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:* ''Use of this feature will incur an additional subscription fee. Contact [[SmartSimple]] Support for details.''
|October 2009
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|[[:Category:Variables|Unique Contact Identifier]]
* Each contact in the system will now be issued a unique contact identifier code. This code can be accessed and displayed using '''@uuid@'''.
|May 2010
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|[[Contact and Account Standard Fields|Primary Contact]]
* The Primary Contact [[Standard Field]] can now be renamed and have it's visibility controlled via the [[Contact and Account Standard Fields|Standard Field Visibility Settings]] page.
|May 2010
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|[[List View|Accounts List View]]
* The [[List View]] for Contact and Accounts (both internal entities and external entities separately) can now be defined via the [[Global Settings]] page.
* This affects the [[List View]] of contacts and accounts everywhere within the system, except within UTAs other Applications where the [[List View]]s are defined within those Applications.
|May 2010
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|E-mail From Address
* You can now define one or more alternate addresses as your '''From''' address via your personal System Settings page.
* When sending e-mail from within [[SmartSimple]] you can select which address will be on the e-mail as the From address.
|May 2010
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* '''PDF Merge Sort Order''': The PDF merge functionality will now allow you to specify the order in which the documents are merged.
|May 2010
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|May 2009
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===Reports===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Report Variables]]
* '''Exportdata''': when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.
:<font size=3>@ReportProperty(''reportid'',exportdata)@</font>
* '''Csvdata''': when using the Csvdata report variable, the variable will be replaced with data from the specified report, as comma separated values.
:<font size=3>@ReportProperty(''reportid'',csvdata)@</font>
'''Example''': To display the exported report for the report with ID 12345
@ReportProperty(12345,exportdata)@
''These 2 variables can be used in a [[Web Page View]] or [[Custom Field Type: Read Only – System Variables|Read Only - System Variables]] custom field, or be included in the body of a [[Workflow]] message.''
* When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID ([[opportunityid]], [[eventid]], userid, etc) will be passed to the report processor. If the specified report includes the variable: '''@''objectid''@''', it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.
|May 2010
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|Report Builder - Table Selection
* The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field for the report.
:[[Image:NewRB.png]]
* For example if Tracking Application is chosen as the table, the Type combo box will be populated with all the UTAs and UTA template types.
* Only newly created reports will employ this version of the report builder. Existing reports will not.
|May 2010
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|Show Total
* Another new feature within the report builder is the '''Show Total''' checkbox. When selected the last row of the report will include a total for that column. This is similar to the [[List View] Show Total feature, as it only shows the total of the column of records that are displayed '''on the current page'''.
|May 2010
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|[[Enable Caching|Caching and Record Limit]]
* Reports and Charts can now be cached. Complex report and reports that are accessed regularly can be configured to be cached by the server to improve loading time and reduce the processing load on the server.
:[[Image:Repcache.png]]
* Reports can also be '''Cached By User''' when appropriate (Note that you must select both '''Enable Caching''' and '''Cache by User''' and enter an appropriate '''Cache Life Span'''.
|May 2010
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|Record Lock
* A new table called ''Tracking Application Lock'' can be used to report on records that have been locked by the [[Record Lock]].
|May 2010
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===SmartFolders===
