0
edits
Changes
no edit summary
===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
|+
!Feature!!Upgrade Date
<!--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
|}
<!--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]]
|}
|+
|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
|+
<!--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
|}
* {{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
|}
|[[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
|+
*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
|}
|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 customize 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
|'''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 customized personalized list views with enhanced filtering and searching options.<!--27977 - Arcadia X Interface-->
|May 2014
|+
[[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 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
|}
* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.
|May 2009
|+
|'''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===
* 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'''
*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-->
|September 2014
|+
|'''Updated Functionality for Maximum Character Limit'''
* The [[Maximum Length|maximum character/word limit functionality]] of custom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.<!--27018 - Maximum character counter on multi-line text fields-->
:[[Image:Word_counter_limit.png|link=|600 px]]<br /><br />
:[[Image:Error_message.png|link=|300 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 - 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-select an option, simply click on the gray "x" next to the option name.
[[Image:Selectuniversity.png|link=]]
[[Image:Selecteduniversities.png|link=]]
|November 2014
|}
