Current Upgrade Dates

Key Release Date: February 12 2026
Key Backup Release Date: January 29 2026

Global Release Date: February 26 2026
Global Backup Release Date: February 12 2026

Upcoming Upgrades Schedule

We regularly update the list of upgrade features and schedule for both the backup and production environments on this page.

This page will provide a general overview of each upgrade, with links to the Wiki articles describing the new or updated features and how to use them.

Current Upgrade Package (202602.01)

February 2026 Overview

• New System Insights Page: Gain deeper visibility into your system's internal processes, helping administrators better understand performance and activity at a glance.
• SMTP Relay : SMTP Relay now enforces TLS and designated ports to strengthen email security. Some environments may require configuration updates to support these changes.
• Expanded In System Visibility: See your environment type, and release schedule directly within the platform.
• Idea Lab Roadmap Access: View the high level SmartSimple product roadmap from within your system. Providing visibility into upcoming and in progress work.
• AI Application Analysis (Alpha): See our progress on an upcoming AI powered feature that can score, sort, and summarize applications based on criteria you define, helping streamline reviews and decision making.
• Project Based T2P in Shared Tenancy: The new project based T2P feature is available for select clients in shared tenancy hosting.
• SmartSearch: The new SmartSearch feature is available for select clients offering improved performance for large datasets.
• New Variable Syntax: A new optional variable syntax is now supported, replacing special characters that may be sanitized by security controls.
• Real Time Webhook Integration: Introducing a real-time webhook integration that may be used with API triggers to synchronize data with external systems.
• CSuite Integration: Enhanced the CSuite data exchange with new field mappings and support for split payments and multi fund payment updates.
• Legacy Header Deprecated: The legacy header has been fully deprecated. All clients are now using the new header, delivering a more consistent and modern user experience.

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:

Major Updates

New System Insights Page

We’ve introduced a new System Insights page to help monitor and see internal system processes more effectively.

Global Administrators can access the new page by navigating to: Global Settings > System Tab > System Insights

This dashboard provides visualizations of key operational indicators, making it easier to see system trends—such as if queues and background processes are decreasing over a 24 hour period.

What You Can Monitor

Email Processing

• Total emails sent
• Emails currently in queue
• Emails on hold

Workflow Activity

• Deferred workflows (asynchronous workflows waiting for execution)
• Pending workflows (queued workflows not yet running)

Deferred Processes

• API functions (set to defer post update processes)
• Autoloaders (set to run post update processes asynchronously)

API Monitoring

• API call volume (hourly)
• API pending queue (count of calls with functions set to run in background)
• API limits

User Activity

• Current number of users online
• Concurrent user limits

Deprecation of the Legacy Header Design

The new header design with simplified navigation, introduced in February 2025 upgrade and enabled for all clients in the June 2025 upgrade, will be permanently enabled in the February 2026 upgrade. The option to revert to the legacy header will be removed at this time and the old header design will no longer be available.

Minor Updates

View Your Environment Type and Release Schedule

We’ve introduced an easy way to see your systems environment type and release schedule:

• Environment Type: shows whether your system is running on a shared or dedicated tenancy environment.
• Release Schedule: shows if you are on the key release, global release, or on-demand upgrades—so you know when updates will be applied to your system.

To view this information, go to User Icon > Support. Where you will find the new information displayed under the Version number.

Deprecation of Options in the “Special – Web Page View” Custom Field

We have removed the ability for end users to edit the content of a web page views on the fly. Previously, any changes made were not retained, and editing stripped formatting or caused compatibility issues with exporting.

Recommended Practice is to finalize content in other fields where this information will be retained before generating a web page view, PDF or Word document.

Additionally, the following HTML options are being deprecated:

• Emailing directly from the web page view
• Exporting and saving html to the server

These HTML options were only available on some older systems.

Finally, the ability to update other fields within a web page view using @formstart@ and @formend@ tags is no longer supported.

These changes are intended to promote best practice as well as improve our overall security posture.

Deprecated Legacy Apps and Features

The following built-in legacy applications will be retired and no longer available: Applicant Tracking, Sales Tracking, and Job Tracking. These types of activities will need to be managed within a UTA.

The following legacy features will also be retired and no longer available: Web Forms, Content Management, and the PDF Enable Annotation option for Upload – Multiple File Storage. Form related needs can be handled within a UTA, and Alternative Login Pages may be used in place of the Content Management feature.

SMTP Relay - Required Client Configuration Changes

Updated SMTP relay settings to enforce TLS 1.2 or 1.3 and restrict mail submission to ports 587 or 465 to enhance security and protect data in transit. Clients currently using other ports should coordinate with their IT teams to update their mail configurations and then update the above settings in SmartSimple.

Updated Version of the Desktop T2P Tool

This upgrade introduces database schema changes to support the new project-based T2P functionality on shared hosting environments, as well as allowing the migration of clients from dedicated environments to shared hosting.

As a result, anyone currently using the older desktop T2P tool must download and use the new version after the upgrade is applied. The older tool will not be compatible with the updated schema and will no longer function.

Please contact Support to obtain the updated desktop T2P tool.

Idea Lab Roadmap Access

We're excited to introduce greater transparency into our product development! You can now view the high-level SmartSimple roadmap directly under the System Administration menu (gear icon), under the Idea Lab - Suggestions option. This gives you visibility into what we're actively working on and considering for upcoming releases, helping you better plan and align your organization's use of the platform with our future capabilities.

On-Demand System Upgrades

The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:

Major Updates

AI Application Analysis (Alpha)

We’re introducing a new AI Application Analysis feature, a new configurable, AI driven capability in SmartSimple. This feature allows customers to define their own evaluation criteria, apply custom weightings, and automatically generate a ranked list of applications. Each application also includes a concise summary of insights based on the analysis.

The AI Application Analysis feature is designed to support—not replace—human decision making. It helps surface the applications that best align with your criteria, while highlighting notable patterns, strengths, or areas of interest within each submission for further review.

As this feature is currently in alpha, we’ll be working closely with a select group of customers to gather feedback and refine the experience ahead of a full release.

Support for Project-Based T2P in Shared Hosting

We have updated our database schema to enable a project-based Test-to-Production (T2P) workflow within shared hosting environments. Clients interested in adopting this approach are encouraged to contact their account representative to discuss eligibility and next steps. Transitioning to this model may require a migration plan, and additional costs will apply to enable this functionality.

Enhanced Performance with Large Datasets

Our new SmartSearch option significantly improves performance by enabling faster loading of list views and search results, for clients managing large data sets. This leads to quicker access to critical information and a more efficient user experience. This feature will initially be released to select US clients. Additional expansion will occur later in the year.

New Variable Syntax

We’ve introduced a new variable syntax designed to replace special characters that may be sanitized by security measures. You can enable the new setting called Enable New Variable Syntax by navigating to Global Settings > System tab. Both the old and new syntaxes can be used concurrently if both are enabled.

Minor Updates

New Webhook Integration Option

A new real-time webhook integration feature is now available. This allows SmartSimple to notify external systems immediately whenever a record is updated in SmartSimple. After receiving the notification, your external system can trigger an API call to retrieve the updated record and keep data synchronized.

How to enable webhook notifications:

• Navigate to Global Settings > Integrations tab > under Services Settings toggle on Enable Real-Time Webhook Integration.
• Enter the Webhook URL where notifications are to be sent.
• If your external system requires an API Key to call SmartSimple’s API and fetch updated record data, click the Generate New API Key button.

Please note that this feature may only be available to select clients.

Improved Recurring Interactions Management

Managing recurring interactions is now easier and more intuitive. Edit individual events or entire series, view your original recurrence patterns when making changes, and clearly choose which events to update or delete. Perfect for managing regular touchpoints like quarterly check-ins and site visits with your grantees.

CSuite Integration Improvements

We’ve enhanced the CSuite data exchange integration by adding new field mappings for the External Grant Request ID and Grant ID fields under Import Settings > UTA L1 > Field Mapping. These additions allow you to update the corresponding values directly on the L1 record. Support for Split Payments and multi fund payment updates has also been added.

Note for Admins

Retention Policy and File Upload Fields

Updated the system to display a message indicating that files were removed by the retention policy when data policies delete uploaded files. This helps users understand why the upload field becomes locked, as we prevent new uploads to maintain audit integrity.

If the goal is to hide files while retaining them, the recommended approach is to use the automatic file transfer feature to move the files to an upload field that the user does not have permission to view.

Updated Available Tabs in Gort Automation

Updated Gort Automation to display only three tabs: Server Details, Autoloader Process, and SmartSearch Details. The remaining tabs have been removed as part of the transition to a new database schema that supports T2P in multi-tenant environments.

Other Updates

• Fixed an issue affecting how notification broadcasts set to Maximize were rendered.
• Introduced support for search filters on custom fields that use dynamic content options, giving administrators easier control over the results returned.
• Deprecated the list view View Calendar button.
• Deprecated the ability flag users as a resource and the associated edit resource functionality.
• SOAP Web Services have been updated to use a new library that enhances security compliance.
• Added a warning message which is displayed if users try to enter @objemail@ variable within the From or BCC field inputs as the email anything email address is not supported in these fields.
• AI Functionality that previously went out to OpenAI can now go out to AWS bedrock by enabling the toggle found at Global Settings > +AI, called Enable AWS Bedrock Integration
• Fixed an issue where the new project-based T2P did not log version activation.
• Fixed an issue where Ampersands & were not rendering as expected in areas such as the Organization Name within the new record page design.
• Fixed an issue where automatic file transfers could occur even when no destination file field was specified in an Upload – Multiple Files Storage custom field.
• Fixed an issue where the UTA caption if present was not displayed within the Menu" drop down in the header.
• Fixed an issue with the Login History where login and logout times were missing for users without a defined time zone.
• Fixed an issue with the Text Box – Text Multiple Lines custom field where this field did not render at full width on signup pages.
• Fixed an issue where the Customer input field was not announced correctly by screen readers.
• Fixed an issue affecting maximum character and word limits in the Special - Rich Text custom field.
• Fixed an issue related to the automatic file transfer feature on type specific upload fields.
• Updated the UTA, organization, and user imports to use the newer wizard version for improved security. Deprecated transaction imports as well as user and organization activity (Interaction) imports.

About the System Upgrade Process

The objective of the system upgrade process is to ensure that customers have a chance to review how their applications and information will work following the upgrade without compromising the integrity of their production system. In order to take advantage of this, you will need to know how to access your backup instance of SmartSimple Cloud. If you need assistance with this, either refer to the Backup Server and Testing Instances Wiki article or contact the SmartSimple support desk.

Upgrade Schedule Details

The following tables outline the detailed upgrade release cycle. If you are part of our Key Release your SmartSimple Cloud system will be automatically upgraded according to the following schedule. Generally North American Clients are on the Key release.

If you are part of our Global Release your SmartSimple Cloud system will be automatically upgraded according to the following schedule. Generally clients in Europe, Middle East and Asia as well as Managed Dedicated clients are on the Global release.

If you are on dedicated environment that is client-managed your SmartSimple Cloud system is only upgraded manually by your system administrator or by submitting a request to SmartSimple. The upgrade package is made available for you according to the following schedule.

Backup Environment Update

• Each backup environment will be updated to the "release candidate" prior to the upgrade date.
• This update will provide for instance specific testing of release candidate, as you can log into your respective backup environment and test the changes against your most current data and configuration.
• Internal staff will also be using these environments to perform instance specific testing.

Update Go/No-Go

Subject to satisfactory testing on both the pre-production environments and the backup environments, the Go/No-Go decision will be made on the Wednesday prior to an upgrade release.