Previous Upgrade: October 2013

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Watch this video to get a general overview of the new features in our October 2013 upgrade.

To watch this video in full screen, please click on the YouTube link, then the full screen button on the bottom right.

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the October 2013 upgrade to your server:

Configuration Error Log


New Calendar Format

  • The style of the SmartSimple 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.

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.

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 a previous 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.

New Permission Settings

Remember Me Deprecated

  • For security reasons the "Remember Me" setting on the login page has been deprecated and removed.

On-Demand System Upgrades

The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:

Creating Multiple PDFs with a Single Workflow Task

Improvements to Arcadia List Views

  • In SmartSimple's next-generation Arcadia interface, the column widths of list views 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.

Sending Emails from Level 2 Records

Update Company Categories with Workflow Tasks