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Created page with '==Global System Upgrades== The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of…'
==Global System Upgrades==
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to your server:
===Consolidation of Submit Logic Failure Messages===
System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.
<!--23325 - Group all failed submit logic into one message-->
===Revisions to User Interface===
* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.
<!--23277 - Minor UI changes - Sept. 2013-->
==On-Demand System Upgrades==
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
===New Feature: Scheduling Reports===
Enhancement to be able to schedule reports to be run and store custom field values to objects (i.e. companies/contacts) to perform periodic aggregation of data (aggregating data to user portals...etc.).
The idea is to configure a report to run daily, weekly, monthly...etc. (which the system will do automatically at a specified time during the night) and then store the aggregate value to a custom field at the company/user level.
<!--22927 - new scheduled reports-->
===Arcadia - Basing Summary Cross-tab on Standard Fields===
System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.
<!--19468 - Arcadia. Summary cross tab based on standard fields-->
===Setting Alignment of Columns in Report Builder===
Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
<!--13969 - Reporting Enhancements-->
===New Feature: Recently-Viewed Objects===
When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
* General – ''Email Template will be available in all contexts''
* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
* Contact – ''Email Template will only be available when sending an email from a contact record''
<!--23152 - Record and display most recently viewed objects-->
===IRS/CRA/OFAC Automated Checking===
When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the [[Portal Design]] page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.
<!--21591 - IRS/CRA/OFAC Automated Checking-->
[[Category:Upgrades]]
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to your server:
===Consolidation of Submit Logic Failure Messages===
System administrators can configure [[workflow]] tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See [[Selecting Recipients in an Acknowledgment Workflow]] for further information.
<!--23325 - Group all failed submit logic into one message-->
===Revisions to User Interface===
* [[Notes]] can now be added to the configuration pages for [[Templates]], [[Types]], [[Status]]es and [[Custom Fields]]. This will allow system administrators to keep track of changes to their system configuration.
<!--23277 - Minor UI changes - Sept. 2013-->
==On-Demand System Upgrades==
The following features are also available immediately with the application of the upgrade, but must first be enabled or configured by a System Administrator:
===New Feature: Scheduling Reports===
Enhancement to be able to schedule reports to be run and store custom field values to objects (i.e. companies/contacts) to perform periodic aggregation of data (aggregating data to user portals...etc.).
The idea is to configure a report to run daily, weekly, monthly...etc. (which the system will do automatically at a specified time during the night) and then store the aggregate value to a custom field at the company/user level.
<!--22927 - new scheduled reports-->
===Arcadia - Basing Summary Cross-tab on Standard Fields===
System Administrators can create submit buttons for records which move the records to a different [[status]] and trigger the field [[validation]] and [[Submit Logic|submit logic]] on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record.
<!--19468 - Arcadia. Summary cross tab based on standard fields-->
===Setting Alignment of Columns in Report Builder===
Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML.
<!--13969 - Reporting Enhancements-->
===New Feature: Recently-Viewed Objects===
When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
* General – ''Email Template will be available in all contexts''
* UTA Level 1 – ''Email Template will only be available when sending an email from a [[UTA]] {{l1}}''
* UTA Level 2 & 3 – ''Email Template will only be available when sending an email from a [[UTA]] {{l2}} or {{l3}}''
* Contact – ''Email Template will only be available when sending an email from a contact record''
<!--23152 - Record and display most recently viewed objects-->
===IRS/CRA/OFAC Automated Checking===
When designing a [[Creating a Portal Interface|portal interface]], system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to customize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the [[Portal Design]] page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and [[System Variables|system variables]] above the user's portal.
<!--21591 - IRS/CRA/OFAC Automated Checking-->
[[Category:Upgrades]]
