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Upgrades

3,800 bytes added, 14:21, 22 October 2013
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You are encouraged to log into your backup server during this period to test the changes against your most recent data and configuration.
If your organization has a dedicated [[SmartSimple]] server or you host in-house, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' October 31st.
 
==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 October 2013 upgrade to your server:
 
===System Errors Log===
*System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The [[System Errors Log]], available from the [[Business & System Configuration]] section of the [[Global Settings]] page, maintains a log of server-side errors.
:[[Image:SystemErrorsLog.png|link=|700px]]
<!--20280 - system error log-->
 
===New Calendar Format===
* The style of the SmartSimple [[:Category:Calendars|Calendar]] has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events.
* The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the [[Global Settings]] page.
<!--24352 - enable new calendar-->
 
===Google Map / StreetView===
* On a company or contact [[profile]], users can directly open a Google Maps/Street View of the company's or contact's street address.
<!--22498 - Google Map and StreetView-->
 
===Recent-Viewed Objects List Now Enabled by Default===
* The [[Recently Viewed]] panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the [[September 2013 Upgrade|last month's upgrade]]. With this upgrade, this feature has been updated to be auto-enabled for all roles.
* For roles which should not have access to the [[Recently Viewed]] panel, this feature can be disabled using [[Manager Permissions]].
<!--24356 - auto enable recent list-->
 
===New Permission Settings===
* Restriction settings have been introduced for the [[Quick Messages|Quick Messaging]] feature which can be set by role in the [[Email & Email Broadcast Security]] settings page.
* Permission Settings have been introduced for access to the [[Discussions]] feature which can be set by role in the [[Manager Permissions]] settings page.
<!--24095 - new manager restrictions -->
 
==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:
 
===Creating Multiple PDFs with a Single Workflow Task===
* The [[Workflow]] task to create a PDF file from a {{WPV}} field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple {{WPV}} fields. See the [[Creating Multiple PDFs with a Single Workflow Task]] page for instructions.
<!--22494 - generate pdf workflow task ability to create multiple pdfs-->
 
===Improvements to Arcadia List Views===
* In SmartSimple's next-generation [[Arcadia]] interface, the column widths of [[list view]]s can be defined.
* List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a [[list view]].
<!--23751 - Add option for enabling static header for Arcadia list views-->
 
===Sending Emails from {{l2}} Records===
*System Administrators can now configure {{UTA}}s to allow end users to send emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.
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===Update Company Categories with Workflow Tasks===
*A new [[Workflow Task Types|Workflow Task Type]] can been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[Client Categories|Organization Category]] from an [[organization]] [[profile]].
<!--23763 - create workflow task to update company category-->
=Previous Upgrades=
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