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====Title====
Description
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→Major Updates
===Major Updates===
====New Privacy and Security Policies Feature====
<!-- 145858 - Privacy and Security Policies 2.0 -->
Privacy and security policies are crucial for aligning your system with regulations, mitigating risks, and fostering user trust by detailing how user privacy and data will be protected.
Our latest update to this feature simplifies the configuration and enhances the user experience of this compliance checkpoint within your system.
Some key features include:
Tailored Policy Creation: Develop custom policies with distinct sections and translations to meet regulatory requirements, mitigate risks, and build user trust by clearly explaining how privacy and data will be safeguarded.
Scope, Timing, and Audience Specification: Define the collection points, such as login pages, registration forms, or specific application processes, and outline enforcement mechanisms for each policy.
Policy Builder: Use this new tool to create customized sections of a policy, addressing specific compliance needs. For example, a privacy policy might include sections like 'Information Collection', 'Data Processing', 'Data Sharing', etc.
Version Management and Compliance Tracking: Manage different versions of your policies, monitor compliance, and view detailed records of user acceptance for accountability.
To activate the new Privacy and Security Policies feature, system administrators need to navigate to:
Menu Icon > Global Settings > Classic Options tab > Disable the classic privacy and security policies.
Note: Existing policies will not be migrated to the new feature and must be rebuilt. Existing policy acceptance information will still be retained.
For more information, visit our wiki article:
https://wiki.smartsimple.com/wiki/Privacy_and_Security_Policies
====New feature to follow organizations====
<!-- 125333 - Follow/Subscribe Function for Organizations -->
Have you ever wished to receive notifications when an organization you're interested in posts new opportunities? We've introduced a feature that allows users to follow organizations, enabling automated alerts for new opportunities as they become available.
From the user's perspective, you can follow organizations in bulk by visiting the organization list view and selecting your desired organizations. Alternatively, you can go to a specific organization's record and click the follow button.
For system administrators interested in enabling this feature, navigate to Menu Icon > Global Settings > Organization tab > Toggle on Allow users to follow organizations.
Additionally, system administrators need to set up a UTA Level 1 workflow with an acknowledgment task to notify followers of organizations. Please ensure that the organization is assigned in the Level 1 Customer field.
====New feature for creating and scheduling activities in bulk====
<!-- 132800 - Volunteer Management - Scheduler for L2 Shifts -->
Ever needed to efficiently schedule multiple activities, such as events or shifts, in bulk? We've introduced a customizable wizard that simplifies the creation of Level 2 activities using recurrence rules.
From the user's perspective, navigate to the desired Level 1 record, access the tools dropdown, and select the appropriate Level 2 creation wizard. Alternatively, the wizard can be accessed inline as a button on the record.
Specify your criteria and set recurrence rules, then click "Preview" to review the bulk activities to be created. Adjust the activities inline as needed, and then click "Create" to finalize the creation of scheduled activities in bulk.
For System Administrators looking to activate this feature, navigate to the desired Universal Tracking Application > Configuration Settings > Level 2 tab, and access the activity scheduler link to configure one or more wizards.
To display a button that launches the activity scheduler on a Level 1 record, create a custom field of the type display text and variables. In the content input, enter @ssGet(ACTSCHEDULER,activity_scheduler_name)@, replacing "activity_scheduler_name" with the name you specified for your activity scheduler.
====+AI insights training files====
<!-- 160192 - List, delete, and upload training files to AI Insight -->
With the +AI Insights feature, you can create a custom AI model tailored to your needs. Use the “Training Files” tab to upload and manage files that can contain data from outside your system. Upload organization or community-related documents such as call guidelines and compliance documentation, enabling users to query the model for better understanding. Additionally, upload your research and project outcomes to facilitate easy sharing and allow the AI to respond to questions about your impact.
Users can access Instance and Global level models in the header of your system. System Administrators can configure a +AI Insight model by navigating to Menu Icon > Global Settings > +AI tab
Note: You will need an OpenAI license to use AI features on SmartSimple. Contact your account manager or sales@smartsimple.com for further information on billing and implementation.
To learn more about all our AI features, visit the wiki at https://wiki.smartsimple.com/wiki/AI
===Minor Updates===
