Template:November2021Upgrade

General Details

Upgrade Dates

Public Cloud Production release date: November 11 2021
Public Cloud Backup release date: October 26 2021

Private Cloud Production (Managed Upgrades) release date: November 25 2021
Private Cloud Backup (Managed Upgrades) release date: November 11 2021

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

Enhanced List View Search

Enhanced the list view search to always display the Type, Status, Column, and Filter dropdowns to make searching more intuitive. These drop downs filters previously were only visible when you clicked into the search box. Note: The Advanced Search icon has also changed and is now located to the far right of the search bar.

Deprecation of Non-Compact Header

Deprecated the non-compact header. All systems will automatically be switched over to use the compact header. The non-compact header is no longer supported or available.

Updated Message Display on SmartCheck Validation

Updated the display of SmartCheck validation to display messages underneath the affected fields rather than floating above fields to avoid obscuring content. The visual treatment of these messages have also been enhanced.

Updates to Lookup - Autocompelte Options Custom Field

Updated the behavior of the Lookup - Autocomplete Options custom field so that when the user first clicks into the field, a list of options will display automatically. Before, the options were only displayed once the user started typing.

Minor Updates

Improvements to Upload - Multiple File Storage Custom Field

Added an optional description column to the list of files in the Upload - Multiple Files Storage custom field. You can also easily set this column as be mandatory. Improved the look and feel of upload modal window to improve readability. Note: The description column is not available if you enabled media library.

Automated Scheduling for Autoloaders, Reports, and Archives

Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to Menu Icon > Reports > Edit a Report > Click Export in the left navigation > Scheduled Export tab > Toggle on Enable New Scheduler.

Added Ability to Import Notes to Autoloader

Added the ability to use the autoloader to import Notes. To see the new setting, navigate to the General tab on the desired autoloader. When the Record Type is set to Company, User or a UTA, you will be able to select Notes from the Item dropdown. Note: All notes imported will appear as new notes that can only be edited by a System Administrator.

Enhancements to System Security

Enhanced the System Security Summary page to list potential security issues with signup pages. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their own organization. The system security summary can be found under Global Settings > Security tab.

Updated the look of indicators within the Organization and User Security Matrix for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the User Security Matrix or Organization Security Matrix, go to Global Settings > Security tab.

Added Ability to Add Hashtags Directly To Hashtag Library

Added the ability to add hashtags and hashtag categories directly into the Hashtag Library. Navigate to Global Settings > Hashtag Library to see the new button above the list view. A note has also been added beside the refresh button letting users know that use counts are updated daily.

Updated Permission Quick Edit Feature with Copy/Paste Feature

Enhanced the Permission Quick Edit feature to allow the permissions of custom fields based on Role, Type or Status to be quickly copied and pasted into other columns. To view permission quick edit, navigate to UTA Configuration Settings > Level 1/2/3 tab > Custom Fields > Click the Permission Quick Edit button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column and copy the settings and then paste the settings into the desired target column.

Updates to Workflow Connectors and Statuses

Updated the default Connect To option when creating a new connector in a workflow. You will now see the default option has been changed to Complete instead of Start for new workflow connectors. In general, it is more likely that you would want to connect to Complete than to Start and this change will also reduce the risk of accidentally configuring infinite loops. Added the UTA name before the status name option under the Termination Trigger field when the Workflow Type is set to Tracking Activities.

Updated Text on Association Entry View

Updated text in the Association Entry View for a more intuitive experience when finding and adding contacts or accounts to records. In the case of the Special Linked Record List custom field, we have added a default lookup list view option so you can specify which list view you want users to see by default.

Updated Report Builder Behavior

Updated the behavior of the Report Builder so that when you drag and drop a dataset field into a column, the column header is populated by the more readable Caption rather than the Field Name. This was done to reduce time spent renaming columns.

Improvements to Level 2/3 List View Settings

Added the ability to surface Level 2/3 activity IDs on the Level 2/3 list views. A UTA Administrator and Global Administrator can navigate to the desired list view configuration page and add the activity ID under the Columns tab.

Updates to Global CAPTCHA Validation Behavior

Updated CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) settings. If you set the CAPTCHA Type to Google reCAPTCHA and the system cannot detect the user’s country, the user will now be shown the Alternate CAPTCHA instead of Google reCAPTCHA. CAPTCHA settings can be configured at Menu Icon > Global Settings > Security tab > Global CAPTCHA Validation.

New Column for SmartFolder List Views

Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folder.

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

Enhancements to Media Library

Added the ability to display media thumbnails and play video and audio media directly from the list view. Also added the ability to display media thumbnails in reports. To configure, navigate to the desired Upload - Multiple Files Storage custom field which has Enable Media Library toggled on and then toggle on Enable Media Thumbnails in List Views.

Added Limit to Workflow Generated Emails

Added a limit on on workflow generated emails and emails created in batch (Example: group email, email broadcast, etc). If the email limit is exceeded within 24 hours, the emails will be put "On Hold". Administrators will need to review and release emails put "On Hold" from the Message Queue located at Menu Icon > Global Settings > Communications tab. You can also specify who to notify when the limit is reached. This only applies to clients who are not using an SMTP relay.

Minor Updates

Enhancements to Impact Maps

Enhanced Impact Maps to include system filters, custom messaging, aggregation types, currency and precision. To configure the impact map, go to UTA Settings > Level 1/2 tab > Impact Maps.

Beta Previews

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Notes for Admins

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