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|November 2011
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|'''Level 1 Copy''': Specify which Custom Fields will be copied when a Level 1 is copiescopied, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status.
|May 2012
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|'''UTA Consumer/Provider'''. Full support for Level 2 to act as both consumers and providers. Can now define a '''Role''' for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records.
|May 2012
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|A new [[UTA]] setting will allow you to define a '''template''' for the browser to use when the user '''deletes''' the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings.
|October 2012
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|New Duplicate Check Settings tab added on Level 1 templates.
* TLS can be enabled.
|October 2010
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|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)
|May 2012
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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'''.
|<nowiki>The pipe (|)</nowiki> can now be used as a column delimiter when importing contact or accounts.
|November 2011
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|Ability to define the new contact as the primary contact for the new company created when using a hybrid signup page
|May 2012
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|A Manager Permission has been added to enable a "Save Draft" button on company and contact records.
<!-- 11582 - Need a Save Draft button on contacts and accounts -->
|November 2012
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|A setting has been added to the [[Contact_Sign_Up_Page_Settings|user]] and company sign up pages that disables updating the user or company if an existing match is found. <!--MOVED TO MAY UPGRADE: A text box has also been added so that that administrators can enter in a customized alert message that displays when a user tries to update an existing user or company.-->
|The [[List View]] for Associates/Associations can be customized via the [[Global Settings]] page.
|May 2012
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|Loading a list view now defaults to last set of search criteria used.
<!-- 16751 – basic search allows you to search based on type now, also loading the list view automatically runs the last search you used. -->
|November 2012
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|Enhanced the current saved search filters to also include your currently selected template/type and status options as well.
* 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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|New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page.
<!-- 16356 - Timezone settings to replace offset -->
|November 2012
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::* Passing criteria to reports when using the '''ReportProperty''' variable: '''@ReportProperty(12345,recordcount,"Column Name","Criteria")@''' where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...
|May 2012
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|Two new date functions have been added:
:* '''@date(currentdate)@''' will return current server date as '''YYYY-MM-DD'''
:* '''@datetime(currentdate)@''' will return current server time as '''YYYY-MM-DD HH:MM:SS'''
|October 2012
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|Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.
<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->
|November 2012
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|New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.
|A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address)
|May 2012
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|A setting to specify where a note type is available in the system. You can '''restrict note types''' available to the following entities:
::* UTA Level 1
::* UTA Level 2
|October 2012
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* The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: '''ssFormatCurrency(num,sym)'''
|October 2012
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|Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size.
<!-- 16315 - Record Count on Global Setting Page -->
|November 2012
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|Basic search allows for searches based on type.
|November 2012
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