Smartstaff
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[[File:2021-03-ticket-119405-1.png|thumb|none|800px|Donating to an organization using the shopping cart.]]
[[File:2021-03-ticket-119405-2.png|thumb|none|800px|Choosing payroll or credit card payment options on the shopping cart summary screen.]]
[[File:2021-03-ticket-119405-3.png|thumb|none|800px|The confirmation screen for a recurring payroll donation in the shopping cart.]]
====Added Additional Themes and Templates Available to Portal Configuration====
Added additional themes and templates available for use in portal configurations. Three new themes are now available. Five new templates have been added for use within these new themes. These templates allow you to setup well-designed tailored portals in a snap for specific audiences and focus areas.
<!--120769 - Portal Templates-->
[[File:2021-03-ticket-120769-1.png|thumb|none|800px|Three new themes (looks) were added for use in portals as well as a visual picker. Note that the "Default" theme has been renamed to "Traditional".]]
[[File:2021-03-ticket-120769-2.png|thumb|none|800px|Five new Templates (predefined layouts) were added for use in portals.]]
====New Integration with ORCID Research Database====
New integration with ORCID research and funding database. This allows you to integrate your SmartSimple platform with ORCID in order for users to pull down their ORCID profile into your SmartSimple platform, and also to push out funding data from the platform out to ORCID. Your organization will need to sign up for an API or integration key directly with ORCID, to be entered as an Integration Key in the platform. Additionally, individual users will need to each authenticate their user profile with ORCID and authorize the platform to access ORCID data in order to pull down or update their ORCID profile within the platform.
<!--114889 - Requirements for ORCID Certification-->
====New Ability to Generate Fillable PDF Forms for E-signature====
Added new ability to configure Web Page View custom fields with custom content that will include fillable forms on a system-generated PDF sent through an e-signature provider. Currently, this feature is only available for integrations with DocuSign.
<!--117380 - E-Signature Document With Fillable Form-->
====New Custom Field Type Special - Like Button Rating====
New custom field type called Special - Like Button Rating can be used to present a thumbs up and down rating. You can set the permissions and availability for this field just like any, and present your users with the ability to like or dislike a record.
<!--120767 - Enhancement - Like-->
====Updated Disbursement Creator Tool Now Available to Non-Admin Users====
Updated Disbursement Creator tool to be available for non-admin users. This feature may now be enabled for use by non-admin users via a role permission located in the allocation mapping settings. Enabling this for users will then display the Disbursement option within the Tools menu within a UTA Level 1 record.
<!--117490 - Role Permissions for Disbursements Creator Tool-->
====New Ability to Restrict Available Consumer Records for Provider Connection Based on Consumer Type and Status====
New ability to restrict the type and status of Consumer records that you can choose from the Provider UTA. Within the configuration of Consumer connection within the Provider UTA connectivity settings, you can now more granularly control the availability of which Provider records can be linked with which Consumer records by type and status combinations of both Provider and Consumer.
<!--117053 - Restrict Consumer Types-->
====New Import Templates Now Available to Non-Admin Users====
New Import Templates to allow you to configure import wizards for use by non-admin users. This functionality is available for use with UTA Level 1, Level 2, and Level 3 type records. The configuration setting for this can be found within the UTA settings page -> respective level tab -> Import Templates. These templates allow you to create an import profile restricted to specific record types, statuses, and also the fields to import into. You may then permission the templates for use by user role. We've also extended the import wizard functionality to be available now for UTA Level 2, and Level 3 records as well. The interface and behaviour of the import wizard will now allow you to directly copy and paste content for upload in addition to file upload, as well as allow you to specify more options for column delimiter where only comma delimiters were accepted previously. The error detection and data validation has also been improved and will now alert you on any issues encountered at the end of the import. Lastly, you will be able to save your column mapping selection and reload these the next time you use the Import Template for a quicker import experience.
<!--120445 - Improved Importing level 1s-->
====Added Options for Invitation-type Workflow Task to Create or Send Invitations====
Added two new options for the Invitation-type Workflow Task to allow you create or send Draft Invitations. You can now trigger the creation and sending of contact invitations via Workflow Task, and additionally if the Workflow is triggered on a UTA Level 2 record, you will also have the ability to trigger a Level 2 activity Workflow Task that will create or send invitations off the parent Level 1 record.
<!--121190 - Invitation Updates/Improvements-->
====Enhanced Hashtag-enabled Text-type Fields with Additional Options====
Enhanced the Hashtag option for text-type custom fields with some additional options for improved usability. Introduced an option to restrict the ability to create new hashtag values to certain user roles. Introduced an option to categorize multiple fields into similar categories, such that end users entering in any of these fields will be able to search from the collective hashtags across all fields within the same category. Also introduced a new admin page, Hashtag Library, found in the Global Settings that will show you the list of available hashtags, and that also allows you to change the hashtag value and category.
<!--120766 - Enhancement - Hashtags Part2-->
====Added Support for JSON Format for Report Exports====
Added support for exporting report resultsin JSON format through the File Export feature of reports. Within the File Export configuration menu of a report, you can now specify an export format of JSON.
<!--121612 - add JSON format to Scheduled Report Export-->
→On-Demand System Upgrades
<!--119405 - Shopping Cart - Payroll and Fees-->
===Minor Updates===
Extended bulk file download functionality to be available for Consumer Provider list views. You may now configure Consumer Provider list views with the ability to download file uploads from the records returned in the list.
<!--116650 - Download files functionality not available on consumer/provider list views-->
==Beta Previews==
