Upgrades by Category

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This page lists the system enhancements/new features added in upgrade packages since May 2009. The descriptions are broken out by category and include the release date to the right.

Security Enhancements

Feature Upgrade Date
Password Expiration
You can now set a system-wide password expiration number of days. Each user will be forced to change their password once that number of days has passed.
April 2009
Password History
You can set the number of previous passwords (to a maximum of 32) that the system will remember for each user. When changing their password, users will not be permitted to re-use a previous password until the specified number of unique passwords has been used.
April 2009
Instance Lock-Down
  • The Instance Lock-Down provides the ability to remove access to all settings in your copy of SmartSimple using a global system-lock password.
  • This will prevent creation, deletion or modification of Standard or Custom Fields, changes to any of the Settings or Application Configuration pages, changes in permissions, portal views, etc.
  • The lock will be in effect for all users, including Global Administrators. It can only be unlocked by re-entering the global system-lock password.
  • This can be configured and enabled on the Global Settings page in the Login & Security Settings section.
May 2009
Remove User Access
  • You can disable system access for multiple internal users all at the same time.
  • This is accessed through Global Settings > Licensing (at the top of the page) > Licenses > Then click on the hyperlink for the number of enabled Internal Users.
  • Select the check box(es) to the left of the users from which you wish to remove system access and click on the Disable Button.
May 2009
Terminate User Session
  • Global Administrators can instantly disconnect a logged in user if required for security reasons.
  • This is performed by clicking on the name of the user in the People Online pane and selecting Terminate User Session from the top of the Quick Message Window.
May 2009
Enable Logout
  • The system can be configured to automatically logout the user and store the session end time in the user log whenever:
  • The Logout button is clicked.
  • The user navigates to a different website while logged into the SmartSimple system.
  • The browser is closed.
  • A pop-up message can also be enabled to confirm that the user will be logged out.
Note If this feature is enabled, any Record Locks will be immediately released at the time of logout.
May 2010
Custom Password Policy
  • You will be able to specify complex password requirements, such as a minimum quantity of upper case, lower case, numbers and/or symbols.
May 2010
Local Administrator E-mail Alert
  • The e-mail that is sent to all current administrators when a contact is enabled as a Local User Administrator can be suppressed via Global Settings.
May 2010
Primary Authentication Controller
  • Note: this is only relevant to clients that use multiple instances of SmartSimple.
  • This feature allows one instance of SmartSimple to authenticate users to gain access to a separate instance (the Authentication Member instance) without having to log in separately (Single Sign-On)
  • This access can be granted to all users, or limited to a subset of users.
October 2010
Reporting on User Type and Access Type
  • The Access Type (Administration or Portal Interface, User Centric or Applicant Interface , Web Services User, No Access) and User Type (Global User Admin, Local User Admin, User) can be displayed in Reporting.
October 2010
Hierarchical Password Policy

A different password policy can be defined for each company which will automatically apply to all sub-companies in the hierarchy, unless they have defined their own password policy.

May 2011
Persistent Login
  • Rather than having to log in to SmartSimple each time you open your web browser, a "cookie" can be installed on your computer that will automatically authenticate you, allowing you to bypass the login screen. (This setting can be enabled or disabled by your system administrator).
May 2011
Email Restriction
  • The ability to send e-mails from within SmartSimple can be restricted by user role.
May 2011
Backup Server Access
  • Access to the backup server can be disabled for all non-Global User Administrator accounts.
May 2011
SSencrypt Command
  • A new command called ssEncrypt allows object IDs to be encrypted manually
May 2011
URL Parameter Encryption
  • A new setting will encrypt object IDs such as userid, companyid, activity. This enhances security by making it impossible to guess URLs.
May 2011
The maximum number of password changes a user can make within a 24 hour period can be defined. This is to prevent users bypassing the password history restriction by changing their password repeatedly to return to a previously used password. November 2011
A new Global Setting to prevent use of the exlogin external login short-cut. November 2011
Enforce from address in password e-mail: When a user clicks Send Password by default is uses their e-mail address as the from address in the system e-mail. With the from address used will always be the one defined on the User Email Templates page. May 2012
Challenge questions: rather than e-mailing a randomly generated password when new contacts register or when users click the Forgot Password the system can be configured to e-mail a time-limited authentication link. When clicking the link the user will be presented challenge question that must be answered correctly before they are logged into SmartSimple and asked to create a new password. May 2012
Support for Captcha on external pages such as registration forms. May 2012
The Session Timeout feature automatically logs out any user when their session remains inactive for the defined number of minutes. With this upgrade, a Timeout Alert will be displayed 30 seconds before the session expires to alert the user to the fact that they will be logged out of the system. This feature can be disabled by selecting the "Disable Session Timeout Alert" option under Login & Security Settings on the Global Settings page.

If a user's session has expired, they will have the option to re-enter their username and password to save any unsaved changes.

June 2013
The User/Contact Security Audit feature allows the System Administrator to enable, through Manager Permissions, a security audit log that tracks changes in user roles, user access levels, user types and password resets. The audit log displays the date/time the change was made, the user that made the change, the old value and the new value. June 2013
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.
May 2014
Enhancement to User Lockout Functionality
  • System administrators can now define a custom message to display to users when a user is 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.
May 2014
Updated System Security and System Visibility Permissions
  • The previously named Manager Permissions and Advanced Logic have been reworked into System Security Permissions and System Visibility Permissions. These can now be found under the Business & System Configuration section of Global Settings.
  • The settings pages have been updated and organized for more intuitive use. Some of the familiar permission names may have changed to more intuitive descriptions as well.
  • Visibility Permissions have been enhanced with the ability to select user roles in addition to custom logic.
July 2014

UTA Enhancements

Feature Upgrade Date
Level 1: Tabs for Contact and Account Lists
  • If you associate a large number of contacts or accounts (companies) with Level 1 items, you can now display different users based on roles on different tabs (and different accounts based on account roles on different tabs).
  • You can access the feature within the UTA Settings tab - Contact Tabs and Account Tabs hyperlinks in the Level 1 Settings section. You can associate as many tab names to roles as required. Tabs can also be deleted through the same screen.
April 2009
Level 1: UTA Contact and Account Filters
  • You can define who can see which contacts and accounts (companies) at Level 1 based on role membership. To implement these features, navigate to Settings > Application Configuration and within the Security Settings panel, select the check boxes beside Enable UTA Contact Filter and Enable UTA Account Filter.
  • Once the feature has been enabled for either Contacts or Accounts, the UTA Contact Filters and/or UTA Account filters hyperlinks are available under the UTA's Settings tab - Settings panel.
  • You can now configure visibility of the contacts/accounts associated with a Level 1 based on User Roles and Account Roles.
April 2009
Level 1: Contact Restrictions
  • You can now restrict the number of contacts belonging to a given Role that can be associated with a Level 1 record.
  • This can also be used to restrict the total number of contacts that can be assigned to a Level 1 record.
  • You can also restrict the number of times a given user can be assigned to a Level 1 record, or the number of times a given user can be assigned to the record with a given Role.
  • To access this feature, click on the Contact Restrictions hyperlink on the UTA Settings tab.
April 2009
Level 2: Multiple Contact List

If you enable the Use Multiple Contact List checkbox on the Settings > Application Configuration screen you will be able to associate and control contact associations in a similar manner to Level 1 contacts.

April 2009
Level 2: Multiple Account List

If you enable the Use Multiple Account List checkbox on the Settings > Application Configuration screen you will be able to associate and control account associations in a similar manner to Level 1 contacts.

April 2009
Level 2: Role Filtering

You can restrict the selection of contacts that can be associated with Level 2 items by role. Previously you could only restrict by specified named contacts. An additional lookup text area has been added the bottom of the Level 2 Types Settings page to specify the roles.

April 2009
Disabling Specific Transaction Types by Template
  • You can now restrict the types of transactions available for each Level 1 template type.
  • If Level 1 Transactions are in use, within the Settings tab > Application Configuration, when you select one of the Level 1 templates, the Disabled Transaction Type section of check boxes will appear. One or many Transaction Types can be disabled per Level 1 Template.
April 2009
Level 3 Template Formulas

You can now associate template formulas with Level 3 items in the same manner as Level 2 and Level 1 items.

April 2009
Suppress New Level 2 or Level 3 Buttons
  • Advanced Logic is being put in place to allow you to suppress the New button used to create Level 2 or Level 3 activities.
  • For example, you may want to prevent creation of new Level 2 records when the associated Level 1 record has a Status of Closed.
May 2009
Batch Update Owner Field
  • On the Batch Update tab you will now be able to change the Owner of many records as a batch. This is done in the same way that you can batch update the Status of a number of records all at once.
May 2009
Level 2 Type Tab Label
  • Currently you can configure Level 2 Types to be shown on their own tab in the list view at the bottom of Level 1 records, with each tab labelled with the name of the Level 2 Type it contains.
  • Following this upgrade you will be able to define the tab name for any Types that you wish to have on tabs. If you use the same tab name for multiple Types they will appear on the same tab, allowing you to group related Level 2 Types.
July 2009
Skills Matching Template
  • There are now 2 different types of Level 1 Templates available. In addition to the Standard Template there is now a Skills Matching Template.
  • The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record. In the Contact section of that record a Skills Match button will appear which will allow you to find contacts that have the relevant skills defined for that entity.
  • For example, if the Level 1 record is a funding application for a project researching whale migration patterns you may want to assign reviewers with skills in oceanography, marine biology and meteorology.
July 2009
Advanced Logic to Suppress Contact Hyperlinks
  • Using Advanced Logic you are now able to suppress the Contacts hyperlink at Level 1.
  • This allows you to define criteria to prevent UTA users from clicking into and viewing the contact record for contacts associated with a Level 1 record.
July 2009
Record Lock
  • This new feature will allow you enable a Record Lock at Level 1, Level 2, and/or Level 3.
  • The Record Lock will give the first person to access a record in Edit mode exclusive access to the record so that other cannot edit it until released:
  • Other users trying to edit the record will be prevented from doing so:
October 2009
Level 1, Level 2 & Level 3 Formulas
  • You can now define formulas on the Application Configuration page that apply to all Level 1 Templates. These formulas will run prior to any that are defined on the Template pages.
  • Similarly you can define formulas that apply for all Level 2 Types or all Level 3 Types.
October 2009
Internal Branch Filter
  • When using the Branch standard field at Level 1 you can restrict which companies are available in the Branch drop-down list based on which user is editing the record to either their own company (using companyid = @companyid@) or to the branches under their company (using parentlist like '%,@companyid@,%' ).
October 2009
Level 3 Default Type Setting
  • As with Level 2, you will be able to define a Level 3 Type to be the default when creating a new Level 3 record. Currently the first Level 3 Type in the list is selected by default.
October 2009
Batch Update
  • The Batch Update feature has been expanded to include Level 2 and Level 3 as well as Level 1. The fields that can be updated have also been expanded:
  • Level 1: Status, Owner and Person can all be batch updated.
Contacts can assigned to records with a given Role
UTA Consumer/Provider
Level 1 records can be archived (see below)
May 2010
Archive Level 1 Activities
  • Level 1 activities can now be archived (via the Batch Update tab) so they no longer appear in the Level 1 list view.
  • Reports can also be filtered based on whether or not the object has been archived.
May 2010
Filter Person Based on Customer
  • The contacts available to be selected in the Person standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1
May 2010
Level 2: Disable Default Assign
  • When a new Level 2 is created the current user is normally added to the Assigned standard field. A new setting will disable that behaviour.
May 2010
Focus Highlight
  • The field being edited will be highlighted.
  • This feature only applies to the Universal Tracking Application, but will be expanded to other system areas in future upgrades.
May 2010
Record Unlock
  • The Record Lock will automatically release all records that have been locked by a user when they log out. This can be used in association with the Automatic Logout above.
May 2010
Role-Based List Views
  • The List View of UTA records can now be defined separately for each user Role within the system.
  • User with multiple Roles will be able to select from each List View that is configured for their assigned Roles. The sequence these will be listed in the combo box can also be defined.
  • This feature is available at Level 1, Level 2 and Level 3.
October 2010
Level 2 & 3 List View Colour
  • The List View at Level 2 and Level 3 can now be configured to be colour coded based on the Type instead of the Status
  • This is controlled within the List View setting at Level 2 and at Level 3, and can be set separately for each Role-Based List View.
  • If the Calendar is enabled (Application Configuration page - Level 1 settings section) you can determine if the Level 2 activities are colour coded by Status or Type.
October 2010
Level 3 Activity List Batch Update
  • The Level 3 Activity List Batch Update feature allows the status of one or more Level 3 Activities to be changed directly from the Level 3 List View.
  • This includes both the List View of all Level 3 activities (if enabled) and the list of Level 3 activities at the bottom a Level 2 record.
October 2010
Master Schedule Template
  • A Level 1 record can be configured to be a Master Schedule. When using the Level 1 Copy function on a Master Schedule, the Level 1 record will be copied along with all attached Level 2 records. A new Level 1 start date is selected, and the start and end dates on the new record will be offset to the same scheduled date ranges defined on the Master Schedule template and its Level 2 records.
October 2010
Level 2 Assign By Role
  • When using the Restrict Contact Assignment by Role setting on Level 2 Types, you can now automatically assign the contacts on a Level 1 to the associated Level 2 records based on their roles assigned at Level 1 and the contact Role assignment restrictions in place on the Level 2 Type.
  • A manager permission controls the visibility of this feature.
October 2010
Level 2 Side Scrolling
  • You can now use the navigation bar to move sideways between Level 2 records, the same way you can with Level 1 records.
October 2010
Transaction Batch Update
  • Within a UTA you can use the Batch Update function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.
October 2010
Level 1 Status Indicator
  • A graphical indicator can be enabled which will appear at the top of the Level 1 record to show the status pathway and indicate the position of the current record along the path.
May 2011
Default Contact Role
  • --Select Role-- can be set as the default role in the Level 1 contacts section to ensure a role is selected and not left at the first role listed.
May 2011
Level 1 Template Branch Restriction
  • Level 1 templates can be restricted to any number of internal branches, rather than just one.
May 2011
Quick Entry
  • The Quick Entry method of creating multiple Level 2 items has been enhanced. Up to ten records can be created at once with any combination of Level 2 Types, and the custom fields that appear on the quick entry page can be selected. Additionally, an auto-number can be assigned to all records at the time of creation.
May 2011
List View Heading
  • The column headings in the list views can be defined on the list view settings page. This applies to Level 1, Level 2, Level 3, Invoices, Contacts and Companies.
May 2011
"Is Empty" Search
  • Standard and custom fields and Level 1, Level 2 and Level 3 records can be searched to find empty values using the "Is Empty" search option.
May 2011
Lock on Type
  • Level 2 and Level 3 records can have their type locked after creation to prevent it from being changed.
May 2011
Creation Roles
  • The user roles that are permitted to create each Level 2 and Level 3 record type can be configured separately.
May 2011
Available Statuses
  • The statuses that are available to each type of Level 2 or Level 3 record can be defined.
  • Similarly, you can define which other statuses are available from each status. This is for Level 2 and Level 3.
May 2011
Recurring Activities
  • Recurring activities can be scheduled weekly on multiple days of the week.
May 2011
Level 2 Contact Calendar Status
  • When displaying Level 2 records on the contact calendar, the records that are shown for each Level 2 type can be controlled by status.
May 2011
Assign By Role Expansion
  • Can now be done from Level 2 to Level 3, or Level 1 to Level 3
  • Controlled by Manager Permission
May 2011
Invoice Status Batch Update
  • Invoice status can now be changed using batch update.
May 2011
Void Invoice
  • A button to automatically void invoices has been introduced. Visibility of the button is controlled by Advanced Logic.
May 2011
UTA Role Custom Fields
  • UTA Role Custom Fields at Level 1 and Level 2 as well as Associations can be defined to appear for all user roles.
May 2011
Group Contact Assignment
  • When the multiple contact list is enabled, groups of contacts can now be assigned at Level 2 and Level 3 in the same manner as they are at Level 1. Advanced Logic has been introduced to allow this feature to be suppressed at Levels 1, 2 and 3.
May 2011
Multiple Contact/Company List
  • When the Level 2 multiple contact or company lists are enabled they can now be re-positioned below the custom fields, in the same relative location as they appear at Level 1.
May 2011
Aggregation UTA
  • Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
May 2011
UTA Connection List View
  • The fields to be shown in the UTA connection list view can be selected when the consumer/provider relationship is enabled.
May 2011
Template Pages
  • Level 1, Level 2 and Level 3 Template pages now go through the variable processor. This means you can include variables directly on the template page.
May 2011
Track Changes setting on the Contacts standard field to audit addition and removal of contacts on a Level 1 record. November 2011
When copying a Level 2 the contacts and/or companies in the multiple contact/company lists (if enabled) can now be copied with the record. November 2011
Deleted Level 1, Level 2 and Level 3 records can be restored by Global User Administrators November 2011
Batch Update can now be used to remove contacts or companies by role. Additionally a given contact (or company) can be replaced in batches with a new contact (or company).
This will allows reassignment of records from one contact to another if a team or staff member changes.
November 2011
Disable Default Date setting at Level 1 so the startdate, starttime, enddate and endtime will be blank on new records November 2011
Level 1 branch standard field can be configured to manifest as an Ajax search with a lookup button instead of a combo box. November 2011
Open Level 1 records in Edit mode: When defining the List View at Level 1 there is a new setting to determine whether the Level 1 records should open in Edit mode rather than View Mode. November 2011
UTA Consumer/Provider Enhancements
  • Level 2 records can act as Providers
  • UTA Consumer records can be accessed as variables
  • When adding a UTA Provider to a Level 1 record, the Provider can be associated with a defined Role, in the same manner as Contacts and Companies are assigned to a Level 1 record. Similarly custom fields can be added to record the properties specific to the association of the Provider and Consumer.
November 2011
Level 1 Copy: Specify which Custom Fields will be copied when a Level 1 is copied, including specifying which are mandatory. Can also define a Level 1 Status to be the default copy status. May 2012
UTA Consumer/Provider. Full support for Level 2 to act as both consumers and providers. Can now define a Role for Consumer/Provider relationships, including the ability to have role base custom fields to track attributes of the association between specific consumer and provider records. May 2012
A new UTA setting will allow you to define a template for the browser to use when the user deletes the record that they are currently on, rather than being brought back to the parent record. This can be applied to all UTA Levels (1, 2 & 3) under UTA Entity settings. October 2012
New Duplicate Check Settings tab added on Level 1 templates. November 2012
New caption setting introduced for the configuration of type/status of objects, allowing you to change the default display name of a type/status. New variables @statuscaption@ and @typecaption@ have been introduced to retrieve these captions. February 2013
New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New variables @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user. February 2013
New field visibility matrix introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk. February 2013
Enhanced the UTA batch update feature to open directly off your current list view results instead of directing to a separate search page. February 2013
Enhanced the UTA batch update feature with the ability to update multiple contacts/group for UTA Level 1. February 2013
An "Available Templates" setting on the level 2 type page has been added. When a new level 2 type is created, this setting allows the user to select the level 1 templates for which the new level 2 type should be available. April 2013
On the Security tab of the UTA settings, a new setting has been added that, when enabled, will hide the user name on the Locked Record alert from the selected roles. The name of the user who has checked out a given record will be replaced with the text "another user" on the Locked Record alert. The setting caption is "Anonymize Record Lock Owner Role Settings." April 2013
Level 1 TemplatesLevel 1 Templates have been enhanced to include the ability to set “Access Roles” and “Creation Roles.” May 2013
Filter Owner Based on Organization – A new setting has been added at level 1 of the UTA Settings page to filter the selection of the Level 1 Owner and restrict the available owners to those contacts that reside under the Level 1 organization. May 2013
Hide Notification of Locked Record: A new setting has been added to the Global Settings page labeled "Hide record lock from user who has the record locked." When enabled, this setting will prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes. See Record Lock for further information. August 2013
Simplified Owner Assignment Configuration
  • The ability to restrict the assignment of contacts to the Level 2 "Owner" standard field to a given set of roles has been added to the system.
January 2014
Simplification of Settings Pages
  • The UTA Settings pages have been streamlined by reorganizing certain settings options to the standard field configuration pages:

From the main Settings page:

  1. "Filter People Based on Company"
  2. "Filter Owner Based on Company"
  3. "Enable Branch Lookup"
  4. "Enable External company for Level 1 Branch Standard Field"

From the Security Settings page:

  1. "Default Contact Lookups based on Level One Company"
  2. "Default Company Lookup Category"
  3. "Contact Assignment Role Settings"
  4. "Company Assignment Role Settings"
  5. "Standard Contact Lookup Role Settings"
  6. "Level one Company Lookup Category Settings"

From the Entity Settings page:

  1. "Enable External Owners"

These settings can now be configured by configuring the relevant standard fields ("Branch," "Owner," "Person," etc.).

January 2014
Enhancements to Copying Records
  • The permissions for copying Universal Tracking Application™ records have been enhanced.
  • System administrators can define, by role, the permissions for parts of a record that will be copied. See Setting Copy Restrictions for more information.
  • The user interface for the Copy Record page is also simplified.
May 2014
Updated UTA Settings Pages
  • The settings pages for the Universal Tracking Application™ have been reworked with various settings moved and consolidated into their appropriate pages. Some of the familiar settings names may have changed to more intuitive descriptions.
  • The UTA Advanced Logic setting has been renamed to Visibility Permissions, and have been enhanced with the ability to select user roles in addition to custom logic.
  • This update is focused on consolidating settings, while the settings interface itself will be updated in the near future for greater ease of use.
July 2014


Feature Upgrade Date
Autoloader Support for XML Files October 2010
Autoloader Encoding When autoloading from CSV files you can now specify if the CSV file is encoded as UTF-8 or UTF-16 to facilitate special characters. November 2011
Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader. May 2012
Company Autoloader: Match company field to find parent company, allowing new/updating companies to be managed within a hierarchy. May 2012
Disable users with the autoloader (expose the Access Type) May 2012
Setting to specify 'Append' role defined on autoloader rather than replace it if the user already exists in the system May 2012
Allow addition of multiple roles (select many list box instead of combo box) May 2012
Contact and Company events can now be uploaded using the autoloader. October 2012
Ability to load to "Owner" or "Person" standard field and match to a custom field on the contact. October 2012
Transactions can now be autoloaded and attached to Level 2 records. October 2012
The autoloader is being enhanced substantially as part of this upgrade, including features such as:
  • Strict CSV - ability to autoload data that contains line breaks within the content.
  • Pre-processing files - ability to combine multiple columns into a single field value.
  • Retrieval from external sources - ability to schedule automated workflows to retrieve data from external sources via Web Services, FTP, SFTP, HTTP file access.
  • Workflow triggering – ability to trigger user or company workflows on every record upon autoloading.
November 2012


Feature Upgrade Date
Recurring Calendar Events
  • You will now be able to configure calendar events to recur bi-weekly.
May 2009
Custom Defined Holidays
  • Instead of using the holidays that are built-in to SmartSimple it is now possible to define which dates should be considered holidays.
  • When using the busdateadd() or isHoliday() functions, a new variable called ssvar_holidays can be used to override the system defined holiday dates on that level.
  • The ssvar_holidays variable must be included in a Browser Script custom field on the same level as the busdateadd() or isHoliday() function.


May 2010
List Calendars by Company
  • The list of Calendars that you can view will be grouped by internal and/or external entity. Your calendar (and your Company/Account/Branch) will always be on top.
October 2010
New Calendar Format:
  • The style of the SmartSimple Calendar has been updated and enhanced, allowing new functionality such as the ability to click-and-drag to move events.
  • The option to revert back to the classic Calendar style is available by enabling the "Use Classic Calendar" setting on the Global Settings page.
October 2013
Enhanced Calendar Event Coloring
  • The calendar has been enhanced with the ability to switch to event-based coloring. Users will be able to switch between event coloring based on Event Type or the current calendar-based coloring on the fly.
  • System Event Types have also been enhanced to allow the setting of custom colors to denote these.
  • Event highlighting allows for Event Types to be differentiated by colors e.g. vacation events associated with one color, while meeting events associated with another.
July 2014
New Calendar Event Preview Template
  • The calendar event preview has been enhanced to allow System Administrators the ability to fully personalize its contents. The event preview can be personalized to display any details from the event.
July 2014
Enhanced UTA Calendar Interface
  • The UTA calendar has now also been updated to the same modern look and feel as the personal calendar.
September 2014
Enhanced calendar functionality checks for scheduling conflicts
  • You can now enable alerts for scheduling conflicts when creating an event through the SmartSimple calendar.
  • When enabled, potential conflicts for anyone associated to a new event will trigger an alert to warn users of the conflict.
  • The feature can be enabled on the Global Settings page.
September 2014


Feature Upgrade Date
  • The chat window (accessed via the Chaticon.png icon located next to the Logout button) will now open as a layer on top of your current window instead of opening in a new window.
May 2010
Email Attach from Smart Folder
  • When sending an e-mail to a contact you can now select one or more files from Smart Folders to be attached to the e-mail, in addition to attaching files from your local disk.
October 2010
SMTP Settings
  • The outgoing mail port can be configured (uses 25 as default)
  • TLS can be enabled.
October 2010
A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address) May 2012
A new version of SmartSimple's Add-In for Microsoft Outlook has been released an will be available in the Downloads section. The Outlook Add-In will synchronize Contacts / Companies and Calendars, as well as the ability to attach emails to either contacts or Level 1 records. This version replaces all previous versions. October 2012
There is now a Group Email button at the bottom of UTA List Views when enabled in Advanced Logic. By filtering using the List View Search, a specific set of records can be included in the Group Email recipient list. The "Owner" and "Person" standard fields are also available as recipients for Group E-mails. October 2012
When using the "Forgot Password" option on the Login Page, the e-mail will now be sent out immediately. October 2012
The "From" address in workflow emails can now be configured using variables. November 2012
Email Template Categories: When creating an email template, a new feature, "Categories" has been added. You can select one of the following options:
  • General – Email Template will be available in all contexts
  • UTA Level 1 – Email Template will only be available when sending an email from a UTA Level 1
  • UTA Level 2 & 3 – Email Template will only be available when sending an email from a UTA Level 2 or Level 3
  • Contact – Email Template will only be available when sending an email from a contact record
August 2013
Sending Emails from Level 2 Records: System Administrators can now configure Universal Tracking Application™s to allow end users to send emails directly from a Level 2 record. See this page for instructions. October 2013
Email Addressing
  • New functionality allows for the generation of a unique email address for an object or record.
  • Emails sent to the address are parsed and attached to the specific object or record.
Email anything.png

Email anything 2.png


Feature Upgrade Date
Contact and Account Standard Field Terminology
  • You will be able to define your own names for the standard Company and Account fields via the Global Settings page.
  • Visibility Conditions will also be implemented on the Company and Account Standard Fields to allow control of these using logic, and any fields you don't wish to use can be removed.
July 2009
MS Outlook Contact Synchronization
  • Previously only contact owners were able to synchronize contacts using MS Outlook. We are introducing a new manager permission that will allow users to synchronize contacts for which they are not the owner.
  • If this manager permission is enabled, a new section will appear on the user's System Settings page that will allow them to select the contact roles they wish to include in the synchronization.
July 2009
Unique Contact Identifier
  • Each contact in the system will now be issued a unique contact identifier code. This code can be accessed and displayed using @uuid@.
May 2010
Primary Contact May 2010
Accounts List View
  • The List View for Contact and Accounts (both internal entities and external entities separately) can now be defined via the Global Settings page.
  • This affects the List View of contacts and accounts everywhere within the system, except within UTAs other Applications where the List Views are defined within those Applications.
May 2010
E-mail From Address
  • You can now define one or more alternate addresses as your From address via your personal System Settings page.
  • When sending e-mail from within SmartSimple you can select which address will be on the e-mail as the From address.
May 2010
Advanced Logic
  • Hide View Tab on User Profile allows the View tab on user and account profiles to be suppressed.
October 2010
Contact/Company Ajax Search

The fields that are searched and displayed when using the Ajax Lookup can be defined for Contacts and Companies. The column headings can also be personalized.

  • User can also specify how many matching records are displayed as Ajax results on their system settings page. (10, 15, 20 or 30)
May 2011
Edit Contact Logic
  • Global Advanced Logic has been added to allow control of who is permitted to edit contact records.
May 2011
Contact/Account List View
  • The column headings in the standard Contact and Company list views can be defined on theList View settings page.
May 2011
Global Advanced Logic to control View/Edit on contact records November 2011
A new setting to flag a role as a UTA Role only. Enabling the setting will hide the role from Able to Set and Roles & Access page where it is not required. November 2011
New variable syntax to use role name instead of roleid to determine if a contact has a given role: @object.inRole(Rolename)@
Example: @owner.inRole(Researcher)@
DO NOT use quotes around the role name in brackets.
November 2011
Ability to initiate a duplicate check while viewing a contact or company record. This can be enabled via Advanced Logic November 2011
Group e-mail Ad hoc e-mail broadcasts can be sent from the contact search list view using this feature, enabled via Advanced Logic November 2011
Sign-up pages can be configured to Use Internal Formatting, so the formatting and functionality of the sign-up page will reflect the display and operation of the internal pages. November 2011
The pipe (|) can now be used as a column delimiter when importing contact or accounts. November 2011
Ability to define the new contact as the primary contact for the new company created when using a hybrid signup page May 2012
A Manager Permission has been added to enable a "Save Draft" button on company and contact records. November 2012
A setting has been added to the user and company sign up pages that disables updating the user or company if an existing match is found. April 2013
The ability to easily configure a hybrid signup page has been enhanced. A drop-down select box has been added to the company sign-up page configuration that allows you to choose an existing contact sign-up page template to use. In the HTML template of the company sign-up page, the @USER_INPUT_FORM@ SmartSimple variable can be added to retrieve the user sign up form. April 2013
No Duplicate Email - New Global Setting added captioned “No Duplicate Email - Do not allow multiple contact records with the same email address.” When selected, this setting will prevent a contact from updating an email address to an email address matching one already saved in the system. May 2013
Duplicate-Prevention Enhancement for Contact/Company sign-up pages: When the "Do not update profile for matching contact (or company)" option is selected, an additional setting on the Contact/Company Sign Up Page configuration screen will appear. This setting is captioned "Update Restriction Message" and the text entered in this setting will be presented in a Javascript alert box if details matching an existing contact/company are entered into the Contact/Company Sign Up page. May 2013
A list of the Mexican states will be automatically made available as a dropdown list from the State/Province standard field when "Mexico" is selected as the country on a company profile.

(the "Enable State / Province Combo-box" option must also be selected on the Company & Account Settings page.)

June 2013
Assign Multiple Contacts: When using the Lookup button (Lookupbutton.PNG) to select contacts to be assigned to a UTA record, you can now search by the values of custom fields on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficiently. July 2013
Simplified Auditing of Contact/Company Records
  • Two new standard fields, "Created By" and "Created Date," have been added to contact and company records. Now system administrators can more easily configure their system to stamp a contact or company record with the creator and creation date of the record.
January 2014
System administrators can now pre-define lists of prefixes and suffixes for user names in multiple languages. January 2014
Updated Listing Level 2 on Company Record
  • Previously, Universal Tracking Application™ Level 2 activities were shown on company profiles based upon the assigned users on the Level 2. This has now been extended to also show UTA Level 2 activities on company profiles when the company itself is associated to the Level 2 activity.
July 2014
Additional Visibility Options on Company/Contact Custom Fields (Field Availability)
  • New ability to control which company categories and user roles global custom fields will be attributed to and visible for.
  • Using this method, custom fields can be used by multiple categories and roles, and hidden from others, without recourse to complex configuration.
  • The following settings will be displayed when configuring global user or company type custom fields:
Role type.png
November 2014
Multiple Sign-Up Pages per Company
  • New functionality allows for the creation of multiple signup pages per company.
  • This can be used to support sign-up pages in different languages, which associate new users to the same company.
November 2014

Data Exchange

Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.

Feature Upgrade Date
UTA Data Exchange Automatic Unpack
  • The data exchange can now be configured to automatically unpack incoming packages.
May 2010
Data Exchange
  • Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange of new Level 2 records.
May 2011
Data Exchange

The Data Exchange has 3 new features:

  • The data exchange can now be configured to exchange Level 3 activities, restricted by Status.
  • Data Exchange Contact Creation can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.
  • The Roles permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)
October 2010
The Data Exchange feature includes an exchange history for Tracking Activities. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity. July 2013

Document Management

Feature Upgrade Date
MS Word Merge Custom Field
  • This new Custom Field type provides the ability to dynamically create an MS Word document from underlying SmartSimple data.
  • The MS Word document can also include tables that will list details of Level 2 or Level 3 activities associated with a given record.
  • The SmartDoc for MS Word Template also allows you to easily upload the resulting MS Word document back to SmartSimple to be stored in a specified Single or Multiple file field.
April 2009
Allow Merging of PDF Documents
  • If you are using a Multiple File field to store PDF documents then you can enable a "Merge" button.
  • Clicking the Merge button displays a list of all the PDFs document stored in the Multiple File field and you select which documents you wish to merge into a single PDF document.
  • The resultant document will also be stored in the Multiple File field. The original documents will not be changed.
  • This feature will provide for easier printing of "sets" of documents.
April 2009
Multiple File Field: Display Additional File Attributes for PDF Documents
  • This feature allows you to display extra information (called Meta Data) extracted from each PDF file stored in a Multiple File field, and display it as extra columns in the list view.
  • The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
  • Only PDF files stored in the Multiple File field will display this information. The added columns will be blank for all other document types.
April 2009
Single File Field: Display Additional File Attributes for PDF Documents
  • This feature allows you to extract extra information (called Meta Data) from a PDF stored in a Single File field and store it in a Read Only - System Variables field.
  • The additional attributes that can be extracted and displayed are: author, creator, producer, keywords, subject, title, number of pages, creation date and modified date.
  • Only PDF files stored in a Single File field will display this information.
April 2009
PDF Annotation
  • SmartSimple now allows you to add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple-file upload field, PDF documents uploaded to that field can be commented and marked up. Comments, drawings, text strike-throughs and highlights can be added to any PDF without any downloads or browser plug-ins required.
January 2014
PDF Annotation:
  • You may now add annotations to uploaded PDF documents on the fly. When the "Enable Annotation" option is selected on a multiple file upload field, PDF documents uploaded to that field can be commented and marked up. Comments and drawing mark-ups can be added to any PDF without any downloads or browser plug-ins required. The annotated PDF can then be saved at any stage as a new file. See the PDF Annotation article for further details.
March 2014
Enhancement to PDF Writer
  • Web Page Views can now be configured to specify the filename for a PDF file generated from that Web Page View. See this page for additional information.
May 2014
New Enforced Naming for Single and Multi-File Uploads
  • The single and multi-file upload custom fields have been enhanced to allow the enforcing of file names on uploads to SmartSimple. This will allow System Administrators to enforce various naming conventions for uploaded files.
July 2014

Geocoding / Mapping

Feature Upgrade Date
  • The latitude and longitude of an address can now be automatically stored as a property of the user or company.
  • This will allow calculation of the distance between 2 addresses. For example you could generate a report which indicates how far a given client is from each of your branch offices, listing the nearest first.
October 2009
Google Map / StreetView: On a company or contact profile, users can directly open a Google Maps/Street View of the company's or contact's street address. October 2013


Feature Upgrade Date
Enhanced PubMed service with the additional ability to search on publication date. February 2013
Introduced integration with GuideStar service and ability to search their database. February 2013
IRS/CRA/OFAC Automated Checking:
  • The system can now be configured to perform automated verification of contact records, as well as organization records, against the OFAC database.
  • The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified.
September 2013
Addition of NTEE Code to IRS Database Search
  • A new column for NTEE code has been added to the IRS database search form. This column can also be mapped back to the organization when it is created.
May 2014
Improved OFAC checks against contacts
  • OFAC checks can now be run on demand against an organization and its contacts. This will return the status of any matching organization or contact and give you the ability to clear incorrect matches.
September 2014


Feature Upgrade Date
Report Interface - The format of the Report list view in the Report Management window has been upgraded to show icons in place of buttons as follows:
    • Run Report: NewRunReportIcon2.png
    • Edit Report: ReportEditIcon2.png
    • Copy Report: ReportCopyIcon.PNG
    • Internet Enabled: InternetEnabledIcon.PNG (if the report is not Internet Enabled, the icon will be grayed out: NotInternetEnabledIcon.PNG)
    • Custom Export: ReportCustomExportIcon.png (if the report is not enabled for Custom Export, the icon will be grayed out: ReportCustomExportNotEnabledIcon.png)
    • File Export: ReportFileExportIcon.png (if the report is not enabled for File Export, the icon will be grayed out: ReportFileExportNotEnabledIcon.png)
May 2013
SmartFolders Interface - The format of the SmartFolders list interface has been updated. The InternetEnabledIcon.PNG icon will display to indicate that the SmartFolder is Internet Enabled. May 2013
New Sample Login Page Template - A new sample template for the login page is available in Global Settings > Login Screen Content. May 2013
New File Upload Format – A new HTML 5 format for the file upload feature on multiple file fields has been implemented. The new uploader obviates the need for a Java applet plug-in; end users are no longer required to install anything in order to upload multiple files. Note that HTML 5 is available on the following browsers: May 2013
Manager Permissions Page Redesign: The Manager Permissions page has been re-designed in order to streamline system administration. The different categories of Manager Permissions (system-wide, on-demand application-specific, UTA-specific, Arcadia) have been broken out into separate tabs. July 2013
Portal Design Enhancements: When designing a portal interface, system administrators can choose SmartSimple's "Classic" style with a left navigation bar and shortcut icons, or choose the new "Contemporary" portal design style. Web designers can create custom HTML to personalize the "Contemporary" portal design to match the look and feel of your organization's website. A new section has been added to the Portal Design page, titled "Body Introduction," which allows portal designers to add instructions, report statistics and system variables above the user's portal. August 2013
Revisions to User Interface: Users of SmartSimple's next generation interface - Arcadia - may notice minor revisions to the user interface, such as new tab bars and changes to the title bars on records. September 2013
Arcadia - Basing Summary Cross-tab on Standard Fields:
  • One of the key features of SmartSimple's next-generation Arcadia interface is its Summary Matrix, which displays a cross-tabbed view of the records in a SmartSimple application.
  • The default display of the cross-tabbed view is to break out an application's statuses as column headings and its templates as the row headings:


  • The September 2013 upgrade allows system administrators to configure the Arcadia interface to enable the Customer, Branch, Person and Owner standard fields as row headings as alternate methods of displaying data summaries.
September 2013
New Icon Sets for Portal pages
  • New icon sets have been added to the portal configuration page, enabling administrators to give their copies of SmartSimple a more contemporary look. The icons can now be chosen directly from the icon preview page.
March 2014
Update to Rich Text Editor
  • The Rich Text editor has been updated and has a new look and feel. This feature allows you to easily add formatting to text input.
March 2014
Updated Icon Styles for Mobile Devices
  • New sets of icons are available to personalize the user portals.
  • Users on mobile devices will be automatically detected and their portal interface optimized for mobile useability.
May 2014
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 personalized list views with enhanced filtering and searching options.
May 2014
Enhanced Date Selection
  • The date selection window has been updated with a new look and feel.


July 2014
Enhanced Arcadia Interface

The Arcadia interface has undergone several updates to enhance its usability as well as look and feel.

  • All tab bars in the Arcadia interface have been updated with a new look and feel.
  • The header and menu options have been modified to better utilize screen real estate.
  • Changes have been made to the button and input styling for improved consistency, look and feel.
  • Changes have been made to the display and location of list view action buttons (i.e. delete and batch update) for ease of use and look and feel.
  • Modifications to button styling for better look and feel.
September 2014
Enhanced ability to open web page views with a lightbox
  • Enhanced the Web Page View custom field with the ability to open up in a lightbox window instead of a pop-up window.
September 2014
Enhanced Arcadia Interface

The Arcadia interface has undergone UI improvements for object pages and behaviour.

  • The left-hand menu tabs have been moved to the top of the page for ease of navigation and greater real estate. When one of these menu tabs is selected the main section of fields will be hidden (currently this main section is persistent and remains).
  • Similar tabs will be grouped together for ease of navigation and greater real estate.
  • Custom fields grouped as tabs will now open up into a lightbox window as opposed to on the page itself.




November 2014
Multiple Aliases per Copy of SmartSimple
  • New functionality allows for the creation of virtual aliases. This feature allows clients to mask the instance URL through the Content Manager.
  • For clients with a varied user base that require their own landing page or URL for branding purposes, multiple URLs (example: company.smartsimple.com, subcompany.smartsimple.com) can now be set to bring users to the same copy of SmartSimple.
November 2014

List Views

Feature Upgrade Date
Company and Contact Role-Based List View
  • The List View for Companies/Accounts and Users/Contacts can be configured by role, just as the UTA Level 1, 2 and 3 List Views.
October 2010
User defined List views: users can create their own personal list views for any entity (organizations, contacts, Level 1, Level 2, Level 3). They can select the fields they wish to use in each view, the display orders of the fields and sort order of the data and the colour of each column in the list view. May 2012
Administrators can choose to make List Views public to be shared with other users. May 2012
Any List View (system, public or private) can be copied, renamed and saved. May 2012
The contents of a List View can be exported to MS Excel, MS Word or PDF though an Export feature May 2012
The List view contents can also be used to create a set of MS Word letters though a Merge feature. When this feature is used an MS Word Merge Word custom field is assigned to the list view to allow bulk merging. (All selected records will be merged into a single document for printing) May 2012
The System will remember the last list view used by a user and reapply that list view when the user next accesses that part of the system May 2012
Multiple fields can be displayed within the same column in a "stacked" configuration. May 2012
The List View for Associates/Associations can be personalized via the Global Settings page. May 2012
Loading a list view now defaults to last set of search criteria used. November 2012
Enhanced the current saved search filters to also include your currently selected template/type and status options as well. March 2013
Enhanced the ability to create multiple system list views per user role (previously limited to one system list view per user role). March 2013
New ability to attach a saved search filter to system list views so they can be pre-filtered. March 2013
New ability to manifest a list view as a menu tab. This can be used to update the UTA menu in addition to the current tabs for all Level 1 and all Level 2 objects. March 2013
Export List View to MS Word - A new setting has been added to list views which allows the user to export the results of a list view to Microsoft Word, using the Mail Merge functionality of Word. This new feature works in conjunction with the Special - MS Word Merge field type. May 2013
New Feature: Quick Edit: This new feature allows users to edit fields on a record directly from the list view. The system administrator determines which fields display in the Quick Edit pop-up from the list view configuration page. July 2013
When you assign an organization to the Organization standard field using the Lookup button, the organization details shown in the list view can now be configured by System Administrators. July 2013
Improvements to Arcadia List Views:
  • In SmartSimple's next-generation Arcadia interface, the column widths of list views can be defined.
  • List view headings can also be made static, or in other words always be visible at the top of the page when scrolling through a long list of records on a list view.
October 2013
Simplified List Views for Companies and Contacts
  • The configuration of list views for companies and contacts has been simplified, combining the list view settings pages for external and internal companies and contacts. As well, the setup page for Ajax Lookup list views has been consolidated for external and internal companies and contacts.
March 2014
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.
May 2014
List View Improvements
  • List views 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.
May 2014


Feature Upgrade Date
Recent-Viewed Objects List Now Enabled by Default:
  • The Recently Viewed panel, a right-hand panel containing a hyperlinked list of the most recently-viewed records, was introduced in the last month's upgrade. With this upgrade, this feature has been updated to be auto-enabled for all roles.
  • For roles which should not have access to the Recently Viewed panel, this feature can be disabled using Manager Permissions.
October 2013
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."
May 2014
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."
May 2014
New Ability to modify search query filters
  • Users now have the ability to make modifications to filters after they have been created. See filters for further information.
September 2014


Feature Upgrade Date
Advanced Logic to Suppress Public Notes
  • Using Advanced Logic you are now able to suppress Public Notes at Level 1, Level 2 and Level 3.
October 2009
Enhancements to Notes Functionality:
  • Notes can now be added to the configuration pages for Templates, Types, Statuses and Custom Fields. This will allow system administrators to keep track of changes to their system configuration.
  • Notes are also now available for viewing and editing when a record is in Edit mode.
August 2013
Enhanced notes functionality
  • The Notes functionality has been extended to transactions.
September 2014

Personal Settings

Feature Upgrade Date
Time Format
  • On the Personal Setting page users are able to select whether the time is displayed in 24h or 12h format.
  • The setting will be be reflected in times displayed within UTAs for the standard start and end time fields at Levels 1, 2 and 3.
May 2009
New Timezone option to replace "Time Difference in Hours" offset in Personal Settings page. November 2012


Feature Upgrade Date
Report Variables
  • Exportdata: when using the Exportdata report variable, the variable will be replaced with data from the specified report, in the format defined by the advance export template.
  • Csvdata: when using the Csvdata report variable, the variable will be replaced with data from the specified report, as comma separated values.

Example: To display the exported report for the report with ID 12345


These 2 variables can be used in a Web Page View or Read Only - System Variables custom field, or be included in the body of a Workflow message.

  • When using any of the ReportProperty variables (recordcount, exportdata and csvdata) the object ID (opportunityid, eventid, userid, etc) will be passed to the report processor. If the specified report includes the variable: @objectid@, it will be replaced by the object ID of whichever object (Level 1, Level 2, Contact, etc) called the ReportProperty attribute.
May 2010
Report Builder - Table Selection
  • The columns in the Report Builder are now filtered by the Table and the Type. This will simplify locating the desired field for the report.
  • For example if Tracking Application is chosen as the table, the Type combo box will be populated with all the UTAs and UTA template types.
  • Only newly created reports will employ this version of the report builder. Existing reports will not.
May 2010
Show Total
  • Another new feature within the report builder is the Show Total checkbox. When selected the last row of the report will include a total for that column. This is similar to the [[List View] Show Total feature, as it only shows the total of the column of records that are displayed on the current page.
May 2010
Caching and Record Limit
  • Reports and Charts can now be cached. Complex report and reports that are accessed regularly can be configured to be cached by the server to improve loading time and reduce the processing load on the server.
  • Reports can also be Cached By User when appropriate (Note that you must select both Enable Caching and Cache by User and enter an appropriate Cache Life Span.
May 2010
Record Lock
  • A new table called Tracking Application Lock can be used to report on records that have been locked by the Record Lock.
May 2010
Export Button
  • For reports that have defined Advanced Export Settings, when viewing the report within your browser there will now be an Export button located next to the Print button.
  • This will allow the report to be easily exported to a file after previewing it in the browser.
October 2010
Flash Charts
  • Graphs such as bar and pie charts created from SmartSimple reports can be displayed using Flash animation.
May 2011
Dashboard Layout
  • New dashboard layout configurations of 1x7, 1x8, 1x9 and 1x10.
May 2011
Once a report is generated the user can select an MS Excel template used to create a MS Excel version of the report. May 2012
Support for exporting reports to a MS Word template May 2012
The Report Builder will now support the having clause. Having is used to accommodate criteria when aggregate functions are used. May 2012
Custom Field Settings are now available as a Recordset table for reports to show the properties of custom fields configured on your system. October 2012
You can set any report to ignore the Global Report Template and use the template defined in the report settings. October 2012
System variables can now be used on report criteria. November 2012
New report added to Usage Statistics category: Maximum Concurrent External Users (shows maximum amount of users logged in per month) - (can be added on demand). November 2012
New "Enable Translation" feature added to Advanced Report Settings to allow report headers to use translation options in language library. November 2012
Subreports can be Linked using Column Values in Main Report - When creating a subreport, system administrators can now specify that the reports should be linked using values from a column of the parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to using standard fields to link main reports and subreports, and can now specify a custom field. August 2013
New Feature: Reports Caching:
  • System Administrators can now schedule reports to be run periodically (daily, weekly, monthly).
  • Scheduled reports can be configured to store custom field values to SmartSimple records, allowing for the periodic aggregation of data.
  • The following types of SmartSimple records can be updated:
  • Typical use cases might include:
  • On a monthly basis, automatically storing the total number of reviews that have been performed by a given user on their contact profile.
  • On a weekly basis, automatically updating a user's profile to indicate whether or not timesheets have been filled out in SmartSimple.
  • On a daily basis, automatically updating on a company's profile a summation of the total number of grants for which contacts of that organization has applied.
September 2013
Setting Alignment of Columns in Report Builder: Columns in reports can now be set in the Report Builder to be left-, right- or center-aligned without resorting to custom HTML. September 2013
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.
May 2014


Feature Upgrade Date
Inclusion of Folders in Search
  • When you search within SmartFolders the results will include both files and folders that match the search term.
May 2009
Enhanced SmartFolders interface
  • The SmartFolders interface has been updated with a new look and feel.
September 2014

Standard / Custom Fields

Feature Upgrade Date
Standard Field Visibility Control
  • You can now set visibility logic on standard fields at all levels in the same manner that you set these conditions on custom fields.
  • To set the visibility logic, navigate to the appropriate standard field screen and enter the condition into the Visibility Condition column.
April 2009
Auto Save Custom Field
  • This new custom field type automatically saves the current page in the background at a specified interval (5 minutes, 10 minutes, etc.)
  • Using the Auto Save Custom Field will ensure that users filling in long forms will have their work automatically saved at the specified interval in case of an Internet outage or connection time-out. Specifically designed for Level 1 Template Pages, but will also work for the internal view of Level 1 records.
  • The page is not refreshed on-screen, simply saved in the background. No Validation or Calculations will be performed until the record is saved in the usual fashion.
May 2009
Bar Code Custom Field
  • There is a new custom field type called Special - Bar Code.
  • When creating this field type, in the Values section you must enter the Custom Field ID of the field that contains the integer or text string you wish to have converted to a bar code.

In the above example 13975 is the Custom Field ID of the "Ticket Number" field, which would display on the record as:

May 2009
Custom Field Tabs
  • Custom Fields can now be displayed on different tabs, with a Next and Previous button at the bottom of each tab to facilitate navigation between the tabs.
  • This will enable separation into sections for records that have a large number of Custom Fields.
This isn't actually a new type of custom field, but rather an additional option within the Title Bar - Multiple Columns custom field type.
  • A Custom Field Tab can be added by creating a new Title Bar - Multiple Columns custom field and selecting the Use As Tab check box. The caption/name of the field will be used as the heading on the tab.
In the above example there are 3 tabs named "Additional Details", "Company Information" and "Contract Details"
Navigation between the tabs can be accomplished by either clicking on the Next or Previous buttons, 
or by clicking on the name of the tab you wish to access.
May 2009
MS Word Merge Enhancement
  • If you have configured a MS Word Merge to be uploaded back into a Custom Field within SmartSimple you can now select any Single or Multiple file field on the current level, parent level, or grandparent level as the destination.
  • For example, if your MS Word Merge field is on Level 3 you can configure the MS Word document to be uploaded to a Single or Multiple File field on the associated Level 3, Level 2 or Level 1 record.
May 2009
Field ID Variable
  • It is now possible to reference the field ID of Custom Fields using a variable rather than the actual field ID. The syntax is @fieldname.ID@
  • This will allow you to write Browser Scripts without looking up field numbers, as well as making it easy to identify which field is being referenced. When exporting Custom Fields this will also allow you to avoid having to change the field IDs in exported Browser Scripts.
  • If you have fields with the same name (on different Templates or Types) you will still have to use the fieldid, since that is the only way to differentiate fields with identical names.
July 2009
Custom Field Number Format
  • In addition to the current "Currency" number format option which outputs dollars ($20,000.00) you will be able to specify other currencies:
Number Format Display
Currency $20,000.00
Currency-QAR QAR 20.000,00
Currency-EUR €20,000.00
Currency-GBP £20,000.00
  • Any currency defined by ISO 4217 can be shown by using the appropriate 3 letter currency code.
  • This setting only applies in view mode, or when the values are displayed in a Web Page View, Report, MS Word Merge, etc. No formatting is applied in edit mode.
Note: in edit mode you must use a period (.) as the decimal, even if the currency defined uses a comma (,).
October 2009
Single File Field Online Editing
  • Online editing is now possible for the Single File field. If a file is being edited by one user it will be shown as checked out to prevent other users from trying to edit it at the same time.
  • Single File Field with online editing enabled:
  • File checked out by another user:
October 2009
Single/Multiple File Field Upload Workflow October 2009
Edit Data
  • When using Rich Text Fields, pasting complex HTML in the field it can sometime prevent the page from being displayed correctly. Occasionally this prevents saving the record, and thereby makes it impossible to remove the faulty data in the field.
  • It is now possible to edit the data in the field without actually viewing the faulty record. This is done via the settings of the Custom Field concerned.
Select Field Data:FieldData.png then Edit Data:EditData.png

When prompted enter the opportunityid (Level 1) or eventid (Levels 2 & 3) for the relevant record and a pop-up window will appear allowing you to directly edit the data in the selected field for that record.

October 2009
Custom Field Type: Special - Spreadsheet
  • This field type is used to present the user with a spreadsheet that is compatible with MS Excel. This spreadsheet is stored as part of the record and can be exported as a .xls file, or be opened directly by MS Excel.
  • Formulas are included.
  • Information can be moved from MS Excel into this field using a macro within Excel.
  • The values in one or more cells on the spreadsheet can be referenced as variables.
May 2010
New Custom Field Type: Select One - User Group
  • The Select One - User Group Custom Field can be used to link any entity (company, UTA Level 1, Level 2 etc.) to a User Group.
  • User Groups are defined in Configuration, Roles and Permissions, User groups.
  • On its own this field only links the group to the entity. It can then be used in conjunction with a display field (Web Page View or Read Only System Variables custom field) to display information derived from the contacts in the related Group.
May 2010
New Custom Field Type: Lookup - ICD Code
  • The standard list of ICD Codes (International Statistical Classification of Diseases and Related Health Problems) is now available as a custom field type.
  • The field stores the actual ICD code (i.e. G44.0). If you wish to display the description (i.e. Cluster Headache Syndrome) you can use the syntax @field name.value@ in a Read Only - System Variables field or similar.
May 2010
Web Page View Field: SSattach
  • Static PDF documents can now be attached to Web Page Views using ssattach at a defined page location desired using the following syntax:
<!--@ssattach(insert;@static pdf.value@;n)-->  
where n is the page number at which the PDF document should be placed.
  • ssattach can now be used to attach PDF documents from multi-file fields:
Syntax for single file field:
Syntax for multiple file field:
May 2010
Web Page View Settings
  • PDF Page Restriction: Within the Web Page View custom field settings you can define a maximum number of pages for the resultant PDF. If the PDF generated has more than the specified number of page it will not be permitted to be automatically stored into the Multiple Files Custom Field specified in the Value Stores To setting.
  • Automatically Use User ID as File Name: When the Web Page View is stored the userid of the person who created it will be used as the file name. When used in association with the Save to Multiple File Field setting this will ensure each user is only permitted to generate and store one file in that folder (Keep Versions must be disabled on the Multiple Files Custom Field).
  • Value Stores To: The Multiple Files field selected can be enforced as the only file field the Web Page View can be saved into, rather than simply being the default.
May 2010
Single File Custom Field Settings
  • Disable E-mail Button: Removes the ability of users to e-mail the file directly from within SmartSimple.
  • No Deletion: Prevents deletion of the file. It can only be replaced with a new file.
May 2010
Multiple Files Custom Field Settings
  • PDF Merge Sort Order: The PDF merge functionality will now allow you to specify the order in which the documents are merged.
May 2010
ICD Code Lookup Button
  • The Lookup - ICD Code Custom Field will now have a Lookup button to facilitate browsing for the relevant item.
October 2010
Onload Function
  • similar to savefunc and sbfunc, the system will look for a user defined Browser Script with a function called onloadfunc which will be executed as soon as the page has loaded fully.
  • This is in place in the UTA at L1, L2, L3 and Invoicing, as well as on Contacts and Accounts
  • It only runs in Edit mode at Level 1, Contacts and Accounts.
October 2010
Post to External Server
  • Posting to external servers via a Web Page View has been updated to allow the response from the server to be stored.
October 2010
Standard Field Edit Condition

A conditional statement can be entered to control whether standard fields appear as editable or read only. The conditions can be based on role, status, or other criteria. This feature applies to company, contact and Universal Tracking Application standard fields.

May 2011
Custom Field Language Display

The captions displayed on custom fields can be configured for multiple languages. When viewing a record the personal language setting for each user will determine which language is displayed to them.

May 2011
New Custom Field Type: Special - Hand Drawing

This field type stores freehand drawings done either with a mouse or touch sensitive screen. The background image can be defined, as well as the colours to be used and patterns/images that can be "stamped" onto the image.

May 2011
Enable Camera Snapshot

The "Display Only - Image" custom field has a setting that enables a web cam attached to the computer to be used as the source of the image to be stored in this field type.

May 2011
Document Console

When using the Multiple Files custom field you can enable the document console. This allows you to easily preview and print the documents.

May 2011
Settings for Standard Fields will be managed in a similar manner to Custom Fields. Including Role and Status Field Permissions lookups and the ability to translate Standard Field labels and validation messages May 2012
You can now Track Changes on Contact and Company Standard Fields May 2012
An improved Rich Text editor will be introduced. As well as improved functionality and compatibility, the array of buttons displayed can be configured by an administrator as needed via Global Settings May 2012
File Type Restrictions: Single File and Multiple Files custom fields can be configured to define which file extensions can be uploaded to each specific field (e.g. .pdf, .doc, .xls) May 2012
Translation XML: custom field language translations can now be done by exporting and importing using an XML template. May 2012
Level 1 Track Changes: the field history of all fields with Track Changes enabled on Level 1 can be viewed at once with a new menu bar button. May 2012
Option to make custom fields manifest as hidden for the following field types: Creation - Created By, Creation - Date, Special - Auto Number, Special - Calculated Value, Store Value - System Variables. This will allow the value to be updated/saved without being visible on the page. May 2012
When editing custom fields you can now use the custom field batch update to add/update the Tab Name for multiple custom fields at once. May 2012
There is now an "Appear Mandatory" setting for custom fields which will make the field appear as mandatory to the user even though the "Allow Empty" setting is selected. This is useful when using JavaScript validation on the field. October 2012
HTML entered into the template on a Web Page View Field will be displayed with syntax highlighting. October 2012
If a Tool Tip has been defined on a custom field, the field name caption will display with a dotted underline indicating that the user can "mouse-over" the field name and Tip text will appear. Also, if there are field services (e.g. Map or People Search) or Track History enabled, then those options will be displayed by hovering the mouse over the field. October 2012
Additional capabilities have been added to the Browser Script custom field which allow it to trigger system functions (e.g. workflow, activate user) with options to trigger on load, on save, or on demand. October 2012
A new custom field setting (Type Field Permissions) has been added to make it easy to select the level 1 template(s) and level 2 types on which a field will be visible, rather than using the visibility condition. October 2012
The Level 1 Branch standard field can be configured to allow external companies as well as internal companies. November 2012
A new Middle Name standard field on contacts. November 2012
Dynamic Data and Select One – Combo Box custom fields can now be manifested as radio buttons. November 2012
Prefix/Suffix standard fields on Contacts can now be customized as drop-down boxes. November 2012
Enhanced the account list view within a UTA with the ability to list the account owner as a column. February 2013
New ability to update the display order of only a selected group of custom fields within batch update (previously forced to update display order of all custom fields). February 2013
New ability to retain options within Select One – Combo Box/Select Many – Check Boxes options that have been retired and are no longer available, but need to be retained for historical value. March 2013
For fields of type “Select Many – Check Boxes” a new “Sort Values To Display Vertically” setting has been added. This setting allows the user to select whether multiple columns of values should be ordered horizontally or vertically.
The example below illustrates how values (designated "A" through "F") would be displayed if a checkbox field were to be configured with two columns:
“Sort Values To Display Vertically”
setting is Unchecked:
“Sort Values To Display Vertically”
setting is Checked:
April 2013
New Field Type Added - Lookup – Ajax Options. The new Lookup – Ajax Options field type allows a system administrator to create their own Ajax lookup fields. The values in the field settings can be set with “store values” and “display values” using the same syntax as the Select One – Combo Box field type. May 2013
Global User and Company Custom Fields - New links added on Global Settings for Branch/Organization Custom Fields and Staff/Contact Custom Fields to show global custom fields for companies and contacts, whether or not they are internal or external. May 2013
Address Types – A new setting has been added to Global Settings under the Business & System Configuration heading to add multiple Address Types (such as “Home,” “Business,” etc.) to contact and company records. May 2013
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.
May 2014
Enhanced Number Validation and Formatting
  • Custom fields configured to accept number formats now have additional formatting options.
  • The number format can be set to be Integer, Currency, Comma-formatted, Decimal, Percentage, or a custom (user-defined) format.
  • A Precision setting has also been added to validate numeric data to be a whole number, to one through four decimal places, or to the nearest increment of tens, hundreds or thousands.
  • See the Number Format page for additional information.
September 2014
Updated Functionality for Maximum Character Limit
  • The maximum character/word limit functionality of custom fields has been updated to allow users to enter content that exceeds the limit initially and then edit appropriately before saving/submitting the record. Content will no longer be truncated if pasted into the field from another source, but the character/word limit will still be enforced on save/submission.
Word counter limit.png

Error message.png
November 2014
Enhanced Usability for Multiple Lookup Fields

The look and feel of custom fields such as the Lookup - Ajax Options and Lookup - Entity and People fields have been enhanced. When the fields are configured to allow for multiple selection, the options selected for a given field will be displayed below the field. To de-select an option, simply click on the gray "x" next to the option name.



November 2014

Statuses / Submissions

Feature Upgrade Date
Submitted URL Redirect
  • A Submitted URL option is now available within the submit settings for each Level 1 Status, which will implement an automatic redirect to the specified URL based on status when the record is submitted.
  • For example, you may want the user to be returned to their standard Portal View whenever a record is closed.
May 2009
Level 1 Submit Button Script
  • Allows you to define a script that is run when the Submit button is pressed. The normal Submit button functions are not executed (validation and status change).
  • This will allow you to create a Browser Script that will perform custom validation of the data on the page, and can then optionally change the status or execute the submit function as part of the script.
July 2009
Level 2 and Level 3 Submitted URL
  • When the Submit button is pressed for a given Status, instead of remaining on the view of the current record the user will be redirected to the URL defined in this section. If no URL is entered the current record will stay in view.
  • This was introduced for Level 1 in the last upgrade, and now has expanded to include Level 2 and Level 3.
July 2009
Level 1 Statuses can now be limited to show only the Submit button. November 2011
New ability added to configure multiple submit buttons on Level 1, 2 and 3 with varying visibility conditions that move the record to various statuses. November 2012
Variables displaying save and submit buttons ("@SYSTEMBUTTONS@") now available for level 2 and 3 template pages. November 2012
Bypass Validation Option on Submit Buttons: System Administrators can create submit buttons for records which move the records to a different status and trigger the field validation and submit logic on that record. A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the field validation. System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to fill out all the mandatory fields on a record. August 2013
Consolidation of Submit Logic Failure Messages: In order to assist end users complete forms with multiple Submit Logic validations, SmartSimple will now display all alert messages configured with Submit Logic into a consolidated alert window. September 2013
New Functionality for Save / Save Draft buttons May 2014


Feature Upgrade Date
Cross-UTA Transactions
  • UTA Transactions can bridge 2 different UTAs, either at Level 1 or at Level 2.
May 2009
Transaction Template Formula: server side formulas to be run whenever a transaction is saved. May 2012
Transaction Template Page: Template page that can be used for internal or external entry/update of transactions. May 2012
Enhanced transactions with the ability to enable record locking. February 2013
Transaction List Views: List Views can now be defined for transactions to match the list view functionality for other system objects. August 2013

Variables / Variable Processor

Feature Upgrade Date
Report Record Count Variable
  • Introduction of a variable that can generate the number of records within a specified report.

Example: To generate the number of records (equivalent to the number of rows in the report) for report with ID 12345


This can be used in a Web Page View or as a Read Only - System Variable to display a record count, as part of Submit Logic, or included in the title of a Portal shortcut to indicate how many records are at a given status (for example).

October 2009
Assign Level 1 Customer
  • Ability to assign to the Customer Level 1 Standard field (also called Client).
  • Example template formula: @opportunity.companyid@=@opportunity.owner.companyid@
October 2009
User/Company Association List
  • Ability to use the list syntax [#...#] to show all companies that a user is associated with, or all users associated with a company.
October 2009
Variable Processor Enhancements

or using field ID:


  • You can use @roleid@ on a UTA Role based Custom Field to obtain the role ID that the user is assigned with on the Level 1.

  • For Multiple Files fields you can obtain a count of the number of files stored within the field using the following syntax:

or using field ID:

May 2010
Currency Formatting
  • Values can now be changed to standard currency formats using the following syntax: @format(FIELD NAME,currency,CURRENCYCODE)@
May 2011
System Library
  • A global System Library has been added that can be accessed as system variables. The available values and functions can be found under System Variables on the Global Settings page. The syntax is: @system.library.variable name@
  • When viewing the list of custom fields will identify those that are using System Library variables.
May 2011
System Variable Pre-processing
  • Variables within System Variables will be pre-processed to allow dynamic selection of the appropriate variable. The syntax to be used is: @system2.@variable name@@
  • System variables appearing within other system variables is also now supported.
May 2011
Global Auto-number
  • A global auto-number field can be specified as a System Variable. This will allow sequential numbers to be provided across different objects and/or in different UTAs.
May 2011
The access level a contact has been given (No Access, User Centric Interface, Administrator or Portal Interface) can be accessed using variables @accesstypeid@ and @accesstype@ November 2011
Variable processor support for:
  • Displaying the last time a user logged into the system: @me.lastlogin@
  • Listing all the companies under another company: [#(object=company) ~name~ #]
  • Displaying Contact/Company association role based custom fields: [#(?object=association;)$?afc_customfieldid$#]
  • Adding business days to a given date, or counting the number of business days between 2 dates: SS_FUNC.addbusdays(DATE, BUSINESSDAYS) and SS_FUNC.countbusdays(FIRSTDATE, SECONDDATE)
  • Within Report Template Header to obtain the criteria entered by users: @args[1]@, @args[2]@
  • Within Report Template Header to obtain date/time report was run: @runtime@
  • Passing criteria to reports when using the ReportProperty variable: @ReportProperty(12345,recordcount,"Column Name","Criteria")@ where criteria is the answer to ??? on the report. If using variables in the Criteria you should use @ReportProperty2...
May 2012
Two new date functions have been added:
  • @date(currentdate)@ will return current server date as YYYY-MM-DD
  • @datetime(currentdate)@ will return current server time as YYYY-MM-DD HH:MM:SS
October 2012
New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time. February 2013
New setting: SmartField View – This new feature within the custom field configuration page has been added to facilitate the building of Web Page Views and for user-defined printable data summaries.
A new variable, @SmartFields@, will return custom fields formatted as they are in view mode. This variable can simplify the configuration of printable Web Page View pages and applies existing security rules to all the custom fields—showing only those fields that are permissible—thus simulating the current view mode of the object contexted to the current user.
Selecting “Include” or “Only display for SmartField View” will include the custom field in the @SmartFields@ variable, which can be included in Web Page View fields to reference the selected custom fields. “Only display for SmartField View” will also hide the field from normal viewing. Choosing “Exclude” will prevent the field from being included in the @SmartFields@ variable.
May 2013
Simplified Display of Uploaded Files
  • A new syntax has been added for referencing files uploaded to a field. You can display uploaded files as a string of text by using the @Fieldname.filenames()@ variable. The syntax is @field name.filenames(delimiter)@.
Example: To display a comma separated list of file names of the files uploaded to a field named Uploaded Files, you would enter the variable @Uploaded Files.filenames(,)@.
March 2014

Web Forms

Feature Upgrade Date
Web Form Status
  • Web Forms now support a Status which is changed by a Submit button at the end of the form.
May 2009
Convert Web Form to PDF
  • Completed Web Forms can be converted to pdf using a button on the Results page.
May 2009


Feature Upgrade Date
Level 2 Creation
  • The Create New Activity workflow can now be driven by custom fields. For example, you could have check boxes at Level 1 corresponding to various Level 2 Types. Selecting each check box could create and attach the relevant Level 2 activity type.
  • The Create New Activity workflow will also trigger any relevant Auto-assignments, Level 2 Workflows and Level 2 Formulas.
May 2009
HTML E-mail Format
  • Workflow e-mails can now be sent using HTML format as well as plain text.
May 2009
Recurring Workflows
  • Recurring Workflows can be used to send out e-mails on a daily, weekly or monthly basis.
  • These workflow e-mails can use the ReportProperty functions mentioned above to automatically e-mail periodic reports.
May 2010
People Association Workflow Task Type
  • A new Workflow Task allows you to automatically add contacts to Level 1 activities with the role specified in the Workflow Task.
May 2010
Level 1 Date Trigger
  • Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record.
May 2010
UTA Role Assignment Tasks
  • The recipient for these tasks can now be defined as the user that was added to the record.
  • You can include information from the Level one record using variable syntax: @levelone.customfieldname@
May 2010
Transaction Workflows
  • Workflows can now be attached to Transactions.
May 2010
Workflow E-mails
  • The e-mail header can now be defined.
May 2010
Select User for Next Task
  • This Workflow Task Type allows the current user to select which user will be responsible for the subsequent task.
  • This is necessary if the following task is due to be triggered in future, since select Let Current User Select on the subsequent task isn't possible since the trigger is delayed.
October 2010
Create Activity
  • The Create Activity workflow task can now be used at Level 2 to create one or more Level 3 activities.
May 2011
Workflow Requests
  • Workflow task types Request for Comment and Request for Approval at Level 2 and Level 3 can now be configured to display the record either in view or in edit mode.
May 2011
Workflow IDs will be shown in the list of workflows to facilitate configuration November 2011
Branching Workflows. A logical statement can be added to workflow connectors. This will enable workflows to branch based on conditional statements. For example: if a workflow request is triggered for a request exceeding $100,000 it will be sent to Senior Management for approval, while requests under $100,000 will take a different path. November 2011
Workflow History: a Manager Permission will enable a tab on Level 1, Level 2 and Level 3 to display the history of workflows triggered on the entity. November 2011
Workflow Request re-assignment: workflow requests (Request for Approval or Request for Comment) can be reassigned on the Pending Task list view. November 2011
Update Custom Field task type will be available on Company and Contact workflows May 2012
Company and Contact Workflow connectors can be delayed to trigger on a date stored in a Custom Field on the Company/Contact record May 2012
The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For Notes created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role. May 2012
The following workflow task types have been added:
  • Add new user
  • Remove a user role
  • Activate a user
  • Deactivate a user
October 2012
"Update Custom Field Value" and "Change Status" tasks have been added to transaction Workflows. October 2012
New Workflow Task Type: Update Standard Field Value. A new workflow task type has been added to allow workflows to update the values of standard fields on Level 1, Level 2, company, contact and transaction records. January 2013
Enhanced the routing ability of workflow tasks to be able to set the owner of an object (i.e. owner of a Level 1 or Level 2). March 2013
New task type added for Level 3 workflows: Change Status. April 2013
Multiple User-Selected Recipients for Workflow Messages: System administrators can configure workflow tasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, the user can choose multiple recipients of the workflow-generated email message. See Selecting Recipients in an Acknowledgment Workflow for further information. August 2013
Creating Multiple PDFs with a Single Workflow Task: The Workflow task to create a PDF file from a Web Page View field has been enhanced to allow System Administrators to configure the task to create multiple PDF files from multiple Web Page View fields. See the Creating Multiple PDFs with a Single Workflow Task page for instructions. October 2013
Update Company Categories with Workflow Tasks: A new Workflow Task Type can been created named Update Company Category which can automate the action of adding or removing a Organization Category from an organization profile. October 2013


Feature Upgrade Date
Custom Field Type: Special - XML Data
  • The XML field type can be used to store blocks of XML in a single field.
  • Variables can be used to extract values from this block into other custom fields.
May 2010
XML Section Builder: An automated tool to facilitate creation of XML tables such as budget templates etc. November 2011
Upgrades to XML Data Field
  • It is now possible to enable the Track Changes option for XML fields.
  • XML fields now allow for tabbed sections. Example:
June 2013
XML Field Enhancement May 2014


Feature Upgrade Date
System Date & Time
  • Clients on dedicated servers that are not configured with automatic time synchronization can set the server date and time on the Global Settings page.
May 2010
Advanced Logic
  • The visibility of Associations on both contact and account profiles now can be controlled using Global Advanced Logic.
  • Within a UTA the hyperlinks in the Level 1 Company List View can be disabled using Advanced Logic.
  • Hide Associates on User/Company Profile.
  • Transactions: Show attribution button.
May 2010
HCAI Status
  • The status of submissions to HCAI can be displayed from the invoice view (or OCF-18 view if enabled). It can also be stored to a custom field on the Invoice (or Level 2 for OCF-18s) so that it can be displayed within the List View or Reports
October 2010
File Upload with Proxy Server

We have also introduced a new multiple file upload tool that can be enabled if your office connects to the internet via a proxy server.

May 2011
Message Queue

A manager permission has been implemented to provide read-only access to the message queue. Previously only Global Administrators had access.

May 2011
Multi-File Upload Applet

Use of the multi-file upload tool can be restricted by role using a manager permission.

May 2011
Advanced Search: A more powerful search facility can now be enabled to replace the right-hand search panel within Contacts, Companies and the Universal Tracking Application. The Advanced search enables quick and easy input of multiple criteria including AND, OR and NOT operands. November 2011
Auto-close on set password page: after setting a password for a contact the confirmation window will auto-close in 3 seconds November 2011
Language Library: Labels within the system can be custom translated using the Language Library, accessible from Global Settings. The same label can be given different translations for each specific page within the system November 2011
Last Search option for Contact search, Company search and Level 2 / Level 3 searches November 2011
The Applicant Tracking built-in application can now be renamed. This will facilitate its use as a Volunteer tracking system. November 2011
Global Advanced Logic to hide the Organization Chart on company records November 2011
Global Advanced Logic to remove the hyperlinks on the e-mail field and phone number field on contacts and account November 2011
Advanced Date Searching: When using the advanced search to search a date field (standard or custom) you can search using: On, before, after, between or is empty. May 2012
Pandora utarole_add, utarole_remove and utarole_update functions extended to create, remove and update consumer/provider relationships. May 2012
Batch Update Contacts can be added to Level 2 records using batch update when the Multiple Contact List is enabled at Level 2. May 2012
A new setting in email broadcast to choose a user custom field as email address instead of user standard field (e.g. alternate e-mail address) May 2012
A setting to specify where a note type is available in the system. You can restrict note types available to the following entities:
  • Contacts
  • Companies
  • Events / Activities
  • UTA Level 1
  • UTA Level 2
October 2012
An "All Record" check box has been added on the deleted companies/contacts list view so that when selected, it can restore or purge all records in the database that are flagged as deleted. October 2012
Two new manager permissions have been added for Sales Tracking Opportunities:
  • "Sales Tracking - Hide Settings Tab" - hides the settings tab based on role for Opportunities in Sales Tracking.
  • "Sales Tracking - Restrict Deleting Opportunities" - restricts deleting Opportunities for specific roles on both List View and while editing the Opportunity in the Sales Tracking application.
  • Provides the ability to access rootcompany objects through the variable processor.
  • The maximum number of records that appear in a Ajax list has increased to 50.
  • The SmartSimple currency function, ssFormatCurrency(num) has been updated to accept any currency symbol. The format of the function is now: ssFormatCurrency(num,sym)
October 2012
Additional instance data available in "Records Storage Summary" hyperlink in Global Settings pertaining to Database and File Storage size. November 2012
Basic search allows for searches based on type. November 2012
Alert message for unsaved forms – In order to mitigate against users navigating away from certain forms without having saved their changes, a setting has been added under Global Settings > Business & System Configuration, which is captioned “Enable warning upon navigation from unsaved forms.” When selected, the user will be presented with a dialog box upon navigating away from an edited, unsaved form asking for confirmation for leaving the page.
This setting applies to the following types of records:
  • Company profiles;
  • Contact profiles;
  • Transactions;
  • Level One, Two and Three Objects;
  • XML pages; and
  • any "Tabs" on those objects.
May 2013
Notes on Invoices - Notes can now be enabled for invoice records. May 2013
New Feature: Recently-Viewed Objects:
  • When enabled through Manager Permissions, a new right-hand panel titled "Recently Viewed" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to navigate easily through the system.
  • The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.
September 2013
Configuration Error Log - System Administrators now have a new tool to troubleshoot errors generated by the system when troubleshooting configuration changes. The Configuration Error Log, available from the Business & System Configuration section of the Global Settings page, maintains a log of server-side errors.
October 2013
New Permission Settings: October 2013
Remember Me Deprecated: For security reasons the "Remember Me" setting on the login page has been deprecated and removed. October 2013