Previous Upgrades: October 2025

October 2025 Upgrade Highlights

• Rich Text Editor Deprecated: Legacy editor removed to enhance security and protect client data; reformatting may be required.
• Enhanced Notes Experience: Searchable notes, threaded replies, and user tagging to improve collaboration and make communication more actionable.
• Revamped Interaction Tracking: Easier logging of engagements with detailed records and visual timelines for streamlined tracking.
• Updated Record Page Design: Cleaner layout and improved navigation with a new look for internal users including a toggle for classic or new view, enhancing user experience.
• Improved Archived Records Handling: Automatic archiving based on status boosts performance and keeps list views clean, with a restore option inside the UTA Settings.
• Dynamic Chart Filtering in Dashboards: Users can filter data directly on charts for tailored insights, reducing chart clutter and admin setup.
• Simplified Reminder Email Setup: Configurable, condition-based reminders to easily help keep applicants on track.

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

The legacy rich text editor has now been fully deprecated

Only the new rich text editor is available going forward, and the option to switch back has been removed. Some content may require reformatting to ensure it displays correctly in the new editor.

We understand this change may cause some inconvenience, but it is essential for maintaining security compliance and safeguarding client data. Our Support, Client Engagement, and Professional Services teams may be able to offer some assistance with formatting adjustments.

Enhanced Notes Experience

We’ve significantly improved the notes functionality across the platform to support better collaboration and usability. Key enhancements include:

• Searchable Notes: Quickly find the note you’re looking for with the new search capability.

• Threaded Conversations: You can now reply to individual notes, enabling structured, threaded discussions.

• User Tagging: Tag users in notes using @username to notify them of important updates or required actions.

Tagging is controlled via role-based permissions. To configure:

• Go to Global Settings > System Tab.

• Use the Enable Notes Tagging for Roles setting to specify which roles can be tagged.

Note: If this permission is left empty, tagging will be disabled. If roles are added, users with those roles become taggable. We have introduced a new Notes section, which consolidates all note-related settings under the System tab for easier access and management. Note threads now have a Subject. When someone replies to a Note, the originator of the thread receives both an email and an in-system notification. When a user is tagged in a note they will receive an email and an in-system notification. At the time of release, the Note Options feature—previously available under the Classic tab of Note Types—was deprecated. However, we plan to reintroduce this functionality in a future service pack.

You can optionally disable note replies (threads), tagging, and HTML storage of note content using a toggle setting located under Global Settings > System tab, labeled Disable Note Replies and Tagging as of the October 23rd Service pack.

You can view all tagged users in a note using the new People button.

These updates make note-taking more interactive, organized, and actionable.

Revamped Interaction Tracking

We’ve redesigned the Organization and User Activities to make it easier to log and manage engagement activities with organizations and individuals directly within your system.

Key Enhancements:

• Easily record interactions such as meetings, phone calls, site visits, and emails.

• Capture detailed information including:
  • Participants involved
  • Related applications
  • Uploaded documents
  • Location details
  • Notes

Configuration:

The only setup required is customizing the tab name and assigning role-based permissions:

• Navigate to Global Settings > Organizations > Standard Fields.
• Rename the Activity List field to Interactions (or a name of your choice).
• Under the Permissions & Availability tab, specify which roles should have access.

Repeat the same steps for the User standard field.

If you're unable to create an interaction on the organization or user, check the permission setting under Global Settings > Security > System Visibility > Organization/User tab Look for the option labeled "Hide Create Activities" if this setting is blank all roles will be able to create interactions.

If a role is unable to delete or edit interactions, verify that these options haven't been disabled. Navigate to Global Settings > Security Tab > System Feature Permissions > Features Tab and review the settings for Activity – Disable Delete and Activity – Disable Edit.

The list views can be customized by going to Global Settings > Users/Organizations > Interactions List Views.

New Views:

Within the Interactions tab, you can now:

• View interactions in a configurable list view.
• Use the new Chart View to visualize interactions in swim lanes and see upcoming or past engagements in a chronological timeline.

This revamped experience provides a streamlined and easy way to track and manage your engagement activities.

Note: Interactions include both user and organizational activities. Level 2 activities—such as emails saved as events within an application, will appear under Activities.

It is possible to temporarily revert to the old interactions using the setting located at Global Settings > Classic Options > Enable Classic User/Organization Activities

Enhanced Record Page Experience

Internal users will now notice a refreshed look and feel across record pages. A new toggle option in the top-right corner allows users to switch between the classic and updated design.

Key Updates:

• Wider Left Navigation: The left panel has been expanded for improved visibility and usability.
• Refined Center Panel: Button prioritization and layout have been optimized, with a new record icon added for clarity between users, organizations and applications.
• Improved Tab Navigation: Next and Back icons are now more prominent and integrated into the submit bar at the bottom of the screen.
• Action Buttons Relocated: High-visibility actions such as Add to SmartCards are now grouped under the Actions menu for a cleaner interface.

Global Settings

Two new options have been added under Global Settings > Branding:

• Enable the new record page experience for all users.
• Set a global layout preference to single column with captions above, enhancing accessibility.

We’d love to hear your feedback on the new experience.

Note: Breadcrumbs have been intentionally removed from modal windows as part of the updated interface design.

Modals are designed to be contextual and temporary overlays, primarily used for quick edits. Unlike full-page views, modal windows are not meant to support hierarchical navigation.

Tip: To keep the breadcrumb visible when opening records from a list view, consider changing the Open Record In setting from Modal Window to either Main Window or Main Window with Row Hover Options.

If you’d like to return to a previous screen after opening a record in the main window, you can use the Recently Visited dropdown located next to the back button.

Changes to Archived Records

To enhance system performance, we've improved how records are archived, stored, and restored. Previously, records were archived using manual batch updates. Now, records can be automatically archived when they reach a designated Level 1 status, eliminating the need for manual intervention.

Archived records remain accessible and restorable, but the process has changed. Instead of using Advanced Search, you can now search for and restore archived records directly from the Level 1 tab in UTA settings.

Archiving inactive records helps improve system speed and keeps list views clean by hiding records that are no longer in active use.

How to Configure Archiving

To set up automatic archiving:

• Go to the desired UTA.
• Navigate to: Configuration Settings > Level 1 Tab > Archive Status

From there, you can define:

• The Level 1 Status that will trigger automatic archiving.
• The Status to apply when restoring archived records.

Archived records can be accessed and restored via the Archived link located below the Archive Status link.

Note: All records currently marked as Archived will be transferred to the new archived table as part of this upgrade. These records will only be accessible through the UTA settings. Reports that reference archived records will need to be rebuilt, as those records will now reside in a new table. When a Level 1 record is archived, all of its child records at Level 2 and Level 3 will be archived as well.

Improved Contact Association Interface

We've redesigned the contact association interface to make it more intuitive and efficient when selecting and associating contacts within a record. Key enhancements include:

• Streamlined Layout: The interface now prioritizes the search and add buttons, making it quicker to find and associate contacts.
• Simplified Role-Based Association: For users leveraging the Linked Record List, we've introduced a new, simplified interface that allows you to quickly add users in predefined roles—such as co-applicants, executives, or other personnel. Just start typing a name, select the user, and they’ll be automatically associated with the record in the appropriate role. Saving time and reducing friction when managing contact associations.

Minor Updates

+AI Features Now Hosted on AWS Infrastructure

We’ve made important updates to several +AI features to enhance data privacy and compliance. These features no longer require an OpenAI license, and no data entered into +AI tools will be shared with OpenAI or Anthropic.

What’s New:

• Work with +AI now uses the Claude 3.5 Sonnet model.

• +AI Translation is powered by Amazon’s Nova Lite foundation model.

• AI-Assisted Search also utilizes the Claude 3.5 Sonnet model.

Infrastructure Update:

All updated +AI features are now hosted within AWS, ensuring improved control over data handling and privacy.

Note: Clients operating within the Azure environment will continue to use Azure-hosted services.

These changes reflect our commitment to providing secure, compliant, and high-performing AI capabilities.

Note: If you temporarily prefer to continue using OpenAI for the features “Work with +AI,” “+AI Translation,” and “AI Assisted Search,” go to Global Settings > AI tab and toggle off Enable AWS Bedrock Integration.

New Search Capability in List View Filters for Type, Status, and Category

Users can now easily search and select specific Type, Status, and Category options within the dropdown filters on Level 1, 2, 3, Company, and Contact list views. This enhancement improves usability—especially when dealing with a large number of options—by making it faster and more intuitive to find what you're looking for.

Legacy SmartFolders Deprecated

Updated the SmartFolders interface to exclusively display the new version. The legacy SmartFolders interface has been deprecated and is no longer accessible, so users will no longer have the option to switch back.

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

Introducing SmartSearch (Alpha)

SmartSearch is a new alpha feature designed to improve performance for clients working with large datasets. It enables near real-time search, significantly accelerating Level 1 list view loading times. Currently, SmartSearch supports only Level 1 list views and uses a different rendering method than standard views. Expansion to other areas of the platform is underway, with select U.S.-based clients invited to beta test soon.

New Dynamic Chart Filtering in Dashboards

We've enhanced the charting experience within portals by introducing dynamic filtering capabilities. Previously, charts found in a portal dashboards were filtered solely based on the underlying list view. Now, users can apply additional filters directly on the chart, allowing for more tailored data exploration.

This update makes it easier to view data subsets—such as specific programs, time frames, or other criteria—without needing multiple charts or administrative configuration.

To enable this feature:

• Navigate to the Chart section within the portal.

• Turn on Show Search Panel.

• Add the filtering criteria you want users to interact with.

• In the new Search Type column, select Option Selector to allow users to choose from predefined options.

This gives users more control over the data they see, reduces the number of charts needed on a page, and lightens the configuration workload for administrators.

Simplified Setup for Automated Reminder Emails

Keeping applicants on track with deadlines is now easier than ever. We've streamlined the process of sending automated reminder emails for tasks like submitting progress reports or meeting other key deadlines.

With our latest update, you can now set up reminders more efficiently using a new option in the Acknowledgement workflow task.

Here’s how it works:

• Navigate to a workflow task of type Acknowledgement.

• On the Message Template tab, toggle on the new setting: Set Up As Reminder.

• Choose the field that represents the deadline date.

• Define when reminders should be sent (e.g., 1 week before, 1 day before, and 1 day after the deadline).

• Optionally apply conditions (e.g., "@status@" in ("in progress", "pending")) to control when reminders are sent. In this example, the reminder will only be triggered if the record’s status is either in progress or pending.

• Optionally include a variable (e.g., @remindercountdown@) in your message template to dynamically reference the time remaining until the deadline. This allows you to personalize messages such as: "There are 5 days left until the deadline…" based on when the reminder is sent.

The system will automatically evaluate the current date, the deadline, and your specified time frame. If a reminder is due and conditions are met, the email will be sent. Emails are sent out at approximately midnight server time.

Sign In with Google, Microsoft, or Apple Accounts

You can now allow users to authenticate into SmartSimple using their existing Google, Microsoft, or Apple accounts via secure Single Sign-On (SSO). This enhancement simplifies the login experience while leveraging trusted identity providers for improved security.

How to Configure:

• Navigate to Global Settings > Integrations > Single Sign-On.
• Create a new configuration and enable the setting: Enable Social Login (Google, Microsoft, Apple).
• Add the Auth0 Service Endpoint to your login page.

Once configured, users will see a link on the login page allowing them to sign in with their preferred account. After the initial login, their credentials will be remembered, eliminating the need to re-enter them each time.

Note: This feature is not intended for use on shared computers. Logging out of SmartSimple does not log you out of the identity provider, which means another user could potentially access SmartSimple without needing to re-enter credentials.

Minor Updates

Scheduled Report Export of Files Attached to Records

You can now automatically export files attached to records on a scheduled basis, making it easier to integrate with other systems. For example, you might want to regularly export receipts uploaded to payment records.

Files can be exported to a SmartFolder, System Folder, or transferred to an external location via SFTP. To configure this feature, go to Reports > Export Tab > Scheduled Export >Include Uploaded Files in Export.

New File Retention Option for System Folders

We've introduced a new feature that allows files within System Folders in SmartFolders to be automatically deleted based on a defined time frame.

To configure this, navigate to a SmartFolder, select a folder under the System Folders section, and click Settings to set the new Retention Period option.

This enhancement is especially useful for integrations involving reports or autoloaders, where large volumes of files are generated or uploaded regularly which also need to be removed.

New Ability to Restrict Application Visibility by Language

We’ve introduced a new setting that allows you to control which languages an application can be viewed or submitted in. This is especially useful if you want certain applications to be accessible only in specific languages—such as Spanish-only submissions.

When this setting is enabled for a Level 1 application type, users will only be able to view and interact with that application (and its related Level 2 and Level 3 records) in the designated language(s), regardless of their personal language preferences. A configurable message will be displayed to inform users that the application is restricted to specific languages.

To configure this, go to the settings page of a Level 1 application type, then on the Permissions & Availability tab look for the new option: Load record in a predefined language.  Here, you can:

• Set the default language for the application

• Specify additional supported languages

• Customize the message shown to users when their viewing language is automatically switched

This feature helps ensure a consistent and controlled language experience for users interacting with language-specific applications.

New Organization Hierarchy Conversion Ability

We added the ability to convert an organization between the internal and external hierarchies. When converting, the organization, all its sub-organizations, and their associated users will be moved accordingly. This change also affects user permissions. For example, users with internal-only roles will lose those roles if moved to the external hierarchy. To perform the conversion, go to the desired organization, open the Actions menu, and select Edit Categories and Access. The hierarchy will now be visible here and there is a new button called Convert to External/Internal.

ORCID as a Single Sign-On (SSO) Identity Provider

We’ve added support for ORCID as a Single Sign-On (SSO) identity provider, allowing users to log in using their ORCID credentials.

To enable this feature:

• Go to Global Settings > Integrations > Integration Key Management.

• Toggle on Enable Single Sign-On.

This will show the endpoint that handles the redirect to and from ORCID’s login page. You’ll need to manually add this endpoint to your login page. Additionally, users must first connect their account with ORCID and verify their email on their profile before they can use this sign-in method.

This integration offers a streamlined login experience for users already active in the research and academic space.

New Option to Bypass Role Assignment for Existing Users

In certain configurations, workflows were previously used to remove and reassign roles for users who were already set up in the system when invited to an application. To streamline this process and eliminate the need for workaround solutions, we’ve introduced a new setting on user signup pages.

What’s Changed:

• The existing Roles to Add setting will continue to assign roles to new users.

• A new Roles to Add to Existing User setting has been added to assign roles to users who already exist in the system.

You can configure both settings with the same roles or assign different roles based on your business requirements. The new setting will automatically be populated with the same roles as the existing Roles to Add configuration when the upgrade is applied, ensuring that existing signup pages continue to function as expected without requiring changes.

This enhancement simplifies the configuration of user onboarding in relation to invitations.

Note: Going forward, please ensure that any desired roles are added to the new “Roles to Add to Existing User” setting. This ensures that roles are correctly assigned to existing users who register via a signup page—particularly in processes that use the invitation feature.

Updated Option for Email Change Process

A new setting called Enable Profile Email Address Change Verification has been added and enabled under Global Settings > Security.

When this setting is enabled:

• The user's email address becomes read-only, with an Edit button.
• Upon editing, the new email address will receive a confirmation email containing a verification link.
• Once the new email is confirmed via the link, the system will update the account’s email address.
• A notification email will also be sent to the previous email address to confirm the change was successful.

Keeping this option enabled is recommended to help prevent unauthorized email changes and strengthen account security.

Restrictive Organization Association Role Permission Model

We've introduced a new option that allows for more control over how association roles behave. Association roles can be additive—meaning the more roles a user has, the more permissions they may receive.

To support scenarios where this additive model may not be appropriate, you can now enable the "Restrictive Organization Association Role Permission Model" under:

Global Settings > Associations tab > Miscellaneous Options section

When this setting is enabled:

Only roles selected within the Common Roles will persist when a user switches their association organization using the Organization Switch feature.

Instead of combining roles from both associations, the system will remove all roles not found in the Common Roles input and then apply only the new association’s roles.

This model is useful in cases where a user should not retain certain roles when moving between organizations—for example, if a role grants access that’s only appropriate in one organizational context.

NTEE Code Available in GuideStar Charity Check

Updated the GuideStar Charity Check integration to include NTEE codes. You can now select ntee_codes in your field mapping configuration to retrieve a comma-separated list of NTEE codes associated with an organization.

New ability to Sort and Filter by Followed Organizations

Users in the corporate social responsibility space can follow organizations they’re interested in and receive notifications when new opportunities become available. We’ve now enhanced this functionality by adding the ability to:

• Sort list views based on whether an organization is followed.

• Filter list views to display only followed organizations.

This update makes it easier for users to focus on the organizations they care about most, streamlining access to relevant opportunities.

Note for Admins

Global Administrator Login Now Bypasses Concurrent User Limit

To help maintain system performance, you may have configured a concurrent user limit under Global Settings > System tab. Previously, this limit prevented all users—including Global Administrators—from manually logging in once the threshold was reached.

With this upgrade, Global Administrators can now bypass the concurrent user limit. A new Administrator Login button will appear on the login page when the concurrent user limit is reached. By clicking this new button and entering their credentials, Global Administrators will be able to access the system and take necessary actions—such as logging out other users.

SSO Enhancement granular user creation control

Updated SSO Settings for more granular user creation control. SmartSimple now allows more precise control over user creation through updated SSO settings. To configure:

• Go to Global Settings > Integrations > Single Sign-On.

• Edit the relevant SSO configuration.

• Enable Role Mapping and select a Role to Monitor.

• Complete the role mapping as needed.

• Under User Creation Options, select Create New User When No Match Found.

A new column labeled Allow User Creation will now appear in the mapping section. Use this toggle to disable user creation for specific roles as needed.

Improved Language Selection for Translation Configuration

The system has been upgraded to simplify the process of selecting a language from the list of 187 available options when configuring translations. After the update, system administrators can now use a search feature to quickly filter and find the desired language. This enhanced language search is integrated into the language selector, and can be seen in areas such as Custom Field Translation Settings.

Standard Copy Process Now Includes Level 3 Records

Updated the standard copy process to support copying Level 3 records when initiating a copy from a Level 1. Now, when you navigate to a Level 1 record and click New, then choose the copy option, the system will: copy the Level 1 record, optionally copy associated Level 2 records, and optionally copy associated Level 3 records. The ability to do so depends on configuration and user permissions

Note: This capability has always existed for copy profiles. The enhancement specifically applies to the standard copy feature. To configure this new behavior go to the desired UTA’s configuration settings > Level 2 tab > Copy Options > Copy Restrictions button > Edit a role > Look for the new option that controls Level 3 copy behavior.

XCG Currency

Updated the system to add support for the Caribbean Guilder (XCG) Currency. The Exchange rate is set at 1:1 between the Netherlands Antillean Guilder (ANG) and the Caribbean Guilder.

New Parameter Added for List Association Calls in SmartConnect API

We’ve introduced a new parameter objectidlist to enhance the flexibility of list association calls in the SmartConnect API.

How It Works:

• If the objectid parameter is provided, the API will return association records for that single object ID.
• If objectid is not present and objectidlist is submitted (e.g., 123456,10000,20000), the API will return association records for all specified object IDs.

This enhancement allows developers to retrieve multiple association records in a single call, improving efficiency and reducing the need for repeated queries.

Improved Settings Page Performance

Updated several fields within settings pages by implementing lazy loading for option lists. This change significantly improves page load times and responsiveness.

Additionally, we’ve introduced search functionality within these fields, making it easier for users to quickly locate specific options and streamline configuration tasks.

Deprecation of Personal Email Accounts in SmartSimple

We've deprecated the ability for individual users to send emails from SmartSimple using their personal email accounts. Previously, users could navigate to Menu > Email > Account to configure and send emails from their own accounts. This functionality is no longer available.

Additionally, the Email From Address setting within Personal Settings has also been removed.

These changes are part of our ongoing efforts to enhance email security across the platform. Please note that this update does not affect your organization’s SMTP Relay Settings—those remain unchanged. This deprecation applies specifically to email accounts configured by individual users.

Legacy AI Translation Deprecated

Deprecated the legacy AI translation service, which automatically translated content when users viewed certain areas of the system. This feature was previously enabled by navigating to Global Settings > +AI tab. Moving forward, clients can use the new +AI translation functionality located under Global Settings > System tab > Configuration Translation. The new translation service allows batch translation of captions across the system through a single on-demand request per language.

Screen Capture Feature Deprecated

Updated the system to deprecate the Screen Capture feature. Previously, permissions for this feature were located under Global Settings > Security > System Feature Permissions > Features tab, and the setting was labeled Enable Screen Capture.

Amazon Alexa Templates Deprecated

Deprecated Amazon Alexa Templates and functionality.

Tree View list view style Deprecated

Deprecated the list view style option for rendering list views in a tree format. Previously, this setting was available on the List View Settings page. If multiple view options are selected, you can still adjust the view style using the List View Options menu.

Other Deprecations

The legacy Sales, Applicant, and Job Tracking applications are being phased out and will no longer be supported or accessible soon. Additionally, Web Forms and Content Management functionalities are also scheduled for deprecation in the February Release.

Other Updates

• Updated the system to display field captions instead of IDs in the field history of custom fields when Enable Dynamic Content is turned on.
• Updated the US Census Data feature to include 2023 data as an available option. This data may be displayed on organization records. To learn more about how this feature works, visit: US_census_graphs
• Updated the system to optimize how API list calls are queried to enhance overall performance and responsiveness.
• Updated the system to deprecate the ability to create AI workflows and to generate custom fields using AI.
• Updated tooltips for permissions related to SmartFolders to improve clarity and usability. Also added a confirmation alert when manually uploading a file with the same name as an existing file in a SmartFolder. This alert informs users that the new upload will overwrite the existing file.
• Updated the system to add support for .txt files when using SmartCheck Validation on upload files with the variables @pagecount@ and @wordcount@.
• Fixed an issue in the proximity list view where users who had not enabled location sharing were shown the message Geolocation service failed. The proximity map will now default to a view showing North America and Europe for users who do not share their location.

• Fixed an issue where tooltips could not be dismissed using the ESC key when navigating via keyboard only.
• Fixed an issue where the User Profile link in the User menu, when set to Open in Edit Mode, was not functioning as expected. The link now correctly opens the profile in Edit Mode when this setting is toggled on.
• Fixed an issue affecting SmartConnect API calls configured to Run in Background when using API User as the access type.
• Fixed an issue where the logo image did not displaying correctly when viewed in Safari on iPhone.
• Fixed an issue in the autoloader where emails were not being sent to the initiator, even when the corresponding setting was enabled.
• Fixed an issue related to SmartCheck where character count validation did not work correctly for content in the rich text custom field.
• Fixed an issue related to changes made to message formatting done through System Email Templates.
• Fixed an issue with SmartFolders related to files containing the # character in their names. System folders have been updated to prevent the use of # in folder names.

Service Packs

October 10th 2025 (202510.02)

• Fixed a memory consumption issue caused by inefficient validation of variable syntax

October 16th 2025 (202510.03)

• Updated the Notes feature to make the Subject field optional. Additionally, improved how carriage returns are preserved when loading older notes into the new Notes structure.
• Fixed an issue in the Message Center where long emails caused some content to be hidden in the preview.
• Fixed an issue with the Legislative Information lookup where federal representatives were sometimes appearing in state-level results.
• Fixed an issue where Dynamic Chart Filtering did not display the 'No results found' message when the applied criteria returned no data.
• Fixed an issue in the Notes feature where reply initials incorrectly inherited those of the thread originator.
• Fixed an issue where the back button did not function on Level 2 activity records when the new record view was enabled.
• Fixed an issue in the new T2P tool where promoting a large number of changes caused the “Promoting” status to display indefinitely.

October 23rd 2025 (202510.04)

• Updated the notes functionality to support disabling replies (threads), tagging, and storing note content as HTML. The new toggle setting is located under Global Settings > System tab
• Fixed an issue where MP4 file uploads to SmartFolders and Upload fields were being blocked when the system detected the format as "video/quicktime" instead of the expected "video/mp4".
• Fixed an issue where autoloaders without an identifier column were not being processed correctly. However, it's strongly recommended to always include an identifier column when configuring an autoloader. This identifier must be unique to each record. Without it, if the autoloader fails and you re-upload the file, duplicate records may be created.
• Fixed an issue in autoloader when we are checking the files types being uploaded to autoloader
• Fixed an issue preventing the upload of files exceeding 1.6GB
• Fixed an issue where, under specific conditions involving display order and permissions, a new note could be saved under the incorrect note type.

November 13th 2025 (202511.01)

• Updated the report builder window to remain open after clicking the Build Report button, allowing you to continue making changes without needing to reopen the report builder.
• Updated several configuration pages to align visually with the new record pages, introducing a consistent left-hand navigation, revised appearance of titles and breadcrumbs, as well as the addition of a gear icon.
• Updated the system to restore support for Note Options in Note Types. These options appear as predefined selections on the note, allowing users to populate the note with the selected content.
• Updated emails sent from threaded notes, replies, and tagging to include additional context and a direct link to the record containing the note.
• Fixed a button alignment issue in the submit bar of records such as applications.
• Fixed an issue on signup pages using verification services where keyboard-only users were unable to select organizations.
• Updated the Execute Linked Policies button to be visible to all global administrators. This button is used during the setup of data retention policies.
• Fixed an issue where the width setting was incorrectly displayed on the Lookup – Autocomplete Options custom field.
• Fixed an issue related to exporting list views with a column name that contained double quotes.
• Fixed an issue where records did not appear in consumer/provider list views when the list view included the standard fields Branch or Category.
• Fixed an issue related to the parent name lookups on level 2 records.
• Fixed an issue with portal chart filtering that prevented the 'no results' message from appearing when no data matched the search criteria.
• Fixed an issue where opening Level 2 list views from within a Level 1 record did not consistently display all statuses and types by default.
• Fixed an issue where the Enable Single-Column Layout option under Global Settings > Branding was not displaying as expected.
• Fixed an issue where workflow tasks intended to update custom fields were not applied to certain records following the October upgrade.
• Fixed an issue in Report Builder where using the same link field across multiple datasets with the Primary dataset returned no results.
• Fixed an issue where the New Interaction button appeared in the Chart View while in edit mode, disregarding the Hide Create Activity button setting.
• Fixed an issue with printing notes when they were displayed within a Special - Linked Record List custom field.
• Fixed an issue where span tags were incorrectly displayed around user name suffixes.
• Fixed an issue where icon selections were missing on settings pages, and users were prevented from searching or selecting shortcuts.
• Fixed an issue where users could not navigate to tabs within the Message Queue when their language was set to Canadian French.
• Fixed an issue in the new project based T2P tool where a high volume of changes failed to promote and had to be sent in smaller batches.
• Fixed multiple issues related to the SmartSearch feature currently in development.

November 20th 2025 (202511.02)

• Updated the system to extend the timeout duration in the Archive export process to allow more time for generating the archive files.

• Fixed an issue that prevented enabling annotations when the new record view was active for internal users.

• Fixed an issue affecting the rendering of the Special - Linked Record List custom field on mobile devices.
• Resolved an issue where changing a user’s language while emulating them triggered the logout confirmation message when that setting was enabled.
• Fixed issue when API call is retrieving Display - Text and Variables type fields when API function setting Numeric Data Format is set as Raw Numeric Value.
• Fixed an issue with Value Storage file transfer options (manual and automatic) where File Fields values were being cleared upon save.
• Fixed an issue causing grouped buttons to render incorrectly on mobile devices.
• Fixed an issue where the configured Single Sign-On link for a login page would not appear when the Social Login feature is enabled.
• Fixed an issue where clicking the History icon for certain input fields failed to display tracked changes, despite all changes being logged correctly.
• Fixed an issue where the lookup button (binocular icon) in a linked record list failed to sometimes display search results.

January 8th 2026 (202601.01)

• Note: 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 that time, as the old header design will be deprecated.
• Updated the system to support multiple “From” Email Addresses. We’ve enhanced the system to allow multiple “From” email addresses, replacing the previously deprecated option to set multiple addresses in personal settings. System Administrators can now navigate to: Global Settings > Communications > Email Options and Security If the setting Allow users to edit the From address when composing emails is enabled, you’ll see a new field called Additional From Address. Here, you can enter additional email addresses from your domain. When composing an email such as a group email, you’ll be able to select any of these addresses as the sender (the From Address) not just your email or the system defined from email address.
• Updated the assignment grid feature by temporarily disabling the save button during the save process to prevent duplicate user assignments.
• Updated the automated reminder email functionality option within workflows to support the @remindercountdown@ variable in email subject lines. This variable will now display the full unit (e.g., “2 Days” or “2 Weeks”) instead of just the numeric value (e.g., “2”).
• Updated the type and status dropdown search by adding an “X” icon that clears selected search values.
• Fixed an issue where reports containing intersection fields would display no results after being updated.
• Fixed an issue related to the organization switcher under the user menu in the header, allowing longer organization names to display without truncation.
• Fixed an issue where the option to disable the rich text editor during email configuration. This setting will now be retained on save.
• Fixed an issue with report rendering when using ssTotalTag and ssTotalHeader tags, where unnecessary white space appeared above the report.
• Fixed an issue in the Chrome browser where users may not have been able to scroll through and view all note content.
• Fixed an issue that prevented enabling annotations when the new record view was active for internal users.
• Fixed an issue related to the inclusion of emojis within the advanced data table.
• Fixed an issue with the Archive Schedule feature where the values entered in the “Exclude Fields” input were not consistently preserved after saving.
• Fixed an issue with SmartFolders and the move file functionality when SmartFolders are accessed via a shortcut in a modal window
• Fixed an issue related to saving form completion indicator permissions.
• Fixed an issue related to Email Anything by making server names case-insensitive.
• Fixed an issue related to notes, where if the “Lock on Type” setting was enabled, you could not save after changing the note type.
• Fixed issues related to the new interface affecting showing and hiding instructions, exiting annotation mode, and split-screen.
• Fixed an issue where the “Opportunities” tab was incorrectly displayed in edit mode on organization records.
• Fixed an issue with the Advanced Data Table custom field where some data was not being retained after saving, and the status was reverting under specific conditions.
• Fixed an issue related to copying Level 3 records where under specific circumstances a message saying the user did not have permission was displayed even though the user did have the required permissions.
• Fixed an issue where the workflow termination trigger did not function as expected when a status change was initiated by Level 2 using a status trigger to update the consumer Level 1 status.
• Fixed an issue that prevented adding multiple notes in bulk from the list view.
• Fixed an issue in the new T2P tool related to versioning, specifically with the “Copy to Other Versions” feature and snapshots. Updates will also now be displayed even when the source and target objects are identical.

January 22nd 2026 (202601.02)

• Fixed an issue related to uploading files into SmartFolders. Note: This fix is also included in the February release. We created this service pack to allow clients who have not yet upgraded to apply the fix ahead of the full February upgrade.