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* The e-mail that is sent to all current administrators when a contact is enabled as a Local User Administrator can be suppressed via [[Global Settings]].
|May 2010
|+
|[[Primary Authentication Controller]]
* '''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 (the [[Authentication Member]] 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.
|October 2010
|+
|[[Reporting on User Type and Access Type]]
* The '''Access Type''' (Administration or Portal Interface, User Centric or Applicant Interface , Web Services User, No Access) and '''User Type''' (Global User Admin, Local User Admin, User) can be displayed in [[Reporting]].
|October 2010
|}
|May 2010
|+
|[[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.
|October 2010
|+
|[[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.
|October 2010
|+
|[[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.
|October 2010
|+
|[[Master Schedule Template]]
* A Level 1 record can be configured to be a Master Schedule. When using the Level 1 Copy function on a Master Schedule, the Level 1 record will be copied along with all attached Level 2 records. A new Level 1 start date is selected, and the start and end dates on the new record will be offset to the same scheduled date ranges defined on the Master Schedule template and its Level 2 records.
|October 2010
|+
|[[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.
|October 2010
|+
|Level 2 Side Scrolling
* You can now use the navigation bar to move sideways between Level 2 records, the same way you can with Level 1 records.
|October 2010
|+
|[[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.
|October 2010
|+
|[[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)
|October 2010
|}
