February2025Upgrade

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

• A new header experience is available for users looking for a more streamlined and simplified navigation.
• A new Test to Production (T2P) feature to track and promote configuration changes.
• The new interface for SmartFolders (introduced March 2024) is now enabled for all users.
• The new rich text editor (introduced November 2024) is now enabled for all users.

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

New SmartFolders Interface

In March 2024 we introduced an updated SmartFolders interface featuring a modern design, consistent UI patterns, and improved performance. This new interface will now be enabled for all users. For a limited time, users will have the option to switch back to the classic interface; however, the classic version will be deprecated and permanently unavailable following the June 2025 upgrade.

New Rich Text Editor

The new rich text editor introduced in November 2024 will be enabled for everyone to ensure a secure editor experience. The classic rich text editor will be deprecated and permanently unavailable following the June 2025 upgrade.

Minor Updates

Standardized Contact Lookup

We have standardized the list of contacts and organizations displayed across the AJAX lookup and the binocular icon lookup to reduce confusion. Before the upgrade the AJAX Lookup for contacts used the global lookup List view located at Global Settings > Users > Lookup List Views. After the upgrade you may navigate to the desired UTA > Configuration Settings > Level 1 tab > Standard Fields > Edit “Contacts”. There you can change the lookup list view to be what is desired for both lookups within that UTA. If you are using a linked record list the lookup list view is chosen from within the custom field.

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 Header (Beta)

We are introducing a new header experience featuring a simplified and streamlined navigation. A new icon for Global Administrators. The area with icons now gets a new accent color. Try the new header out on your backup environment by going to Menu Icon > Global Settings > Branding > Toggle on “Enable new header experience”.

Minor Updates

New Test to Production Feature (T2P - Beta)

We’ve introduced a new Test to Production (T2P) feature in beta, designed to track and promote configuration changes on a project-by-project basis online without relying on the existing desktop tool. This enables teams to implement changes independently within a project and later promote those changes easily to another SmartSimple environment. For instance, you can seamlessly transfer a subset of changes from a dedicated development environment to a production environment. This beta feature is now available for clients to explore and test. Let us know what you think while we finish polishing up the feature for a full production release. Check out the full article to learn more!

Transfer Files Between Upload Fields

Added the ability to transfer files between “Upload - Multiple Files Storage” custom fields. This can be done manually, with access to this feature managed through role permissions. Additionally, files can be moved automatically based on the selected date range, status, and type. Clients utilizing the data exchange feature may prefer this option to minimize the size of exchanged packages and avoid including all files with each transfer.

Indexing pages in Search Engine Results

We've introduced a new toggle to simplify specifying whether login, signup, or template pages should appear in search engine results. By toggling off the new setting called “Index page in search engine results", the system will add a tag that instructs search engine robots not to index the page. Please note that this feature is only available in production environments. If you're using a custom template, you must update it with the sample template or insert the new "metarobots" variable.

Language Selection within Settings Pages

We’ve introduced a new configuration option to enhance efficiency by allowing you to filter the list of available languages displayed on settings pages. Navigate to Global Settings > System tab and specify the languages you want to make available on configuration pages. Once set, the system will display only the selected languages when entering translations on settings pages. This eliminates the need to scroll through a list of 100+ languages, saving time and improving usability.

Dock Mode Visibility

We’ve introduced a new feature to control the visibility of Dock Mode. This mode, available on records like Level 1 (Example: grant application), allows users to open related items (Example: notes) in a right-hand panel. To configure role-based permissions for the availability of Dock Mode across the system, go to: Global Settings > Security tab > System Feature Permissions > Features > Enable Dock Mode.

Note for Admins

Deprecated Email Broadcast Link

The email broadcast link previously available on the settings page for user signup pages has been deprecated and is no longer accessible.

Enhanced Keyboard Focus

Enhanced keyboard focus on checkboxes to improve visibility and accessibility.