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Last updated: 2025-12-03


Release Notes - SmartOffice 2020 Release 1


About This Document


For general information about SmartOffice release notes, visit the Release Notes home page.


Revision History


These release notes may be revised after their initial publication. This section lists the dates of any revisions as well as a list of changes.


February 25, 2020


  • Initial publication

February 27, 2020


  • SmartOffice Anywhere: Added screenshots for redesigned calendar, task and settings (PMG-848451, PMG-848452).
  • SmartOffice Anywhere: Clarified description of "Office name in settings" enhancement (PMG-847888).

Release Overview


SmartOffice 2020 Release 1 features improvements to SmartPad and client communication preferences and solutions to several page layout customization issues. In addition, the SmartOffice Anywhere app now features revamped calendar, tasks, and settings screens for mobile devices. For agencies, Release 1 includes enhancements to policy/pending case correspondence and policy page layout customization.


Enhancement Highlights


This section provides quick links to the featured enhancements in this release.


Core System



Agency Management



SmartOffice Anywhere



System Requirements


SmartOffice has dropped support for Windows 7 to coincide with Microsoft's end of support for that product. Ebix recommends that users upgrade to a later version of Windows.


For current system requirements, see System Requirements.


Note Regarding Text Changes in SmartOffice


This release may contain minor changes to text in dialog boxes and other areas of the SmartOffice user interface. Changes of this type are typically made to correct spelling, grammar, punctuation and other language-related issues. Such changes normally are not listed in this document unless they affect the way the application works.


SmartOffice Pro Changes


Core System


Featured Enhancements


SmartPad Auto-Save

SmartOffice can now be configured to automatically save SmartPad entries in the background as users write them. This enhancement helps to prevent situations in which a user's session expires before he/she saves a SmartPad entry, causing the loss of any unsaved text. An administrator can enable this feature from the office SmartPad/New Contact/E-mail Posting content link by entering a value (in minutes) for the auto-save interval.


(PMG-867025)


"Do Not Market" Communication Privacy Option


Users can now quickly select or clear communication privacy options for contact and other records. In contact records, go to the Add'l Personal content link and select or clear the new Do not Market option under Communication Privacy.



Selecting this option automatically selects all options in that section. The same option is available on the advisor Add'l Personal content link, as well as the business and agency Add'l Detail content links. (PMG-876133)


Other Enhancements


General

  • Column displaying outgoing e-mail settings: Enterprise administrators now have a convenient way to view the outgoing e-mail settings of all of their offices. From the System office, open the Office List (Setup > Office Settings) and customize the list layout to add the Send Options - Form Letters column. (PMG-825048)
  • Show My Favorites in page layout editor: In the page layout editor, users can now select the new Show My Favorites option at the top to limit the choices in the Template drop-down list to their favorite layouts.

(PMG-859530)


  • Permissions column in user lists and reports: When viewing a list of user accounts, administrators can now see data about the permissions assigned to each user by adding the new User Permissions column to the list layout. The column is also available for Dynamic Reports in the Admin-User Proxy and Office/User Access Log categories (Other report family). (PMG-883478)

Alert Center

  • Improved Alert Center column layout: The Action column in the Alert Center is now visible by default. This enhancement makes it easier for users to access the actions available for each alert they receive. (PMG-880030)

Contact Management

  • Custom data columns in business hierarchy list: While viewing a business's key relations, users can now add columns for contact custom fields. To do so, go to the business Key Relations content link and customize the list layout of the Business Hierarchy section to add columns from the Contact Custom table. (PMG-883020)

Data Import/Export

  • Browser-based list export improvements: The message that tells users how to retrieve large data exports from the Alert Center was revised to be more helpful. In addition, the option to not display the message again was removed so that users see the message every time they request large exports. (PMG-879153)

SmartPad

  • Ability to hide Changes tab in SmartPad: Enterprise customers can now configure their SmartOffice servers to hide the SmartPad's Changes tab, which is normally visible when the Audit Trail feature is enabled for an office. This enhancement enables an organization to continue tracking changes to records for audit purposes without showing that information to users. To hide the Changes tab, set the value of the element in the server config.xml file to true. (PMG-881696)

Resolved Issues


General

  • While typing characters into the Search box, users who selected one of SmartOffice's suggested matches from the dynamic menu using the keyboard were finding that the record was not opening. This issue was resolved. (PMG-810604)
  • Multiple issues with page layout customization were resolved:

- The first portlet that the user dragged into the layout was not appearing in the upper-left corner of the layout.


- When a user dragged fields into a portlet, the fields were always appearing on the left side of the portlet, regardless of where the user had dragged them.


- Users were unable to drag a field to the bottom of a portlet.


- Moving a portlet below another portlet was causing other portlets to change position unexpectedly.


- Users were unable to add fields to a custom portlet or drag fields into the custom portlet from another portlet.


- When the Primary Advisor field was added to a custom portlet, the field label was appearing as First Name, Last Name in the page layout.


- In some instances, adding all of the fields from the Personal Information portlet to a custom portlet was resulting in an error.


- In some page layouts, users who changed the height of the Remarks portlet in the page layout editor were finding that the change was not being reflected in the records themselves.


- Users were unable to move portlets from the bottom of the layout to the top when a scroll bar was present on the page.


- After changing a page layout from two columns to three columns, users could not move the first two portlets to the third column.


- Users were unable to drag predefined portlets into certain blank areas in page layouts.


- When a user dragged a predefined portlet into a page layout, the portlet's fields were not appearing until the user saved the layout.


- Users were unable to drag portlets to the last column in a multi-column custom page layout.


- Users could not drag a portlet between two horizontally stacked list portlets.


- Users could not drag a portlet below a full-width portlet.


- Users could not increase the width of a half-width list portlet to full width unless they first moved the portlet.


- When a custom page layout contained a custom field, subsequent changes to the field label were not being reflected in the page layout.


- After changing a custom page layout from a two-column layout to a three-column layout, users were unable to move portlets containing custom fields to the new column.


- In some instances, changes made to the Primary Advisor field on a custom page layout were not being recorded properly in the SmartPad.


- When a custom page layout containing Dynamic Report portlets was applied to a record, opening the layout template again was removing those portlets.


- Dragging a custom portlet under a full-width portlet was creating duplicates of the custom portlet when the template was saved.


- When a contact custom page layout included a custom field with a label containing a special character, applying the layout was producing an error.


- In household custom page layouts, users who entered data in household custom fields were unable to save their changes.


- Moving the Current Stage field from the Opportunity Detail portlet to another portlet was producing an error when the layout was saved.


- In advisor custom page layouts, users could not make changes to the Case Manager field when that field was part of a custom portlet.



(PMG-853045, PMG-858816, PMG-859467, PMG-859471, PMG-859473, PMG-859588, PMG-859590, 859594, PMG-859596, PMG-878621, PMG-880387, PMG-881793, PMG-881794, PMG-881987, PMG-882055, PMG-882858, PMG-882647)


  • Internet Explorer users who changed user account permissions were finding that the system was not saving their changes. This issue was resolved. (PMG-875793)
  • In lists displaying three or more levels of grouping, charts were displaying incorrect data. This issue was resolved. (PMG-875939)
  • When applying a user account template during user account creation, administrators were encountering a "not enough tier licenses" error. The error was occurring in single sign-on (SSO) configurations. This issue was resolved. (PMG-878871)
  • In some instances, the division and multiplication features in calculated columns were not producing correct results. This issue was resolved. (PMG-881389)
  • Several issues affecting Internet Explorer users were resolved:

- The Search and Add New menus were not displaying any choices.


- The Sign In and About hyperlinks were visible even after users signed in.


- The Advanced Search hyperlink next to the Search box was not working.



(PMG-883211)



Contact Management

  • On the Contact List, the Letters Sent column was displaying inaccurate values. This issue was resolved. (PMG-873567)
  • Searches for contacts whose last names contain spaces were not returning results. This issue was resolved. (PMG-880792)
  • An issue that occurred during key relation entry was resolved. After the user selected the Professional relationship type using the keyboard (by pressing P twice), the relationship type was reverting to Family when the user selected a choice under Define the Relationship using the mouse. (PMG-881431)
  • Users were encountering an error when they copied a contact's address from the Addresses section to the Remarks field and then saved the record. This issue was resolved. (PMG-882887)

Correspondence

  • When a secure delivery e-mail subject prefix was configured in Office Settings, SmartOffice was not adding the prefix to the subject lines of outgoing e-mail messages as expected. This issue was resolved. (PMG-883328)

Data Import/Export

  • While viewing the details of a .csv file import in the Data Import Log, users were unable to customize the list layout because the relevant command was missing. This issue was resolved. (PMG-880540)

Dynamic Reports

  • When running a Dynamic Report produced only one result, SmartOffice was directly opening the record instead of displaying a list of results. This issue was resolved so that reports always display a list of results. (PMG-811836)
  • Users who exported the results of a Summary-layout Dynamic Report to .csv or .xls format were finding that the export file was blank. This issue was resolved. (PMG-875859)
  • During quick Dynamic Report creation, selecting the Contact ID choice from the Look For drop-down list was making the Range drop-down blank. This issue was resolved. (PMG-880140)
  • After running a Contact/Business-category Dynamic Report, users were unable to mass modify fields in the Business Custom table because that table was missing from the Mass Modification dialog box. This issue was resolved. (PMG-882836)

Home Page

  • When a dashboard administrator selected the Force Focus on Next Login option for a shared tab, the tab was not appearing at sign-in for all users as expected. This issue was resolved. (PMG-874917)

SmartPad

  • An issue affecting E-mail-type SmartPad entries containing a small amount of text was resolved. When the SmartPad's row layout was set to Preview or Compact, the Notes column was displaying e-mail text with line breaks, which was limiting the amount of text that users could preview in that column. The line breaks no longer appear.  (PMG-877001)

SmartCalendar


Resolved Issues


  • In the Activity dialog box, users who pointed to the linked contact's name to display its information card were finding that the card data was cut off in some instances. This issue was resolved. (PMG-839537)
  • Users who printed calendar activity reports using the Calendar Month Portrait layout were finding that, when an activity's description contained a web address, the address was overlapping with content in the next column. This issue was resolved. (PMG-881400)
  • When users created activities during the activity outcome workflow, choices in the activity Sub-Type drop-down list that should have been hidden were visible. This issue was resolved. (PMG-882159)

SmartOpportunities


Resolved Issues


  • On the opportunity Detail content link, users were unable to delete multiple items simultaneously or change the current selection in the Stages drop down list in the Stage Actions for Current/Previous section. These issues were resolved. (PMG-878743, PMG-880988)
  • An issue with linking opportunity stages to activity outcomes in Opportunity Setup was resolved. After selecting an opportunity process, users who tried to select a stage in certain ways were being presented with a list of all stages rather than just those stages linked to the selected process. (PMG-882262)

SmartRecruiting


Resolved Issues


  • In Recruit Information-category Dynamic Reports, Set Membership filters were not working properly, causing reports to incorrectly display no data. This issue was resolved. (PMG-862519)
  • When trying to merge a candidate record into an advisor record, users were encountering a "contact merge failed" error. This issue was resolved. (PMG-875299)

Advisors/Agencies


Enhancements


General

  • Custom fields for advisor appointments: Two custom alphanumeric fields were added to the advisor Appointment Information dialog box, enabling users to track additional data about the appointment that is not already tracked in other fields.

(PMG-868031)


  • Improved case status follow-up logic: When no policy-based follow-ups are configured for the office, SmartOffice now moves a pending case's Next Follow-Up date to the Last Follow-Up field once a case status report is sent. This leaves the Next Follow-Up field blank so that the case will not be included in a subsequent case status report. (PMG-879833)
  • Ability to track life suitability compliance: Users can now track the status of an advisor's compliance with life insurance suitability training. On the advisor License/Compliance content link, add a record to the Compliance Status section and set the Compliance Type drop-down list to Life Suitability (Training).

(PMG-882313)



SmartView for Advisors

  • User rights hidden for regular user accounts: Two user rights that apply only to SmartView for Advisors user accounts—Show Riders & Reinsurance to SVA users and Show Additional Info. Content Link to SVA users—are now hidden for non-SmartView for Advisors accounts. Previously, the rights were visible but could not be modified. (PMG-883042)

Resolved Issues


General

  • An issue with creating an advisor request from the advisor Request/Requirement content link was resolved. When trying to add an advisor requirement to the request, users who tried to close the Requirement Detail dialog box without completing the required fields were encountering an "insert/update" error. The correct error message was restored. (PMG-849900)
  • When case status reports were printed, SmartOffice was sending them to the printer sorted by the primary advisor's first name. The reports are now sorted by the advisor’s last name. (PMG-864970)
  • An issue with mass modifying follow-up dates for presale activities was resolved. When a presale activity was assigned an action that was configured as an action exclusion in Policy/Case Setup > Follow-up > Presale Activity/Proposals, the mass modification was still creating a follow-up activity for the presale. (PMG-876995)
  • A server issue that was preventing users from sending case status reports was resolved. (PMG-880000)
  • In offices configured to automatically generate e-mail case status reports, the system was not updating the Next Follow-up and Last Follow-up date fields of cases included in those reports. This issue was resolved. (PMG-880164)
  • Users who tried to preview or send a case status report with the All pending cases based on follow-up date option selected were encountering an error. This issue was resolved. (PMG-881586)
  • Two issues with license and appointment records related to the NIPR integration were resolved:

- When a user created a product license type to be mapped to a NIPR line of authority in Policy/Case Setup > Licensing/Contracting Setup, the Product License Type field was not blank by default.


- In advisor license and appointment records, selecting a product license type mapped to a NIPR line of authority was not displaying the associated lines of business as configured in Policy/Case Setup.



 (PMG-882380)


  • When configuring advisors' carbon copy recipients for case status reports, users who selected the Check here if the contact above is the only recipient of correspondence option were unable to clear that option. This issue was resolved. (PMG-884537)

SmartView for Advisors

  • On the advisor Cont./Appt. content link, two issues affecting SmartView for Advisors accounts were resolved:

- The Process Contract Commission and Contract Change Utility commands were available in the Advisor Contract List. These commands were removed because they do not apply to SmartView for Advisors accounts.


- The Contract Hierarchy command in the Advisor Contract List was not displaying any hierarchy data. This command now displays advisor-level data.



(PMG-879171)



SmartPolicies


Featured Enhancements


Policy Transaction Portlets for Policy Page Layouts

When creating custom page layouts for policies or pending cases, users can now add two new predefined portlets:


  • Policy Transaction
  • Commissionable Premium Payment Transaction List.

These portlets display data from the policy/pending case Policy Transactions content link. (PMG-879312)


Other Enhancements


  • New created/modified columns for interested parties: To help users determine when interested parties were added or modified on policies and pending cases (and by whom), the Interested Party table now has three new columns: Created By, Created On, and Modified By. These columns can be added to areas such as the Policy Insured List and Policy Relationship List in policy/pending case records, as well as to interested party Dynamic Reports. (PMG-881366)
  • Improved policy page layout customization: When customizing the page layout of policy records, users can now rearrange the fields in the Basic Information and Premium information portlets by dragging them. (PMG-881608)
  • Full SS# masking in policy report: For enhanced privacy, the Policy Detail PDF report now fully masks the contact's Social Security number. Previously, the report masked Social Security numbers only partially. (PMG-882354)
  • Improved logic for policy issue age: When a policy's issue age exists in an inforce policy data feed, the policy record in SmartOffice now reflects that issue age. Previously, SmartOffice was always calculating the issue age based on the insured's birth date and the policy date, regardless of what was sent in the feed. (PMG-882848)

Resolved Issues


  • When a user added the Benefit portlet to a custom page layout for long-term care policies, the portlet's Coverage section was missing several fields. In addition, users were not able to add the missing fields using the page layout editor. This issue was resolved. (PMG-873182)
  • On the policy/pending case Benefits or Riders/Reinsurance content link, adding any column from the Error Log table to the Rider List was causing rider entries to disappear from the list. This issue was resolved. (PMG-873785)
  • While viewing a policy subaccount's details, users who cleared the Subaccount field and then clicked the Subaccount hyperlink to select a different subaccount were encountering an issue. SmartOffice was displaying a list of all subaccounts in the system instead of just those subaccounts linked to the current product. This issue was resolved. (PMG-873883)
  • When trying to create a policy using the same policy number and carrier found on a deleted policy, users were encountering a confirmation message stating that the policy already existed. The system no longer displays this message for deleted policies. (PMG-874845)
  • Several issues with using the Launch Word correspondence feature from a policy or pending case were resolved:

- Users were being prompted to select one or more recipients even when they had already done so.


- Policy merge codes were not expanding.


- Letters were being saved only to the primary contact record and not the policy/pending case record.



(PMG-877255)


  • When the Policy Summary PDF report was run for a household, the Grand Total was incorrect. This issue was resolved. (PMG-879128)

Insurance Products and Carriers


Enhancements


  • EPO dental product type: An EPO product type was added to the system for dental insurance products, enabling users to create EPO dental policy records in SmartOffice. (PMG-879683)

Resolved Issues


  • Users who tried to add columns from the Product Custom or Carrier Custom table to the Rider Product List were encountering an error. This issue was resolved. (PMG-878687)

SmartInvestments


Resolved Issues


Investment Securities

  • In the Internet Quote Service utility, the Yahoo Quote Service option was still available, even though the service has been discontinued. This option was removed. (PMG-878681)

SmartCaseManager


Featured Enhancements


Ability to Choose Different Sender Address for Policy/Pending Case Correspondence

When sending e-mail correspondence from a policy, group policy or pending case record, a user can now change the e-mail address from which the message is sent under certain circumstances. This can be useful, for example, when an advisor's assistant is sending an e-mail to a client on the advisor's behalf and wants the advisor's e-mail address to appear in the From field of the message.


In the Main tab of the correspondence dialog box, under E-mail Layout, select an address from the Sender Address drop-down list.


To see multiple e-mail addresses in this drop-down list, the current user must proxy for another user---user-proxies) (typically an advisor) and must be viewing that user's data (using the See Data For feature). (PMG-873760)


Other Enhancements


  • New case status option: The pending case status Signature Needed Informal was added to the list of available status choices. This status belongs to the Informal Application stage. (PMG-879623)
  • New mass projection option: In the Mass Projection Utility, a Delete Open commissions in given date range only option was added. This option, available when the Recalculate option is selected, tells the system to delete only those open commission projections that fall within the date range specified in the Start Date and End Date fields.

(PMG-880578)



Resolved Issues


  • Updating the status of a pending case underwriting requirement to Received - GA was automatically updating the Required Of field to GA, even though some organizations preferred that the field remain blank. Now, the status is labeled Received, and the Required Of field is no longer updated automatically when the status is selected. (PMG-875620)
  • When an automated requirement-specific letter workflow was created in Policy/Case Setup > Letter Setup, the workflow was not working when requirements originating from another office were updated. This issue was resolved. (PMG-876316)
  • In some instances during pending case creation, users who selected a carrier and then tried to select a plan were being presented with a list of products available from all carriers. This issue was resolved. (PMG-877317)
  • On the Pending Case List, the Last Letter On date column was not updating when a new letter was edited during the preview process and then sent. This issue was resolved. (PMG-879818)
  • In some instances, advisor request merge codes were not expanding during automated letter workflows. This issue was resolved. (PMG-880442)
  • An issue with the Mass Projection utility was resolved. The issue occurred when the Advisor, Supervisor 1 and Supervisor 2 contracts were blanket contracts but the rates were carrier/product-specific. When a user ran the utility with the Refresh commission hierarchy option selected, the contracts were linked properly in the policy's commission hierarchy, but the rates were not. (PMG-883849)

SmartBenefits


Enhancements


  • More custom fields for group plan premium: On the Premium content link of a medical group plan, users now have access to two additional rows of alphanumeric custom fields: AlphaNum8 and AlphaNum9. Like the existing custom fields, these new fields can be used to track additional plan data that SmartOffice does not normally track. (PMG-873259)
  • Column displaying group plans: On the Group Policy List, users with the appropriate rights can now add a Group Plans column that lists the names of all plans sold under that policy. (PMG-875606)

SmartCommissions


Enhancements


General

  • Improved commission band selection: When determining which commission band from a rate to use when calculating commission on a policy, the system now makes its selection in this order:

1. Age + Face + State + Option


2. Age + Face + All States + Option


3. Age + Face + State + No Option



(PMG-875995)



Carrier Posting

  • Expanded advisor payment list view: In a carrier posting record, users can now access an expanded view of the Advisor Payment List while viewing the details of an expected commission record. In the Commission Detail dialog box, select Menu > Show Advisor Commission List to open the payment list in a separate dialog box.

(PMG-875957)



Resolved Issues


General

  • Sorting and grouping issues affecting Advisor Commission-category Dynamic Reports were resolved. (PMG-871688)
  • When the Track Comm. option was cleared on a policy or rider, the system was logging errors related to that record in the Commission Error Log. This issue was resolved. In addition, when users try to calculate commissions for these records, the system now displays a message stating that the Track Comm. option is not selected. (PMG-878563)
  • An issue that was preventing the Commission Rates List from opening to its full length was resolved. (PMG-879063)
  • An error that occurred when users tried to print the results of All Commission Rates-category Dynamic Reports was resolved. (PMG-881261)

Carrier Posting

  • In carrier posting records, when users reconciled a rider commission transaction and created a balance due, the balance due record was not displaying the rider name. This issue was resolved (PMG-877341)

Speed Receipts

  • In speed receipt records, the system was allowing users to reset commission transactions that had a status of Validated and Linked. This issue was resolved. (PMG-875046)
  • In speed receipt records, when users manually linked a commission transaction to a policy using the Policy Selection command, the policy search results included group certificates. This issue was resolved. (PMG-875280)
  • While validating transactions in speed receipts, the system was trying to match insurance products by policy type even when a product match was already found using the product code/name. This issue was resolved. (PMG-876209)
  • In a speed receipt record, when a user reset an adjustment transaction, the transaction's link to the commission payable at the policy level was not being cleared. This issue was resolved. (PMG-876427)
  • When commissions were calculated from a speed receipt, the premium and commissionable premium values for second-year commission were incorrect when the policy had a target amount and the target period was 99. This issue was resolved. (PMG-877312)
  • An error that users were encountering when they tried to move reconciled transactions from Speed Receipts to Carrier Posting was resolved. (PMG-882457)

Integrations and Data Services


Enhancements


SmartIntegrator and SmartXchange

  • Default adapter configuration: Administrators can now configure default SmartIntegrator adapter configuration options, making it easier and faster for their users to access and configure integrations from within SmartOffice. In Office Settings, a new Adapter Configuration Setup content link lists all available adapters and enables administrators to specify default field values and option selections for each. When users access integrations from SmartOffice, the setup page that appears will reflect these default selections. (PMG-865607)

Resolved Issues


Inforce Policy Import

  • An error that was preventing inforce policy feeds from being processed was resolved. (PMG-873869)
  • An issue that was causing carrier records to be created in the resource office during processing of inforce policy imports was resolved. (PMG-877375)

Pending Case Downloads

  • To prevent the creation of duplicate SmartOffice pending cases in some instances, Direct Download and Replace was enhanced to perform additional policy record-matching during processing of pending case downloads. (PMG-860699)
  • When Direct Download and Replace was enabled, only the first 1,024 characters of requirement remarks were being added to the appropriate SmartOffice record, even though the field supports up to 4,000 characters. This issue was resolved. (PMG-879491)
  • For Direct Download and Replace, when a pending case was updated to the Issued stage and the modal premium was updated, the modal premium and annualized premium were being updated in the Submitted Premium Information section of the premium history. This issue was resolved. (PMG-879926)
  • Users were encountering an error during manual side-by-side processing of HO pending cases when they clicked an agency requirement and selected Manual. This issue was resolved. (PMG-881467)
  • An issue was occurring when a pending case in the Active or Inactive stage was updated to the Underwriting, Issued, Approved or Await Approval stage through the pending case feed. If the case was later updated back to the Active or Inactive stage, the appropriate stage date was not being populated in the pending case record. This issue was resolved. (PMG-881503)

SmartIntegrator and SmartXchange

  • A SmartIntegrator API issue that was preventing external applications from retrieving the ProductExt object in some instances was resolved. (PMG-878376)

SmartOffice Anywhere Changes


Note: SmartOffice Anywhere changes are also summarized on the Release History page in SmartOffice Anywhere Help.


Featured Enhancements


Revamped Calendar and Task Screens


The calendar and task screens in SmartOffice Anywhere have been redesigned for improved usability on mobile devices.


  • Calendar improvements: The calendar screen now displays a month view, with dots under those days containing activities.

Tap a day to display a list of the day's activities below the calendar. Tap any activity in the list to open a redesigned activity detail screen containing tabs for notes, participants, and letters/documents. Tap the plus (+) button above the calendar to open a redesigned new-activity screen featuring a more streamlined set of fields.


  • Task improvements: The tasks screen now displays tasks for multiple days in the same list, grouped by date.

Click the filter button to sort the list by different criteria (e.g., client type, contact name, due date). In addition, users can now call the contact associated with a task directly from the list by tapping the phone icon. The new-task and task detail screens have also received the same redesign as those for calendar activities.



Note: Enterprise customers can retain the old calendar and task screens by setting the element (under the element) in the server config.xml file to false.


 (PMG-848451, PMG-884350)


Redesigned Settings Screen


The SmartOffice Anywhere settings screen now features improved readability and organization. To access the new settings screen, tap User on the navigation menu (you may need to tap More on the navigation menu to see this option).


The different sections are now accessible using labeled tabs across the top of the screen (to see additional tabs, swipe left or right on the tab row). In addition, field names are now larger and better aligned.


Note: Enterprise customers can retain the old settings screens by setting the element (under the element) in the server config.xml file to false.


 (PMG-848452, PMG-884350)


Other Enhancements


  • Office name in settings: At the top of the Settings screen on large-screen devices, SmartOffice Anywhere users can now see the name of the office they are signed in to. This enhancement particularly benefits enterprise users who sign in to more than one office. (PMG-847888)
  • Close probability on activity outcome screen: When using the activity outcome wizard in SmartOffice Anywhere, users can now enter the probability of closing the sale when the activity linked to an opportunity. The Close Probability field is visible on the Activity Disposition - Opportunity Details screen that appears when the Update Opportunity Details outcome option is selected.

(PMG-850123)


  • Send activity outcome notes as alerts: Users can now tell SmartOffice Anywhere to send their activity outcome notes as alerts to other SmartOffice users. On the Activity Disposition screen, select Send Notes to Other Users and choose the users that should receive alerts. Then tap or click Send.

(PMG-854967)


  • Advanced opportunity sorting/filtering for desktop: On desktops/laptops, SmartOffice Anywhere users now have more advanced filtering and sorting controls available on the Opportunities List. Click the funnel icon in the upper-right corner of the page to access them. Because these new controls include filtering by status, the existing Status drop-down list at the top of the Opportunities List has been removed. The list now displays all active opportunities owned by the current user by default. (PMG-854968, PMG-868294, PMG-868295)
  • Actual Sale Amount field in opportunities: When an opportunity's status is updated to Sale Made, the Actual Sale Amount field now appears in the opportunity record as well as the activity outcome screen for any linked activities. (PMG-868296)