=Next Upgrade (October 2010) Features (This section is under construction)=
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The following features will be implemented as part of the upgrade cycle which commences on Sept 30th 2010.
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TBC==Security=====[[Primary Authentication Server]]===* '''Note:''' this is only relevant to clients that use multiple instances of [[SmartSimple]]* This feature allows one instance of [[SmartSimple]] to authenticate users to gain access to a separate instance without having to log in separately (Single Sign-On)* This access can be granted to all users, or limited to a subset of users.(You can still only have 1 person in an instance with the support account) ===[[Reporting on User Access Type|Reporting on User Type and Access Type]]===* The '''Access Type''' (1=Administration or Portal Interface, 3=User Centric or Applicant Interface , 5=Web Service User, 0=No Access) and '''User Type''' (50=Global User Admin, 30=Local User Admin, 10=User) can be displayed in reporting. ==UTA Enhancements=====[[List View|Role-Based List Views]]===* The [[List View]] of [[UTA]] records can now be defined separately for each user [[Role]] within the system.* User with multiple [[Roles]] will be able to select from each [[List View]] that is configured for their assigned Roles. The sequence these will be listed in the combo box can also be defined.* This feature is available at Level 1, Level 2 and Level 3. ===[[List View|Level 2 & 3 List View Colour]]===* The List View at Level 2 and Level 3 can now be configured to be colour coded based on the [[Type]] instead of the [[Status]]* This is controlled within the [[List View]] setting at Level 2 and at Level 3, and can be set separately for each [[List View|Role-Based List View]].* If the Calendar is enabled (Application Configuration page - Level 1 settings section) you can determine if the Level 2 activities are colour coded by Status or Type. ===[[Level 3 Activity List Batch Update]]===* The '''Level 3 Activity List Batch Update''' feature allows the [[status]] of one or more Level 3 Activities to be changed directly from the Level 3 [[List View]].* This includes both the [[List View]] of all Level 3 activities (if enabled) and the list of Level 3 activities at the bottom a Level 2 record. ===[[Master Schedule Template]]===* ===[[Level 2 Assign By Role]]===* When using the '''Restrict Contact Assignment by Role''' setting on Level 2 [[Types]], you can now automatically assign the contacts on a Level 1 to the associated Level 2 records based on their roles assigned at Level 1 and the contact Role assignment restrictions in place on the Level 2 Type.* A manager permission controls the visibility of this feature. ===[[Batch Update|Transaction Batch Update]]===* Within a [[UTA]] you can use the [[Batch Update]] function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record. ===[[Data Exchange]]===The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, restricted by [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.* The [[Roles]] permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default) ==Custom Field Enhancements=====[[Custom Field Type: Lookup - ICD Code|ICD Code Lookup Button]]===* The '''Lookup - ICD Code''' Custom Field will now have a ''Lookup'' button to facilitate browsing for the relevant item. ===onloadfunc===*similar to savefunc and sbfunc, the system will look for a user defined [[Browser Script]] with a function called [[onloadfunc]] which will be executed as soon as the page has loaded fully. * This is in place in the UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts ===[[Post to External Server]]===* Posting to external servers via a [[Web Page View]] has been updated to allow the response from the server to be stored. ==Reporting Enhancements=====[[Export Button]]===* For reports that have defined '''Advanced Export Settings''', when viewing the report within your browser there will now be an '''Export''' button located next to the '''Print''' button.* This will allow the report to be easily exported to a file after previewing it in the browser. ==Workflows=====[[Workflow Task Type: Select User for Next Task|Select User for Next Task]]===* This [[Workflow]] Task Type allows the current user to select which user will be responsible for the subsequent task. * This is necessary if the following task is due to be triggered in future, since select '''Let Current User Select''' on the subsequent task isn't possible since the trigger is delayed. ==Misc=====[[Autoloader|Autoloader Support for XML Files]]===* You can now Autoload [[Transactions]] from XML files. ===[[Email Attach from Smart Folder]]===* When sending an e-mail to a contact you can now select one or more files from [[Smart Folders]] to be attached to the e-mail, in addition to attaching files from your local disk. ===[[HCAI Status]]===* The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]] ===[[SMTP Settings]]===* The outgoing mail port can be configured (uses 25 as default)* TLS can be enabled. ===[[Advanced Logic]]===* '''Hide View Tab on User Profile''' allows the '''View''' tab on user and account profiles to be suppressed.
