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Specify your criteria and set recurrence rules, then click "Preview" to review the bulk activities to be created. Adjust the activities inline as needed, and then click "Create" to finalize the creation of scheduled activities in bulk. For System Administrators looking to activate this feature, navigate to the desired Universal Tracking Application > Configuration Settings > Level 2 tab, and access the activity scheduler link to configure one or more wizards. To display a button that launches the activity scheduler on a Level 1 record, create a custom field of the type display text and variables. In the content input, enter <code>@ssGet(ACTSCHEDULER,activity_scheduler_name)@</code>, replacing "activity_scheduler_name" with the name you specified for your activity scheduler.
→On-Demand System Upgrades
<!-- 125333 - Follow/Subscribe Function for Organizations -->
Have you ever wished to receive notifications when an organization you're interested in posts new opportunities? We've introduced a feature that allows users to follow organizations, enabling automated alerts for new opportunities as they become available. From the user's perspective, you can follow organizations in bulk by visiting the organization list view and selecting your desired organizations. Alternatively, you can go to a specific organization's record and click the follow button.
For system administrators interested in enabling this feature, navigate to '''Menu Icon''' > '''Global Settings ''' > ''' Organization ''' tab > Toggle on '''Allow users to follow organizations'''. Additionally, system administrators need to set up a UTA Level 1 workflow with an acknowledgment task to notify followers of organizations. Please ensure that the organization is assigned in the Level 1 '''Customer ''' field.
Ever needed to efficiently schedule multiple activities, such as events or shifts, in bulk? We've introduced a customizable wizard that simplifies the creation of Level 2 activities using recurrence rules.
From the user's perspective, navigate to the desired Level 1 record, access the tools dropdown, and select the appropriate Level 2 creation wizard. Alternatively, the wizard can be accessed inline as a button on the record.
Specify your criteria and set recurrence rules, then click '''Preview''' to review the bulk activities to be created. Adjust the activities inline as needed, and then click '''Create''' to finalize the creation of scheduled activities in bulk.
For '''System Administrators''' looking to activate this feature, navigate to the desired '''Universal Tracking Application''' > '''Configuration Settings''' >''' Level 2''' tab > Click the '''Activity Scheduler''' link to configure one or more wizards.
====+AI insights Training Files====
<!-- 160192 - List, delete, and upload training files to AI Insight -->
With the '''+AI Insights ''' feature, you can create a custom AI model tailored to your needs. Use the “Training Files” '''Training Files''' tab to upload and manage files that can contain data from outside your system. Upload organization or community-related documents such as call guidelines and compliance documentation, enabling users to query the model for better understanding. Additionally, upload your research and project outcomes to facilitate easy sharing and allow the AI to respond to questions about your impact.Users can access Instance and Global level models in the header of your system. '''System Administrators ''' can configure a '''+AI Insight ''' model by navigating to '''Menu Icon ''' > '''Global Settings ''' > '''+AI ''' tab<u>'''Note'''</u>: You will need an OpenAI license to use AI features on SmartSimple. Contact your account manager or sales@smartsimple.com for further information on billing and implementation.
To learn more about all our AI features, visit the wiki at https://wiki.smartsimple.com/wiki/AI
===Minor Updates===
====New Language Translations for System Variables====
<!-- 147155 - York - Enhancement - Enable translation on System Variables -->
The '''System Variables ''' feature allows administrators to define a value in one place and display it throughout different areas of the system. This simplifies maintenance, as an administrator can update a value in one location and the change will take effect across the entire system.
With this upgrade, you can now specify language translations for system variables. Instead of creating separate variables, you can create a single variable and display different values based on the user's language. If no translation is defined, the system will display the English language value.
The "Special – Linked Record List" custom field enables you to view and add related items to a record directly within the interface, eliminating the need to navigate to other areas of the system.
This feature simplifies the process of managing organizations, users, activities, and invitations. With this upgrade, you can now view and add notes using this custom field, for an improved user experience.
====New Feature PDF Text Export====
<!-- 159322 - AI Vision for PDF File Processing -->
We've introduced the capability to extract text from PDF files and store it in a multiline text custom field. Once the data is extracted into this field as plain text, it can be utilized with our '''+AI ''' features for tasks such as translation, summarization, and manipulation.'''System Administrators ''' can enable this feature by navigating to the desired "Upload - Multiple Files Storage" custom field, toggling on "'''Enable PDF Text Export'''," and specifying the multiline text custom field under the "Value Storage" section where the extracted content should be stored.
<!-- 156534 - Add additional info to ORCID display on user profile -->
Systems utilizing the ORCID integration to showcase researcher information on user profiles can now display additional information in a new tab.
'''System Administrators ''' can select which new information to display by navigating to the user standard field named "ORCID" and toggling on the additional data they wish to show on user profiles.
====Added Ability to Change Submit Button Label====
<!-- 158330 - Ability to edit Submit button caption on sign-up pages for accessibility standards -->
We've made it easy to change the submit button label on organization or user sign-up pages to something more specific like “Submit Registration”. Simply navigate to the desired sign-up page under '''Global Settings ''' > '''Organization ''' or '''User ''' tab, and enter your desired value in the '''Submit Button Label ''' input field. Remember to define translations for all supported user languages.
==Notes for Admins==