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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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|July 2009
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* 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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|[[Batch Update|Transaction Batch Update]]
* Within a [[UTA]] you can use the [[Batch Update]] function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.
|October 2010
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|May 2011
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* The fields to be shown in the UTA connection list view can be selected when the consumer/provider relationship is enabled.
|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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|New Duplicate Check Settings tab added on Level 1 templates.
<!-- 14692 - duplicate check across L1 -->
|November 2012
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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”<br>'''Filter Owner Based on Organization''' – A new [[Standard_Level_1_Field_List|setting is Checked:]] 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.|<!--20113 - Filter Owner Based on Organization-->|A BMay 2013|+|'''Hide Notification of Locked Record''': A new 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'''|A D*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-->|C DJanuary 2014|+|'''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|Entity Settings page]]:''|B E#"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-->|E FJanuary 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|Setting Copy Restrictions]] for more information.* The user interface for the Copy Record page is also simplified.<!--26973 - Copy Enhancements-->|May 2014|+|C F'''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.</div>*This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.<!--17647 21123 - Sorting of Checkboxes UTA Settings Pages-->|April 2013July 2014|} ===Autoloader==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Autoloader|Autoloader Support for XML Files]]* You can now Autoload [[Transactions]] from XML files.|October 2010
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|On the Security tab of the [[UTA]] settings, a new setting has been added that, when enabled, will hide the user name on the [[Record_Lock|Locked Record alert]] '''Autoloader Encoding''' When autoloading from CSV files you can now specify if the selected roles. The name of the user who has checked out a given record will be replaced with the text "another user" on the Locked Record alert. The setting caption CSV file is "Anonymize Record Lock Owner Role Settings."<!encoded as UTF-8 or UTF-18111 - Do not display the name of the person who has the record open for EDIT ACCESS 16 to external users-->facilitate special characters.|April 2013November 2011
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|May 2012
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|May 2009
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|[[Custom Defined Holidays]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]]'' functions, a new variable called ''ssvar_holidays'' can be used to override the system defined holiday dates on that level.* The ''ssvar_holidays'' variable must be included in a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' 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 2010|+|[[:Category:Calendars|List Calendars by Company]]* The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.|October 2010|+|'''New Calendar Format''':* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events. * The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.<!--24352 - enable new calendar-->|October 2013|+|'''Enhanced Calendar Event Coloring'''*The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on [[Event Types|Event Type]] or the current calendar-based coloring on the fly.*System [[Event Types]] have also been enhanced to allow the setting of custom colors to denote these.*Event highlighting allows for Event Types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.<!--14834 - Calendar switch to event type colouring-->|July 2014|+|'''New Calendar Event Preview Template'''*The calendar event preview has been enhanced to allow System Administrators the ability to fully personalize its contents. The event preview can be personalized to display any details from the event.<!--26090 - Personalizable Calendar event preview pop-up-->|July 2014|+|'''Enhanced UTA Calendar Interface'''*The UTA calendar has now also been updated to the same modern look and feel as the personal calendar.<!--30422 - update UTA calendar to new calendar-->|September 2014|+|'''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 feature can be enabled on the [[Business_%26_System_Configuration|Global Settings]] page.<!--24746 - Calendar duplicate check-->|September 2014
|}
<!-- 16880 - Variables in E-Mail From Address -->
|November 2012
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|'''Email Template Categories''': When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
* General – ''Email Template will be available in all contexts''
* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
* Contact – ''Email Template will only be available when sending an email from a contact record''
<!--20088 - Email Templates-->
|August 2013
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|'''Sending Emails from {{l2}} Records''': System Administrators can now configure {{UTA}}s to allow end users to send emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.
<!--22522-->
|October 2013
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|'''Email Addressing'''
*New functionality allows for the generation of a unique email address for an object or record.
*Emails sent to the address are parsed and attached to the specific object or record. <br />
:[[Image:Email_anything.png|link=|600 px]]
<br />
:[[Image:Email_anything_2.png|link=|600 px]]
|}
===Contacts/Accounts===
* If this [[Manager Permissions|manager permission]] is enabled, a new section will appear on the user's [[Personal Settings#Additional Personal Settings|System Settings]] page that will allow them to select the contact roles they wish to include in the synchronization.
|July 2009
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|[[:Category:Variables|Unique Contact Identifier]]
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|Contact/Company Ajax Search
The fields that are searched and displayed when using the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be customisedpersonalized.
* User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)
|May 2011
|November 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 customized personalized alert message that displays when a user tries to update an existing user or company.-->
|April 2013
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<!--20017 - Block 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|+|'''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.<!Feature--21889 - User Picker Search options-->|July 2013|+|''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.<!!Upgrade Date--25990 - created timestamp for users and companies-->|January 2014
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|''[[Custom Field Type: Special System administrators can now pre- 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 MS Word document can also include tables that will list details define lists of Level 2 or Level 3 activities associated with a given recordprefixes and suffixes for user names in multiple languages.* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you <!--25192 - How to easily upload 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|Multiple]] file field.translate prefix/suffix combo box options-->|April 2009January 2014
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|''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]'Updated Listing Level 2 on Company Record'''* If you are using a Multiple File field 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 Previously, {{UTA}} {{l2}} activities were shown on company [[Custom Field Type: Link – Multiple Files|Multiple Fileprofile]] field and you select which documents you wish s based upon the assigned users on the Level 2. This has now been extended to merge into a single PDF document.* The resultant document will also be stored in show UTA Level 2 activities on company profiles when the company itself is associated to the Multiple File field. The original documents will not be changedLevel 2 activity.* This feature will provide for easier printing of "sets" of documents. <!--17106 - Show L2s on Company Record-->|April 2009July 2014
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|'''[[Display Additional File Attributes for PDF DocumentsAdding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Multiple File Field: Display Additional File Attributes for PDF DocumentsVisibility Options]]on Company/Contact Custom Fields (Field Availability)'''* This feature allows you New ability to display extra information (called Meta Data) extracted from each PDF file stored in a control which company [[Custom Field Type: Link – Multiple Filescategory|Multiple Filecategories]]and user [[roles] field, ] global custom fields will be attributed to and display it as extra columns in the list viewvisible for.* The additional attributes that Using this method, custom fields can be extracted used by multiple categories and displayed are: authorroles, creatorand hidden from others, producer, keywords, subject, title, number of pages, creation date and modified datewithout recourse to complex configuration.* Only PDF files stored in the The following settings will be displayed when configuring global user or company type custom fields::[[Custom Field TypeImage: Link – Multiple FilesCategory.png|link=|Multiple File400px]] field will display this information. The added columns will be blank for all other document types<br />:[[Image:Role_type.png|link=|400px]]<!--28795 - Company/Contact Custom fields: Add role/contact picker-->|April 2009November 2014
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|''[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]'Multiple Sign-Up Pages per Company''' * This feature New functionality allows you to extract extra information (called Meta Data) from a PDF stored in a for the creation of multiple [[Custom Field Type: Link – Single File|Single File]] field and store it in a [[Custom Field TypeCategory: Read Only – System VariablesSign-Up Features|Read Only - System Variablessignup pages]] fieldper company.* The additional attributes that This can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of used to support sign-up pagesin different languages, creation date and modified datewhich associate new users to the same company.* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.<!--32652 - Ability to create multiple signup pages to one company-->|April 2009November 2014
|}
===IntegrationData 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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|Enhanced PubMed service with [[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* The data exchange can now be configured to automatically unpack incoming packages.|May 2010|+|Data Exchange* Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the additional ability exchange of new Level 2 records. |May 2011|+|[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, restricted by [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured to search automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on publication datethe First Name, Last Name, Phone Number and other 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)|February 2013October 2010
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|Introduced integration with GuideStar service The 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 specific Tracking Activity was exchanged and ability to search their databasethe individual that sent/received that specific Tracking Activity.|February July 2013
|}
===[[Administration Interface|Interface]]Document Management===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]'Report Interface''' - * This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.* The format MS Word document 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 the Report list view resulting MS Word document back to SmartSimple to be stored in the a specified [[Report Management windowCustom Field Type: Link – Single File|Single]] has been upgraded to show icons in place of buttons as followsor [[Custom Field Type:{{ReportIcons}}<!--20226 - report list reformatting-->Link – Multiple Files|Multiple]] file field.|May 2013April 2009
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|''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]'SmartFolders Interface''' - The format * If you are using a Multiple File field 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 [[SmartFoldersCustom Field Type: Link – Multiple Files|Multiple File]] list interface has been updatedfield and you select which documents you wish to merge into a single PDF document. * The {{InternetEnabledIcon}} icon resultant document will display to indicate that also be stored in the SmartFolder is Internet EnabledMultiple File field. The original documents will not be changed.<!--20224 - SmartFolder folder list cleanup-->* This feature will provide for easier printing of "sets" of documents. |May 2013April 2009
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|''[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]'New Sample Login Page Template''' - A new sample template for * This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a [[Custom Field Type: Link – Multiple Files|Multiple File]] field, and display it as extra columns in the login page is available 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 Global Settings > Login Screen Contentthe [[Custom Field Type: Link – Multiple Files|Multiple File]] field will display this information. The added columns will be blank for all other document types.<!--10598 - New Login Page Template-->|May 2013April 2009
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|'''New [[Display Additional File Upload Format''' – A new HTML 5 format Attributes for the file upload feature on [[Custom PDF Documents|Single File Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need Display Additional File Attributes 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 is available on the following [[browsersPDF Documents]]:** Internet Explorer [http://windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and higher<br />** Firefox [http://www.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 - HTML5 File upload-->|May 2013|}''
* This feature allows you to 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 modified date.
* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.
|April 2009
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|''[[PDF Annotation]]''
*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to 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
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|'''PDF Annotation''':
*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to 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 2014
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|'''Enhancement to PDF Writer'''
* {{WPV}}s can now be configured to specify the filename for a 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 specify file name for PDF's generated using pdfwriter-->
|May 2014
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|'''New 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 SmartSimple. This will allow System Administrators to enforce various naming conventions for uploaded files.
<!--29759 - Enforced Custom file naming for Multi and single file upload field type-->
|July 2014
|}
===List ViewsGeocoding / Mapping===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[List View|Company and Contact Role-Based List ViewGeocoding]]* The [[List View]] for Companies/Accounts latitude and Users/Contacts longitude of an address can now be configured by role, just automatically stored as a property of the user or company.* This will allow calculation of the UTA Level 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 3 List Viewslisting the nearest first.|October 20102009
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|User defined List views'''Google Map / StreetView''': On a company or contact [[profile]], users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to use in each view, the display orders directly open a Google Maps/Street View of the fields company's or contact's street address.<!--22498 - Google Map and sort order of the data and the colour of each column in the list view.StreetView-->|October 2013|} ===Integration==={|May 2012border="1" cellpadding="5"
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|Any List View (system, public or private) can be copied, renamed and savedEnhanced PubMed service with the additional ability to search on publication date.|May 2012February 2013
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|The contents of a List View can be exported Introduced integration with GuideStar service and ability to MS Excel, MS Word or PDF though an Export featuresearch their database.|May 2012February 2013
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|'''IRS/CRA/OFAC Automated Checking''':*The List view contents system can also now be used configured to create a set perform automated verification of MS Word letters though a Merge feature[[contact]] records, as well as [[organization]] records, against the OFAC database. When this feature is used an MS Word Merge Word custom field is assigned *The settings page to configure the list view to allow bulk mergingautomatic verification of records against the IRS/CRA/OFAC online databases has been simplified. (All selected records will be merged into a single document for printing)<!--21591 - IRS/CRA/OFAC Automated Checking-->|May 2012September 2013
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|The System will remember '''Addition of NTEE Code to IRS Database Search'''*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the last list view used by a user and reapply that list view organization when it is created.<!--26473 - Retrieval of the user next accesses that part of NTEE code from the systemIRS database-->|May 20122014
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|Multiple fields '''Improved OFAC checks against contacts'''*OFAC checks can now be displayed within run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the same column in a "stacked" configurationability to clear incorrect matches.<!--28798 - OFACS check against contacts-->|September 2014|} ===[[Administration Interface|Interface]]==={|May 2012border="1" cellpadding="5"
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|Loading a '''Report Interface''' - The format of the Report list view now defaults in the [[Report Management window]] has been upgraded to last set show icons in place of search criteria used.buttons as follows:{{ReportIcons}}<!-- 16751 – basic search allows you to search based on type now, also loading the 20226 - report list view automatically runs the last search you used. reformatting-->|November 2012May 2013
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|Enhanced '''SmartFolders Interface''' - The format of the current saved search filters [[SmartFolders]] list interface has been updated. The {{InternetEnabledIcon}} icon will display to also include your currently selected indicate that the SmartFolder is Internet Enabled.<!--20224 - SmartFolder folder list cleanup-->|May 2013|+|'''New Sample Login Page Template''' - A new sample templatefor 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 [[Custom Field Type: Link – Multiple Files|multiple file]] fields has been implemented. The new uploader obviates the need 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 is available on the following [[browsers]]:** Internet Explorer [http://type windows.microsoft.com/en-IE/internet-explorer/download-ie download]: version 10.0 and status options as wellhigher<br />** Firefox [http://www.mozilla.org/ download] <br />** Chrome [http://www.google.com/chrome/ download] <br /><!--18861 - HTML5 File upload-->|March May 2013
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|Enhanced the ability '''Manager Permissions Page Redesign''': The [[Manager Permissions]] page has been re-designed in order to create multiple streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, [[List_View|list viewsUTA]]-specific, [[Arcadia]] per user role (previously limited to one system list view per user role)have been broken out into separate tabs.<!--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->|March July 2013
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|New ability '''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 attach a saved search filter the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system list views so they can be prevariables]] above the user's portal.<!--21857 - New Portal Design--filtered.>|March August 2013
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|New ability '''Revisions to manifest a list view User Interface''': Users of SmartSimple's next generation interface - [[Arcadia]] - may notice minor revisions to the user interface, such as a menu new tab. This can be used to update the UTA menu in addition bars and changes to the current tabs for all Level 1 and all Level 2 objectstitle bars on records.<!--18863 23277 - List View EnhancementsMinor UI changes - Sept. 2013-->|March September 2013|} ===Personal Settings==={| border="1" cellpadding="5"
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|'''Arcadia - Basing Summary Cross-tab on Standard Fields''':* One of the key features of SmartSimple's next-generation [[Arcadia]] interface is its [[Summary Matrix]], 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's [[status]]es as column headings and its [[templates]] as the row headings:[[Image:ArcadiaL1SummaryView.png|link=|700px]]* The September 2013 upgrade allows system administrators 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.<!Feature!!Upgrade Date--19468 - Arcadia. Summary cross tab based on standard fields-->|September 2013
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|Time Format'''New Icon Sets for Portal pages'''* On New icon sets have been added to the [[Creating_a_Portal_Interface|portal configuration page]], enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the Personal Setting icon preview page users . <!--26674 - New Icons-->|March 2014|+|'''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.<!--25735 - Rich Text custom field issue-->|March 2014|+|'''Updated Icon Styles for Mobile Devices'''*New sets of icons are able available to select whether personalize the [[Portal design|user portals]]. *Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.<!--23845 - Update portal icon style-->|May 2014|+|'''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 is displayed selection-->[[File:Jquerydatepicker.jpg]]|July 2014 |+|'''Enhanced Arcadia Interface'''The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.*All tab bars in 24h or 12h formatthe 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 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 and look and feel.<!--30104 - Arcadia UI - update list view floating action buttons-->*Modifications to button styling for better look and feel.<!--30105 - Arcadia UI - Update Button styles for consistency-->|September 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 reflected in times displayed within UTAs grouped together for the standard start ease of navigation and end time greater real estate.* Custom fields at Levels 1, 2 and 3grouped 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''':[[Image:New.png|link=|660 px]]<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->|May 2009November 2014
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|'''Multiple Aliases per Copy of SmartSimple'''* New Timezone option functionality allows for the creation of virtual aliases. This feature allows clients to replace "Time Difference in Hours" offset in Personal Settings mask the instance URL through the Content Manager. * For clients with a varied user base that require their own landing pageor URL for branding purposes, multiple URLs (example: ''company.smartsimple.com'', ''subcompany.smartsimple.com'') can now be set to bring users to the same copy of SmartSimple.<!-- 16356 32304 - Timezone settings to replace offset Allow multiple aliases per instance-->|November 20122014
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===ReportsList Views===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Report VariablesList View|Company and Contact Role-Based List View]]* '''Exportdata''': when using the Exportdata report variable, the variable will The [[List View]] for Companies/Accounts and Users/Contacts can be replaced with data from the specified report, in the format defined configured by the advance export template.:<font size=3>@ReportProperty(''reportid''role,exportdata)@</font> * '''Csvdata''': when using just as the Csvdata report variableUTA Level 1, the variable will be replaced with data from the specified report, as comma separated values2 and 3 List Views.:<font size=3>@ReportProperty(''reportid'',csvdata)@</font>|October 2010|+'''Example'''|User defined List views: To display the exported report users can create their own personal list views for the report with ID 12345 @ReportPropertyany entity (12345organizations,exportdatacontacts, Level 1, Level 2, Level 3)@ ''These 2 variables . They can be used select the fields they wish to use in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom fieldeach view, or be included in the body display orders of a [[Workflow]] message.'' * When using any the fields and sort order of the ReportProperty variables (recordcount, exportdata data and csvdata) the object ID ([[opportunityid]], [[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 colour of whichever object (Level 1, Level 2, Contact, etc) called each column in the ReportProperty attributelist view.|May 20102012
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|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.:[[Image:NewRB.png]]* For example if Tracking Application is chosen as the table, the Type combo box will Administrators can choose to make List Views public to be populated shared with all the UTAs and UTA template types.* Only newly created reports will employ this version of the report builder. Existing reports will notother users.|May 20102012
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|Show Total* Another new feature within the report builder is the '''Show Total''' checkbox. When selected the last row of the report will include a total for that column. This is similar to the [[Any List View] Show Total feature(system, public or private) can be copied, as it only shows the total of the column of records that are displayed '''on the current page'''renamed and saved.|May 20102012
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|[[Enable Caching|Caching and Record Limit]]* Reports and Charts The contents of a List View can now be cached. Complex report and reports that are accessed regularly can be configured to be cached by the server exported to improve loading time and reduce the processing load on the server.:[[Image:Repcache.png]]* Reports can also be '''Cached By User''' when appropriate (Note that you must select both '''Enable Caching''' and '''Cache by User''' and enter MS Excel, MS Word or PDF though an appropriate '''Cache Life Span'''.Export feature|May 20102012
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|Record Lock* A new table called ''Tracking Application Lock'' The List view contents can also be used to report on records that have been locked by create a set of MS Word letters though a Merge feature. When this feature is used an MS Word Merge Word custom field is assigned to the [[Record Lock]]list view to allow bulk merging.(All selected records will be merged into a single document for printing)|May 20102012
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|[[:Category:Reports|Export Button]]* For reports that have defined '''Advanced Export Settings''', when viewing the report within your browser there The System will now be an '''Export''' button located next to remember the '''Print''' button.* This will allow the report to be easily exported to last list view used by a file after previewing it in the browser.|October 2010|+|Flash Charts* Graphs such as bar user and pie charts created from SmartSimple reports can be displayed using Flash animation.|May 2011|+|[[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 generated reapply that list view when the user can select an MS Excel template used to create a MS Excel version next accesses that part of the report.system
|May 2012
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|Support for exporting reports to Multiple fields can be displayed within the same column in a MS Word template"stacked" configuration.
|May 2012
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|The Report Builder will now support [[List View]] for Associates/Associations can be personalized via the '''having''' clause. '''Having''' is used to accommodate criteria when aggregate functions are used[[Global Settings]] page.
|May 2012
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|'''[[Custom Field]] Settings''' are Loading a list view now available as a Recordset table for '''reports''' defaults to show the properties last set of [[Custom Field|custom fields]] configured on your system.|October 2012|+|You can set any report to '''ignore the Global Report Template''' and use the template defined in the [[Report|report]] settings.|October 2012|+|System variables can now be search criteria used on report criteria.<!-- 15368 - System variable 16751 – basic search allows you to search based on report criteria type now, also loading the list view automatically runs the last search you used. -->
|November 2012
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|New report added Enhanced the current saved search filters to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand)also include your currently selected template/type and status options as well.<!-- 13339 - Concurrent Connections Report -->|November 2012March 2013
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|New "Enable Translation" feature added Enhanced the ability to Advanced Report Settings create multiple system [[List_View|list views]] per user role (previously limited to allow report headers to use translation options in language libraryone system list view per user role).<!-- 12919 - Translate report column headings -->|November 2012|} ===SmartFolders==={| border="1" cellpadding="5"March 2013
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|Inclusion New ability to manifest a list view as a menu tab. This can be used to update the UTA menu in addition to the current tabs for all Level 1 and all Level 2 objects.<!--18863 - List View Enhancements-->|March 2013|+|'''[[Exporting List View Results to Microsoft Word|Export List View to MS Word]]''' - A new setting has been added to [[List View|list views]] which allows the user to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Folders Word. This new feature works in conjunction with the [[Custom Field Type: Special - MS Word Merge|Special - MS Word Merge]] field type.<!--19825 - List View MS Word export never implemented -->|May 2013|+|'''New Feature: [[Quick Edit]]''': This new feature allows users to edit fields on a record directly from the [[list view]]. The [[system administrator]] determines which fields display in Searchthe [[Quick Edit]] pop-up from the list view [[Configuring List Views|configuration page]].|July 2013|+* |When you search assign an organization to the Organization [[standard fields|standard field]] using the Lookup button, the organization details shown in the list view can now be configured by System Administrators.|July 2013|+|'''Improvements to Arcadia List Views''':* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list view]]s can be defined. * List view headings can also be 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 [[list view]].<!--23751 - Add option for enabling static header for Arcadia list views-->|October 2013|+|'''Simplified List Views for Companies and Contacts'''*The configuration of [[list views]] for companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for [[Configuring Ajax List Views|Ajax Lookup list views]] has been consolidated for external and internal companies and contacts.<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->|March 2014|+|'''Update to List View Status Colours'''*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 entire row.<!--27976 - Arcadia X List View Enhancements-->|May 2014|+|'''List View Improvements'''* [[SmartFoldersList view]] s can now be built so that the results will include both files entire row is clickable, allowing an easier user experience for accessing individual records.* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and folders that match initially shows only the search termrelevant records.<!--27976 - Arcadia X List View Enhancements-->|May 20092014
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===Standard/Custom FieldsNavigation===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|'''Recent-Viewed Objects List Now Enabled by Default''':* The [[Custom Field Type: Special – Auto Save|Auto Save Custom FieldRecently Viewed]]* This new custom field type automatically saves panel, a right-hand panel containing a hyperlinked list of the current page most recently-viewed records, was introduced in the background at a specified interval (5 minutes[[September 2013 Upgrade|last month's upgrade]]. With this upgrade, 10 minutes, etcthis feature has been updated to be auto-enabled for all roles.)* Using For roles which should not have access to the [[Custom Field Type: Special – Auto Save|Auto Save Custom FieldRecently Viewed]] 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 panel, this feature can be disabled using [[Level 1 Templates|Level 1 Template PagesManager Permissions]], but will also work for the internal view of Level 1 records. * The page is not refreshed on<!--24356 - auto enable recent list--screen, simply saved in the background. No Validation or Calculations will be performed until the record is saved in the usual fashion.>|May 2009October 2013
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|[[Custom Field Type: Special - Barcode|Bar Code Custom Field]]* There is a new custom field type called '''[[Custom Field Type: Special - Barcode|Special - Bar Code]]Recent Searches'''*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records. * When creating this field type, in Select the '''Values''' section you must enter dropdown under the Custom Field ID "Apply Filter" heading of the field that contains the integer or text string you wish to have converted to a bar code.:[[Image:BarCode.PNGBasic Search]]''In the above example 13975 is the Custom Field ID of panel, or the "Ticket NumberSaved Filter" field, which would display on heading of the record as::[[Image:BarcCode2.PNGAdvanced Search]]panel, to see a list of the last five searches performed, under the heading "Last Searches." <!--22590 - Last Searches - List View Enhancement-->|May 20092014
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|[[Custom Field Tabs]]* Custom Fields can now be displayed on different tabs, with a '''Next''' and '''Previous''' button at the bottom of each tab Update to facilitate navigation between the tabs.* This will enable separation into sections for records that have a large number of [[Custom Fields]].::Advanced Searching on Dates''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''' 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 When using date fields as the heading on the tab.:search criteria in [[Image:CFTabs.pngAdvanced Search]] In the above example there are 3 tabs named "Additional Details", users can now easily specify whether they want records from "Company InformationLast Year" and or "Contract DetailsThis Year." 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.<!--26618 - Advanced Search Date functions-->|May 20092014
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|[[Custom Field Type: MS Word Merge#Uploading the MS Word Merge Document '''New Ability to a Custom Field|MS Word Merge Enhancement]]modify search query filters'''* If you Users now have configured a [[Custom Field Type: MS Word Merge|MS Word Merge]] the ability to make modifications to be uploaded back into a Custom Field within filters after they have been created. See [[SmartSimplefilters]] 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 level, or grandparent level as the destinationfor further information.<!-- 26362 - ability to update search query of filters-->* ''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 FilesSeptember 2014|Multiple]] File field on the associated Level 3, Level 2 or Level 1 record.''} ===Notes==={|May 2009border="1" cellpadding="5"
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|[[Number FormatAdvanced Logic|Custom Field Number FormatAdvanced Logic to Suppress Public Notes]]* In addition Using [[Advanced Logic]] you are now able to the current "Currency" number format option which outputs dollars ($20suppress Public Notes at Level 1,000Level 2 and Level 3.00) you will be able to specify other currencies:::{| border="1" cellpadding="5"October 2009
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|'''Number FormatEnhancements to Notes Functionality''':* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.<!--22531 - Add NOTES linkage to Templates, Types and Custom Fields-->* [[Notes]] are also now available for viewing and editing when a record is in [[Edit mode]].<!--22587 - Notes on Edit Mode-->||'''Display'''August 2013
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|Currency'''Enhanced notes functionality'''*The [[Notes]] functionality has been extended to transactions.<!--30206 - Notes on Transactions-->|September 2014| $20,000.00} ===Personal Settings==={| border="1" cellpadding="5"
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|Currency-EUR|| €20Time Format* On the Personal Setting page users are able to select whether the time is displayed in 24h or 12h format.* The setting will be be reflected in times displayed within UTAs for the standard start and end time fields at Levels 1,0002 and 3.00|May 2009
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|CurrencyNew Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.<!-- 16356 -GBPTimezone settings to replace offset -->|| £20,000.00November 2012
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|[[Workflow Types#UTA File Upload|Single/Multiple File Field Upload WorkflowReport Variables]]* You '''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)@ ''These 2 variables can now attach be used in a [[WorkflowWeb Page View]] to a or [[Custom Field Type: Link Read Only – Single FileSystem Variables|Single File fieldRead Only - System Variables]] custom field, or be included in the body of a [[Custom Field Type: Link – Multiple Files|Multiple FilesWorkflow]] Custom Fieldmessage. The workflow '' * When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be executed any time a file is uploaded passed to the fieldreport 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.|October 2009May 2010
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|[[Edit Data]]Report Builder - Table Selection* When using [[Custom Field Type: Text – Rich Text|Rich Text Fields]], pasting complex HTML The columns in the field it can sometime prevent Report Builder are now filtered by the page from being displayed correctly. Occasionally this prevents saving the record, Table and thereby makes it impossible to remove the faulty data in the fieldType. * It is now possible to edit the data in This will simplify locating the desired field without actually viewing for the faulty record. This is done via the settings of the [[Custom Field]] concernedreport.:Select '''Field Data''':[[Image:FieldData.png]] then '''Edit Data''':[[Image:EditDataNewRB.png]]When prompted enter * For example if Tracking Application is chosen as the table, the ''[[opportunityid]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) for Type combo box will be populated with all the relevant record UTAs and a pop-up window UTA template types.* Only newly created reports will appear allowing you to directly edit employ this version of the data in the selected field for that recordreport builder. Existing reports will not.|October 2009May 2010
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|[[Custom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]]Show Total* The XML field type can be used to store blocks Another new feature within the report builder is the '''Show Total''' checkbox. When selected the last row of XML in the report will include a single fieldtotal for that column.* Variables can be used This is similar to extract values from this block into other custom fieldsthe [[List View] Show Total feature, as it only shows the total of the column of records that are displayed '''on the current page'''.
|May 2010
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|[[New Custom Field Type: Special - SpreadsheetEnable Caching|Custom Field Type: Special - SpreadsheetCaching and Record Limit]]* This field type is used to present the user with a spreadsheet that is compatible with MS ExcelReports and Charts can now be cached. This spreadsheet is stored as part of the record Complex report and reports that are accessed regularly can be exported as a .xls file, or configured to be opened directly cached by MS Excelthe server to improve loading time and reduce the processing load on the server.* Formulas are included:[[Image:Repcache. png]]* Information Reports can also be moved from MS Excel into this field using a macro within Excel.* The values in one or more cells on the spreadsheet can be referenced as variables'''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 2010
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|[[Custom Field Type: Select One - User Group|New Custom Field Type: Select One - User Group]]Record Lock* The Select One - User Group Custom Field A new table called ''Tracking Application Lock'' can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.* User Groups are defined in Configuration, Roles and Permissions, User groups. * On its own this field only links report on records that have been locked by the group to the entity. It can then be used in conjunction with a display field ([[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only System VariablesRecord Lock]] custom field) to display information derived from the contacts in the related Group.
|May 2010
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|[[Custom Field Type: Lookup - ICD CodeCategory:Reports|New Custom Field Type: Lookup - ICD CodeExport Button]]* 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. For reports that have defined ''G44.0'Advanced Export Settings'). If you wish to display the description (i.e. ''Cluster Headache Syndrome, when viewing the report within your browser there will now be an '') you can use the syntax 'Export''@'button located next to the 'field name''.value@Print''' button.* This will allow the report to be easily exported to a file after previewing it in a [[Read Only - System Variables]] field or similarthe browser.|May October 2010
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|[[Attach a PDF to a Web Page View|Web Page View Field: SSattach]]Flash Charts* Static PDF documents Graphs such as bar and pie charts created from SmartSimple reports can now be attached to [[Web Page View]]s displayed 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;@CvfilesFlash animation.files@)--> |May 20102011
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|[[Web Page ViewCreating a Dashboard to Display a Set of Charts|Web Page View SettingsDashboard Layout]]* '''PDF Page Restriction''': Within the [[Web Page View]] custom field settings you can define a maximum number New dashboard layout configurations 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''' setting1x7, 1x8, 1x9 and 1x10.* '''Automatically Use User ID as File Name''': When the [[Web Page View]] |May 2011|+|Once a report is stored generated the userid of the person who created it will be used as the file name. When user can select an MS Excel template 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 [[Multiple Files]] field selected can be enforced as the only file field the Web Page View can be saved into, rather than simply being create a MS Excel version of the defaultreport.|May 20102012
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|[[Single File|Single File Custom Field Settings]]* '''Disable E-mail Button''': Removes the ability of users Support for exporting reports to e-mail the file directly from within [[SmartSimple]].* '''No Deletion''': Prevents deletion of the file. It can only be replaced with a new file.MS Word template|May 20102012
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|[[Multiple Files|Multiple Files Custom Field Settings]]* The Report Builder will now support the '''having''' clause. '''PDF Merge Sort OrderHaving''': The PDF merge functionality will now allow you is used to specify the order in which the documents accommodate criteria when aggregate functions are mergedused.|May 20102012
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|'''[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]* The Settings'''Lookup - ICD Codeare now available as a Recordset table for ''' Custom Field will now have a reports''Lookup'' button to facilitate browsing for show the relevant itemproperties of [[Custom Field|custom fields]] configured on your system.|October 20102012
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|[[onloadfunc|Onload Function]]*similar You can set any report to savefunc '''ignore the Global Report Template''' and sbfunc, use the system will look for a user template defined in the [[Browser ScriptReport|report]] with a function called [[onloadfunc]] which will settings.|October 2012|+|System variables can now be executed as soon as the page has loaded fullyused on report criteria. * This is in place in the UTA at L1, L2, L3 and Invoicing, as well as <!-- 15368 - System variable on Contacts and Accounts* It only runs in Edit mode at Level 1, Contacts and Accounts.report criteria -->|October 2010November 2012
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|[[Post New report added to Usage Statistics category: Maximum Concurrent External Server]]* Posting to external servers via a [[Web Page View]] has been updated to allow the response from the server to Users (shows maximum amount of users logged in per month) - (can be storedadded on demand).<!-- 13339 - Concurrent Connections Report -->|October 2010November 2012
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|[[Edit Condition|Standard Field Edit Condition]]A conditional statement can be entered New "Enable Translation" feature added to Advanced Report Settings to control whether standard fields appear as editable or read only. The conditions can be based on role, status, or other criteria. This feature applies allow report headers to company, contact and Universal Tracking Application standard fieldsuse translation options in language library.<!-- 12919 - Translate report column headings -->|May 2011November 2012
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|[[Custom Field Language Settings|Custom Field Language Display]]The captions displayed on custom fields '''Subreports can be configured for multiple languages. Linked using Column Values in Main Report''' - When viewing creating a subreport, system administrators can now specify that the reports should be linked using values from a record column of the personal language setting parent report. This allows for each user will determine which language is displayed a greater flexibility in creating sub-reports, as administrators are no longer limited to themusing standard fields to link main reports and subreports, and can now specify a custom field.<!--18937 - Reporting: Pass column value into sub-report criteria-->|May 2011August 2013
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|'''New Custom Field TypeFeature: Special - Hand DrawingReports Caching''':* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly). This * Scheduled reports can be configured to store custom field type stores freehand drawings done either with a mouse or touch sensitive screenvalues to SmartSimple records, allowing for the periodic aggregation of data. * The background image following types of SmartSimple records can be definedupdated::*[[Organization]] records:*[[Contact]] records:*[[UTA]] records, i.e. {{l1}}, as well as {{l2}} and {{l3}} records* Typical use cases might include::* On a monthly basis, automatically storing the colours 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 be used and patterns/images 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 total number of grants for which contacts of that can be "stamped" onto the imageorganization has applied. <!--22927 - new scheduled reports-->|May 2011September 2013
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|[[Custom_Field_Type'''Setting Alignment of Columns in Report Builder''':_Display_Only_–_Image|Enable Camera Snapshot]]The "Display Only - Image" custom field has a setting that enables a web cam attached to Columns in reports can now be set in the computer Report Builder to be used as the source of the image left-, right- or center-aligned without resorting to be stored in this field typecustom HTML.<!--13969 - Reporting Enhancements-->|May 2011September 2013
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|'''Report Builder Enhancements'''*The [[Custom_Field_Type:_Link_–_Multiple_Files|Document ConsoleReport Builder]]has been enhanced to calculate sub-grouping aggregates and totalling.When using *System Administrators will find that this allows them to circumvent the need to build [[Custom Field Type: Link – Multiple Files|Multiple Filessubreports]] custom field you can enable the document console. This allows you to easily preview and print the documentsbuild summary reports on their data more quickly.<!--27677 - Report Grouping / Aggregation-->|May 20112014|} ===SmartFolders==={| border="1" cellpadding="5"
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|You can now '''Track Changes''' on Contact and Company Inclusion of Folders in Search* When you search within [[Standard FieldsSmartFolders]]the results will include both files and folders that match the search term.|May 20122009
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|An improved [['''Enhanced SmartFolders interface'''*The SmartFolders interface has been updated with a new look and feel. <!--30092 - Arcadia UI - SmartFolder / organization tree update-->|September 2014|} ===Standard / Custom Field Type: Text – Rich Text|Rich 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 [[Global Settings]]Fields==={|May 2012border="1" cellpadding="5"
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|''[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]'Translation XML''': * You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields. * To set the visibility logic, navigate to the appropriate standard field language translations can now be done by exporting screen and importing using an XML templateenter the condition into the Visibility Condition column.|May 2012April 2009
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|[[Custom Field Type: Special – Auto Save|Auto Save Custom Field]]* This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)* Using the [[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 Track Changes: Templates|Level 1 Template Pages]], but will also work for the field history internal view of all fields with Track Changes enabled on Level 1 can records. * The page is not refreshed on-screen, simply saved in the background. No Validation or Calculations will be viewed at once with a new menu bar buttonperformed until the record is saved in the usual fashion.|May 20122009
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|Option to make [[Custom Field Type: Special - Barcode|Bar Code Custom Field]]* There is a new custom fields manifest as hidden for the following field typestype called '''[[Custom Field Type: Creation - Created By, Creation - Date, Special - Auto Number, Barcode|Special - Calculated ValueBar Code]]'''. * When creating this field type, Store Value - System Variablesin 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. This will allow PNG]]''In the value to be updated/saved without being visible above example 13975 is the Custom Field ID of the "Ticket Number" field, which would display on the pagerecord as::[[Image:BarcCode2.PNG]]|May 20122009
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|When editing custom fields you [[Custom Field Tabs]]* Custom Fields can now use be displayed on different tabs, with a '''Next''' and '''Previous''' button at the custom field batch update bottom of each tab to add/update facilitate navigation between the Tab Name tabs.* This will enable separation into sections for multiple custom fields at oncerecords 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|May 2012Title Bar - Multiple Columns]] custom field type.''* A '''Custom Field Tab''' can be added by creating a new [[Custom Field Type: Title Bar – Multiple Columns|+|There is now an Title Bar - Multiple Columns]] custom field and selecting the '''"Appear Mandatory"Use As Tab''' setting for custom fields which will make check box. The caption/name of the field appear will be used as mandatory to the user even though heading on the tab.:[[Image:CFTabs.png]] In the above example there are 3 tabs named "Additional Details", "Company Information" and "Allow EmptyContract Details" setting is selected. This is useful when using JavaScript validation Navigation between the tabs can be accomplished by either clicking on the '''Next''' or '''Previous''' buttons, or by clicking on the fieldname of the tab you wish to access.|October 2012May 2009
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|'''HTML''' entered into [[Custom Field Type: MS Word Merge#Uploading the template on MS Word Merge Document to a Custom Field|MS Word Merge Enhancement]]* If you have configured a [[Web Page View Custom FieldType: MS Word Merge|MS Word Merge]] will to be displayed with 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 level, or grandparent level as the destination.* '''syntax highlighting'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.''.|October 2012May 2009
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|If a '''Field ID Variable* It is now possible to reference the field ID of [[Tool TipCustom Fields]]using a variable rather than the actual field ID. The syntax is @''fieldname'' has been defined on a .ID@* This will allow you to write [[Custom FieldType: Special – Browser Script|custom fieldBrowser Scripts]]without looking up field numbers, the as well as making it easy to identify which field name is being referenced. When exporting [[captionCustom Fields]] this will display with a '''dotted underline''' indicating that the user can "mouse-over" also allow you to avoid having to change the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or IDs in exported [[Track ChangesCustom Field Type: Special – Browser Script|Track HistoryBrowser Scripts]] enabled, then those options .* If you have fields with the same name (on different Templates or Types) you will be displayed by hovering still have to use the mouse over fieldid, since that is the fieldonly way to differentiate fields with identical names.|October 2012July 2009
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|Additional capabilities have been added to the '''[[Browser ScriptNumber Format|Custom Field Number Format]]''' custom field * In addition to the current "Currency" number format option which allow it to trigger system functions outputs dollars (e.g$20,000. [[Workflow|workflow]], activate user00) with options you will be able to '''trigger on load, on save, or on demand'''.specify other currencies:::{|October 2012border="1" cellpadding="5"
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|A new custom field setting ([[Type Field Permissions]]) 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 condition.'''Number Format'''|October 2012|'''Display'''
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|The Level 1 '''Branch''' standard field can be configured to allow external companies as well as internal companiesCurrency|| $20,000.<!-- 16829 - Enable External Company for Branch -->|November 201200
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|A new '''Middle Name''' standard field on contacts.<!Currency-- 16981 - Middle Name contact standard field -->QAR||November 2012QAR 20.000,00
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|[[Custom Field Type: Dynamic Data – Dynamic Control FieldCurrency-EUR|Dynamic Data]] and [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] custom fields can now be manifested as radio buttons€20,000.<!-- 15324 - Dynamic Control Field - Checkboxes -->|November 201200
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|Prefix/Suffix standard fields on Contacts can now be customized as dropCurrency-down boxesGBP|| £20,000.00|}<!-- 11217 – prefix* Any currency defined by [http://en.wikipedia.org/wiki/suffix standard fields on contacts ISO_4217 ISO 4217] can now be customized shown by using the appropriate 3 letter currency code.* 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 drop-down boxesthe decimal, even if the currency defined uses a comma (,). -->''|November 2012October 2009
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|Enhanced [[Custom Field Type: Link – Single File#Online Editing|Single File Field Online Editing]]* Online editing is now possible for the account list view within [[Custom Field Type: Link – Single File|Single File field]]. If a UTA with the ability file is being edited by one user it will be shown as checked out to prevent other users from trying to list edit it at the account owner as a columnsame time.* [[Custom Field Type: Link – Single File|Single File Field]] with online editing enabled::[[Image:SFFEdit.png]]* File checked out by another user::[[Image:SFFOut.png]]|February 2013October 2009
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|New ability [[Workflow Types#UTA File Upload|Single/Multiple File Field Upload Workflow]]* You can now attach a [[Workflow]] to update the display order of only a selected group of custom fields within batch update (previously forced [[Custom Field Type: Link – Single File|Single File field]] or [[Custom Field Type: Link – Multiple Files|Multiple Files]] Custom Field. The workflow will be executed any time a file is uploaded to update display order of all custom fields)the field.|February 2013October 2009
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|New ability [[Edit Data]]* When using [[Custom Field Type: Text – Rich Text|Rich Text Fields]], pasting complex HTML in the field it can sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to remove the faulty data in the field. * It is now possible to retain options within edit the data in the field without actually viewing the faulty record. This is done via the settings of the [[Custom_Field_TypeCustom Field]] concerned.:_Select_One_–_Combo_Box|Select One – Combo Box'''Field Data''':[[Image:FieldData.png]]/then '''Edit Data''':[[Custom_Field_TypeImage:_Select_Many_–_Check_Boxes|Select Many – Check BoxesEditData.png]]When prompted enter the ''[[opportunityid]]'' (Level 1) or ''[[eventid]] options that have been retired '' (Levels 2 & 3) for the relevant record and are no longer available, but need a pop-up window will appear allowing you to be retained directly edit the data in the selected field for historical valuethat record.<!--17011 - Combo/Check box: retain missing option setting-->|March 2013October 2009
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|'''[[New Custom Field Type Added''' : Special - Lookup – Ajax Options. The new [[Spreadsheet|Custom Field Type: Lookup – Ajax Options|Lookup – Ajax OptionsSpecial - Spreadsheet]] * This field type allows is used to present the user with a system administrator to create their own [[Ajax lookup]] fieldsspreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the 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 field settings spreadsheet can be set with “store values” and “display values” using the same syntax referenced as the variables.|May 2010|+|[[Custom Field Type: Select One – Combo Box- User Group|New Custom Field Type: Select One – Combo Box- User Group]] * The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.* User Groups are defined in Configuration, Roles and Permissions, User groups. * On its own this field typeonly links the group to the entity.<!--11099 - New It can then be used in conjunction with a display field ([[Web Page View]] or [[Custom Field Type:Ajax Lookup-->Read Only – System Variables|Read Only System Variables]] custom field) to display information derived from the contacts in the related Group.|May 20132010
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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 to display the description (i.e. ''Cluster Headache Syndrome''Global User and Company Custom Fields) you can use the syntax '''@''field name''.value@''' in a [[Read Only - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal System Variables]] field or externalsimilar.<!--20211 - Global user and company custom fields-->|May 20132010
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|'''Address Types''' – A new setting has been added [[Attach a PDF to a Web Page View|Web Page View Field: SSattach]]* Static PDF documents can now be attached to Global Settings under [[Web Page View]]s using [[ssattach]] at a defined page location desired using the Business following syntax: & System Configuration heading to add multiple Address Types lt;!--@ssattach(such as “Home,” “Business,” etcinsert;@static pdf.value@;n) to contact and company records. <!--19501 - multiple address enhancements2--> |May 2013|}:where ''n'' is the page number at which the PDF document should be placed.
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|Transaction Template Formula[[Single File|Single File Custom Field Settings]]* '''Disable E-mail Button''': server side formulas Removes the ability of users to e-mail the file directly from within [[SmartSimple]].* '''No Deletion''': Prevents deletion of the file. It can only be run whenever replaced with a transaction is savednew file.|May 20122010
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|Transaction Template Page[[Multiple Files|Multiple Files Custom Field Settings]]* '''PDF Merge Sort Order''': Template page that can be used for internal or external entry/update of transactionsThe PDF merge functionality will now allow you to specify the order in which the documents are merged.|May 20122010
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|Enhanced transactions with [[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]* The '''Lookup - ICD Code''' Custom Field will now have a ''Lookup'' button to facilitate browsing for the ability to enable record lockingrelevant item.|February 2013|} ===Variables / Variable Processor==={| border="1" cellpadding="5"October 2010
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|[[Report Variables|Report Record Count VariablePost to External Server]]* Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(''reportid'',recordcount)@</font>'''Example''': To generate the number of records (equivalent Posting to the number of rows in the report) for report with ID 12345 @ReportProperty(12345,recordcount)@''This can be used in external servers via a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] has been updated to display a record count, as part of [[Submit Logic]], or included in allow the response from the title of a [[Portal]] shortcut server to indicate how many records are at a given status (for example)be stored.''|October 20092010
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|[[Template FormulaEdit Condition|Assign Level 1 CustomerStandard Field Edit Condition]]* Ability A conditional statement can be entered to assign to the Customer Level 1 Standard field (also called Client)control whether standard fields appear as editable or read only.:* Example template formula: ''@opportunityThe conditions can be based on role, status, or other criteria.companyid@=@opportunity.ownerThis feature applies to company, contact and Universal Tracking Application standard fields.companyid@''|October 2009May 2011
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|[[Web Page View Custom Field VariablesLanguage Settings|User/Company Association ListCustom Field Language Display]]* Ability to use the list syntax '''[#..The captions displayed on custom fields can be configured for multiple languages.#]''' to show all companies that When viewing a record the personal language setting for each user will determine which language is associated with, or all users associated with a companydisplayed to them.|October 2009May 2011
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|[[:Category:Variables|Variable Processor Enhancements]]* for [[New Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can obtain a URL to the object using:Special - Hand Drawing @''fieldname''.value@or using This 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 type stores freehand drawings done either 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@mouse or using field ID: @#''fieldid''touch sensitive screen.numoffiles#@|May 2010|+|Currency Formatting* Values The background image can now be changed defined, as well as the colours to standard currency formats using be used and patterns/images that can be "stamped" onto the following syntax: ''@format(FIELD NAME,currency,CURRENCYCODE)@''image.
|May 2011
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|System Library* A global [[System LibraryCustom_Field_Type:_Display_Only_–_Image|Enable Camera Snapshot]] The "Display Only - Image" custom field has been added a setting that can enables a web cam attached to the computer to be accessed used 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 source of the list of custom fields will identify those that are using [[System Library]] variablesimage to be stored in this field type.
|May 2011
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|System Variable Pre-processing[[Custom_Field_Type:_Link_–_Multiple_Files|Document Console]]* Variables within When using the [[System VariablesCustom Field Type: Link – Multiple Files|Multiple Files]] will be pre-processed to allow dynamic selection of custom field you can enable the appropriate variabledocument console. The syntax This allows you to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables is also now supportedeasily preview and print the documents.
|May 2011
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|Global Auto-number* A global auto-number field can Settings for '''Standard Field'''s will be specified as managed in a [[System Variable]]similar manner to Custom Fields. This will allow sequential numbers Including Role and Status Field Permissions lookups and the ability to be provided across different objects '''translate''' Standard Field labels and/or in different UTAs.validation messages|May 20112012
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|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) You can be accessed using variables now '''@accesstypeid@Track Changes''' on Contact and '''@accesstype@'''Company [[Standard Fields]]|November 2011May 2012
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|Variable processor support for:An improved [[Custom Field Type::* Displaying the last time a user logged into the system: '''@me.lastlogin@'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #Text – Rich Text|Rich Text]'''::* 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_FUNCeditor will be introduced.addbusdays(DATE, BUSINESSDAYS)''' As well as improved functionality and '''SS_FUNC.countbusdays(FIRSTDATEcompatibility, SECONDDATE)'''::* Within Report Template Header to obtain the criteria entered array of buttons displayed can be configured by users: '''@argsan administrator as needed via [[1Global Settings]@, @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
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|Two new date functions have been addedFile Type Restrictions::* '''@date(currentdate)@''' will return current server date as Single File'''YYYY-MM-DDand ''':* Multiple Files'''@datetimecustom fields can be configured to define which file extensions can be uploaded to each specific field (currentdatee.g. .pdf, .doc, .xls)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''|October May 2012
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|Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") '''Translation XML''': custom field language translations can now available for level 2 be done by exporting and 3 importing using an XML template pages.<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->|November May 2012
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|New variable @sstimezone@ allows you to retrieve Level 1 Track Changes: the user's timezone setting which field history of all fields with Track Changes enabled on Level 1 can then be used to calculate their relative date/timeviewed at once with a new menu bar button.<!--17466 - Would like to have timezone variable that runs on the report builder-->|February 2013May 2012
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|'''New setting: Fields Retrieval''' – This new feature within Option to make custom fields manifest as hidden for the custom following field configuration page has been added to facilitate the building of [[Custom Field Typetypes: Display Only – Web Page View|Web Page Views]] and for userCreation - Created By, Creation - Date, Special -defined printable data summaries. :A new [[variable]]Auto Number, @objectfields@Special - Calculated Value, will return [[custom fields]] formatted as they are in view modeStore Value - System Variables. This variable can simplify will allow the configuration of printable Web Page View pages and applies existing security rules value 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 “Default” or “Only Include in Retrieval Syntax” will include the custom field in the @objectfields@ variable, which can be included in Web Page View fields to reference the selected custom fields. “Only Include in Retrieval Syntax” will also hide the field from normal viewing. “Exclude from Retrieval Syntax” will prevent the field from updated/saved without being included in visible on the @objectfields@ variablepage.<!--11510 - Enhance WPV to use as Print Preview functionality-->|May 2013|} ===Web Forms==={| border="1" cellpadding="5"2012
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|[[Web Form Status]]* [[Web Form]]s There is now support a an '''Status"Appear Mandatory"''' setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is changed by a '''Submit''' button at the end of useful when using JavaScript validation on the formfield.|May 2009October 2012
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|[[Convert Web Form to PDF]]* Completed '''HTML''' entered into the template on a [[Web FormPage View Field]]s can will be converted to pdf using a button on the Results pagedisplayed with '''syntax highlighting'''.|May 2009|} ===Workflows==={| border="1" cellpadding="5"October 2012
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|Additional capabilities have been added to the '''[[Workflow Task Type: Create New Activity|Level 2 CreationBrowser Script]]* The '''Create New Activity''' custom field which allow it to trigger system functions (e.g. [[:Category:WorkflowsWorkflow|workflow]] can now be driven by custom fields. For example, you could have check boxes at Level 1 corresponding activate user) with options to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.* The '''Create New Activitytrigger on load, on save, or on demand''' [[:Category:Workflows|workflow]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.|May 2009October 2012
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|HTML E-mail Format* Workflow e-mails can now A new custom field setting ([[Type Field Permissions]]) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be sent visible, rather than using HTML format as well as plain textthe visibility condition. |May 2009October 2012
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|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 The Level 1 '''ReportPropertyBranch''' functions mentioned above standard field can be configured to automatically eallow external companies as well as internal companies.<!-mail periodic reports.- 16829 - Enable External Company for Branch -->|May 2010November 2012
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|[[Workflow Task Type: People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] allows you to automatically add '''Middle Name''' standard field on contacts to Level 1 activities with the role specified in the Workflow Task.<!-- 16981 - Middle Name contact standard field -->|May 2010November 2012
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|Level 1 Date Trigger* Workflows associated with Level 1 records [[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 set to trigger based on a date on the Level 1 recordmanifested as radio buttons.<!-- 15324 - Dynamic Control Field - Checkboxes -->|May 2010November 2012
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|UTA Role Assignment Tasks* The recipient for these tasks Prefix/Suffix standard fields on Contacts can now be defined customized as the user that was added to the recorddrop-down boxes.* You <!-- 11217 – prefix/suffix standard fields on contacts can include information from the Level one record using variable syntax: @levelonenow be customized as drop-down boxes.''customfieldname''@-->|May 2010November 2012
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|Transaction Workflows* Workflows can now be attached Enhanced the account list view within a UTA with the ability to Transactionslist the account owner as a column.|May 2010February 2013
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|Workflow E-mails* The e-mail header can now be definedNew ability to update the display order of only a selected group of custom fields within batch update (previously forced to update display order of all custom fields).|May 2010February 2013
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|New ability to retain options within [[Workflow Task TypeCustom_Field_Type: Select User for Next Task_Select_One_–_Combo_Box|Select User for Next TaskOne – Combo Box]]* This /[[WorkflowCustom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]] Task Type allows the current user options that have been retired and are no longer available, but need to select which user will be responsible retained for the subsequent taskhistorical value. * 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.<!--17011 - Combo/Check box: retain missing option setting-->|October 2010March 2013
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|Create Activity* For fields of type “[[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]” a new “Sort Values To Display Vertically” setting has been added. This setting allows the user to select whether multiple columns of values should be ordered horizontally or vertically. <br>The Create Activity workflow task can now example below illustrates how values (designated "A" through "F") would be used at Level 2 displayed if a checkbox field were to create one or more Level 3 activities. be configured with two columns:<div align="center">{| class="wikitable" style="text-align: center"|“Sort Values To Display Vertically”<br>setting is Unchecked:||||May 2011|+|Workflow Requests“Sort Values To Display Vertically”<br>setting is Checked:* 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 2011A B|+|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.D|-|C D||||||B E|-|E F||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|+C F|Workflow Request re}</div><!--17647 - Sorting of Checkboxes --assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the '''Pending Task''' list view.>|November 2011April 2013
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|'''Update Custom New FieldType Added''' task - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type will allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be available on Company set with “store values” and Contact workflows“display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 - New Field Type:Ajax Lookup-->|May 20122013
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|'''Global User and Company and Contact Workflow connectors can be delayed to trigger Custom Fields''' - New links added on a date stored in a [[Global Settings for Branch/Organization Custom Field]] on the CompanyFields and Staff/Contact recordCustom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 20122013
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|The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited '''Address Types''' – A new setting has been added to Global Settings under the list by role. This will allow you to send the same e-mail Business & System Configuration heading to add multiple roles at the same time rather than creating 2 different tasksAddress Types (such as “Home,” “Business,” etc. 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 and company records this will allow you to select recipients by UTA role (or owner/person) rather than system role.<!--19501 - multiple address enhancements2-->|May 20122013
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|The following '''[[Workflow|workflow]] [[Workflow Task Types|task types]]Conditional Lists of Values''' have been added: ::* Add A new user::* Remove a user role::* Activate a user::* Deactivate a userfunctionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|October 2012May 2014
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|"Update Custom Field Value" and "Change Status" tasks have been added to '''transactionEnhanced Number Validation and Formatting''' Workflows*Custom fields configured to accept number formats now have additional formatting options. *The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.*A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.*See the [[Number Format]] page for additional information.<!--29003 - Number Formatting-->|October 2012September 2014
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|New Workflow Task Type: '''Updated Functionality for Maximum Character Limit'''* The [[Update Standard Field ValueMaximum Length|Update Standard Field Valuemaximum character/word limit functionality]]. A new workflow task type of custom fields has been added updated to allow workflows users to update enter content that exceeds the values of standard fields 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 Level 1, Level 2, company, contact and transaction recordssave/submission.<!-- 17819 27018 - Maximum character counter on multi- Workflow Task for Update Standard Field value has been assigned to Dev Team line text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image:Error_message.png|link=|300 px]]|January 2013November 2014
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|'''Enhanced Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the routing ability of [[Workflow_TaskCustom Field Type: Lookup – Ajax Options|Lookup - Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|workflow tasksLookup - Entity and People]] fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be able displayed below the field. To de-select an option, simply click on the gray "x" next to set the owner of an object (i.e. owner of a Level 1 or Level 2)option name.<!--13602 - Owner available in level 2 workflows-->|March 2013|+|New [[Workflow_Task_TypesImage:Selectuniversity.png|task typelink=]] added for Level 3 [[workflows]]Image: Change [[StatusSelecteduniversities.png|link=]].<!--10802 - Level 3 Workflow change Status Feature-->|April 2013November 2014
|}
===MiscellaneousStatuses / Submissions===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Custom Defined HolidaysStatus#Status Settings|Submitted URL Redirect]]* Instead of using the holidays that are built-in to [[SmartSimple]] it is now possible to define which dates should be considered holidays.* When using the A ''[[Calculated Value - busdateadd Function|busdateadd()]]'Submitted URL' or ''[[Subtract business days from a given date|isHoliday()]]'' functionsoption is now available within the submit settings for each Level 1 Status, a new variable called ''ssvar_holidays'' can be used which will implement an automatic redirect to override the system defined holiday dates specified URL based on that levelstatus when the record is submitted.* The ''ssvar_holidays'' variable must For example, you may want the user to be included in returned to their standard Portal View whenever a [[Browser Script]] custom field on the same level as the ''[[Calculated Value - busdateadd Function|busdateadd()]]'' or ''[[Subtract business days from a given date|isHoliday()]] functionrecord is closed.'''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 20102009
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|System Date & Time[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Clients on dedicated servers Allows you to define a script that is run when the '''Submit''' button is pressed. The normal Submit button functions are not configured with automatic time synchronization can set 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 server date page, and time on can then optionally change the [[Global Settingsstatus]] pageor execute the submit function as part of the script.|May 2010July 2009
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|[[Advanced LogicStatus#Status Settings|Level 2 and Level 3 Submitted URL]]* The visibility of When the Submit button is pressed for a given [[AssociationsStatus]] , instead of remaining on both contact and account profiles now can be controlled using Global Advanced Logic.* Within a the view of the current record the [[UTAUser|user]] will be redirected to the hyperlinks in the Level 1 Company [[List ViewURL]] can be disabled using defined in this section. If no [[Advanced LogicURL]]is entered the current record will stay in view.* Hide Associates on User/Company Profile.* Transactions: Show attribution buttonThis was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.|May 2010July 2009
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|Level 1 [[HCAI StatusStatuses]]* The status of submissions to HCAI can now be displayed from limited to show only the invoice view (or OCF-18 view if enabled)'''Submit''' button. 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 2010November 2011
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|File Upload New ability added to configure multiple submit buttons on Level 1, 2 and 3 with Proxy ServerWe have also introduced a new multiple file upload tool varying visibility conditions that can be enabled if your office connects move the record to the internet via a proxy servervarious statuses.<!-- 10591 -->|May 2011November 2012
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|Message QueueVariables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.A manager permission has been implemented <!-- 16215 - Add @SYSTEMBUTTONS@ support to provide readL2 & L3 template page --only access to the message queue. Previously only Global Administrators had access. >|May 2011November 2012
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|Multi-File Upload AppletUse of '''Bypass Validation Option on Submit Buttons''': System Administrators can create submit buttons for records which move the records to a different [[status]] and 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 multi-file upload tool can field validation. System Administrators will now be restricted by role using able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a manager permissionrecord. <!--19637 - Submit button option to bypass validation-->|May 2011August 2013
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|'''Consolidation of Submit Logic Failure Messages''': In order to assist end users complete forms with multiple [[Advanced_Search|Advanced SearchSubmit Logic]]: A more powerful search facility can validations, SmartSimple will now be enabled to replace the right-hand search panel within Contacts, Companies and the display all alert messages configured with [[Universal Tracking ApplicationSubmit Logic]]into a consolidated alert window. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.<!--23325 - Group all failed submit logic into one message-->|November 2011September 2013
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|'''New Functionality for Save / Save Draft buttons'''* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[XML Section BuilderVisibility Condition|Visibility conditions]]: An automated tool to facilitate creation and button labels of XML tables such as budget templates etcthese can now be controlled.<!--19758 - Visibility of Save and Save Draft buttons-->|May 2014|} ===Transactions==={|November 2011border="1" cellpadding="5"
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|'''Language Library''': Labels within the system [[Cross-UTA Transactions]]* UTA Transactions can be custom translated using the Language Librarybridge 2 different UTAs, accessible from Global Settingseither at Level 1 or at Level 2. The same label can be given different translations for each specific page within the system|November 2011May 2009
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|'''Last Search''' option for Contact search, Company search and Level 2 / Level 3 searchesTransaction Template Formula: server side formulas to be run whenever a transaction is saved.|November 2011May 2012
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|The [[Applicant Tracking]] built-in application Transaction Template Page: Template page that can now be renamed. This will facilitate its use as a Volunteer tracking systemused for internal or external entry/update of transactions.|November 2011May 2012
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|Global Advanced Logic Enhanced transactions with the ability to hide the Organization Chart on company recordsenable record locking.|November 2011February 2013
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|Global Advanced Logic '''Transaction List Views''': [[List Views]] can now be defined for [[transactions]] to remove match the hyperlinks on the elist view functionality for other system objects.<!--20205 - Transactions - List Views--mail field and phone number field on contacts and account>|August 2013|} ===Variables / Variable Processor==={|November 2011border="1" cellpadding="5"
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|Pandora [[Report Variables|Report Record Count Variable]]* Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty(''reportid''utarole_add, utarole_removerecordcount)@</font>''' and Example'''utarole_update: To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345 @ReportProperty(12345,recordcount)@''' functions extended This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to createdisplay a record count, remove and update consumer/provider relationshipsas part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for example).''|May 2012October 2009
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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@'Batch Update''' Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2.|May 2012October 2009
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|A new setting in email broadcast [[Web Page View Field Variables|User/Company Association List]]* Ability to choose use the list syntax '''[#...#]''' to show all companies that a user custom field as email address instead of user standard field (e.gis associated with, or all users associated with a company. alternate e-mail address)|May 2012October 2009
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|[[: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
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|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|+|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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|Two new '''New Feature: Recently-Viewed Objects''': * When enabled through [[Manager Permissions|manager permissions]] have been added for , a new right-hand panel titled "[[Sales TrackingRecently Viewed]] " can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[Working with Opportunities - Overviewnavigation|Opportunitiesnavigate]]:easily through the system.::* '''"Sales Tracking The Recently Viewed panel can be locked to always be shown on the right- Hide Settings Tab"''' hand side of the SmartSimple window, or, by default, will close when a recently- hides the settings tab based on role for Opportunities in Sales Trackingviewed record is selected.::* '''"Sales Tracking <!-- Restrict Deleting Opportunities"''' 23152 - restricts deleting Opportunities for specific roles on both List View Record and while editing the Opportunity in the Sales Tracking application.* Provides the ability to access '''rootcompany''' display most recently viewed 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 2012September 2013
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|Additional instance data '''Configuration Error Log''' - System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[Configuration Error Log]], available in "Records Storage Summary" hyperlink in from the [[Business & System Configuration]] section of the [[Global Settings pertaining to Database and File Storage size]] page, maintains a log of server-side errors.:[[Image:ConfigErrorLog.png|link=|700px]]<!-- 16315 20280 - Record Count on Global Setting Page 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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|'''Alert message for unsaved formsRemember Me Deprecated''' – 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 For security reasons the following types of records::* Company profiles;:* Contact profiles;:* Transactions;:* Level One, Two and Three Objects;:* XML pages; and:* any "TabsRemember Me" setting 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 recordsthe login page has been deprecated and removed.<!--19908 - Notes on Invoices-->|May October 2013
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[[Category:Upgrades]]
