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|<nowiki>The pipe (|)</nowiki> can now be used as a column delimiter when importing contact or accounts.
|November 2011
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===Document Management===
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!Feature!!Upgrade Date
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|''[[Custom Field Type: Special - MS Word Merge|MS Word Merge Custom Field]]''
* This new [[Custom Fields|Custom Field]] type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
* 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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===List Views===
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!Feature!!Upgrade Date
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|User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list view.
|May 2012
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|Administrators can choose to make List Views public to be shared with other users.
|May 2012
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|Any List View (system, public or private) can be copied, renamed and saved.
|May 2012
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|The contents of a List View can be exported to MS Excel, MS Word or PDF though an Export feature
|May 2012
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|The List view contents can also be used to create a set of MS Word letters though a Merge feature. When this feature is used an MS Word Merge Word custom field is assigned to the list view to allow bulk merging. (All selected records will be merged into a single document for printing)
|May 2012
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|The System will remember the last list view used by a user and reapply that list view when the user next accesses that part of the system
|May 2012
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|Multiple fields can be displayed within the same column in a "stacked" configuration.
|May 2012
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|The [[List View]] for Associates/Associations can be customized via the [[Global Settings]] page.
|May 2012
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===Personal Settings===
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!Feature!!Upgrade Date
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|Time Format
* On the Personal Setting page users are able to select whether the time is displayed in 24h or 12h format.
* The setting will be be reflected in times displayed within UTAs for the standard start and end time fields at Levels 1, 2 and 3.
|May 2009
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===Reports===
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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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|[[:Category:Reports|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.
|October 2010
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|Flash Charts
* Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation.
|May 2011
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|[[Creating a Dashboard to Display a Set of Charts|Dashboard Layout]]
* New dashboard layout configurations of 1x7, 1x8, 1x9 and 1x10.
|May 2011
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|Once a report is generated the user can select an MS Excel template used to create a MS Excel version of the report.
|May 2012
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|Support for exporting reports to a MS Word template
|May 2012
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|The Report Builder will now support the '''having''' clause. '''Having''' is used to accommodate criteria when aggregate functions are used.
|May 2012
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===SmartFolders===
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!Feature!!Upgrade Date
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|Inclusion of Folders in Search
* When you search within [[SmartFolders]] the results will include both files and folders that match the search term.
|May 2009
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===Standard/Custom Fields===
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When using the [[Custom Field Type: Link – Multiple Files|Multiple Files]] custom field you can enable the document console. This allows you to easily preview and print the documents.
|May 2011
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|Settings for ''[[Display Additional File Attributes for PDF Documents|Single File 'Standard Field: Display Additional File Attributes for PDF Documents]]'' * This feature allows you to extract extra information (called Meta Data) from a PDF stored 's will be managed in a [[similar manner to Custom Field Type: Link – Single File|Single File]] field Fields. Including Role and store it in a [[Custom Status Field Type: Read Only – System Variables|Read Only - System Variables]] field.* The additional attributes that can be extracted Permissions lookups 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|} ===List Views==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish ability to use in each view, the display orders of the fields and sort order of the data '''translate''' Standard Field labels and the colour of each column in the list view.validation messages
|May 2012
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|Administrators You can choose to make List Views public to be shared with other users.now '''Track Changes''' on Contact and Company [[Standard Fields]]
|May 2012
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|Any List View (systemAn improved [[Custom Field Type: Text – Rich Text|Rich Text]] editor will be introduced. As well as improved functionality and compatibility, public or private) the array of buttons displayed can be copied, renamed and saved.configured by an administrator as needed via [[Global Settings]]
|May 2012
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|The contents of a List View File Type Restrictions: '''Single File''' and '''Multiple Files''' custom fields can be exported configured to MS Exceldefine which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, MS Word or PDF though an Export feature.xls)
|May 2012
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|The List view contents '''Translation XML''': custom field language translations can also now be used to create a set of MS Word letters though a Merge feature. When this feature is used done by exporting and importing using an MS Word Merge Word custom field is assigned to the list view to allow bulk mergingXML template. (All selected records will be merged into a single document for printing)
|May 2012
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|The System will remember Level 1 Track Changes: the last list view used by field history of all fields with Track Changes enabled on Level 1 can be viewed at once with a user and reapply that list view when the user next accesses that part of the systemnew menu bar button.
|May 2012
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|Multiple Option to make custom fields can manifest as hidden for the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables. This will allow the value to be displayed within updated/saved without being visible on the same column in a "stacked" configurationpage.
|May 2012
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|The [[List View]] for AssociatesWhen editing custom fields you can now use the custom field batch update to add/Associations can be customized via update the [[Global Settings]] pageTab Name for multiple custom fields at once.
|May 2012
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