Smartstaff
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x====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 > and 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. <!-- 166361 - Linked record list filtering improvement -->
x====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 and toggle on “Enable new header experience”. <!-- 166763 - Header Redesign - UI/UX Advancement Project -->
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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.
<!-- 163834 - New SmartFolders toggle on for all -->
====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.
<!-- 167158 - Enable New Rich Text Editor for All Users -->
===Minor Updates===
==On-Demand System Upgrades==
===Major Updates===
===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!
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.
<!-- 160951 - Make it easy to select a language translation -->
====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.
<!-- 165195 - Add ability to hide Dock Mode feature -->
==Note for Admins==
Enhanced keyboard focus on checkboxes to improve visibility and accessibility.
<!-- 165776 - Visibility of check box focus -->
