Difference between revisions of "Template:March2023Upgrade"
Ann Vincent (talk | contribs) m (→Notes for Admins) |
Ann Vincent (talk | contribs) m |
||
| Line 19: | Line 19: | ||
===Major Updates=== | ===Major Updates=== | ||
| − | |||
====Multi-Factor Authentication Enabled by Default==== | ====Multi-Factor Authentication Enabled by Default==== | ||
| − | Main Article: Multi-Factor Authentication | + | ''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. | + | 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. | + | Time-based One-Time Password (TOTP) settings will NOT be affected. You will have the ability to adjust which roles are assigned. |
<!-- 144811 - Apply MFA to all systems --> | <!-- 144811 - Apply MFA to all systems --> | ||
===Minor Updates=== | ===Minor Updates=== | ||
| − | |||
====Added Reference Search to Reports==== | ====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. | + | 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 | + | <!-- 109038 - Search reference for Reports --> |
====Added Primary Contact to Group Emails==== | ====Added Primary Contact to Group Emails==== | ||
Added the ability to add the primary contact when sending a Group 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. | Added the ability to add the primary contact when sending a Group 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 | + | <!-- 127215 - Group Email Recipients --> |
====Added New Address Type Standard Field==== | ====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. | + | 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? | + | <!-- 135051 - Where is the Address Book Template configuration? --> |
====Added Ability to Send Email to Autoloader Initiator==== | ====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 this toggle, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab > Toggle on Send email to 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 this toggle, 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 | + | <!-- 137877 - Option in autoloader to send email to the initiator --> |
====Added Search to Autoloader Field Mapping==== | ====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. | + | 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 | + | <!-- 136377 - Autoloader field mapping improvements --> |
====Added Check for Duplicate Invitations==== | ====Added Check for Duplicate Invitations==== | ||
| − | Added additional check for invitations to warn users if they attempt to send out a duplicate invitation. | + | Added additional check for invitations to warn users if they attempt to send out a duplicate invitation. |
| − | 143738 - No duplication check on Invitations | + | <!-- 143738 - No duplication check on Invitations --> |
==On-Demand System Upgrades== | ==On-Demand System Upgrades== | ||
| Line 60: | Line 58: | ||
====Updated File Uploader==== | ====Updated File Uploader==== | ||
Updated the file uploader to have more graphical elements. To enable this setting, go to Menu Icon > Global Settings > Branding tab > Toggle on Enable New File Uploader (Beta). | Updated the file uploader to have more graphical elements. To enable this setting, go to Menu Icon > Global Settings > Branding tab > Toggle on Enable New File Uploader (Beta). | ||
| − | 132313 - New file uploader GUI to replace YUI | + | <!-- 132313 - New file uploader GUI to replace YUI --> |
===Minor Updates=== | ===Minor Updates=== | ||
| − | |||
====Updated Menu Access for Hashtag Library==== | ====Updated Menu Access for Hashtag Library==== | ||
| − | Updated the hashtag library so that role-based permissions may be set so that users can access the library directly from the main menu. To set this up, go to Menu Icon | + | Updated the hashtag library so that role-based permissions may be set so that users can access the library directly from the main menu. To set this up, go to Menu Icon > Global Settings > Security tab > System Feature Summary > Menu tab > Add desired roles to Hashtag Library – Menu Access. Roles added to this setting will see a link to the hashtag library under the Tools section of the main menu. |
| − | 137932 - Move the Hashtag Library | + | <!-- 137932 - Move the Hashtag Library --> |
==Beta Previews== | ==Beta Previews== | ||
| Line 72: | Line 69: | ||
==Notes for Admins== | ==Notes for Admins== | ||
| − | |||
====Added Ability to Batch Update User Roles and Organization Categories==== | ====Added Ability to Batch Update User Roles and Organization Categories==== | ||
| − | Added ability to batch assign roles to multiple users and assign categories to multiple organizations. To see this feature, go to Menu Icon > People or Organizations > Select the desired users/organizations > Click the Batch Update button > Select the Roles or Categories option from the left-hand menu > | + | Added ability to batch assign roles to multiple users and assign categories to multiple organizations. To see this feature, go to Menu Icon > People or Organizations > Select the desired users/organizations > Click the Batch Update button > Select the Roles or Categories option from the left-hand menu > Select the desired roles/categories to assign. |
| − | 142287 - Add ability to batch update organization categories and user roles | + | <!-- 142287 - Add ability to batch update organization categories and user roles --> |
====Added SmartField Configurations to System Performance Summary==== | ====Added SmartField Configurations to System Performance Summary==== | ||
| − | Added additional checks to the System Performance Summary to flag any SmartFields that have been configured to reference fields that have SmartFields syntax with the list syntax. | + | Added additional checks to the System Performance Summary to flag any SmartFields that have been configured to reference fields that have SmartFields syntax with the list syntax. |
| − | 132760 - Flag SmartFields configuration in the performance audit | + | <!-- 132760 - Flag SmartFields configuration in the performance audit --> |
====Enhancements to System Security Summary==== | ====Enhancements to System Security Summary==== | ||
| − | Added the ability to create notes on items in the System Security Summary. To see this feature, go to Menu Icon > Global Settings > System tab > System Security Summary > Click the Add Notes icon button located to the right of each line item. In addition, another tab was added to the System Security Summary called Global Administrators which lists all the Global Administrators in the system. | + | Added the ability to create notes on items in the System Security Summary. To see this feature, go to Menu Icon > Global Settings > System tab > System Security Summary > Click the Add Notes icon button located to the right of each line item. In addition, another tab was added to the System Security Summary called Global Administrators which lists all the Global Administrators in the system. |
| − | 138108 - Notes in System Summary | + | <!-- 138108 - Notes in System Summary --> |
| − | 139980 - Easily see all users flagged as global admins | + | <!-- 139980 - Easily see all users flagged as global admins --> |
====Updated Logos on External Pages==== | ====Updated Logos on External Pages==== | ||
| − | Updated the size of logos in the headers of external pages to have a maximum height of 56px with no extra left-hand side padding. | + | Updated the size of logos in the headers of external pages to have a maximum height of 56px with no extra left-hand side padding. |
Fixed the logo images on external pages to get a maximum height of 56px, and removed the left-hand side spacing on them. | Fixed the logo images on external pages to get a maximum height of 56px, and removed the left-hand side spacing on them. | ||
====Updated UI for API Page and Response Codes==== | ====Updated UI for API Page and Response Codes==== | ||
| − | Updated the look of the API page for better visual contrast. Additionally, API response codes were changed to reflect industry standards. An HTTP 429 response code will be shown when the API call limit is reached. | + | Updated the look of the API page for better visual contrast. Additionally, API response codes were changed to reflect industry standards. An HTTP 429 response code will be shown when the API call limit is reached. |
| − | 137469 - update look of API Page | + | <!-- 137469 - update look of API Page --> |
| − | 145883 - York API - 429 response code not received after 1000/hour limit | + | <!-- 145883 - York API - 429 response code not received after 1000/hour limit --> |
====Added Additional Checks from Security Reports==== | ====Added Additional Checks from Security Reports==== | ||
| − | Added additional checks to mitigate security risks from recent pentests. | + | Added additional checks to mitigate security risks from recent pentests. |
| − | 145648 - Pen Test findings & Mitigation Assistance Request | + | <!-- 145648 - Pen Test findings & Mitigation Assistance Request --> |
| − | 145662 - Netcraft pentest vulnerabilities 2023-02-03 | + | <!-- 145662 - Netcraft pentest vulnerabilities 2023-02-03 --> |
| − | 145030 - Global Settings - Import & Export Wizard - Security and general issues | + | <!-- 145030 - Global Settings - Import & Export Wizard - Security and general issues --> |
====Deprecated Setting for Menu Icon Header Font==== | ====Deprecated Setting for Menu Icon Header Font==== | ||
Deprecated a setting for the menu icon header font as it was only relevant before the use of the compact header. | Deprecated a setting for the menu icon header font as it was only relevant before the use of the compact header. | ||
| − | 139780 - Deprecate the Menu icon Header font setting | + | <!-- 139780 - Deprecate the Menu icon Header font setting --> |
Revision as of 15:30, 23 February 2023
Contents
- 1 General Details
- 2 Overview
- 3 Global System Upgrades
- 4 On-Demand System Upgrades
- 5 Beta Previews
- 6 Notes for Admins
- 6.1 Added Ability to Batch Update User Roles and Organization Categories
- 6.2 Added SmartField Configurations to System Performance Summary
- 6.3 Enhancements to System Security Summary
- 6.4 Updated Logos on External Pages
- 6.5 Updated UI for API Page and Response Codes
- 6.6 Added Additional Checks from Security Reports
- 6.7 Deprecated Setting for Menu Icon Header Font
General Details
Upgrade Dates
Public Cloud Production release date: March 9 2022
Public Cloud Backup release date: February 23 2022
Private Cloud Production (Managed Upgrades) release date: March 23 2022
Private Cloud Backup (Managed Upgrades) release date: March 9 2022
Overview
Watch this video to get a general overview of the new features in this release.
(Coming Soon)
To watch this video in full screen, please click on the full screen button on the bottom right.
Global System Upgrades
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:
Major Updates
Multi-Factor Authentication Enabled by Default
Main Article: 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.
Added Primary Contact to Group Emails
Added the ability to add the primary contact when sending a Group 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.
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.
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 this toggle, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab > Toggle on Send email to 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.
Added Check for Duplicate Invitations
Added additional check for invitations to warn users if they attempt to send out a duplicate invitation.
On-Demand System Upgrades
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:
Major Updates
Updated File Uploader
Updated the file uploader to have more graphical elements. To enable this setting, go to Menu Icon > Global Settings > Branding tab > Toggle on Enable New File Uploader (Beta).
Minor Updates
Updated Menu Access for Hashtag Library
Updated the hashtag library so that role-based permissions may be set so that users can access the library directly from the main menu. To set this up, go to Menu Icon > Global Settings > Security tab > System Feature Summary > Menu tab > Add desired roles to Hashtag Library – Menu Access. Roles added to this setting will see a link to the hashtag library under the Tools section of the main menu.
Beta Previews
No features are available for beta preview this upgrade.
Notes for Admins
Added Ability to Batch Update User Roles and Organization Categories
Added ability to batch assign roles to multiple users and assign categories to multiple organizations. To see this feature, go to Menu Icon > People or Organizations > Select the desired users/organizations > Click the Batch Update button > Select the Roles or Categories option from the left-hand menu > Select the desired roles/categories to assign.
Added SmartField Configurations to System Performance Summary
Added additional checks to the System Performance Summary to flag any SmartFields that have been configured to reference fields that have SmartFields syntax with the list syntax.
Enhancements to System Security Summary
Added the ability to create notes on items in the System Security Summary. To see this feature, go to Menu Icon > Global Settings > System tab > System Security Summary > Click the Add Notes icon button located to the right of each line item. In addition, another tab was added to the System Security Summary called Global Administrators which lists all the Global Administrators in the system.
Updated Logos on External Pages
Updated the size of logos in the headers of external pages to have a maximum height of 56px with no extra left-hand side padding. Fixed the logo images on external pages to get a maximum height of 56px, and removed the left-hand side spacing on them.
Updated UI for API Page and Response Codes
Updated the look of the API page for better visual contrast. Additionally, API response codes were changed to reflect industry standards. An HTTP 429 response code will be shown when the API call limit is reached.
Added Additional Checks from Security Reports
Added additional checks to mitigate security risks from recent pentests.
Deprecated Setting for Menu Icon Header Font
Deprecated a setting for the menu icon header font as it was only relevant before the use of the compact header.
