Template:July2024Upgrade

Overview

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

(Video Coming Soon)

To watch this video in full screen, please click on the full screen button on the bottom right.

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

Title

Description

Minor Updates

Title

Description

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

Title

Description

Minor Updates

Title

Description

Notes for Admins

Title

Description