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→Note on Vendor Changes
====New Rich Text Editor====
The new '''Rich Text Editor''' introduced in November 2024 will be enabled for everyone to ensure a secure editor experience. The classic rich text editor will be deprecated and permanently unavailable following the June 2025 upgrade. If the new rich text editor does not render as expected, it is likely related to browser caching. Reload the page (Ctrl + Shift +R on Windows). If that does not resolve the issue, clear the browser cache (Ctrl + Shift + Delete on Windows).
[[File:2025-02-ticket-167158-1.png|thumb|none|800px|The new '''<strong>Rich Text Editor''' </strong> is enabled for all clients.]]
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====March 13th 2025 (202503.01)====
* Deprecated the Classic tab located under '''Global Settings''' > '''Branding''' tab > '''Colors and Styles'''. The '''Label Alignment''' setting remains available.
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====March 20th 2025 (202503.02)====
* Fixed an issue where the first character of historical field values was being truncated in the stored data during updates made via API calls.
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* Fixed an issue with the new '''Data Exchange (DEX3)''' where packages failed to send with the error message: "Source import settings not found."
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====April 10th 2025 (202504.01)====
=====Changes=====
* Updated the Candid integration used for verifications, demographics, and charity check to allow us to provide more data using their API. No configuration changes are required and no interruption of service is expected.
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* The information returned from the legislative lookup integration has changed. This integration is accessed through the organization address standard field. As the Google Civic Information data source is no longer available, we can no longer provide Federal Legislator Data. If you are using the legislative lookup integration and have organization mappings with entries like “city\X” in the mapping column, those fields will stop returning data. We suggest you remove those mappings and hide the associated custom fields. This setting can be adjusted under: Global Settings > Organizations. The specific fields to review are listed in the "Custom Field" column. State-level Data will remain available and will not change. To learn more about this integration see https://wiki.smartsimple.com/wiki/Legislative_Information_Lookup.
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=====Note on Vendor Changes=====
Our watchlist screening vendor Dun & Bradstreet has switched their data source to Dow Jones effective March 31st. Configurations using this service will need to be modified as the Syntax and the JSON data returned have changed.
Specifically, the new ssGet syntax will look like this
<code>@ssGet(D&B,dowjones;;subject=Enron;;subjectType=OrganizationName;;screeningMonitoringMode=OnlyMonitoring)@</code>
The parameters after "dowjones" are the search parameters used in the second call that pulls the Inquiry ID and should be delimited by two semicolons (";;").
The mandatory parameters that need to be included are:
* "subject" - D-U-N-S Number (or) 1 to 100 characters of the name of an organization or individual for the inquiry (ex. GORMAN MANUFACTURING COMPANY, INC.)
* "subjectType" - Type of subject to be screened
* valid values are: "IndividualName", "OrganizationName", "DUNS"
* "screeningMonitoringMode" - Screening monitoring mode for the inquiry
* valid values are:
* "DataAndMonitoring" (Screening data will be returned and Monitoring will be enabled for the inquired subject)
* "OnlyMonitoring" (Only Monitoring will be enabled and No screening data will be returned for the inquired subject)
* "NoMonitoring" (Screening data will be returned and No monitoring will be enabled for the inquired subject)
Other parameters that may be passed include:
* customerTransactionID
* customerInquiryID
* customerInquirySecondaryID
* subject
* subjectType
* birthDate
* addressCountry
* addressLocality
* addressRegion
* postalCode
* streetAddress
* notes
* customerReference
* isGlobalSearch
* screeningMonitoringMode,
* searchPrecision
* configurationID
Credentials for this service can be found at '''Global Settings''' >''' Integrations''' tab > '''Watch Lists''' > '''Dun & Bradstreet''' tab.
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