Smartstaff
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====Deprecated Job Costing Application====
Deprecated the legacy Job Costing application. In ages past, prior to the creation of the fully configurable Universal Tracking Application, several static Tracking Applications were created for out-of-the-box use. As these static Tracking Applications are now no longer in use, they are being removed from various configuration menus and settings pages. We do not anticipate any behaviour change to your system.
<!--118184 - Can we remove Job Costing option from Menu-->
====Deprecated Classic-style Calendar====
Deprecated of the Classic-style Calendar. Previously, we introduced an update to the Calendar interface to update it inline with the latest Arcadia styling and behaviour. We also introduced a setting within the '''Global Settings''' > '''Classic Options''' area to allow you to continue using the previous Classic-styled calendar. However, for maintenance reasons we'll be removing this Classic Calendar option and again update your system to use the latest Calendar interface. If the setting for Classic Calendar within the '''Global Settings''' > '''Classic Options''' area is not enabled in your instance, then this change will have no affect on your system.
<!--120665 - Deprecate the classic calendar-->
====Deprecated IP Address and Workstation Based Login Restrictions====
Deprecated user login restrictions to restrict access based upon IP address, or local computer. These were two options found within the Roles and Access menu within each user account. They were older features that allowed you to restrict user access, one based upon the source IP address of a user's connection, and the other based upon a static cookie file stored on a user's local computer. These are now legacy features that no longer function with the highest security standards that the system can offer.
<!--121943 - Deprecate session options for IP restriction and workstation cookie-->
====Deprecated Personalized Alert Messages====
Deprecated personalized alert messages. In an attempt to create more friendly, and personal system alerts and experience, we previously modified system alert messages for end users with an opening like "Hey John". Unfortunately, that wasn't quite well received by our entire audience, so we're removing that personal message from system alerts, and replacing it with simple symbols or generic "Alert" text where appropriate.
<!--120659 - Deprecate the Personalized Alert-->
[[File:2021-03-ticket-120659-1.png|thumb|none|800px|After the upgrade, alerts messages will be styled like the image on the right and will no longer say "Hey, first name".]]
====New Limitation to Max Number of Records Returned by SmartConnect API Call====
New limit has been introduced to cap the number of records returned by a single SmartSimple API call to 10000 records. This limit has been introduced in order to improve the response speed of API calls. If the criteria of your API call matches more than 10000 records, you will need to leverage the pagination parameters in order to make multiple calls to page through the results and return the full data set.
<!--122236 - SmartConnect API need to apply limit of 10000 records-->
====Updated Interface for Association of Records====
Updated the interface and behaviour when searching and adding record associations to other records. This applies to areas such as Contact and Company associations to records, as well as the Special - Linked Record List custom field. An example of the affected area is the multiple contact and multiple company standard field lists within a UTA Level 1 record. The behaviour of adding contact or company record associations has been altered to allow you to perform multiple searches, and review all your selected records in comparison with the current list of contacts and companies before you attach them. A simple search and add function for contacts and companies has been added inline at the top of the list view as well. These changes will now make it faster and more intuitive for users to attach contacts or companies to records.
<!--120443 - Improved Add Assign Users Construct-->
[[File:2021-03-ticket-120443-1.png|thumb|none|800px|This <strong>Association Entry View</strong> pre-upgrade required opening a modal window.]]
[[File:2021-03-ticket-120443-2.png|thumb|none|800px|This <strong>Association Entry View</strong> post-upgrade allows you to add one or more contacts in different roles without the need to open a modal window.]]
====Enhanced Settings Screens for User Menu Permissions====
Enhanced and consolidated the settings screens for configuration of permissions to menus and features. The configuration of access to menus and features can be a little daunting and confusing with settings pages split across multiple areas. We're addressing this by first migrating the settings for menus and features that were previously found under '''Roles and Security''' > '''User Roles''' > '''Menu''', and consolidating them into the '''Roles and Security''' > '''System Feature Permissions''' screen. Secondly, while the default behaviour lists each setting and all the user roles that you have configured for each, we'll be introducing a new role-based entry mode. This role-based entry mode will instead allow you to specify all the feature permissions that you'd like to set per role much more easily in one shot.
<!--113278 - user role menu page move settings and remove page-->
[[File:2021-03-ticket-113278-1.png|thumb|none|800px|Menu permissions can now be found under <strong>System Feature Permissions</strong> and can be viewed in feature-based or role-based entry modes.]]
====Extended Group Email Functionality for Associated Companies of UTA Records====
Extended Group Email function to be available for contacts within associated companies of a UTA Level 1 record. Previously, the Group Email function could only target contacts directly associated with the Level 1. Now, instead of having to connect contacts directly to the Level 1, you can email various contacts of the companies associated to the Level 1. The setting for this is located in the desired UTA > '''Configuration Settings''' > '''Security''' > '''Feature and Function Permissions''' > Level 1 item > '''Enable Group Email'''.
<!--41820 - Group Email In Company Section of UTA-->
[[File:2021-03-ticket-41820-1.png|thumb|none|800px|Group email contacts of associated organizations.]]
====Enhanced Interface of Geomapping List Views====
Enhanced the interface and behaviour of list views with geo mapping enabled. The map frame will now dynamically re-size accordingly as you adjust the search radius of the search filter. Improved interaction between the list records and the map icons, selecting either will highlight the corresponding list record or map icon to better connect the two.
<!--117888 - proximity list view phase 3 ( map ) geocoding-->
[[File:2021-03-ticket-117888-1.png|thumb|none|800px|When you search a list view based on proximity, the map will now zoom in and out based on your settings and items in the list will highlight if you select them on the map.]]
====Updated Interface for Question Set Builder Custom Fields====
Updated interface when setting up questions for a Special - Question Set Builder custom field. Previously, every question row listed formatting options such as number type, number precision, and currency. As these formatting options aren't always applicable to every field type, we've changed the default behaviour to instead now have these columns hidden, but provide you the option of showing these columns if you wish, as well as limit the available format options within. You can find this setting to control the format columns within the custom field configuration of a Special - Question Set Builder field.
<!--117008 - Limit Question Set Builder Options-->
[[File:2021-03-ticket-117008-1.png|thumb|none|800px|Updates to the Question Set Builder Custom Field allow for more dynamic control over available columns and the options within.]]
====Updated Interface Styles of Checkbox and Radio Inputs====
Updated interface styling for checkbox and radio input elements and increased their size as well as updated styling for their state. This makes it easier for users to select these elements and to determine their current state.
<!--115604 - improved checkbox ui-->
====Updated Visibility of Older Log Data====
Updated visiblity of older log data to allow you to view log entries older than 2 years ago. In the November 2020 upgrade, we began moving log data older than 2 years ago into a separate archive location in the database. We've now linked these archive locations into the regular system screens, e.g. viewing field change history, where you will once again see these older log data seamlessly once again.
<!--121313 - Create archived database for old log entries to allow interface access to these archived logs-->
====Updated Interface of UTA Record Copy Action====
Updated the Copy UTA Level 1 or Level 2 action for simplified and improved user experience. The interim screen when you copy a record has been updated to hide options that are not available for the user to select copy behaviour for. A confirmation has been added whether you wish to remain on the current record that you're copying from, or whether you wish to navigate to the newly created record. Lastly, we've updated the behaviour when copying both a UTA Level 1 and its Level 2s to only create the records at the very end, instead of the current behaviour of creating the new Level 1, and then Level 2 as you step through the option screens.
<!--120439 - Improved Copy of Level 1s/2s-->
[[File:2021-03-ticket-120439-1.png|thumb|none|800px|A new alert will display when you copy records giving you the option to navigate to the new record or stay where you are.]]
====Updated Login Page to Include Language Selection When Not Explicitly Defined====
Updated the display of the login page to include a language selection when you have multiple login pages configured for multiple languages. While you may still navigate to the language specific login pages using the lang parameter in the URL, if the lang parameter is not specified, then a language selection will be presented to the end user on the login page. Upon logging in, the language selection from the login page will carry through the user's login session.
<!--114983 - Language preferences cleared with browser cache-->
[[File:2021-03-ticket-114983-1.png|thumb|none|800px|The language dropdown on the login page when no default language is specified and when a language is specified. Note the parameter in the URL.]]
====Added Additional Aggregate Record Count to Activities within Contact and Company Profile====
Added the aggregate count of associated records within the left menu when viewing contact and company records. Some of the menu tabs representing activities, and UTA Level 2, and UTA Level 3 records associated to contact and company records did not have record counts displayed. These have been updated now to show you a count of these record types per contact or company.
<!--116930 - No count on profile for activities-->
[[File:2021-03-ticket-116930-1.png|thumb|none|800px|Aggregate count for activities added in left navigation as seen on the user profile.]]
====Added Ability to Export Configuration Error Log====
Added support for export of Configuration Error Log results, as well as Autoloader Process logs. The output from these two areas may now be exported as a file and more easily reviewed by system administrators.
<!--115939 - Make Configuration Error Log Exportable-->
====Updated Search Reference Within Custom Field Configuration to Include Reports====
Updated the Search Reference function within a custom field to now also include reports where the custom field is included in. You can now determine if a field has been included within any reports.
<!--117253 - Search Reference for custom field - add Reports where field is used-->
====Added Ability to Disable List View Sticky Search Behaviour====
Added ability to disable the sticky search behaviour of list views. The default behaviour of list views to remember your last search, and display the results of your last search can now be disabled via your personal list view settings and disabling the "Remember Previous Search" option.
<!--117013 - Ability to prevent sticky search-->
→Global System Upgrades
===Major Updates===
====Removed Base Updated the Address Field to use the Google Location API Key for Signority EAuto-Signature IntegrationPopulation of Standard Fields====Deprecated Typing into the default system API key that is used for Signority e-signature integration services when no authentication credentials are configuredaddress standard field will now provide the user with a list of verified address options. Going forwardUpon selecting a verified address option, in order to use the Signority eother address standard fields (like country) will be auto-signature integrationpopulated, you will need saving the user time and helping to engage our partner vendor Signority in order to obtain a license and API key for use in your SmartSimple Platform3 instanceensure addresses entered are accurate. Clients currently leveraging our Signority integration would have already been contacted by a SmartSimple account manager to coordinate this transitionThis ability is available on signup pages, but if you currently have an integration with Signority enabled but have not transitioned to your own license key, please contact our support team for assistance with this. The Online Signature Provider setting can be found at '''Menu''' Icon > '''Global Settings''' > '''Integrations''' tabas well as user and organization profiles.<!--107486 121705 - Remove smartsimples Signority account credentialsEnable the Google API on Address Fields-->
===Minor Updates===
Updated chart-type sections within a portal to allow you to drill down, and open up individual records. This will now function similar to the table-type sections allowing you to navigate to and open individual records for review.
<!--50994 - portal section Chart improvements-->
==On-Demand System Upgrades==
