Changes

* Date: BCTBC

TENTATIVE SCHEDULE The next upgrade is tentatively scheduled following server will be upgraded on Thursday 10 November, 2011 at 10pm EST::* smartsimple3.bizThe [[Backup Server and Testing Instances|backup server]] (*.smartsimple3bk.biz) will be upgraded on Monday November 7th for testing.  The following servers will be upgraded on Thursday 24 November , 2011at 10pm EST.:* smartsimple.com:* smartsimple.us:* smartsimple2.bizThe associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday November 17th for testing.   The following servers will be upgraded on Thursday 01 December, 2011 at 10pm EST.:* smartsimple.ca:* smartsimple.ie:* smartsimple.biz:* smartsimple4.bizThe associated [[Backup Server and Testing Instances|backup servers]] will be upgraded on Thursday November 24th for testing.

If your organization has a dedicated [[SmartSimple]] server or you host in-house the support team SmartSimple will be in contact with your system administrator to schedule the upgrade of your server'''after''' December 12th.

The following is a partial list of the features that are scheduled to be includedin the upgrade.* Note: this list is subject to revision. 

  ==Contacts and Accounts==* Page audit history for common settings pagesAbility to initiate a duplicate check while viewing a contact or account record.

* x When configuring Custom Fields a new setting will allow you to select which Level 1 template(s) the field will appear for. This will apply to fields at Level 1, Level 2 and Level 3.* x Custom field setting to update the value to the database as soon as it is changed, rather than when the page is saved.

* [[Track Changes]] setting on the '''Contacts''' standard field to audit addition and removal of contacts on a Level 1 record.* Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.x Setting to change the default view of Level 1 records to be Edit mode rather than View Mode.* x On each Status there will be an option to define a 2nd submit button. For example: 1 submit button for approve and another for reject.* x UTA Level 1 setting '''Disable Default Date'''. When enabled the startdate, starttime, enddate and endtime will be blank on new records  

==ReportReports==* Ability to create your own HTML template to be used for reports that prompt for criteria using the '''???''' syntax* Setting to mark a report as '''Do Not Rebuild'''to prevent accidentally overwriting customized report template settings. This setting causes a pop-up confirmation when you open report builder. * Reports that prompt for criteria the criteria entered can be referenced in customized report templates using this syntax: '''@args['''''field id'''''@'''x Confirm on delete of a report.* x Advanced Export: when you select a field in the drop-down it will append the field to the end of the body, not the start.* x Global Advanced Logic to hide the "Print" button on reports

* The [[Application Tracking]] built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system.x New variable syntax to determine if a contact is in a given role by rolename rather than roleid. @me.inRole("Rolename")@ * Improved interface when entering Advanced Logicx Global Advanced Logic to hide the Organization Chart* Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account