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.

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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.

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.

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.

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 enable this feature, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab > Toggle on Send email to 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.

Added Check for Duplicate Invitations

Added additional check for invitations to warn users if they attempt to send out a duplicate invitation.

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).

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.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added Ability to Batch Update User Roles and Organization Categories

Added ability to batch assign roles to multiple users and assign categories to multiple organizations. To see this feature, go to Menu Icon > People or Organizations > Select the desired users/organizations > Click the Batch Update button > Select the Roles or Categories option from the left-hand menu > Select the desired roles/categories to assign.

Added SmartField Configurations to System Performance Summary

Added additional checks to the System Performance Summary to flag any SmartFields that have been configured to reference fields that have SmartFields syntax with the list syntax.

Enhancements to System Security Summary

Added the ability to create notes on items in the System Security Summary. To see this feature, go to Menu Icon > Global Settings > System tab > System Security Summary > Click the Add Notes icon button located to the right of each line item. In addition, another tab was added to the System Security Summary called Global Administrators which lists all the Global Administrators in the system.

Updated Logos on External Pages

Updated the size of logos in the headers of external pages to have a maximum height of 56px with no extra left-hand side padding. Fixed the logo images on external pages to get a maximum height of 56px, and removed the left-hand side spacing on them.

Updated UI for API Page and Response Codes

Updated the look of the API page for better visual contrast. Additionally, API response codes were changed to reflect industry standards. An HTTP 429 response code will be shown when the API call limit is reached.

Added Additional Checks from Security Reports

Added additional checks to mitigate security risks from recent pentests.

Deprecated Setting for Menu Icon Header Font

Deprecated a setting for the menu icon header font as it was only relevant before the use of the compact header.