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* The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
* The [[Installing SmartDoc for MS Word|SmartDoc for MS Word Template]] also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified [[Custom Field Type: Link – Single File|Single]] or [[Custom Field Type: Link – Multiple Files|Multiple]] file field.
|April 2009
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|''[[Custom Field Type: Link – Multiple Files#PDF Document Options|Allow Merging of PDF Documents]]''
* If you are using a Multiple File field to store PDF documents then you can enable a "Merge" button.
* Clicking the Merge button displays a list of all the PDFs document stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field and you select which documents you wish to merge into a single PDF document.
* The resultant document will also be stored in the Multiple File field. The original documents will not be changed.
* This feature will provide for easier printing of "sets" of documents.
|April 2009
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|''[[Display Additional File Attributes for PDF Documents|Multiple File Field: Display Additional File Attributes for PDF Documents]]''
* This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a [[Custom Field Type: Link – Multiple Files|Multiple File]] field, and display it as extra columns in the list view.
* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
* Only PDF files stored in the [[Custom Field Type: Link – Multiple Files|Multiple File]] field will display this information. The added columns will be blank for all other document types.
|April 2009
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|''[[Display Additional File Attributes for PDF Documents|Single File Field: Display Additional File Attributes for PDF Documents]]''
* This feature allows you to extract extra information (called Meta Data) from a PDF stored in a [[Custom Field Type: Link – Single File|Single File]] field and store it in a [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] field.
* The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
* Only PDF files stored in a [[Custom Field Type: Link – Single File|Single File]] field will display this information.
|April 2009
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===UTA Enhancements===
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!Feature!!Upgrade Date
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|''[[UTA Standard Field Settings#Visibility Condition|Standard Field Visibility Control]]''
* You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields.
* To set the visibility logic, navigate to the appropriate standard field screen and enter the condition into the Visibility Condition column.
|April 2009
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#Tabs for Contact and Account Lists|Level 1: Tabs for Contact and Account Lists]]''
*If you associate a large number of contacts or accounts (companies) with Level 1 items, you can now display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
* You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section. You can associate as many tab names to roles as required. Tabs can also be deleted through the same screen.
|April 2009
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#UTA Contact Filters and UTA Account Filters|Level 1: UTA Contact and Account Filters]]''
*You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and Enable UTA Account Filter.
* Once the feature has been enabled for either Contacts or Accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.
* You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.
|April 2009
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#Contact Restrictions|Level 1: Contact Restrictions]]''
* You can now restrict the number of contacts belonging to a given [[Role]] that can be associated with a Level 1 record.
:* This can also be used to restrict the total number of contacts that can be assigned to a Level 1 record.
* You can also restrict the number of times a given user can be assigned to a Level 1 record, or the number of times a given user can be assigned to the record with a given [[Role]].
* To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.
|April 2009
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#The Account List Field|Level 2: Multiple Contact List]]''
If you enable the Use Multiple Contact List checkbox on the Settings > Application Configuration screen you will be able to associate and control contact associations in a similar manner to Level 1 contacts.
|April 2009
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#The Account List Field|Level 2: Multiple Account List]]''
If you enable the Use Multiple Account List checkbox on the Settings > Application Configuration screen you will be able to associate and control account associations in a similar manner to Level 1 contacts.
|April 2009
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|''[[Relating Contacts and Accounts to the Universal Tracking Application#Contact Filtering|Level 2: Role Filtering]]''
You can restrict the selection of contacts that can be associated with Level 2 items by role. Previously you could only restrict by specified named contacts. An additional lookup text area has been added the bottom of the Level 2 Types Settings page to specify the roles.
|April 2009
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|''[[Attaching Transactions to a UTA Level 1 Record|Disabling Specific Transaction Types by Template]]''
* You can now restrict the types of transactions available for each Level 1 template type.
* If Level 1 Transactions are in use, within the Settings tab > Application Configuration, when you select one of the Level 1 templates, the Disabled Transaction Type section of check boxes will appear. One or many Transaction Types can be disabled per Level 1 Template.
|April 2009
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|''[[Template / Type Formula|Level 3 Template Formulas]]''
You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.
|April 2009
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[[Category:Upgrades]]
