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Previous Upgrade: July 2014

5,200 bytes removed, 12:45, 11 July 2014
Replaced content with "{{July2014Upgrade}}"
==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: ===Enhanced Date & Time Selection===*The calendar '''Date & Time Selection's''' look and feel has been updated to a more contemporary style.<!--29540 - enhanced date/time selection--> ===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 {{l2July2014Upgrade}} 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-->
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