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Template:July2024Upgrade

1,300 bytes added, 8 October
Major Updates
===Major Updates===
 
====Upcoming Change to Object Email/Email Anything Feature====
 
On October 24th at 10:00 PM (local server time), we will be transitioning the email services for the Object Email (Email Anything) feature from the @smartsimple.com domain to the @smartsimplecloud.com domain.
 
This change will impact all users of this feature, regardless of your upgrade schedule including clients on dedicated servers and managed dedicated servers.
 
The Object Email/Email Anything feature allows users to forward emails to a unique address associated with a specific record. This email address is typically found at the Level 1 record, and the forwarded emails are stored as Level 2 records, accessible from the Level 1 record.
 
After the domain transition, any emails sent to the old @smartsimple.com domain will no longer be delivered. For instance, if someone replies to an email thread containing the old domain, the reply will not be received. Moving forward, please ensure all emails are sent to the new @smartsimplecloud.com domain, and existing threads are updated accordingly.
 
The variable @objemail@ within the system will automatically be updated to the new domain for people beginning new email threads.
 
We recommend informing your colleagues and any external users to avoid disruptions in service.
 
 
====Improved Annotation Mode Experience====
<!-- 144147 - Annotation mode improved UI and UX -->
<!-- 159915 - AI Search / Natural Language Processing search -->
We’ve introduced a new search option where users can enter plain text and have the AI generate filter criteria for list views. The '''AI Assisted Search''' allows for fuzzy searches, meaning it can return results even if you've misspelled a user's name or another term. To use this feature, click on the "Enable AI Assisted Search" button (robot icon) and type the desired criteria using natural language to filter the results. For example, you could type "Search for all records with the status 'Draft'."
 
<u>'''Note:'''</u> Only data in the list view will be searched. You may opt to control the visibility of the '''Enable AI Assisted Search''' toggle by going to '''Global Settings''' > '''+AI''' Tab.
[[File:2024-07-ticket-159915-1.png|thumb|none|800px|Activate the new Natural Language Processing (NLP) NLP search filter option by clicking the <strong>Enable AI Assisted Search</strong> icon, represented by a robot head, located in the search input of the list view. This action enables NLP mode.]]
Updated the Content Security Policy of web servers with a stronger configuration for improved security. One change included in this is that the platform will now begin blocking attempts to include executables such as script libraries sourced directly from external systems. The perceived behavior of this may be an inability of a user's web browser to load or run script content that is being imported directly from an external source. An example error message thrown by a web browser may make reference to the server's Content-Security-Policy which has blocked the loading of a resource. If you encounter any issues due to this change, SmartSimple may be able to make custom but temporary adjustments to your local SmartSimple environment to again allow the inclusion of the affected external resources. A permanent solution to this issue would be to avoid the inclusion of external resources into your SmartSimple system, but instead to store a copy locally within your system and reference the local copy of the resource.
[[File:refused-to-load-script.png|thumb|none|800px|An example of a blocked script displayed in Google Chrome's Developer Tools (accessible via the F12 key).]]
 
===Minor Updates===
====From Address in Group Email Now a Dropdown====
Smartstaff, administrator
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