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Template:March2023Upgrade

92 bytes added, 19:37, 23 February 2023
m
Global System Upgrades
===Major Updates===
====Multi-Factor Authentication Enabled by Default====
: ''Main Article:'' [[Multi-Factor Authentication|Multi-Factor Authentication]]''Multi-factor authentication (MFA) is enabled for all systems by default. If you have already turned on MFA in your SmartSimple Cloud system and have assigned roles to a single-use verification code sent by email, this enhancement will NOT change your existing settings. If you do not have MFA set up, we will be enabling single-use verification code by email for all users. This will be indicated by an 'Everyone' role in the setting called '''Roles with Verification Code via SMS and Email'''.
Time-based One-Time Password (TOTP) settings will NOT be affected. You will have the ability to adjust which roles are assigned.
===Minor Updates===
====Added Reference Search to Reports====
Added the ability to search references in a report. This feature will check to see if the report has been referenced via a URL or used in syntax. To see this feature, go to '''Menu Icon ''' > '''Reports ''' > Edit a report > Click the '''Search Reference ''' icon button in the top action bar.
<!-- 109038 - Search reference for Reports -->
====Added Primary Contact to Group Emails====
Added the ability to add the primary contact when sending a '''Group Email Email '''from a Level 1, 2, or 3 list view. When selecting from a Level 2 or 3, the primary contact refers to the contact associated with the Level 2 or 3's root Level 1 record '''Branch ''' standard field.
<!-- 127215 - Group Email Recipients -->
====Added New Address Type Standard Field====
Added ability to control the edit permission of the address type dropdown on an address record through a new standard field. To use this feature, go to '''Global Settings ''' > '''Users ''' or '''Organizations ''' tab > '''Address Types ''' > Edit an address type > Click the '''Standard Field ''' tab in the left-hand navigation > Edit an address standard field > '''Permissions & Availability ''' tab. This controls which users or organizations with multiple addresses can change the address type dropdown in the address book.
<!-- 135051 - Where is the Address Book Template configuration? -->
====Added Ability to Send Email to Autoloader Initiator====
Added a new toggle to send a notification email to the user who initiated the autoloader once the process was complete, regardless of success or failure. To see enable this togglefeature, go to '''Menu Icon ''' > '''Autoloaders ''' > Edit an autoloader > '''Process ''' tab > Toggle on '''Send email to initiator'''.
<!-- 137877 - Option in autoloader to send email to the initiator -->
====Added Search to Autoloader Field Mapping====
Added the ability to search for a field when mapping fields to columns. To see this feature, go to '''Menu Icon ''' > '''Autoloaders ''' > Edit an autoloader > '''File Layout ''' tab. When a field dropdown is selected, there is now a search box to find the field you are looking for.
<!-- 136377 - Autoloader field mapping improvements -->
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