Template:March2023Upgrade
Contents
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. 109038 - Search reference for Reports
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. 127215 - Group Email Recipients
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. 135051 - Where is the Address Book Template configuration?
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. 137877 - Option in autoloader to send email to the 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. 136377 - Autoloader field mapping improvements
Added Check for Duplicate Invitations
Added additional check for invitations to warn users if they attempt to send out a duplicate invitation. 143738 - No duplication check on Invitations
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). 132313 - New file uploader GUI to replace YUI
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. 137932 - Move the Hashtag Library
Beta Previews
No features are available for beta preview this upgrade.
