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Template:March2023Upgrade

3,013 bytes added, 19:26, 23 February 2023
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===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.
<!-- 144811 - Apply MFA to all systems -->
 
===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''':
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