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===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
|+
!Feature!!Upgrade Date
|May 2012
|+
|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
|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
|+
|'''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
|+
|'''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
|+
|'''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
|}
|+
!Feature!!Upgrade Date
|+
|''[[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
|+
|[[Advanced Logic|Suppress New Level 2 or Level 3 Buttons]]
|May 2009
|+
|[[Cross-UTA TransactionsTypes#Type Settings|Level 2 Type Tab Label]]* UTA Transactions Currently you can bridge configure Level 2 different UTAs, either Types to be shown on their own tab in the list view at the bottom of Level 1 or at records, with each tab labelled with the name of the Level 2Type it contains.|May 2009|+|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows Following this upgrade you will be able to define a script the tab name for any Types that is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change)you wish to have on tabs. * This will allow If you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that use the same tab name for multiple Types they will perform custom validation of the data appear on the pagesame tab, and can then optionally change the [[status]] or execute the submit function as part of the scriptallowing you to group related Level 2 Types.
|July 2009
|+
* There are now 2 different types of [[Level 1 Templates]] available. In addition to the Standard Template there is now a '''Skills Matching Template'''.
* The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a '''Skills Match''' button will appear which will allow you to find contacts that have the relevant skills defined for that [[Entity|entity]].
|+
|[[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.
|November 2011
|+
|New Duplicate Check Settings tab added on Level 1 templates.
<!-- 14692 - duplicate check across L1 -->
|November 2012
|+
|April 2013
|+
|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]]:''#"Enable External Owners"|B EThese 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"
|+
|+
* You can now Autoload [[Transactions]] from XML files.
|October 2010
* You will now be able to configure calendar events to recur bi-weekly.
|May 2009
|+
|[[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|}
===Communication===
<!-- 16880 - Variables in E-Mail From Address -->
|November 2012
|+
|'''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
|+
|'''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
|+
|'''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
|+
|[[:Category:Variables|Unique Contact Identifier]]
|+
|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
|+
|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
|+
<!--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.
<!--25990 - created timestamp for users and companies-->
|January 2014
|+
|System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.
<!--25192 - How to translate prefix/suffix combo box options-->
|January 2014
|+
|'''Updated Listing Level 2 on Company Record'''
*Previously, {{UTA}} {{l2}} activities were shown on company [[profile]]s based upon the assigned users on the Level 2. This has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.
<!--17106 - Show L2s on Company Record-->
|July 2014
|+
|'''[[Adding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Additional Visibility Options]] on Company/Contact Custom Fields (Field Availability)'''
* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.
* Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.
* The following settings will be displayed when configuring global user or company type custom fields:
:[[Image:Category.png|link=|400px]]<br />
:[[Image:Role_type.png|link=|400px]]
<!--28795 - Company/Contact Custom fields: Add role/contact picker-->
|November 2014
|+
|'''Multiple Sign-Up Pages per Company'''
* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company.
* This can be used to support sign-up pages in different languages, which associate new users to the same company.
<!--32652 - Ability to create multiple signup pages to one company-->
|November 2014
|}
* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.
|April 2009
|+
|''[[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
|+
|'''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
|+
|'''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
|+
|'''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
|}
===IntegrationGeocoding / Mapping===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|[[Geocoding]]* The latitude and longitude of an address can now be automatically stored as a property of the user or company.* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.|October 2009|+|'''Google Map / StreetView''': On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.<!--22498 - Google Map and StreetView-->|October 2013|} ===Integration==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|Enhanced PubMed service with the additional ability to search on publication date.
|February 2013
|+
|Introduced integration with GuideStar service and ability to search their database.
|February 2013
|+
|'''IRS/CRA/OFAC Automated Checking''':
*The system can now be configured to perform automated verification of [[contact]] records, as well as [[organization]] records, against the OFAC database.
*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.
<!--21591 - IRS/CRA/OFAC Automated Checking-->
|September 2013
|+
|'''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 organization when it is created.<!--26473 - Retrieval of the NTEE code from the IRS database-->
|May 2014
|+
|'''Improved OFAC checks against contacts'''
*OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.<!--28798 - OFACS check against contacts-->
|September 2014
|}
<!--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->
|July 2013
|+
|'''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 the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.
<!--21857 - New Portal Design-->
|August 2013
|+
|'''Revisions to User Interface''': Users of SmartSimple's next generation interface - [[Arcadia]] - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records.
<!--23277 - Minor UI changes - Sept. 2013-->
|September 2013
|+
|'''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.
<!--19468 - Arcadia. Summary cross tab based on standard fields-->
|September 2013
|+
|'''New Icon Sets for Portal pages'''
*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 icon preview page. <!--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 available to 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 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 the Arcadia interface have been updated with a new look and feel.
<!--30106 - Arcadia UI - Tab bar consistency-->
*The header and menu options have been modified to 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 grouped together for ease of navigation and greater real estate.
* Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.
'''Before'''
:[[Image:Old.png|link=|650 px]]<br />
'''After'''
:[[Image:New.png|link=|660 px]]
<!-- 31423 - Move Arcadia Left (list) tabs to below custom fields in the object -->
|November 2014
|+
|'''Multiple Aliases per Copy of SmartSimple'''
* New functionality allows for the creation of virtual aliases. This feature allows clients to mask the instance URL through the Content Manager.
* For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: ''company.smartsimple.com'', ''subcompany.smartsimple.com'') can now be set to bring users to the same copy of SmartSimple.
<!--32304 - Allow multiple aliases per instance-->
|November 2014
|}
|May 2012
|+
|The [[List View]] for Associates/Associations can be customized personalized via the [[Global Settings]] page.
|May 2012
|+
|When you 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'''
* [[List view]]s can now be built so that the 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 initially shows only the relevant records.<!--27976 - Arcadia X List View Enhancements-->
|May 2014
|}
===Navigation===
{| border="1" cellpadding="5"
|+
!Feature!!Upgrade Date
|+
|'''Recent-Viewed Objects List Now Enabled by Default''':
* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles.
* For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].
<!--24356 - auto enable recent list-->
|October 2013
|+
|'''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.
*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches." <!--22590 - Last Searches - List View Enhancement-->
|May 2014
|+
|'''Update to Advanced Searching on Dates'''
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."<!--26618 - Advanced Search Date functions-->
|May 2014
|+
|'''New Ability to modify search query filters'''
*Users now have the ability to make modifications to filters after they have been created. See [[filters]] for further information.<!-- 26362 - ability to update search query of filters-->
|September 2014
|}
<!--22587 - Notes on Edit Mode-->
|August 2013
|+
|'''Enhanced notes functionality'''
*The [[Notes]] functionality has been extended to transactions.<!--30206 - Notes on Transactions-->
|September 2014
|}
<!-- 12919 - Translate report column headings -->
|November 2012
|+
|'''Subreports can be Linked using Column Values in Main Report''' - When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field.
<!--18937 - Reporting: Pass column value into sub-report criteria-->
|August 2013
|+
|'''New Feature: Reports Caching''':
* [[System Administrator]]s can now schedule reports to be run periodically (daily, weekly, monthly).
* Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
* The following types of SmartSimple records can be updated:
:*[[Organization]] records
:*[[Contact]] records
:*[[UTA]] records, i.e. {{l1}}, {{l2}} and {{l3}} records
* Typical use cases might include:
:* On a monthly basis, automatically storing the 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 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 organization has applied.
<!--22927 - new scheduled reports-->
|September 2013
|+
|'''Setting Alignment of Columns in Report Builder''': Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
<!--13969 - Reporting Enhancements-->
|September 2013
|+
|'''Report Builder Enhancements'''
*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.
*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.<!--27677 - Report Grouping / Aggregation-->
|May 2014
|}
===SmartFolders===
* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.
|May 2009
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|'''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 Fields===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|''[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]''
* 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 screen and enter the condition into the Visibility Condition column.
|April 2009
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|[[Custom Field Type: Special – Auto Save|Auto Save Custom Field]]
When prompted enter the ''[[opportunityid]]'' (Level 1) or ''[[eventid]]'' (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit the data in the selected field for that record.
|October 2009
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|[[New Custom Field Type: Special - Spreadsheet|Custom Field Type: Special - Spreadsheet]]
|March 2013
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|'''New Field Type Added''' - Lookup – Ajax Options. The new For fields of type “[[Custom Field TypeCustom_Field_Type: Lookup – Ajax Options_Select_Many_–_Check_Boxes|Lookup Select Many – Ajax OptionsCheck Boxes]] field type ” a new “Sort Values To Display Vertically” setting has been added. This setting allows a system administrator the user to create their own [[Ajax lookup]] fieldsselect whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values in the (designated "A" through "F") would be displayed if a checkbox field settings can were to be set configured with “store values” and “display values” using the same syntax as the [[Custom Field Typetwo columns: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 div align="center">{| class="wikitable" style="text- New Field Typealign:Ajax Lookup--center"|“Sort Values To Display Vertically”<br>setting is Unchecked:|||May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.|“Sort Values To Display Vertically”<!br>setting is Checked:|-|A B||||||A D|-20211 |C D||||||B E|- Global user and company custom fields-->|May 2013E F||||||+C F|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. }</div><!--19501 17647 - multiple address enhancements2Sorting of Checkboxes -->|May April 2013
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|'''Upgrades New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Special Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 - New Field Type:Ajax Lookup-->|May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 2013|+|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. <!- XML Data-19501 - multiple address enhancements2-->|May 2013|+|XML Data Field'''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values]]for more information.<!--22853 - Conditional List of Values-->|May 2014|+|'''Enhanced Number Validation and Formatting'''*It is Custom fields configured to accept number formats now possible 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 enable the nearest increment of tens, hundreds or thousands.*See the [[Track ChangesNumber Format]] option page for XML fieldsadditional information.<!--21240 29003 - Add Track Changes to XML Data custom fieldNumber Formatting-->|September 2014|+|'''Updated Functionality for Maximum Character Limit'''*XML The [[Maximum Length|maximum character/word limit functionality]] of custom fields now has been updated to allow for tabbed sectionsusers to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission. Example<!--27018 - Maximum character counter on multi-line text fields-->:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />:[[Image: TabbedXMLfieldError_message.png|link=|550px|center300 px]]<!|November 2014|+|'''Enhanced Usability for Multiple Lookup Fields'''The look and feel of custom fields such as the [[Custom Field Type: Lookup – Ajax Options|Lookup -Ajax Options]] and [[Custom Field Type: Lookup – Entity and People|Lookup -21470 Entity and People]] fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de- Tabbing Divs select an option, simply click on XML field-->the gray "x" next to the option name. [[Image:Selectuniversity.png|link=]] [[Image:Selecteduniversities.png|link=]]|June 2013November 2014
|}
===TransactionsStatuses / Submissions===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|Transaction Template Formula: server side formulas [[Status#Status Settings|Submitted URL Redirect]]* A '''Submitted URL''' option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.* ''For example, you may want the user to be run returned to their standard Portal View whenever a transaction record is savedclosed.''|May 20122009
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|Transaction Template Page[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows you to define a script that is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change). * This will allow you to create a [[Custom Field Type: Template Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page that , and can be used for internal then optionally change the [[status]] or external entry/update execute the submit function as part of transactionsthe script.|May 2012July 2009
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|Enhanced transactions with [[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the ability [[User|user]] will be redirected to enable the [[URL]] defined in this section. If no [[URL]] is entered the current record lockingwill stay in view.|February 2013* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.|} ===Variables / Variable Processor==={| border="1" cellpadding="5"July 2009
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|[[Report Variables|Report Record Count Variable]]* Introduction of a variable New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that can generate move the number of records within a specified reportrecord to various statuses.:<font size=3!-- 10591 -->|November 2012|+|Variables displaying save and submit buttons ("@ReportProperty(''reportid'',recordcount)SYSTEMBUTTONS@</font>'''Example''': To generate the number of records (equivalent to the number of rows in the report") now available for report with ID 12345level 2 and 3 template pages. <!-- 16215 - Add @ReportProperty(12345,recordcount)SYSTEMBUTTONS@''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only support to L2 & L3 template page -- System Variable]] to display a record count, as 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).''>|October 2009November 2012
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|'''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 [[Template FormulaSubmit Logic|Assign Level 1 Customersubmit logic]]* Ability on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to assign move a record to a different status without triggering the Customer Level 1 Standard field (also called Client)validation. System Administrators will now be 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 record.:* Example template formula: ''@opportunity.companyid@=@opportunity.owner.companyid@''<!--19637 - Submit button option to bypass validation-->|October 2009August 2013
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|[[Web Page View Field Variables|User/Company Association List]]* Ability to use the list syntax '''[#...#]Consolidation of Submit Logic Failure Messages''' : In order to show all companies that a user is associated assist end users complete forms withmultiple [[Submit Logic]] validations, or SmartSimple will now display all users associated alert messages configured with [[Submit Logic]] into a companyconsolidated alert window.<!--23325 - Group all failed submit logic into one message-->|October 2009September 2013
|+
|[[:Category:Variables|Variable Processor Enhancements]]'''New Functionality for Save / Save Draft buttons'''* for System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Custom Field Type: Display Only – ImageVisibility Condition|Image]], [[Single FileVisibility conditions]] and [[Web Page View]] fields, you button labels of these can obtain a URL to the object using: @''fieldname''now be controlled.value@<!--19758 - Visibility of Save and Save Draft buttons-->or using field ID:|May 2014 @#''fieldid''.value#@|}
===Transactions===* 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 {| border="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" cellpadding="5"
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|System Library* A global [[System Variables|System LibraryCross-UTA Transactions]] 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]] variablesUTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.|May 20112009
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|System Variable Pre-processing* Variables within [[System Variables]] will be pre-processed to allow dynamic selection of the appropriate variable. The syntax Transaction Template Formula: server side formulas to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables run whenever a transaction is also now supportedsaved. |May 20112012
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|Global Auto-number* A global auto-number field Transaction Template Page: Template page that can be specified as a [[System Variable]]. This will allow sequential numbers to be provided across different objects andused for internal or external entry/or in different UTAsupdate of transactions.|May 20112012
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|The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''@accesstypeid@''' and '''@accesstype@'''Enhanced transactions with the ability to enable record locking.|November 2011February 2013
|+
|Variable processor support for:::* Displaying the last time a user logged into the system: '''@me.lastlogin@Transaction List Views'''::* Listing all the companies under another company: '''[#(object=company) ~name~ #[List Views]]'''::* Displaying Contact/Company association role based custom fields: '''can now be defined for [[#(?object=association;)$?afc_customfieldid$#transactions]]'''::* Adding business days to a given date, or counting match the number of business days between 2 dates: '''SS_FUNClist view functionality for other system objects.addbusdays(DATE, BUSINESSDAYS)''' and '''SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)'''::* Within Report Template Header to obtain the criteria entered by users: '''@args[1]@, @args[2]@'''<!--20205 - Transactions - List Views-->|August 2013|} ::* Within Report Template Header to obtain date===Variables /time report was run: '''@runtime@'''Variable Processor===::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,{| border="Column Name1",cellpadding="Criteria5")@''' 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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|[[Report Variables displaying save and submit buttons |Report Record Count Variable]]* Introduction of a variable that can generate the number of records within a specified report.:<font size=3>@ReportProperty("''reportid'',recordcount)@SYSTEMBUTTONS</font>'''Example''': To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345 @"ReportProperty(12345,recordcount) now available @''This can be used in a [[Web Page View]] or as a [[Custom Field Type: Read Only – System Variables|Read Only - System Variable]] to display a record count, as part of [[Submit Logic]], or included in the title of a [[Portal]] shortcut to indicate how many records are at a given status (for level 2 and 3 example).''|October 2009|+|[[Template Formula|Assign Level 1 Customer]]* Ability to assign to the Customer Level 1 Standard field (also called Client).:* Example template pagesformula: ''@opportunity.<!-- 16215 - Add companyid@=@SYSTEMBUTTONSopportunity.owner.companyid@ support to L2 & L3 template page -->''|November 2012October 2009
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|New variable @sstimezone@ allows you [[Web Page View Field Variables|User/Company Association List]]* Ability to retrieve use the userlist syntax '''s timezone setting which can then be used to calculate their relative date/time[#...<!--17466 - Would like #]''' to have timezone variable show all companies that runs on the report builder-->a user is associated with, or all users associated with a company.|February 2013October 2009
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|'''New setting: [[SmartField View:Category:Variables|Variable Processor Enhancements]]''' – This new feature within the custom field configuration page has been added to facilitate the building of * for [[Custom Field Type: Display Only – Web Page ViewImage|Web Page ViewsImage]] and for user-defined printable data summaries. :A new , [[variableSingle File]], @SmartFields@, will return and [[custom fieldsWeb Page View]] formatted as they are in view mode. This variable fields, you can simplify the configuration of printable Web Page View pages and applies existing security rules obtain a URL 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 userusing: @''fieldname''.value@:Selecting “Include” or “Only display for SmartField View” will include the custom using field in the ID: @#''fieldid''.value#@ * You can use @SmartFields''roleid''@ on a UTA Role based [[variableCustom Field]], which can be included in Web Page View fields to reference obtain the selected custom fields. “Only display for SmartField View” will also hide role ID that the field from normal viewing. Choosing “Exclude” will prevent user is assigned with on the field from being included in the @SmartFields@ variableLevel 1.<!--11510 - Enhance WPV to use as Print Preview functionality-->|May 2013|}
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|[[Web Form Status]]System Library* A global [[Web FormSystem Variables|System Library]]s now support a '''Status''' which 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 changed by a : ''@system.library.variable name@'Submit''' button at * When viewing the end list of the formcustom fields will identify those that are using [[System Variables|System Library]] variables.|May 20092011
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|[[Convert Web Form to PDF]]System Variable Pre-processing* Completed Variables within [[Web FormSystem Variables]]s can will be converted pre-processed to pdf using a button on allow dynamic selection of the Results pageappropriate variable. The syntax to be used is: ''@system2.@variable name@@''* System variables appearing within other system variables is also now supported.|May 2009|} ===Workflows==={| border="1" cellpadding="5"2011
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|[[Workflow Task Type: Create New Activity|Level 2 Creation]]* The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables '''Create New Activity@accesstypeid@''' [[: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@accesstype@''' [[:Category:Workflows|workflow]] will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.|May 2009November 2011
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|HTML E-mail FormatVariable processor support for:::* Workflow e-mails can now be sent 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 HTML format as well as plain textthe '''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 20092012
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|Recurring WorkflowsTwo new date functions have been added::* Recurring Workflows can be used to send out e'''@date(currentdate)@''' will return current server date as '''YYYY-mails on a daily, weekly or monthly basis. MM-DD''':* These workflow e-mails can use the '''ReportProperty@datetime(currentdate)@''' will return current server time as ''' functions mentioned above to automatically eYYYY-MM-mail periodic reports.DD HH:MM:SS'''|May 2010October 2012
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|[[Workflow Task Type: People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] New variable @sstimezone@ allows you to automatically add contacts retrieve the user's timezone setting which can then be used to calculate their relative date/time.<!--17466 - Would like to Level 1 activities with the role specified in have timezone variable that runs on the Workflow Task.report builder-->|May 2010February 2013
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|Level 1 Date Trigger'''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. * Workflows associated with Level 1 records :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 now be set included in Web Page View fields to trigger based on a date on 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 Level 1 record@SmartFields@ variable.<!--11510 - Enhance WPV to use as Print Preview functionality-->|May 20102013
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|UTA Role Assignment Tasks'''Simplified Display of Uploaded Files'''* The recipient A new syntax has been added for these tasks can now be defined as the user that was added referencing files uploaded to the recorda field.* You can include information from display uploaded files as a string of text by using the Level one record using @''Fieldname''.filenames()@ variable . The syntax: is @''field name''.filenames(''delimiter'')@levelone.:''Example'': To display a comma separated list of file names of the files uploaded to a field named '''''Uploaded Files''customfieldname''', you would enter the variable ''@Uploaded Files.filenames(,)@''.<!--21086 - Link - Multiple Files Display-->|March 2014|} ===Web Forms==={|May 2010border="1" cellpadding="5"
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|Workflow E-mails[[Web Form Status]]* The e-mail header can [[Web Form]]s now be definedsupport a '''Status''' which is changed by a '''Submit''' button at the end of the form.|May 20102009
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|[[Workflow Task Type: Select User for Next Task|Select User for Next TaskConvert Web Form to PDF]]* This Completed [[WorkflowWeb Form]] Task Type allows the current user to select which user will s can be responsible for the subsequent task. * This is necessary if the following task is due converted to be triggered in future, since select '''Let Current User Select''' pdf using a button on the subsequent task isn't possible since the trigger is delayedResults page.|October 2010May 2009|} ===Workflows==={| border="1" cellpadding="5"
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|[[Workflow RequestsTask Type: Create New Activity|Level 2 Creation]]* Workflow task types Request for Comment 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 Request for Approval at 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 3 can now be configured to display the record either in view or in edit mode2 Formulas. |May 20112009
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|HTML E-mail Format* Workflow IDs will e-mails can now be shown in the list of workflows to facilitate configurationsent using HTML format as well as plain text. |November 2011May 2009
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|'''[[Workflow_Branching_Logic|Branching Recurring Workflows* Recurring Workflows]]'''. A logical statement can be added used to workflow connectors. This will enable workflows to branch based send out e-mails on conditional statementsa daily, weekly or monthly basis. For example: if a * These workflow request is triggered for a request exceeding $100,000 it will be sent e-mails can use the '''ReportProperty''' functions mentioned above to Senior Management for approval, while requests under $100,000 will take a different pathautomatically e-mail periodic reports.|November 2011May 2010
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|[[Workflow HistoryTask Type: a Manager Permission will enable a tab on People Association|People Association Workflow Task Type]]* A new [[Workflow Task]] allows you to automatically add contacts to Level 1, Level 2 and Level 3 to display activities with the history of workflows triggered on role specified in the entityWorkflow Task.|November 2011May 2010
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|Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) Level 1 Date Trigger* Workflows associated with Level 1 records can now be reassigned set to trigger based on a date on the '''Pending Task''' list viewLevel 1 record.|November 2011May 2010
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|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.'''Update Custom Fieldcustomfieldname''' task type will be available on Company and Contact workflows@|May 20122010
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|Company and Contact Workflow connectors Transaction Workflows* Workflows can now be delayed attached to trigger on a date stored in a [[Custom Field]] on the Company/Contact recordTransactions.|May 20122010
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|Workflow E-mails* The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) e-mail header 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 20122010
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|The following '''[[WorkflowTask Type: Select User for Next Task|workflowSelect User for Next Task]] * This [[Workflow Task Types|task types]]''' have been added: ::* Add new Task Type allows the current user::* Remove a to select which user rolewill be responsible for the subsequent task. ::* Activate a user::* Deactivate a userThis 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 20122010
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|"Update Custom Field Value" and "Change Status" tasks have been added Create Activity* The Create Activity workflow task can now be used at Level 2 to '''transaction''' Workflowscreate one or more Level 3 activities.|October 2012May 2011
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|New Workflow Task Type: [[Update Standard Field Value|Update Standard Field Value]]. A new workflow Requests* Workflow task type has been added to allow workflows to update the values of standard fields on Level 1, types Request for Comment and Request for Approval at Level 2, company, contact and transaction recordsLevel 3 can now be configured to display the record either in view or in edit mode.<!-- 17819 - Workflow Task for Update Standard Field value has been assigned to Dev Team -->|January 2013May 2011
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|Enhanced the routing ability of [[Workflow_Task|workflow tasks]] to Workflow IDs will be able to set shown in the owner list of an object (i.e. owner of a Level 1 or Level 2).<!--13602 - Owner available in level 2 workflows-->to facilitate configuration|March 2013November 2011
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|New '''[[Workflow_Task_TypesWorkflow_Branching_Logic|task typeBranching Workflows]] '''. A logical statement can be added for Level 3 [[to workflow connectors. This will enable workflows]]to branch based on conditional statements. For example: Change [[Status]]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.<!--10802 - Level 3 Workflow change Status Feature-->|April 2013November 2011
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|'''Multiple User-Selected Recipients for Workflow Messages'''History: 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 enhancementManager Permission will enable a tab on Level 1, Level 2 and Level 3 to display the user can choose multiple recipients history of workflows triggered on the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further informationentity.<!-- 15849 - Workflow routing: let user select many recipients-->|August 2013|} ===Miscellaneous==={| border="1" cellpadding="5"November 2011
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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 'Update Custom Field'ssvar_holidays'' variable must task type will be included in a [[Browser Script]] custom field available 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,';Company and Contact workflows|May 20102012
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|System Date & Time* Clients Company and Contact Workflow connectors can be delayed to trigger on dedicated servers that are not configured with automatic time synchronization can set the server a date and time on the stored in a [[Global SettingsCustom Field]] page.on the Company/Contact record|May 20102012
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|[[Advanced Logic]]* The visibility Recipient of [[Associations]] on both contact and account profiles workflows (Acknowledgement, Request for Comment, Request for Approval) can now can be controlled defined using Global Advanced Logicvariable syntax, rather than being limited to the list by role.* Within 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]] the hyperlinks in the Level 1 Company Contact Role Based custom field(s). For [[List ViewNotes]] can be disabled using [[Advanced Logic]].* Hide Associates on Usercreated against UTA records this will allow you to select recipients by UTA role (or owner/Company Profile.* Transactions: Show attribution buttonperson) rather than system role.|May 20102012
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|[[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 following '''[[List ViewWorkflow|workflow]] or [[ReportsWorkflow Task Types|task types]]''' have been added: ::* Add new user::* Remove a user role::* Activate a user::* Deactivate a user|October 20102012
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|File Upload with Proxy ServerWe "Update Custom Field Value" and "Change Status" tasks have also introduced a new multiple file upload tool that can be enabled if your office connects been added to the internet via a proxy server'''transaction''' Workflows.|May 2011October 2012
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|Message QueueNew Workflow Task Type: [[Update Standard Field Value|Update Standard Field Value]]. A manager permission new workflow task type has been implemented added to provide read-only access allow workflows to update the message queue. Previously only Global Administrators had accessvalues 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 -->|May 2011January 2013
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|Multi-File Upload AppletUse Enhanced the routing ability of [[Workflow_Task|workflow tasks]] to be able to set the multi-file upload tool can be restricted by role using owner of an object (i.e. owner of a manager permissionLevel 1 or Level 2). <!--13602 - Owner available in level 2 workflows-->|May 2011March 2013
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|New [[Advanced_SearchWorkflow_Task_Types|Advanced Searchtask type]] added for Level 3 [[workflows]]: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the Change [[Universal Tracking ApplicationStatus]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.<!--10802 - Level 3 Workflow change Status Feature-->|November 2011April 2013
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|'''Multiple User-Selected Recipients for Workflow Messages''': System administrators can configure [[XML Section Builderworkflow]]: An automated tool tasks to prompt the user that triggers the workflow to facilitate creation choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of XML tables such as budget templates etcthe workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.<!-- 15849 - Workflow routing: let user select many recipients-->|November 2011August 2013
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|Auto-close on set password page'''Creating Multiple PDFs with a Single Workflow Task''': after setting The [[Workflow]] task to create a password for PDF file from a contact {{WPV}} field has been enhanced to allow System Administrators to configure the confirmation window will autotask 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--close in 3 seconds>|November 2011October 2013
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|'''Language LibraryUpdate Company Categories with Workflow Tasks''': Labels within the system A new [[Workflow Task Types|Workflow Task Type]] can been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can be custom translated using automate the Language Library, accessible action of adding or removing a [[Client Categories|Organization Category]] from Global Settingsan [[organization]] [[profile]]. The same label can be given different translations for each specific page within the system<!--23763 - create workflow task to update company category-->|October 2013|} ===XML==={|November 2011border="1" cellpadding="5"
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|The [[Applicant TrackingCustom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]] built-* The XML field type can be used to store blocks of XML in application a single field.* Variables can now be renamed. This will facilitate its use as a Volunteer tracking systemused to extract values from this block into other custom fields.|November 2011May 2010
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|Global Advanced Logic [[XML Section Builder]]: An automated tool to hide the Organization Chart on company recordsfacilitate creation of XML tables such as budget templates etc.
|November 2011
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|Global Advanced Logic '''Upgrades to remove [[Custom Field Type: Special - XML Data|XML Data Field]]'''*It is now possible to enable the hyperlinks on the e[[Track Changes]] option for XML fields.<!--21240 -mail Add Track Changes to XML Data custom field and phone number -->*XML fields now allow for tabbed sections. Example:[[Image: TabbedXMLfield.png|link=|550px|center]]<!--21470 - Tabbing Divs on XML field on contacts and account-->|November 2011June 2013
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|Advanced Date Searching'''XML Field Enhancement'''* Upgraded the [[Custom Field Type: When using the advanced search Special - XML Data|XML Data]] custom field type to be able to search a date field (standard or custom) you can search using: On, beforecreate, after, between edit or is emptydelete {{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 20122014|} ===Miscellaneous==={| border="1" cellpadding="5"
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|'''Batch Update''' Contacts 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 added to Level 2 records controlled using batch update when Global Advanced Logic.* Within a [[UTA]] the Multiple Contact hyperlinks in the Level 1 Company [[List is enabled at Level 2View]] can be disabled using [[Advanced Logic]].* Hide Associates on User/Company Profile.* Transactions: Show attribution button.|May 20122010
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|A new setting in email broadcast [[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 choose a user custom field as email address instead of user standard field on the Invoice (e.g. alternate eor Level 2 for OCF-mail address18s)so that it can be displayed within the [[List View]] or [[Reports]]|May 2012October 2010
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|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]]
