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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 applicatio..."
==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 May 2014 upgrade to your server:
===Updated Icon Styles for Mobile Devices===
*New sets of icons are available to personalize the [[Portal design|user portals]].
*Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.
<!--23845 - Update portal icon style-->
===Recent Searches===
*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches."
<!--22590 - Last Searches - List View Enhancement-->
===Intruder Alert Emails===
*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.
<!--23413 - Intruder Email Multiple Users-->
===Update to Advanced Searching on Dates===
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."
<!--26618 - Advanced Search Date functions-->
===Addition of NTEE Code to IRS Database Search===
*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.
<!--26473 - Retrieval of the NTEE code from the IRS database-->
===Update to List View Status Colours===
*The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.
<!--27976 - Arcadia X List View Enhancements-->
==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:
===Arcadia X Interface===
*An easy method of building custom user interfaces is now available.
*''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and customized list views with enhanced filtering and searching options.
<!--27977 - Arcadia X Interface-->
===List View Improvements===
* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.
<!--27976 - Arcadia X List View Enhancements-->
===Report Builder Enhancements===
*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.
*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.
<!--27677 - Report Grouping / Aggregation-->
===XML Field Enhancement===
* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.
<!--28567 - XML Data Field extension to create L2s->
===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-->
===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. See [[Custom Save and Save Draft Buttons]] for details.
<!--19758 - Visibility of Save and Save Draft buttons-->
===Enhancements to Copying Records===
* The permissions for copying {{UTA}} records have been enhanced.
* System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.
* The user interface for the Copy Record page is also simplified.
<!--26973 - Copy Enhancements-->
===Enhancement to PDF Writer===
* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.
<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->
===Enhancement to User Lockout Functionality===
* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.
<!--15276 - Message when user enters incorrect password-->
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the May 2014 upgrade to your server:
===Updated Icon Styles for Mobile Devices===
*New sets of icons are available to personalize the [[Portal design|user portals]].
*Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.
<!--23845 - Update portal icon style-->
===Recent Searches===
*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
*Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches."
<!--22590 - Last Searches - List View Enhancement-->
===Intruder Alert Emails===
*We've enhanced the feature that sends emails to alert system administrators of unauthorized login attempts. Now multiple recipients can be specified to receive intruder alert emails.
<!--23413 - Intruder Email Multiple Users-->
===Update to Advanced Searching on Dates===
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."
<!--26618 - Advanced Search Date functions-->
===Addition of NTEE Code to IRS Database Search===
*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.
<!--26473 - Retrieval of the NTEE code from the IRS database-->
===Update to List View Status Colours===
*The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.
<!--27976 - Arcadia X List View Enhancements-->
==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:
===Arcadia X Interface===
*An easy method of building custom user interfaces is now available.
*''Arcadia X'' allows System Administrators build role-based portals with features such as tab-based navigation, and customized list views with enhanced filtering and searching options.
<!--27977 - Arcadia X Interface-->
===List View Improvements===
* [[List view]]s can now be built so that the entire row is clickable, allowing an easier user experience for accessing individual records.
* As well, list views can be configured to be pre-filtered, so that switching to a list view applies the filter and initially shows only the relevant records.
<!--27976 - Arcadia X List View Enhancements-->
===Report Builder Enhancements===
*The [[Report Builder]] has been enhanced to calculate sub-grouping aggregates and totalling.
*System Administrators will find that this allows them to circumvent the need to build [[subreports]] and build summary reports on their data more quickly.
<!--27677 - Report Grouping / Aggregation-->
===XML Field Enhancement===
* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.
<!--28567 - XML Data Field extension to create L2s->
===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-->
===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. See [[Custom Save and Save Draft Buttons]] for details.
<!--19758 - Visibility of Save and Save Draft buttons-->
===Enhancements to Copying Records===
* The permissions for copying {{UTA}} records have been enhanced.
* System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.
* The user interface for the Copy Record page is also simplified.
<!--26973 - Copy Enhancements-->
===Enhancement to PDF Writer===
* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.
<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->
===Enhancement to User Lockout Functionality===
* System administrators can now define a custom message to display to users when a user is [[Password Policy|locked out]] due to too many failed login attempts.
* This message will only display when a user has been locked out, and attempts to log in again with the correct password. Therefore, no information will be divulged to users that fail their login.
<!--15276 - Message when user enters incorrect password-->
