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Template:July2024Upgrade

745 bytes added, 28 June
Overview
Watch this video to get a general overview of the new features in this release.
(Video Coming Soon){{#ev:youtube|qjBjxTUjJDA}}
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
 [[File:2024-07-ticket-160192-1.png|thumb|none|800px|The '''+AI Insights ''' feature allows creation of an AI model using uploaded training files and is accessible from the header.]]
<u>'''Note'''</u>: 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.
Files uploaded to your SmartSimple system are now subjected to automatic virus scanning. Files larger than 100MB are queued for scanning; you may see a message indicating the scan is in process. During this period, users cannot download or rename files being scanned, and files being scanned are not visible in list views. If a virus is detected, the file is deleted, and a notification triggered. The option to enable real-time virus scanning on custom fields has also been removed.
'''System Administrators''' can navigate to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > Click the '''Virus Infected Files''' link to see a list of files that were deleted from where, when and who uploaded them.
 [[File:2024-07-ticket-136010-1.png|thumb|none|800px|Uploaded files will now undergo automatic virus scanning. If a suspected virus is detected, the file will be deleted, and the user will be notified. Administrators may access a list of information about deleted files.]]
====Asynchronous Loading of List Views====
'''Administrators''' can enable the Stripe Connect feature by navigating to:
'''Menu Icon''' > '''Global Settings''' >''' Integrations''' tab > Toggle on''' Enable Stripe Connect''' under the “Service Settings” section.
 
====Added Ability to Report on Notes====
<!-- 150219 - Subject Line for Notes - Adding Reporting Functionality -->
Added the ability to report on the '''Subject Line''' of the '''Notes''' feature. To enable this feature, navigate to '''Global Settings''' > '''System''' tab > Toggle on '''Enable Subject Line for Notes'''.
 
====Updated Work with +AI Feature====
<!-- 162190 - Formatting of OpenAI responses (markdown format) -->
Updated the '''Work with +AI''' interactive interface to support markdown formatting. Responses will now properly render lists, bold text, and other formatting elements.
[[File:2024-07-ticket-162190-1.png|thumb|none|800px|The '''Work with +AI''' interactive interface now includes formatted responses.]]
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