Difference between revisions of "Template:November2023Upgrade"

Revision as of 14:35, 19 October 2023

Overview

Watch this video to get a general overview of the new features in this release.

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

Deprecated Password Variables

Several password variables will be deprecated for improved security. All systems will be required to use the following activation link variable instead of (@password@). The activation link will send the user to a page where they can enter their desired password.

https://@url@@activationlink@

The following variables will be deprecated and will not work after this upgrade: @password@, @checkportalpassword@, @checkactivatedpassword@, @randompassword@, and @passwordresetlink@.

If you would like assistance with transitioning contact our support team. More information can be found in our wiki article Password Variables to Set or Reset User Passwords

Minor Updates

Updated Look of File Uploader

The user interface of the file uploader will change slightly throughout the platform. The toggle setting on the new file uploader will be enabled and the option to switch will be removed from all systems.

Added an AI Chat History log

When using the interactive mode of the AI (to find this, navigate to the Tools menu and select Work with +AI), the prompts and responses in your conversation with the AI are now logged. This will allow you to easily look at your conversation history after your session has ended. To see the new log, go to the desired record, click the Logs menu and select AI Chat History. Then, click on the desired session to view that conversation.

Updated US Census Data

US Census data and visualizations for organizations has been updated to include data up to 2022.

Update to Portal Sections of the type List View - Mixed Record Type

An Open Button option has been added to the List View - Mixed Record Type portal section. After the upgrade, on mobile devices, records will only be row clickable if the Row Clickable or Open Button options are enabled for these portal sections. Formerly records were always row clickable on mobile devices.

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

Added Candid Demographics

We have added the ability to easily see Candid Demographics data for organizations within your system. If you enable this option a new Demographics tab will appear in the left navigation of organization records. Organizational information related to Race and Ethnicity, Gender Identity, Orientation, and Disability Status as well as Staff, Senior Staff, and Leadership are visualized on this tab. You can also do a side by side comparison of the current organization with another organization.

To set up this feature navigate to Global Settings > Integrations tab > Candid Demographics Check. Note that organizations must have an EIN number in a custom field and it must be mapped on the setting page.

Then, go to Menu Icon > Global Settings > Security tab > System Visibility Permissions, and for the setting called Limit Demographics Tab Access add the roles you want to have access to this tab.

Then navigate to the desired organization.

Minor Updates

Notes for Admins