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Created page with ' Watch this video to get a '''general overview''' of the new features in our July 2013 upgrade. {{#ev:youtube|Ybll0q1594o}} ''To watch these videos full screen, click on the Y…'
Watch this video to get a '''general overview''' of the new features in our July 2013 upgrade.
{{#ev:youtube|Ybll0q1594o}}
''To watch these videos full screen, click on the YouTube link''
==Global System Upgrades==
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users when your server is upgraded:
===Assign Multiple Contacts===
When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a [[UTA]] record, you can now search by the values of [[custom fields]] on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficiently.
<!--21889 - User Picker Search options-->
===Upgrade to [[:Category:Data Exchange|Data Exchange]]===
''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''<BR>
The Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.
==On-Demand System Upgrades==
The following features are also available immediately with the application of the upgrade, but must first be enabled by a System Administrator:
===New Feature: [[Quick Edit]]===
This new feature allows users to edit fields on a record directly from the [[list view]]. The [[system administrator]] determines which fields display in the [[Quick Edit]] pop-up from the list view [[Configuring List Views|configuration page]].
The [[Quick Edit]] pop-up adheres to the [[Role Field Permissions|edit permissions]] set on each custom field and in the application's [[Security Matrix|security matrix]]. The data [[validation]] configured in each individual custom field is also performed when changes are made to field values from the Quick Edit screen.
The system administrator can also configure where the Edit button appears on the list view record, and the label of the button.
Since Quick Edit is configured on the list views, which can be made available only to certain roles, you can restrict the ability to use Quick Edit to certain roles.
<!--19491 - Inline Editing on List Views (Quick Edit) -->
===Assign Organization Upgrade===
When you assign an organization to the Organization [[standard fields|standard field]] using the Lookup button, the organization details shown in the list view can now be configured by System Administrators.
<!--18440 - Unable to configure popup list view of Organization standard field in UTA-->
===Lists of UTA Objects on Contact/Organization Profiles===
Previously, the ability to display a contact or organization's associated UTA records on a tab on the contact or organization's profile page could be enabled or disabled by a system administrator on the [[UTA Settings - Miscellaneous|UTA Settings Page]]. This configuration option has been enhanced to allow for the UTA record tab on contact/organization [[profile]]s to only be visible for users in a given [[role]].
<!--21350 - Need role control over who sees L1 and L2 tabs on Contact / Company profile-->
<!--===Multiple Address Enhancements===
[[Contact]] records in SmartSimple can possess multiple addresses (i.e., home address, work address, etc.). With the July upgrade, the multiple addresses can be updated using an import wizard. There are also new SmartSimple [[variables]] that can be used to return address information on a contact:
*@addressbook@ will return the address block you see in the user profile "view mode"
*@primaryaddress@ will return only the primary address in the styles you see in "view mode"
-->
===Manager Permissions Page Redesign===
The [[Manager Permissions]] page has been re-designed in order to streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, [[UTA]]-specific, [[Arcadia]]) have been broken out into separate tabs.
<!--22195 - Filter Manager Permissions and Move Arcadia Permissions to Roles & Permission page -->
