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Upgrades

2,431 bytes removed, 15:54, 10 January 2014
Global System Upgrades
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''' January 16th.
==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 January 2014 upgrade to your server: ===New Feature - PDF Annotation===*SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.<!--24791 - PDF annotation--> ===Simplified Auditing of Contact/Company Records===*Two new [[standard field]]s, "Created By" and "Created Date," have been added to [[contact]] and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.<!--25990 - created timestamp for users and companies--> ===Simplified Owner Assignment Configuration===*The ability to restrict the assignment of contacts to the {{l2January2014Upgrade}} "Owner" [[standard field]] to a given set of roles has been added to the system. <!--25029 - Level 2 owner lookup roles--> ===Now Able to Translate Prefix/Suffix Options===*System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages.<!--25192 - How to translate prefix/suffix combo box options--> ===Simplification of Settings Pages===*The [[UTA Settings page]]s have been streamlined by reorganizing certain settings options to the standard field configuration pages:<br />''From the [[UTA Settings - Settings|main Settings page]]:''#"Filter People Based on Company"#"Filter Owner Based on Company"#"Enable Branch Lookup"#"Enable External company for Level 1 Branch Standard Field"''From the [[UTA Settings - Security|Security Settings page]]:''#"Default Contact Lookups based on Level One Company"#"Default Company Lookup Category"#"Contact Assignment Role Settings"#"Company Assignment Role Settings"#"Standard Contact Lookup Role Settings"#"Level one Company Lookup Category Settings"''From the [[UTA Settings - Entity|Entity Settings page]]:''#"Enable External Owners" These settings can now be configured by configuring the relevant [[standard fields]] ("Branch," "Owner," "Person," etc.).<!--25029 - Level 2 owner lookup roles-->
=Previous Upgrades=
8,849
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