Smartstaff
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→On-Demand System Upgrades
===Major Updates===
====New Privacy and Security Policies Feature====
<!-- 145858 - Privacy and Security Policies 2.0 -->
Privacy and security policies are crucial for aligning your system with regulations, mitigating risks, and fostering user trust by detailing how user privacy and data will be protected.
Note: Existing policies will not be migrated to the new feature and must be rebuilt. Existing policy acceptance information will still be retained.
For more information, visit our wiki article:
https://wiki.smartsimple.com/wiki/Privacy_and_Security_Policies
====New feature Feature to follow organizationsFollow Organizations====
<!-- 125333 - Follow/Subscribe Function for Organizations -->
Have you ever wished to receive notifications when an organization you're interested in posts new opportunities? We've introduced a feature that allows users to follow organizations, enabling automated alerts for new opportunities as they become available.
====New feature Feature for creating Creating and scheduling activities Scheduling Activities in bulkBulk====
<!-- 132800 - Volunteer Management - Scheduler for L2 Shifts -->
Ever needed to efficiently schedule multiple activities, such as events or shifts, in bulk? We've introduced a customizable wizard that simplifies the creation of Level 2 activities using recurrence rules.
To display a button that launches the activity scheduler on a Level 1 record, create a custom field of the type display text and variables. In the content input, enter @ssGet(ACTSCHEDULER,activity_scheduler_name)@, replacing "activity_scheduler_name" with the name you specified for your activity scheduler.
====+AI insights training filesTraining Files====
<!-- 160192 - List, delete, and upload training files to AI Insight -->
With the +AI Insights feature, you can create a custom AI model tailored to your needs. Use the “Training Files” tab to upload and manage files that can contain data from outside your system. Upload organization or community-related documents such as call guidelines and compliance documentation, enabling users to query the model for better understanding. Additionally, upload your research and project outcomes to facilitate easy sharing and allow the AI to respond to questions about your impact.
Users can access Instance and Global level models in the header of your system. System Administrators can configure a +AI Insight model by navigating to Menu Icon > Global Settings > +AI tab
====New Language Translations for System Variables====
<!-- 147155 - York - Enhancement - Enable translation on System Variables -->
The System Variables feature allows administrators to define a value in one place and display it throughout different areas of the system. This simplifies maintenance, as an administrator can update a value in one location and the change will take effect across the entire system.
With this upgrade, you can now specify language translations for system variables. Instead of creating separate variables, you can create a single variable and display different values based on the user's language. If no translation is defined, the system will display the English language value.
====New Support for Notes in Linked Record List Custom Field====
<!-- 146000 - Add support for notes in special - linked record list -->
The "Special – Linked Record List" custom field enables you to view and add related items to a record directly within the interface, eliminating the need to navigate to other areas of the system.
====New Feature PDF Text Export====
<!-- 159322 - AI Vision for PDF File Processing -->
We've introduced the capability to extract text from PDF files and store it in a multiline text custom field. Once the data is extracted into this field as plain text, it can be utilized with our +AI features for tasks such as translation, summarization, and manipulation.
System Administrators can enable this feature by navigating to the desired "Upload - Multiple Files Storage" custom field, toggling on "Enable PDF Text Export," and specifying the multiline text custom field under the "Value Storage" section where the extracted content should be stored.
====Added Ability to Display Additional ORCID Information on User Profiles====
<!-- 156534 - Add additional info to ORCID display on user profile -->
Systems utilizing the ORCID integration to showcase researcher information on user profiles can now display additional information in a new tab.
System Administrators can select which new information to display by navigating to the user standard field named "ORCID" and toggling on the additional data they wish to show on user profiles.
====Added Ability to Change Submit Button Label====
<!-- 158330 - Ability to edit Submit button caption on sign-up pages for accessibility standards -->
We've made it easy to change the submit button label on organization or user sign-up pages to something more specific like “Submit Registration”. Simply navigate to the desired sign-up page under Global Settings > Organization or User tab, and enter your desired value in the Submit Button Label input field. Remember to define translations for all supported user languages.