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!Feature!!Upgrade Date
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|[[Autoloader|Autoloader Support for XML Files]]
* You can now Autoload [[Transactions]] from XML files.
|October 2010
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|Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader.
* You will now be able to configure calendar events to recur bi-weekly.
|May 2009
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|[[:Category:Calendars|List Calendars by Company]]
* The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.
|October 2010
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* The chat window (accessed via the [[Image:Chaticon.png]] icon located next to the Logout button) will now open as a layer on top of your current window instead of opening in a new window.
|May 2010
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|[[Sending an Email|Email Attach from Smart Folder]]
* When sending an e-mail to a contact you can now select one or more files from [[Smart Folders]] to be attached to the e-mail, in addition to attaching files from your local disk.
|October 2010
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|[[SMTP Settings]]
* The outgoing mail port can be configured (uses 25 as default)
* TLS can be enabled.
|October 2010
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|A new version of SmartSimple's '''Add-In for [[SmartSimple Outlook Synchronization|Microsoft Outlook]]''' has been released an will be available in the '''Downloads''' section. The Outlook Add-In will synchronize [[Contact|Contacts]] / [[Company & Account Settings|Companies]] and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. '''This version replaces all previous versions'''.
* 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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|[[Advanced Logic]]
* '''Hide View Tab on User Profile''' allows the '''View''' tab on user and account profiles to be suppressed.
|October 2010
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|Contact/Company Ajax Search
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!Feature!!Upgrade Date
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|[[List View|Company and Contact Role-Based List View]]
* The [[List View]] for Companies/Accounts and Users/Contacts can be configured by role, just as the UTA Level 1, 2 and 3 List Views.
|October 2010
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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.
* Ability to use the list syntax '''[#...#]''' to show all companies that a user is associated with, or all users associated with a company.
|October 2009
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|[[:Category:Variables|Variable Processor Enhancements]]
* for [[Custom Field Type: Display Only – Image|Image]], [[Single File]] and [[Web Page View]] fields, you can obtain a URL to the object using:
@''fieldname''.value@
or using field ID:
@#''fieldid''.value#@
* You can use @''roleid''@ on a UTA Role based [[Custom Field]] to obtain the role ID that the user is assigned with on the Level 1.
* For [[Multiple Files]] fields you can obtain a count of the number of files stored within the field using the following syntax:
@''fieldname''.numoffiles@
or using field ID:
@#''fieldid''.numoffiles#@
|May 2010
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|Currency Formatting
|System Date & Time
* Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the [[Global Settings]] page.
|May 2010
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* Transactions: Show attribution button.
|May 2010
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|[[HCAI Status]]
* The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the [[List View]] or [[Reports]]
|October 2010
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