new [[Workflow Task Types|Workflow Task Type]] can been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[Client Categories|Organization Category]] from an [[organization]] [[profile]].<!--23763 - create workflow task to update company category-->|October 2013|} ===XML==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Custom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]]* The XML field type can be used to store blocks of XML in a single field.* Variables can be used to extract values from this block into other custom fields.|May 2010|+|[[XML Section Builder]]: An automated tool to facilitate creation of XML tables such as budget templates etc.|November 2011|+|'''Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]'''*It is now possible to enable the [[Track Changes]] option for XML fields.<!--21240 - Add Track Changes to XML Data custom field-->*XML fields now allow for tabbed sections. Example:[[Image: TabbedXMLfield.png|link=|550px|center]]<!--21470 - Tabbing Divs on XML field-->|June 2013|+|'''XML Field Enhancement'''* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.<!--28567 - XML Data Field extension to create L2s-->|May 2014|} ===Miscellaneous==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|System Date & Time* Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the [[Global Settings]] page.|May 2010|+|[[Advanced Logic]]* The visibility of [[Associations]] on both contact and account profiles now can be controlled using Global Advanced Logic.* Within a [[UTA]] the hyperlinks in the Level 1 Company [[List View]] can be disabled using [[Advanced Logic]].* Hide Associates on User/Company Profile.* Transactions: Show attribution button.|May 2010|+|[[HCAI Status]]* The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]]|October 2010|+|File Upload with Proxy ServerWe have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.|May 2011|+|Message QueueA manager permission has been implemented to provide read-only access to the message queue. Previously only Global Administrators had access. |May 2011|+|Multi-File Upload AppletUse of the multi-file upload tool can be restricted by role using a manager permission. |May 2011|+|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.|November 2011|+|Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds|November 2011|+|'''Language Library''': Labels within the system can be custom translated using the Language Library, accessible from Global Settings. The same label can be given different translations for each specific page within the system|November 2011|+|'''Last Search''' option for Contact search, Company search and Level 2 / Level 3 searches|November 2011|+|The [[Applicant Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.|November 2011|+|Global Advanced Logic to hide the Organization Chart on company records|November 2011|+|Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account|November 2011|+|Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty.|May 2012|+|Pandora '''utarole_add, utarole_remove''' and '''utarole_update''' functions extended to create, remove and update consumer/provider relationships.|May 2012|+|'''Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.|May 2012|+|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)|May 2012|+|A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:::* Contacts::* Companies::* Events / Activities::* UTA Level 1::* UTA Level 2|October 2012|+|An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can '''restore or purge all records''' in the database that are flagged as deleted.|October 2012|+|Two new [[Manager Permissions|manager permissions]] have been added for [[Sales Tracking]] [[Working with Opportunities - Overview|Opportunities]]:::* '''"Sales Tracking - Hide Settings Tab"''' - hides the settings tab based on role for Opportunities in Sales Tracking.::* '''"Sales Tracking - Restrict Deleting Opportunities"''' - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.* Provides the ability to access '''rootcompany''' objects through the variable processor.* The maximum number of records that appear in a '''Ajax list''' has increased to '''50'''.* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''|October 2012|+|A Manager Permission has been added to enable a "Save Draft" button on company and contact records.<!-- 11582 - Need a Save Draft button on contacts and accounts -->|November 2012|+|Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.<!-- 16315 - Record Count on Global Setting Page -->|November 2012|+|Basic search allows for searches based on type.|November 2012|+|'''Alert message for unsaved forms''' – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.:This setting applies to the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "Tabs" on those objects.<!--20294 - Warning when navigate away without saving [s_editobjcustomfields.jsp ]-->|May 2013|+|'''Notes on Invoices''' - [[Notes]] can now be enabled for invoice records.<!--19908 - Notes on Invoices-->|May 2013
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|Variables displaying save and submit buttons ('''New Feature: Recently-Viewed Objects''': * When enabled through [[Manager Permissions]], a new right-hand panel titled "@SYSTEMBUTTONS@[[Recently Viewed]]") now available for level 2 and 3 template pagescan be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[navigation|navigate]] easily through the system.* The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.<!-- 16215 23152 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page Record and display most recently viewed objects-->|November 2012September 2013
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|New Timezone option '''Configuration Error Log''' - System Administrators now have a new tool to replace "Time Difference in Hours" offset in Personal troubleshoot errors generated by the system when troubleshooting configuration changes. The [[Configuration Error Log]], available from the [[Business & System Configuration]] section of the [[Global Settings ]] page, maintains a log of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!-- 16356 20280 - Timezone settings to replace offset system error log-->|November 2012October 2013
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|Basic search allows '''New Permission Settings''':* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in the [[Email & Email Broadcast Security]] settings page. * Permission Settings have been introduced for searches based on typeaccess to the [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.<!--24095 - new manager restrictions -->|November 2012October 2013
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|Loading a list view now defaults to last set of search criteria used.<!-- 16751 – basic search allows you to search based '''Remember Me Deprecated''': For security reasons the "Remember Me" setting on type now, also loading the list view automatically runs the last search you usedlogin page has been deprecated and removed. -->|November 2012October 2013
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[[Category:Upgrades]]