Template:June2025Upgrade

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

(Coming Soon)

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

New Feature to Update Custom Field Values on Parent Records

You can now update a Level 1 custom field directly from a Level 2 workflow. For example, when a Level 2 appeal is submitted, you can automatically update a field on the Level 1 application to indicate that it is under appeal.

This new approach is simpler and more efficient than using type formulas or multiple workflows to accomplish the same result, with less impact on performance.

To configure this feature, create a workflow on the "Tracking Activities" object using the task type "Update Custom Field Value". Then, choose the "Target Object" to specify updating the parent or current record. This feature allows updates from:

• Level 3 to Level 2
• Level 2 to Level 1

Minor Updates

Enhanced AI Translation Feature

We've released an improved version of our AI translation feature, designed to streamline the translation of system configuration captions. Rather than sending translations on a page-by-page basis when each page is viewed, you may now submit all text in bulk for translation.

Clients with AI features enabled can access this functionality by navigating to: Global Settings > System tab > Configuration Translation. From there, select your target language, choose your preferred translation behavior, and click Start Translations.

The system will process captions in batches, sending them to the AI provider and applying updates in the background. You can monitor progress in real time. A downloadable JSON file containing the translated captions is available in the logs.

New Role-Based Permission to Unlock Records

We've added a new role-based permission that allows users to override record locks. Previously, only Global Administrators could unlock records in use. Now, you can grant this ability to other roles. For example, you could give a grant manager or support person the ability to unlock a record currently being edited by an applicant.

Note: It’s not recommended to have multiple users editing the same record simultaneously as this may result in lost or overwritten changes.

There are two ways to configure this permission:

• For Organizations and Users: Go to Global Settings > Security tab > Override Record Lock for Organization and User Records
• Within a UTA: Go to Configuration Settings > Security tab > Override Record Lock. Then, assign the permission to the desired user roles.

New Workflow Task: Create Level 1

We’ve introduced a new workflow task that allows you to automatically create a Level 1 record through a workflow. For example, in the volunteering space, when a volunteer opportunity goes live, you can now trigger a workflow to create a Level 1 record in another UTA which would be used to log volunteer hours. This simplifies configuration by replacing the need for custom scripts.

The new task, "Create New Level 1", lets you define the target UTA and key details for the new record, including Type, Status, Customer, Branch, Owner, and Person.

This task is available in workflows for UTA Level 1 and Level 2s, as well as Company and User.