Template:July2024Upgrade

Overview

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

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Upgrade Highlights

• The new Privacy and Security Policies feature improves configuration efficiency, enhances user experience, facilitates tailored policy creation, and strengthens compliance management to foster greater user trust.
• The Annotations feature has been refined with a new interface, improved process flow, and the ability to mark annotations as resolved, creating a better and more intuitive collaboration experience.
• The new option for AI-powered Natural Language Processing Search lets users enter plain text to generate filter criteria for list views, making it easier to find what you need naturally.
• The new Activity Scheduler feature streamlines bulk creation and scheduling of Level 2 activities with customizable recurrence rules, offering simplified and timely activity management.
• The new Follow Organization feature for following organizations automates notifications to alert users about new opportunities, enhancing user engagement.
• The +AI Insights feature enables users to upload and manage training files for effortless AI model creation.
• To prevent email spoofing, the "From" address in the group email feature is now only selectable from a dropdown menu.
• We've incorporated the capability to display notes within the "Special – Linked Record List" custom field, enhancing user interaction and workflow efficiency.
• The new PDF Text Export feature allows extraction of text from PDF files into a multiline text custom field, facilitating integration with +AI functionalities for tasks like translation and summarization.

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

Improved Annotation Mode Experience

Annotations serve as a collaborative tool allowing users to add notes and responses directly to specific fields within a record. With field-level annotations, users can modify individual fields and respond to comments without affecting the rest of the record.

In this upgrade, we refined the interface by hiding the left navigation panel and implementing color-coded messages: Blue indicates comments made by you. Yellow indicates comments made by others. Green denotes resolved annotation sets.

Additionally, when the Open in Annotation Mode setting is enabled, users will now directly enter annotation mode when changing to the defined status.

Users can easily view the list of annotations in the right column, facilitating navigation to specific annotation fields and drilling into the collaboration conversation. Reply and edit functionalities for unlocked fields are conveniently accessible through a modal window.

The ability to mark an annotation set as resolved is also new.

See the revised wiki article: https://wiki.smartsimple.com/wiki/Field_Revision_Annotations

New AI powered Natural Language Search option

We’ve introduced a new search option where users can enter plain text and have the AI generate filter criteria for list views.

To use this feature, click on the “Enable AI assisted search button” (robot icon) and type the desired criteria using natural language to filter the results. For example, you could type “Search for all records with the status ‘Draft’.”

Note: For added security, only data visible in the list view will be searched.

Minor Updates

From Address in Group Email Now a Dropdown

To prevent email spoofing, the "From" address in the group email feature is now a dropdown menu and is no longer accepting free-form text input. Users can select the default "From" address if configured, or choose their own email address. If no default email address is set, "donotreply@smartsimplemailer.com" will be available as an option.

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

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Minor Updates

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Notes for Admins

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