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Template:April2016Upgrade

58 bytes removed, 14:16, 18 March 2016
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==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 upgrade to their server:
 
==On-Demand System Upgrades==
===New Currencies Now Supported in the System===
40+ new currencies have been added to the list of standard currencies on the platform including: 'Brazilian Real', 'Colombian Peso', 'Cyprus Pound', 'Czech Koruna', 'Danish Kroner', 'Egyptian Pound', 'Ethiopian Birr', 'Fiji Dollar', 'Ghanaian Cedi', 'Hungarian Forint', 'Indonesian Rupiah', 'Israeli Shekei', 'Jordanian Dinar', 'Kazakhstan Tenge', 'Kenyan Shilling', 'Kuwait Dinar', 'Lebanese Pound', 'Malaysian Ringgit', 'Moroccan Dirham', 'New Zeland Dollar', 'New Taiwan Dollar', 'Norwegian Krone', 'Omani Rial', 'Pakistani Rupee', 'Philippino Peso', 'Polish Zloty', 'Qatar Rial', 'Russian Ruble', 'Saudi Riyal', 'Singapore Dollar', 'Slovak Koruna', 'South Korean Won', Swedish Kroner', 'Swiss Franc', 'Thai Baht', 'Trinidad & Tobago Dollar', 'Tunisian Dinar', 'Ukrainian Hryvnia', 'United Arab Emirates Dirham', 'Vietnam Dong'.
===New Dynamic List View Filtering===
This enhancement adds the following functionality to list views including adding the ability to set a list view for multiple roles, adding the ability to filter a list view based on UTA role, roles and adding the ability to filter list views based on system variables such as @userid@ and @companyid@:* [[Why?]] | [[How]]<!-- 42404 - Dynamic List View FilteringWhy: The system now allows list views to be filtered based on UTA role and system variables like User ID and Company ID. This reduces issues for organizations with large numbers of list views by displaying only relevant list views to users based on their specific role and other identifiers.| [[How]] <!-- 42404 - Dynamic List View Filtering --> 
===New Annotate Specific Application and Form Fields with Comments===
This new features enables organizations who receive applications and forms to add field-level comments for applicants to review and revise.
:* [[Why?]] | [[How]]<!-- 42199 - Revision comments This feature allows organizations to better communicate feedback with applicants by allowing them to add comments on specific fields on submitted applications and forms. The process allows the annotated fields to be editable while other fields cannot be modified.| [[How]]<!-- 42199 - Revision comments --> 
===Enhanced Stripe Integration===
:* [[Why?]] | [[How]]
<!-- 43318 - Stripe Integration -->
 
===New Arcadia X Layout Picker===
The Arcadia X layout picker enables the point-and-click configuration of sections using pre-made templates and the choice of Arcadia X themes and backgrounds. All Arcadia X sections built using the layout picker are responsive.
:* [[Why?]] | [[How]]<!-- 37891 - Arcadia X Layout picker (template for section creation) For novice users and those not familiar with html, the Arcadia X layout picker provides pre-made templates with various layouts eliminating the need for technical know-how. Arcadia X layouts built using the layout picker are responsive by default, making them accessible on devices with different screen sizes and resolutions.| [[How]]<!-- 37891 - -->  
<!--
===Create a new style sheet for XML budgets and define default classes for cells===
-->
<!-- 36544 - Create a new style sheet for XML budgets and define default classes for cells -->
 
===New Privacy and Confidentiality Hyperlink Added to Login Pages by Default===
Privacy is a shared responsibility. This enhancement places a visible privacy and confidentiality hyperlink on the top right corner of all login pages. This makes it easier for organizations to communicate their unique privacy and confidentially responsibilities to their users in a consistent manner.
:* [[Why?]] | [[How]]<!-- 43930 - Privacy and Confidentiality is a shared responsibilityPrivacy is IS a shared responsibility. This enhancement makes it even easier for organizations to communicate their privacy and security policies with their user community. A new Privacy and Security tab within the Global Settings page makes is a new centralized place where all privacy, security, and confidentiality policies can be documents. The contents of the Privacy and Security tab will be displayed in a new hyperlink located on all login pages.| [[How]] <!-- 43930 - Privacy and Confidentiality is a shared responsibility --> 
===Enhanced Record Lock Feature Added when Modifying Contacts and Companies===
This optional feature locks a contact and company record when in edit mode. This eliminates any possibility of two users from modifying the same record at the same time.
:* [[Why?]] | [[How]]<!-- 39232 - Would Like to Lock Contact Record when in Edit ModeAlthough unlikely, it is possible that two people could attempt to edit the same record at the same time. This scenario is not ideal as it could lead to data loss. This enhancement extends the existing record lock feature to include contacts and company records eliminating two possibility of two people editing the same record record simultaneously. This feature is optional and can be turned on and off from within Global Settings -> Organizations & Users -> Enable Record Lock (found under their corresponding section for companies/users)| [[How]] <!-- 39232 - Would Like to Lock Contact Record when in Edit Mode --> 
===Enhanced Search Functionality Added to Reports Page===
This enhancement adds the search feature to reports page.
:* [[Why?]] | [[How]]<!-- 42000 - Search field on the Reports pageFor organizations with many reports, or organizations who expect to generate many reports over time, this is a welcomed enhancement. The reports page now has search functionality giving you the ability to quickly filter reports by column name, role, status, and type.| [[How]] <!-- 42000 - Search field on the Reports page --> 
===Enhanced Custom Field List Views Now Display Last Modified Date===
:* [[Why?]] | [[How]]
<!-- 35656 - Add date last modified to custom field list view -->
 
===New Role Permissions for Submit buttons===
Global System Upgrades<br />
Submit buttons can now be configured so that they are presented to users based on role and UTA role permission settings reducing the need for visibility conditions. If a Submit button is associated with both a role and UTA role, the UTA role permission will take precedence.
:* [[Why?]] | [[How]]<!-- 40243 - Role Permission for Submit buttonPrior to this enhancement, Submit buttons could be associated with one or more Level One templates and visibility conditions controlled when the button was visible. This enhancement adds role and UTA role permissions to Submit buttons giving admins more flexibility when configuring them.| [[How]] <!-- 40243 - Role Permission for Submit button --> 
===New Ability to Assign Many Objects to Many Objects With the Assignment List View - Phase 1===
:* [[Why?]] | [[How]]
<!-- 35842 - Assignment List View -->
 
===Enhanced Revamp Dynamic Control fields===
:* [[Why?]] | [[How]]
<!-- 37465 - Revamp Dynamic Control fields -->
 
===New Level 2 Fields Now Visible in Level 3 List Views===
:* [[Why?]] | [[How]]
<!-- 43980 - View L2 Fields in L3 List View (Like L2 List Views) -->
 
===New SmartSimple Meta Data Exchange===
:* [[Why?]] | [[How]]
<!-- 44695 - SS Meta data exchange -->
 
===Enhanced Password Policy Options===
:* [[Why?]] | [[How]]
<!-- 44147 - Platform password policy enhancement -->
 
===Provider / Consumer List View Filter===
:* [[Why?]] | [[How]]
<!-- 44457 - Provider / Consumer List View Filter -->
 
===List View Parent and Child Advanced Search===
:* [[Why?]] | [[How]]
<!-- 44524 - List View Parent and Child - Part II - Advanced Search The Michael Jordan Ticket -->
 
===Batch create Level one from Provider===
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