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Upgrades by Category

4,161 bytes added, 21:48, 3 July 2017
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===Security Enhancements===
{| borderclass="1" cellpadding="5wikitable"
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!Feature!!Upgrade Date
<!--22522-->
|October 2013
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|'''Email Addressing'''
*New functionality allows for the generation of a unique email address for an object or record.
*Emails sent to the address are parsed and attached to the specific object or record. <br />
:[[Image:Email_anything.png|link=|600 px]]
<br />
:[[Image:Email_anything_2.png|link=|600 px]]
|}
<!--17106 - Show L2s on Company Record-->
|July 2014
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|'''[[Adding_Custom_Fields_to_Company_and_Contact_Information#Field_Availability|Additional Visibility Options]] on Company/Contact Custom Fields (Field Availability)'''
* New ability to control which company [[category|categories]] and user [[roles]] global custom fields will be attributed to and visible for.
* Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.
* The following settings will be displayed when configuring global user or company type custom fields:
:[[Image:Category.png|link=|400px]]<br />
:[[Image:Role_type.png|link=|400px]]
<!--28795 - Company/Contact Custom fields: Add role/contact picker-->
|November 2014
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|'''Multiple Sign-Up Pages per Company'''
* New functionality allows for the creation of multiple [[:Category:Sign-Up Features|signup pages]] per company.
* This can be used to support sign-up pages in different languages, which associate new users to the same company.
<!--32652 - Ability to create multiple signup pages to one company-->
|November 2014
|}
|[[Geocoding]]
* The latitude and longitude of an address can now be automatically stored as a property of the user or company.
* This is achieved by enabling [[Geocoding]] for one or more User Roles or Account Categories.
:[[Image:Geocoding.png]]
* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.
:* ''Use of this feature will incur an additional subscription fee. Contact [[SmartSimple]] Support for details.''
|October 2009
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<!--30105 - Arcadia UI - Update Button styles for consistency-->
|September 2014
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|'''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
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|'''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
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|'''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
|}
<!--22587 - Notes on Edit Mode-->
|August 2013
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|'''Enhanced notes functionality'''
*The [[Notes]] functionality has been extended to transactions.<!--30206 - Notes on Transactions-->
|September 2014
|}
*See the [[Number Format]] page for additional information.<!--29003 - Number Formatting-->
|September 2014
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|'''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
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|'''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
|}
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