Template:June2025Upgrade

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Revision as of 10:01, 21 May 2025 by Ann Vincent (talk | contribs) (New Report Export Options)

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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.

Upgrade Highlights

  • Redesigned Header: All clients will receive a streamlined new header with simplified navigation and a new Global Admin icon, making key tools and settings easier to access.
  • Enhanced Rich Text Editor: Enjoy improved formatting flexibility with new font and line-height (leading) options. Note: The setting to use the legacy editor has been deprecated in this release.

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

Minor Updates

Updated Calendar Manager Permission

Users with the "Calendar Manager" permission can now manage calendar access for other users. This includes enabling and editing calendar permissions. For example, granting access to a new employee or removing access for someone who has left the organization.

To use this permission, go to: Global Settings > Security tab > System Feature Permissions > Features tab > Select the desired user roles under Calendars – Manager.

New Report Export Options

We've enhanced the report export functionality to give users greater flexibility when exporting data from SmartSimple. You can now choose the encodings for exported report files as well as the column delimiters when using File Export format.

The new export features include: 

  • Character Encoding Options:
    • UTF-8
    • UTF-8 with BOM
    • Windows-1252
  • Column Delimiter Options for CSV exports:
    • Comma (,)
    • Tab
    • Pipe (|)
    • Semicolon (;)
    • Colon (:)

These updates make it easier to export files from a report in the format you need.

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

Minor Updates

Note for Admins