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→Enhanced Virus Scanning
The ability to mark an annotation set as resolved is also new.
[[File:2024-07-ticket-144147-1.png|thumb|none|800px|A record in annotation mode '''Annotation Mode''' displaying the list of annotations as seen by the applicant. To view annotations related to a specific field, click on the desired field or the corresponding item in the list.]]
[[File:2024-07-ticket-144147-2.png|thumb|none|800px|A record in annotation mode '''Annotation Mode''' displaying all annotations associated with a specific field as seen by the applicant. Annotations made by you have a blue indicator bar on the left, while annotations made by others have a yellow indicator bar.]]
[[File:2024-07-ticket-144147-3.png|thumb|none|800px|A record in annotation mode '''Annotation Mode''' displaying the list of annotations with one set marked as resolved, as seen by the reviewer. Note the green indicator bar and the check mark checkmark indicating this annotation set is now resolved.]]
To learn more, read [[Field Revision Annotations|the revised wiki article on '''Annotation Mode''']].
<!-- 159915 - AI Search / Natural Language Processing search -->
We’ve introduced a new search option where users can enter plain text and have the AI generate filter criteria for list views. To use this feature, click on the “Enable AI assisted search button” (robot icon) and type the desired criteria using natural language to filter the results. For example, you could type “Search for all records with the status ‘Draft’.”
<u>'''Note:'''</u> For added security, only data visible in the list view will be searched.[[File:2024-07-ticket-159915-1.png|thumb|none|800px|Activate the new Natural Language Processing (NLP) NLP search filter option by clicking the '''Enable AI Assisted Search''' icon, represented by a robot head, located in the search input of the list view. This action enables NLP mode.]][[File:2024-07-ticket-159915-2.png|thumb|none|800px|After enabling the Natural Language Processing (NLP) search mode, enter your desired criteria and initiate the search. To disable NLP mode, click the '''Disable AI Assisted Search''' icon (represented by a robot head) in the search input of the list view.]]
===Minor Updates===
====From Address in Group Email Now a Dropdown====
<!-- 160433 - 312366 M1 - Email Spoofing - Corporate Sponsorship VA Finding -->
To prevent email spoofing, the "'''From" address Address''' field in the group email feature is now a dropdown menu and is no longer accepting free-form text input. Users can select the default "'''From" address Address''' if configured, or choose their own email address. If no default email address is set, "donotreply@smartsimplemailer.com" will be available as an option.[[File:2024-07-ticket-160433-1.png|thumb|none|800px|The '''From Address''' field in the group email feature is now a dropdown menu and is no longer accepting free-form text input to prevent email spoofing.]]
==On-Demand System Upgrades==
<u>'''Note'''</u>: Existing policies will not be migrated to the new feature and must be rebuilt. Existing policy acceptance information will still be retained.
[[File:2024-07-ticket-145858-A.png|thumb|none|800px|A conflict-of-interest attestation screen has been designed utilizing the privacy and security feature. User attestations and acceptances are stored and can be viewed by both users and administrators.]]
[[File:2024-07-ticket-145858-B.png|thumb|none|800px|The new '''Policy Builder''' allows administrators to easily create policy sections.]]
[[File:2024-07-ticket-145858-C.png|thumb|none|800px|The policy settings page enables administrators to set effective dates, enforcement intervals, acceptance options, and view acceptance details.]]
For more information, visit our [[Privacy and Security Policies|wiki article on privacy and security policies]].
For system administrators interested in enabling this feature, navigate to '''Menu Icon''' > '''Global Settings''' >''' Organization''' tab > Toggle on '''Allow users to follow organizations'''.
Additionally, system administrators need to set up a UTA Level 1 workflow with an acknowledgment task to notify followers of organizations. Please ensure that the organization is assigned in the Level 1 '''Customer''' field.
[[File:2024-07-ticket-125333-1.png|thumb|none|800px|The new optional follow button on organization list views allows users to subscribe to notifications.]][[File:2024-07-ticket-125333-2.png|thumb|none|800px|The new optional follow button on organization record allows users to subscribe to notifications.]]
====New Feature for Creating and Scheduling Activities in Bulk====
Specify your criteria and set recurrence rules, then click '''Preview''' to review the bulk activities to be created. Adjust the activities inline as needed, and then click '''Create''' to finalize the creation of scheduled activities in bulk.
For '''System Administrators''' looking to activate this feature, navigate to the desired '''Universal Tracking Application''' > '''Configuration Settings''' >''' Level 2''' tab > Click the '''Activity Scheduler''' link to configure one or more wizards.
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 <code>@ssGet(ACTSCHEDULER,activity_scheduler_name)@</code>, replacing "activity_scheduler_name" with the name you specified for your activity scheduler.
[[File:2024-07-ticket-132800-1.png|thumb|none|800px|Launch the new '''Activity Scheduler''' using an option under the '''Tools''' menu and optionally using a button on the record with a caption you define.]]
[[File:2024-07-ticket-132800-2.png|thumb|none|800px|The '''Activity Scheduler''' launches a modal window where you define criteria. Then click '''Preview''' to see and edit the activities prior to creating the desired activities in bulk.]]
====+AI insights Training Files====
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
[[File:2024-07-ticket-160192-1.png|thumb|none|800px|The '''+AI Insights''' feature allows creation of an AI model using uploaded training files and is accessible from the header.]]
<u>'''Note'''</u>: You will need an OpenAI license to use AI features on SmartSimple. Contact your account manager or sales@smartsimple.com for further information on billing and implementation.
To learn more about all our AI features, visit the wiki at https://wiki.smartsimple.com/wiki/AI
===Minor Updates===
====New Language Translations for System Variables====
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.
[[File:2024-07-ticket-147155-1.png|thumb|none|800px|Provide translations for system variables to show varying content based on the user's language.]]
====New Support for Notes in Linked Record List Custom Field====
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.
This feature simplifies the process of managing organizations, users, activities, and invitations. With this upgrade, you can now view and add notes using this custom field, for an improved user experience.
[[File:2024-07-ticket-146000-1.png|thumb|none|800px|Display notes directly within the record interface using the "Special – Linked Record List" custom field.]]
====New Feature PDF Text Export====
<!-- 159322 - AI Vision for PDF File Processing -->
Files uploaded to your SmartSimple system are now subjected to automatic virus scanning. Files larger than 100MB are queued for scanning; you may see a message indicating the scan is in process. During this period, users cannot download or rename files being scanned, and files being scanned are not visible in list views. If a virus is detected, the file is deleted, and a notification triggered. The option to enable real-time virus scanning on custom fields has also been removed.
'''System Administrators''' can navigate to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > Click the '''Virus Infected Files''' link to see a list of files that were deleted from where, when and who uploaded them.
[[File:2024-07-ticket-136010-1.png|thumb|none|800px|Uploaded files will now undergo automatic virus scanning. If a suspected virus is detected, the file will be deleted and the user will be notified. Administrators may access a list of information about deleted files.]]
====Asynchronous Loading of List Views====
We've updated the loading of list views to be asynchronous, allowing you to interact with certain elements before all list data is fully loaded. Additionally, we've changed how we load shortcut list view aggregate numbers to reduce performance impacts.
[[File:2024-07-ticket-162592-1.png|thumb|none|800px|List views will load asynchronously, enabling interaction with certain page elements before the entire list is fully loaded.]]
====New SMTP Integration Keys====