Template:March2023Upgrade

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) using verification codes sent by email will be enabled for all systems to improve security. If you have already enabled 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. You may change your MFA preferences after the upgrade but we recommend you adjust your settings prior to the upgrade. If you did not set up MFA prior to the upgrade, the 'Everyone' role will be added to the setting called Roles with Verification Code via SMS and Email.

Systems that do not have MFA set up will automatically have the 'Everyone' role added to the single-use verification code setting.

Time-based One-Time Password (TOTP) settings will NOT be affected. Note backup environments will be allowed to send out MFA emails. If your backup environment is not sending out emails check that you have set up a default email at Menu Icon > Global Settings > Communications > Email Options and Security > Toggle on Enable Default From Address. Typically, you would enter something like donotreply@smartsimple.com. If you are using SMTP relay with an IP restriction for sending emails, ensure the IP of your backup environment is in your IP list.

Minor Updates

Added Reference Search to Reports

Added the ability to check to see if a report has been referenced via a URL or used in ReportProperty syntax. Specifically the following is checked: Custom Fields, Template/Role Formulas, Submit Buttons, SmartCheck validations, Workflows, Shortcuts, Portals. To see this feature, go to Menu Icon > Reports > Edit a report > Click the Search Reference icon button in the action bar.

Added Primary Contact to Group Emails

Added the ability to easily send a group email to the primary contact from a Level 1, 2, or 3 list view. The primary contact when selected from Level 2 or Level 3, refers to the primary contact associated with the L2 or L3's root L1 record Branch standard field.

Added New Address Type Standard Field

Added ability to control the edit permission of the address type dropdown when using the multiple address feature 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 navigation > Edit the Address Type standard field > Permissions & Availability tab. This controls which users or organizations can change the Address Type dropdown in the address book.

Updated Autoloader Send Email Notification Options

The email notification options within the Autoloader process have been updated. We also added the ability to send a notification email to the user who initiated the autoloader once the process is complete, regardless of success or failure. To see these revised settings, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab > New settings are under the Send Email Notification section.

Updated email notification settings for the Autoloader.

Updated Inputs to be Search and Select

Converted several dropdowns within the autoloader and report configuration pages to be search and select type inputs. The search and select type inputs make it easier to find and select desired values. 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.

A search and select has been added to the dropdown within the autoloader and report configuration pages.

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 Interface

Introducing a new file uploader (Beta). Enable the new file uploader and let us know your thoughts. To enable this setting, go to Menu Icon > Global Settings > Branding tab > Toggle on Enable New File Uploader (Beta).

The new interface of the file uploader will show the upload progress of selected files.

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 SmartFields that have been configured to reference fields that have SmartFields syntax within a 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 the Menu Icon Header Font setting which was never supported in the current header.