SmartSimple's August 2013 Upgrade

It's that time again - our August 2013 system upgrade is live! Read on for a complete rundown of the latest enhancements, features and upgrades that have been added to your SmartSimple system this month.




Multiple User-Selected Recipients for Workflow Messages
Users can now choose multiple recipients of a workflow-generated email by configuring workflow tasks.

Enhancements to Notes Functionality
System administrators can now keep track of system configuration changes with notes added to configuration pages for templates, types, statuses and custom fields. Additionally, note functionality now exists when a record is in edit mode.

Bypass Validation Option on Submit Buttons
Bypass Validation is a new setting that enables users to move a record to a different status without triggering the field validation. For example, records could be changed back to Draft status without having to fill out all mandatory fields.

Improvements to Subreports
System administrators now have the ability to link reports using values from a column of the parent report.

Transaction List Views
List Views can now be defined for transactions to match the list view functionality for other system objects.

Email Template Categories
‘Categories’ have now been added as a new feature for email templates. When creating an email template, users can select from the following categories: General, UTA Level 1, UTA Level 2 and 3, or Contact.

Portal Design Enhancements
System administrators can choose between the Classic SmartSimple interface and the Contemporary design when creating a new portal. Custom HTML can be created to customize the look and feel of the Contemporary design to match your organization’s brand.

Additionally, a new section called Body Introduction has been added to the Portal Design page. This enables designers to add instructions, report statistics and other variables into the portal.

Hide Notification of Locked Record
System administrators can enable a new setting (under the Global Settings page) to prevent the system from displaying the message notifying a user that they have checked out a record for editing purposes.


Read the Upgrades article on our Wiki for more information about the current upgrade or previous enhancements.

Have any questions about the August upgrade and how it can benefit your system? Don't hesitate to contact us at support@smartsimple.com or 1-866-239-0991.

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