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) 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:

Beta Previews

No features are available for beta preview this upgrade.