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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 upgrade to their server:
===Enhanced Group Email===
Enhanced the group email feature with an improved interface, the ability to edit email contents on the fly, and a new default template that uses your branding. Also updated the behaviour within a UTA to save the emails as activities on the UTA object instead of the contact when there is an email activity type defined within the UTA.
<!--47939 - Improved Group Email-->
<!--32497 - Attach group email to L1-->
===Enhanced Annotations===
Enhanced the Annotations feature with new option to control which user roles may see the Revision History, new option to open record directly in annotation mode. Also, updated the behaviour to only increment the revision number upon submit of the whole record as the previous behaviour would incorrectly increment the revision number upon each field update.
<!--48466 - Annotation enhancements-->
===Enhanced Invitations===
Enhanced the Invitation feature with new functionality. New import wizard allows you to bulk import contacts into the invitation screen. New ability to configure the maximum number of invites allowed and also instructions for the invitation screen. Updated the Variable Processor with the ability to retrieve invitation lists.
<!--47850 - People invitation enhancements-->
===Updated Interface===
Minor updates to various interface areas for improved look and feel. Some areas include the UTA status indicator standard field, modal windows, and some configuration pages as we continue to update older pages.
<!--38715 - New Modal window-->
<!--39293 - New Status Indicators-->
==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:
===New Ability to Create Charts from List Views===
New ability to build charts based upon List Views. Instead of having to build reports to generate charts, you can now easily generate a chart from a List View and quickly flip between views. These charts can be created as Arcadia X sections within the portal builder.
<!--46417 - Charts from list views-->
===New BI Dashboards===
New pre-defined dashboards for simple business intelligence. Easily create 6-chart dashboards to help you visualise and analyse your data.
<!--48161 - BI Data dashboards-->
===Enhanced User Associations with Validity Date Ranges===
Enhanced the contact association functionality with the ability to add start and end validity dates. Also added the ability to switch your current login session between the contexts of different organizations that you are associated to. This allows users to login as if they belonged to other organizations through their associations. The association validity dates will also carry through the various permissions and security throughout the platform such as the UTA security matrix that controls access to UTA records.
<!--22566 - Associations - start and end date standard field and addition to security matrix-->
===New E-mail Failure Notifications===
New ability to designate email contacts to receive notifications for email send failures. This is useful in situations where you've configured SmartSimple to relay emails through your own SMTP server. In the event that email relays fail SmartSimple will use its own SMTP service to alert you about the failed emails so you may resend them.
<!--42458 - Establishing a notification of failure to deliver emails-->
===Enhanced Arcadia X List View Section with Record Count===
Minor enhancement to Arcadia X list view sections with the ability to display the current record count of items in the list.
<!--36860 - Arcadia X Sub Sections defined as list view - show record count-->
===New Integration with Adobe Sign===
New ability to now use Adobe Sign (formerly EchoSign) to digitally sign documents in addition to our existing Signority service.
<!--47127 - Adobe Sign (formerly Echosign) Document Signature-->
===New Integration with Australian Business Register===
New integration with the Australian Business Register now allows you to perform looks ups and validation on Australian registered businesses.
<!--45660 - Australian Business Register Database-->
===Updated List View Export with Disable Formatting Option===
Minor enhancement to the List View export functionality with the ability to disable field formatting and only export raw field values.
<!--48262 - List View Custom Export Settings always displays the field formatting-->
===Updated Report Charts with New Chart Types===
Minor enhancement to report charts by adding several new chart types for you to use.
<!--40345 - Charts Settings Page and New Chart Types-->
==Notes for Administrators==
The following features are more technical in nature and targeted towards an audience of System Administrators:
===New Dynamic Field Visibility Controls===
New Dynamic Field Visibility Controls is a simplified way to configure conditional custom field visibility. This new feature can be used instead of dynamic control custom fields or the showhideheader() function to control the visibility of custom fields that depend on the selected values of other custom fields.
<!--46589 - Field option branching-->
===Enhanced Allocations===
Enhanced the Payment Allocation with the ability to define multiple types of allocations. This allows you to set up any number of allocation types to be used in the same system from earmarked fund allocation for future use to actual payment disbursements.
<!--48645 - Budget Manager - allocation vs disbursement-->
===Enhanced PDF File Workflow Task with Ability to Store to Parent===
Enhanced the workflow task for generating PDF files with the ability to store the files to a parent object. You can have a UTA Level 2 workflow that generates a PDF and stores it to its parent Level 1.
<!--38521 - L2 workflow task generate pdf - add ability to save to a field on the parent record-->
===Enhanced Sign-Up Pages Now Allow Multiple Fields for Duplicate Match===
Minor enhancement to organization and contact sign-up pages to allow for multiple fields to be used as the unique identifier when matching existing records.
<!--45661 - Allow a combination of fields for the unique identifier on registration pages-->
===Updated UTA Level 1 Standard Field Options===
Minor enhancement to the UTA Level 1 standard fields to allow you the ability to disable the auto-populate behaviour of the owner and organization fields. Also enhanced the UTA Level 1 standard fields with the ability to restrict the owner and person standard fields to contacts within the current user's branch. Also enhanced the UTA object standard fields for multiple contacts and organizations associations with the ability to add instructional text within the tabs.
<!--45906 - Option to stop auto populating standard fields-->
<!--48173 - Filter Lookup Results by Branch-->
<!--43089 - Instructions on Contacts tab-->
===Updated Variable Processor with Signority History Variables===
Minor enhancement to Signority integration for the ability to reference the document and signature histories via the variable processor.
<!--37095 - Signority History Variable-->
===Enhanced Login Page with Failed Login CAPTCHA===
Enhanced the login page with the ability to add a CAPTCHA validation upon repeated failed logins for improved security.
<!--29207 - Introduce captcha for invalid logins-->
===Enhanced File Upload Custom Fields with Image Compression Option===
New ability to create compressed copies of uploaded image files. File upload custom field types now have the ability to create a compressed copy of image files that are uploaded to the field. The image copies are compressed in file size and can also be restricted to a width of 1024 pixels. This functionality can be used for media heavy applications and displaying thumbnail images instead of full sized images for improved performance.
<!--49599 - Rasmuson image size/loading-->
===Enhanced Note Types to Allow Restriction of UTA Level 1 Types===
Minor enhancement to Notes that allows you to restrict them to specific UTA Level 1 types.
<!--46304 - Restrict Notes to the template types-->
===Enhanced E-Mail with DKIM Signatures===
New support for DKIM signatures for SmartSimple emails for further validation and security. This option is likely to be used within configurations that employ SMTP relay.
<!--48019 - DKIM signature for emails-->
===Updated Watch List Functionality with Ability to Bring Your Own CSIWeb Account===
Enhanced the watch list functionality with the ability to bring your own CSIWeb account to SmartSimple. If you are currently already using this watch list service, it can be configured for use in SmartSimple.
<!--46464 - Changes to Watchlist / OFACs checking-->
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:
===Enhanced Group Email===
Enhanced the group email feature with an improved interface, the ability to edit email contents on the fly, and a new default template that uses your branding. Also updated the behaviour within a UTA to save the emails as activities on the UTA object instead of the contact when there is an email activity type defined within the UTA.
<!--47939 - Improved Group Email-->
<!--32497 - Attach group email to L1-->
===Enhanced Annotations===
Enhanced the Annotations feature with new option to control which user roles may see the Revision History, new option to open record directly in annotation mode. Also, updated the behaviour to only increment the revision number upon submit of the whole record as the previous behaviour would incorrectly increment the revision number upon each field update.
<!--48466 - Annotation enhancements-->
===Enhanced Invitations===
Enhanced the Invitation feature with new functionality. New import wizard allows you to bulk import contacts into the invitation screen. New ability to configure the maximum number of invites allowed and also instructions for the invitation screen. Updated the Variable Processor with the ability to retrieve invitation lists.
<!--47850 - People invitation enhancements-->
===Updated Interface===
Minor updates to various interface areas for improved look and feel. Some areas include the UTA status indicator standard field, modal windows, and some configuration pages as we continue to update older pages.
<!--38715 - New Modal window-->
<!--39293 - New Status Indicators-->
==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:
===New Ability to Create Charts from List Views===
New ability to build charts based upon List Views. Instead of having to build reports to generate charts, you can now easily generate a chart from a List View and quickly flip between views. These charts can be created as Arcadia X sections within the portal builder.
<!--46417 - Charts from list views-->
===New BI Dashboards===
New pre-defined dashboards for simple business intelligence. Easily create 6-chart dashboards to help you visualise and analyse your data.
<!--48161 - BI Data dashboards-->
===Enhanced User Associations with Validity Date Ranges===
Enhanced the contact association functionality with the ability to add start and end validity dates. Also added the ability to switch your current login session between the contexts of different organizations that you are associated to. This allows users to login as if they belonged to other organizations through their associations. The association validity dates will also carry through the various permissions and security throughout the platform such as the UTA security matrix that controls access to UTA records.
<!--22566 - Associations - start and end date standard field and addition to security matrix-->
===New E-mail Failure Notifications===
New ability to designate email contacts to receive notifications for email send failures. This is useful in situations where you've configured SmartSimple to relay emails through your own SMTP server. In the event that email relays fail SmartSimple will use its own SMTP service to alert you about the failed emails so you may resend them.
<!--42458 - Establishing a notification of failure to deliver emails-->
===Enhanced Arcadia X List View Section with Record Count===
Minor enhancement to Arcadia X list view sections with the ability to display the current record count of items in the list.
<!--36860 - Arcadia X Sub Sections defined as list view - show record count-->
===New Integration with Adobe Sign===
New ability to now use Adobe Sign (formerly EchoSign) to digitally sign documents in addition to our existing Signority service.
<!--47127 - Adobe Sign (formerly Echosign) Document Signature-->
===New Integration with Australian Business Register===
New integration with the Australian Business Register now allows you to perform looks ups and validation on Australian registered businesses.
<!--45660 - Australian Business Register Database-->
===Updated List View Export with Disable Formatting Option===
Minor enhancement to the List View export functionality with the ability to disable field formatting and only export raw field values.
<!--48262 - List View Custom Export Settings always displays the field formatting-->
===Updated Report Charts with New Chart Types===
Minor enhancement to report charts by adding several new chart types for you to use.
<!--40345 - Charts Settings Page and New Chart Types-->
==Notes for Administrators==
The following features are more technical in nature and targeted towards an audience of System Administrators:
===New Dynamic Field Visibility Controls===
New Dynamic Field Visibility Controls is a simplified way to configure conditional custom field visibility. This new feature can be used instead of dynamic control custom fields or the showhideheader() function to control the visibility of custom fields that depend on the selected values of other custom fields.
<!--46589 - Field option branching-->
===Enhanced Allocations===
Enhanced the Payment Allocation with the ability to define multiple types of allocations. This allows you to set up any number of allocation types to be used in the same system from earmarked fund allocation for future use to actual payment disbursements.
<!--48645 - Budget Manager - allocation vs disbursement-->
===Enhanced PDF File Workflow Task with Ability to Store to Parent===
Enhanced the workflow task for generating PDF files with the ability to store the files to a parent object. You can have a UTA Level 2 workflow that generates a PDF and stores it to its parent Level 1.
<!--38521 - L2 workflow task generate pdf - add ability to save to a field on the parent record-->
===Enhanced Sign-Up Pages Now Allow Multiple Fields for Duplicate Match===
Minor enhancement to organization and contact sign-up pages to allow for multiple fields to be used as the unique identifier when matching existing records.
<!--45661 - Allow a combination of fields for the unique identifier on registration pages-->
===Updated UTA Level 1 Standard Field Options===
Minor enhancement to the UTA Level 1 standard fields to allow you the ability to disable the auto-populate behaviour of the owner and organization fields. Also enhanced the UTA Level 1 standard fields with the ability to restrict the owner and person standard fields to contacts within the current user's branch. Also enhanced the UTA object standard fields for multiple contacts and organizations associations with the ability to add instructional text within the tabs.
<!--45906 - Option to stop auto populating standard fields-->
<!--48173 - Filter Lookup Results by Branch-->
<!--43089 - Instructions on Contacts tab-->
===Updated Variable Processor with Signority History Variables===
Minor enhancement to Signority integration for the ability to reference the document and signature histories via the variable processor.
<!--37095 - Signority History Variable-->
===Enhanced Login Page with Failed Login CAPTCHA===
Enhanced the login page with the ability to add a CAPTCHA validation upon repeated failed logins for improved security.
<!--29207 - Introduce captcha for invalid logins-->
===Enhanced File Upload Custom Fields with Image Compression Option===
New ability to create compressed copies of uploaded image files. File upload custom field types now have the ability to create a compressed copy of image files that are uploaded to the field. The image copies are compressed in file size and can also be restricted to a width of 1024 pixels. This functionality can be used for media heavy applications and displaying thumbnail images instead of full sized images for improved performance.
<!--49599 - Rasmuson image size/loading-->
===Enhanced Note Types to Allow Restriction of UTA Level 1 Types===
Minor enhancement to Notes that allows you to restrict them to specific UTA Level 1 types.
<!--46304 - Restrict Notes to the template types-->
===Enhanced E-Mail with DKIM Signatures===
New support for DKIM signatures for SmartSimple emails for further validation and security. This option is likely to be used within configurations that employ SMTP relay.
<!--48019 - DKIM signature for emails-->
===Updated Watch List Functionality with Ability to Bring Your Own CSIWeb Account===
Enhanced the watch list functionality with the ability to bring your own CSIWeb account to SmartSimple. If you are currently already using this watch list service, it can be configured for use in SmartSimple.
<!--46464 - Changes to Watchlist / OFACs checking-->