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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..."
==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 March 2014 upgrade to your server:
===Country-Specific State/Province Dropdown menus===
*SmartSimple now allows administrators to turn on a feature named "Enable Pre-defined Drop-down Options" which will present users with a choice of states/provinces specific to the country they select on a contact or company [[profile]]. State/Province lists are available for the U.S., Canada and Ireland.
<!--25321 - Province state drop down is to long-->
===Simplified List Views for Companies and Contacts===
*We've simplified the configuration of [[list views]] for companies and contacts, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for Ajax Lookup list views has been consolidated for external and internal companies and contacts.
<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->
===Simplified Owner Assignment Configuration===
*The ability to restrict the assignment of contacts to the {{l2}} "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-->
===Enhancements to PubMed Search===
* Enhanced PubMed service with the additional ability to search on PubMed ID and author affiliation.
* Keywords search field enabled to search records by PubMed ID or Author Affiliation.
* The Author Affiliation can be mapped to a field as "authoraffil" (this is now available in the Common Service Fields list). The author affiliation field for the last author is populated onto the record.
* Added tooltip for Author and Keywords field
<!--25616 - OICR KPI3 Project - PubMed Search-->
===Group Email to Unique Recipients===
* On the group email page, a "Unique Recipients" checkbox option has been added. If this is checked, emails will be sent out once per user.
* Note that any [[Variable_List#Email_Broadcast|variable in the email template]] that is linked to single {{l1}} record will not work if this option is selected.
===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 [[UTA Standard Field Settings|standard fields]] ("Branch," "Owner," "Person," etc.).
<!--25029 - Level 2 owner lookup roles-->
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the March 2014 upgrade to your server:
===Country-Specific State/Province Dropdown menus===
*SmartSimple now allows administrators to turn on a feature named "Enable Pre-defined Drop-down Options" which will present users with a choice of states/provinces specific to the country they select on a contact or company [[profile]]. State/Province lists are available for the U.S., Canada and Ireland.
<!--25321 - Province state drop down is to long-->
===Simplified List Views for Companies and Contacts===
*We've simplified the configuration of [[list views]] for companies and contacts, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for Ajax Lookup list views has been consolidated for external and internal companies and contacts.
<!--26075 - Employee Ajax List View is referenced in the Assigned and Contacts fields of Activities instead of the Contact Ajax List View-->
===Simplified Owner Assignment Configuration===
*The ability to restrict the assignment of contacts to the {{l2}} "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-->
===Enhancements to PubMed Search===
* Enhanced PubMed service with the additional ability to search on PubMed ID and author affiliation.
* Keywords search field enabled to search records by PubMed ID or Author Affiliation.
* The Author Affiliation can be mapped to a field as "authoraffil" (this is now available in the Common Service Fields list). The author affiliation field for the last author is populated onto the record.
* Added tooltip for Author and Keywords field
<!--25616 - OICR KPI3 Project - PubMed Search-->
===Group Email to Unique Recipients===
* On the group email page, a "Unique Recipients" checkbox option has been added. If this is checked, emails will be sent out once per user.
* Note that any [[Variable_List#Email_Broadcast|variable in the email template]] that is linked to single {{l1}} record will not work if this option is selected.
===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 [[UTA Standard Field Settings|standard fields]] ("Branch," "Owner," "Person," etc.).
<!--25029 - Level 2 owner lookup roles-->