Changes

Jump to: navigation, search

Template:November2024Upgrade

449 bytes added, 19 November
m
no edit summary
<!-- 159397 - Replace CKEditor with Kendo UI Rich Text Editor -->
 
====Updated Message Styling Options and Field Name Change====
The "Display – Instructions" field was renamed to "Display – Message" and now includes enhanced styling options. These updates make it easier to present styled messages based on your desired logic. You can choose from the following message styles: Instructions (blue), Warning (yellow), Error (red), and Success (green). These new options are available within the custom field settings.
<!-- 125337 - Display - Instructions Field - Modify/expand to allow for other styling -->
 
==On-Demand System Upgrades==
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':
<!-- 158590 - custom field to render open button -->
 
====Color Options for Browser Script Buttons====
Added the ability to select preset button colors for "Special - Browser Script" custom fields with the '''Trigger Type''' set to "On Demand", making them consistent with submit button color options. This feature gives you the ability to differentiate buttons as well as assign them differing visual prominence and semantic meaning.
<!-- 154240 - Add ability to pick preset button color for Special - Browser Script custom field -->
 
====New Ability to Retain Dynamic Content Options====
We’ve introduced a new feature that allows you to retain historical selections for dynamic content, similar to how SSRETIRE functions, but now applicable to dynamic content in "Lookup - Autocomplete Options" and "Select One - Dropdown" custom fields.
<!-- 160628 - Custom Lookup Options - Deleted Values -->
 
====New Default Status Option for Copy Profiles====
We’ve added a '''Default Status''' field to copy profiles, allowing users to set a specific status for newly copied records. If no default status is selected, the system will default to the status with '''Is Default Copy Status''' enabled. Otherwise, the copied record will inherit the status of the original record.
<!-- 166276 - Enhance the performance of Organization and Contact Searches, as well as searches in the Message Queue. -->
 
====BYO SMS Credentials====
We’ve introduced an integration setting that allows clients to enter their own Vonage credentials for use with Short Message Service (SMS) in the Multi-factor Authentication (MFA) login process. This enables clients to manage their accounts and associated costs directly, rather than paying SmartSimple for this third-party service.
<!-- 145762 - York - Enhancement - Link notification broadcast to wf acknowledgement task -->
 
==Notes for Admins==
====Object Email/Email Anything Domain Name Change====
====Updated Consumer Creation Button Security====
We enhanced the security of the consumer creation button by updating its visibility behavior. Previously, the '''Deny Organization Status''' setting (which controls the button’s visibility) was checked against the user's parent organization. After this upgrade, the button’s visibility will now be based on the organization the user is associated with during the current login session. If a user is affiliated with multiple organizations, the button's visibility will correspond to the organization the user has currently selected in the '''Organization''' drop down.
You can find the consumer creation button settings within the UTA configuration settings on the '''Connectivity''' tab if the UTA is connected to another UTA as a provider.
<!-- 164424 - Configure checks when a new application is created/submitted -->
Two Excel report export format options (Excel 2000 and 2003) have been deprecated and are no longer supported. While existing reports using these older formats will retain their configurations for backward compatibility, you will no longer be able to select these formats for new report exports. Moving forward, there will be a single export option using the Excel 2007 format which offers improved performance and supports bigger worksheets.
<!-- 136354 - Simplify and update Report Export Excel formats -->
 
==Service Packs==
====November 21st 2024 (202411.02)====
* Fixed an issue where shortcut aggregates were incorrectly returning a zero value when calculating a sum from a custom field.
<!-- 167510 - Shortcut icon aggregates not displaying correctly -->
 
* Updated the '''Classic Data Exchange''' feature to prevent potential issues when a single user unpacks multiple packages simultaneously.
<!-- 167340 - Claim # 9033247902 intact case came in as DGIG -->
Smartstaff
2,367
edits

Navigation menu