Template:March2024Upgrade

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

title

The Delegation settings link has been relocated from personal settings to the "My Links" section within the User Menu for improved access and visibility. The delegation feature gives users the ability to assign delegates who will be able to emulate them within the system for a set period of time. For example, if you will be out of office for vacation, maternity leave, etc. you may assign someone to execute your tasks for you while you are away. The permissions for the delegation feature is located at Global settings > Security tab > System Feature permissions > Features tab

Minor Updates

title

Enhanced the map size in list views for improved user experience and enhanced context. To view a list with a map, enable the "Map and Proximity Search" option and select the object address you wish to map (e.g., users, organizations, or UTA records address).

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

+AI Features

Main Article: AI

There are various AI features available within SmartSimple for those who subscribers to this service:

AI Directive: Users can leverage this feature to: analyze text and automatically fill custom fields with pertinent information, convert text into various formats such as JSON, summarize and translate text, compare application requests with program objectives and provide suggestions or scores on their alignment, populate custom fields with data extracted from the internet.

AI Insights: Users can leverage this feature to query datasets using natural language instead of constructing list view filters or reports. Specifically trained insight models can provide aggregation, summarization, and prediction capabilities.

AI Assistant: Users can leverage this feature to execute actions such as updating status, modifying field values, creating new fields, activities, associations, and multiple actions. Additionally, it can be interacted with using a hands-free voice interface.

AI Transcription: Users can leverage this feature to generate text transcriptions of videos, saving time. These transcripts can then be summarized for further efficiency.

AI Vision: Users can leverage this feature to receive explanations and answers to questions regarding the content of uploaded images.

Work with +AI: Users can leverage this feature to facilitates interaction with AI at the record level in a conversational manner. Users have the option to use pre-made templates and prompt libraries to expedite common processes.

SmartFolders

Introducing SmartFolders 2.0, an enhanced file storage feature. The updated interface boasts a fresh design, uniform layouts, and optimized performance, aimed at delivering an enhanced user experience.

To access SmartFolders, navigate to Global Settings > Security Tab > System Features. Then, click on the menu icon > SmartFolders > and enable “Try the new SmartFolders”.

Here are some key points to note:

We've introduced a left navigation panel featuring two types of files:

"Files," previously known as "General," encompass physical files. "System Files," formerly referred to as "Configuration Folders," consist of files for system reference, such as document templates or files intended for autoloader and export storage. "Quarantined," previously labeled as "Virus infected files," now resides in the left navigation alongside "Expired Files". Customize your file view with either the "Grid" or "List" layout.

Take bulk actions on selected files or utilize individual file actions accessible under the ellipses menu.

Adding files to folders is now quicker and more intuitive with drag-and-drop functionality.

Minor Updates

title

Added the ability to send data from a third-party system to a level 1 template page within SmartSimple and create the level 1 record. This enhancement may be used to optimize workflows, and provides another way to get third-party data into your SmartSimple system. Users may also opt to encrypt the 3rd party data sent to enhance risk management and compliance measures. To explore this new integration feature, navigate to Global Settings > Integrations tab > "Integration Data Receiver".

title

Enhanced localization by adding the ability to designate language-specific alternative text for system logos.

title

We've introduced a new feature that allows you to customize how records and links are opened within a portal section using buttons. This grants system administrators greater flexibility in defining the behavior for accessing records or links. For instance, if you want users to simply verify their organization profile without extensive edits, you might opt to open the profile in a modal window. Conversely, if you anticipate users making substantial changes or navigating away frequently, you may choose to open the record in the main window.

These new open behavior options are accessible through buttons within section types like "Banner," "Text Template," and "List View."

Notes for Admins

title

x