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|[[Batch Update|Batch Update Owner Field]]
* On the '''Batch Update''' tab you will now be able to change the '''Owner''' of many records as a batch. This is done in the same way that you can batch update the '''Status''' of a number of records all at once.
|May 2009
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|April 2013
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|'''Simplified Owner Assignment Configuration'''
* If this [[Manager Permissions|manager permission]] is enabled, a new section will appear on the user's [[Personal Settings#Additional Personal Settings|System Settings]] page that will allow them to select the contact roles they wish to include in the synchronization.
|July 2009
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|[[:Category:Variables|Unique Contact Identifier]]
*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-->
|January 2014
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|'''PDF Annotation''':
*You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a [[Custom Field Type: Link – Multiple Files|multiple file upload field]], PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the [[PDF Annotation]] article for further details. <!--24791 - PDF annotation-->
|March 2014
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|'''Enhancement to PDF Writer'''
!Feature!!Upgrade Date
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|[[Geocoding]]* The latitude and longitude of an address can now be automatically stored as a property of the user or company.* This is achieved by enabling [[Geocoding]] for one or more User Roles or Account Categories.:[[Image:Geocoding.png]]* This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.:* ''Use of this feature will incur an additional subscription fee. Contact [[SmartSimple]] Support for details.''|October 2009|+|'''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-->
|October 2013
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!Feature!!Upgrade Date
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|'''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-->
|October 2013
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|'''Recent Searches'''
|March 2013
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|For fields of type “[[Custom_Field_Type:_Select_Many_–_Check_Boxes|Select Many – Check Boxes]]” a new “Sort Values To Display Vertically” setting has been added. This setting allows the user to select whether multiple columns of values should be ordered horizontally or vertically. <br>The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns:<div align="center">{| class="wikitable" style="text-align: center"|“Sort Values To Display Vertically”<br>setting is Unchecked:||||||“Sort Values To Display Vertically”<br>setting is Checked:|-|A B||||||A D|-|C D||||||B E|-|E F||||||C F|}</div><!--17647 - Sorting of Checkboxes -->|April 2013|+|'''New Field Type Added''' - Lookup – Ajax Options. The new [[Custom Field Type: Lookup – Ajax Options|Lookup – Ajax Options]] field type allows a system administrator to create their own [[Ajax lookup]] fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field type.<!--11099 - New Field Type:Ajax Lookup-->|May 2013|+|'''Global User and Company Custom Fields''' - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external.<!--20211 - Global user and company custom fields-->|May 2013|+
|'''Address Types''' – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records.
<!--19501 - multiple address enhancements2-->|May 2013|+|'''Conditional Lists of Values'''* A new functionality has been added to custom fields to allow lists of values to be dependent upon the values in another custom field. See [[Conditional Lists of Values]] for more information.<!--22853 - Conditional List of Values-->|May 2014|} ===Statuses / Submissions==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Status#Status Settings|Submitted URL Redirect]]* A '''Submitted URL''' option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.* ''For example, you may want the user to be returned to their standard Portal View whenever a record is closed.''|May 2009|+|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows you to define a script that is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change). * This will allow you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the script.|July 2009|+|[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* When the Submit button is pressed for a given [[Status]], instead of remaining on the view of the current record the [[User|user]] will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.|July 2009|+|Level 1 [[Statuses]] can now be limited to show only the '''Submit''' button.|November 2011|+|New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the record to various statuses.<!-- 10591 -->|November 2012|+|Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages.<!-- 16215 - Add @SYSTEMBUTTONS@ support to L2 & L3 template page -->|November 2012|+|'''Bypass Validation Option on Submit Buttons''': 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.<!--19637 - Submit button option to bypass validation-->|August 2013|+|'''Consolidation of Submit Logic Failure Messages''': In order to assist end users complete forms with multiple [[Submit Logic]] validations, SmartSimple will now display all alert messages configured with [[Submit Logic]] into a consolidated alert window.<!--23325 - Group all failed submit logic into one message-->|September 2013|+|'''New Functionality for Save / Save Draft buttons'''* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Visibility Condition|Visibility conditions]] and button labels of these can now be controlled.<!--19758 - Visibility of Save and Save Draft buttons-->|May 2014|} ===Transactions===
{| border="1" cellpadding="5"
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!Feature!!Upgrade Date
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|[[Status#Status Settings|Submitted URL RedirectCross-UTA Transactions]]* A '''Submitted URL''' option is now available within the submit settings for each UTA Transactions can bridge 2 different UTAs, either at Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.* ''For example, you may want the user to be returned to their standard Portal View whenever a record is closedor at Level 2.''
|May 2009
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|[[Status#Submit Button Script (Level 1 Only)|Level 1 Submit Button Script]]* Allows you Transaction Template Formula: server side formulas to define be run whenever a script that transaction is run when the '''Submit''' button is pressed. The normal Submit button functions are not executed (validation and status change). * This will allow you to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the [[status]] or execute the submit function as part of the scriptsaved.|July 2009May 2012
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|[[Status#Status Settings|Level 2 and Level 3 Submitted URL]]* When the Submit button is pressed Transaction Template Page: Template page that can be used for a given [[Status]], instead internal or external entry/update of remaining on the view of the current record the [[User|user]] will be redirected to the [[URL]] defined in this section. If no [[URL]] is entered the current record will stay in view.* This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3transactions.|July 2009May 2012
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|February 2013
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|'''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-->|October 2013|+|'''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-->|October 2013|} ===XML==={| border="1" cellpadding="5"|+!Feature!!Upgrade Date|+|[[Custom Field Type: Special - XML Data|Custom Field Type: Special - XML Data]]* The XML field type can be used to store blocks of XML in a single field.* Variables can be used to extract values from this block into other custom fields.|May 2010|+|[[XML Section Builder]]: An automated tool to facilitate creation of XML tables such as budget templates etc.|November 2011
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|'''Upgrades to [[Custom Field Type: Special - XML Data|XML Data Field]]'''
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|[[Advanced_Search|Advanced Search]]: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the [[Universal Tracking Application]]. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands.
|November 2011
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:[[Image:ConfigErrorLog.png|link=|700px]]
<!--20280 - system error log-->
|October 2013
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|'''Remember Me Deprecated''': For security reasons the "Remember Me" setting on the login page has been deprecated and removed.
|October 2013
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[[Category:Upgrades]]
