June 2026 Release Notes

Upcoming Release Schedule

↑ Back to top

June 2026 Release (202606.01)

June 2026 Release Highlights

• AI-Powered Application Analysis: Help reviewers cut through application volume faster. AI-Powered Application Analysis scores, ranks, and surfaces key strengths and weaknesses automatically, so teams can focus where it matters most.
• AI Summarization (Beta): Turn complex applications into concise, consistent insights in seconds. Summaries appear in a convenient side panel, helping teams quickly understand key details of the application.
• Configuration Change Management: Now available to all customers. Test changes in separate environments before pushing changes to production, improving governance, reducing risk, and providing access to the project-based Test-to-Production (T2P) tool.
• Data Extraction API: An API for exporting SmartSimple data to BI and external systems, with targeted queries and incremental exports that eliminate full data dumps, providing a more efficient solution.
• Global Search: Instantly find and open users, organizations, and records system-wide with keyword search and refinement filtering.
• File Preview: View PDFs, Word, Excel, and image files directly within SmartSimple. Downloads are no longer required. Click, scroll, and zoom for easier reviews.
• Outlook Add-In: Bring email conversations into SmartSimple without leaving Outlook. Convert messages into interaction records instantly, so the whole team stays aligned on communications with applicants and organizations.

↑ Back to top

Global System Updates

The features below are enhancements to the SmartSimple system and are immediately available to all users when the release is applied to their server.

Major Updates

File Viewer

Preview documents, images, and files directly within SmartSimple, no downloads required.

After the upgrade, click on a file name in an upload field to open a preview of PDFs, Word documents, Excel files, and images. The built-in viewer allows scrolling and zooming, making it easy to review content seamlessly.

Key Benefits

• Open and review uploaded documents directly within SmartSimple, eliminating the need to download files to local devices.
• Browse documents effortlessly with built-in scrolling, and zoom in for a closer, clearer view.
• Keep sensitive applicant information within the platform, reducing security and data governance risks associated with local downloads.

↑ Back to top

Enhanced Record Page Experience Now Enforced for All Users

The Enhanced Record Page Experience, first introduced in October 2025, will now be enabled for all users and the ability to opt out of the newer interface has been removed. Previously, only internal users had access to the refreshed record page design. The update to the interface introduced a wider left navigation, a more refined center panel, improved Next and Back navigation, and the relocation of several buttons to improve usability.

↑ Back to top

Enhanced Note Notifications and Flexibility

To improve communication and address common challenges with workflow-based notes, several enhancements have been introduced to make notifications more flexible and aligned with your business processes.

What Is New within Notes Notifications

• Personalized Mention Notifications: Users can now control how they are notified when mentioned in a note. A new setting allows users to choose whether to receive system notifications, email notifications, or both whenever someone tags them in a threaded note.

  Located: User Menu > Personal Preferences > Other tab

  Benefit: Ensures important updates are not missed while reducing unwanted notifications.

• Note-Type Notification Rules: Note Types now include Notification Delivery Options, allowing administrators to define who gets notified when specific types of notes are added. Administrators can notify specific users, or dynamically target users using variables (e.g., {{ownerid}}).

  Located: Global Settings > System tab

  Benefit: Aligns notifications with your organization's workflows, ensuring the right people are informed automatically without relying on manual outreach or workflows.

• Mute Notifications for Individual Note Threads: Users can now mute notifications on a specific note thread directly from the record.

  Located: At the top of any note thread

  Benefit: Reduces noise by letting users opt out of discussions that are no longer relevant to them.

Note: The above changes are intended for systems with note replies and tagging enabled.

↑ Back to top

Minor Updates

Media Library Carousel

Updated the media library with a carousel that lets users easily navigate between images for an improved review experience.

T2P Roll Back Support

Updated the project-based T2P feature to support rolling back changes made to a promoted package. A rollback button is available on the T2P Project Import page. When a package is rolled back, all associated changes are reverted, and the package will once again appear eligible for promotion.

Deprecation of Work with +AI and +AI Insights

The Work with +AI feature, which previously allowed users to open a modal window from a UTA/module record and interact directly with AI, has been deprecated and is no longer available.

The +AI Insights (Beta) feature, designed to support data analysis within a UTA/module, has also been deprecated.

Deprecated Attribute Matching

The attribute matching feature has been deprecated, including anything related to skills, measurement, matching criteria, profile schema, and profile model.

↑ Back to top

On Demand System Updates

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

Major Updates

AI-Powered Application Analysis

SmartSimple AI-Powered Application Analysis is an intelligent review assistant designed to evaluate grant applications using AI. It analyzes content across administrator-defined fields and applies configurable criteria to generate an overall score. The tool highlights strengths and weaknesses, flags notable items, and delivers a concise summary, helping reviewers efficiently validate insights and make informed decisions. AI Application Analysis is available for purchase as an optional add-on feature.

Key Benefits

• Reduce the time spent on initial application screening by surfacing key insights automatically.
• Identify red flags and weak grant applications earlier in the review process, allowing reviewers to focus attention where it matters most.
• Configure analysis criteria to align with specific program goals and grantmaking priorities.
• Track scoring history over time to understand how applications evolve and how changing criteria impacts scoring.

Resources

• AI Application Analysis Overview
• Configure AI Application Analysis

↑ Back to top

AI Driven Application Summaries (Beta)

Turn complex applications into concise, consistent insights in seconds. Summaries appear in a convenient side panel, helping teams quickly understand key details of the application. Administrators choose when the summary runs automatically (by application status), who can view the AI analysis (by role), and which fields are included in the summarization. Users with access can generate and regenerate summaries on demand as well. AI Driven Application Summaries is available for purchase as an optional add-on feature.

Administrators can also choose from three predefined summary types:

• Quick Summary: A brief overview for initial intake.
• Reviewer Summary: A focused summary of the applicant's responses for evaluation.
• Strengths Focused Summary: Highlights what makes the application stand out to support discussion.

↑ Back to top

Configuration Change Management

The Configuration Change Management feature now gives all customers the ability to test changes in separate environments before pushing changes to production. This capability allows organizations to safely develop, test, and validate configuration changes outside of production before promoting them into live environments. The add-on includes access to the project-based Test-to-Production (T2P) tool, helping clients strengthen governance while reducing operational risk. Configuration Change Management is available for purchase as an optional add-on feature.

Key Benefits

• Safer Testing and Validation: Isolate and validate configuration changes in non-production environments before deploying to production.
• Controlled Promotion: Ensure only approved and tested configurations are promoted.
• Improved Governance: Enhance oversight with clear environment separation and auditable change processes.
• Access to Project-Based T2P Tool: Use the T2P (Test-to-Production) tool to manage configuration changes.

Resources

• Configuration Change Management Overview
• Use Configuration Change Management

↑ Back to top

SmartSearch

SmartSearch is an enhanced capability that significantly improves list view and report performance by using a flattened, indexed representation of your data distributed across multiple nodes. This enables users to search hundreds of thousands of records in seconds, with faster load times at scale. Although SmartSearch has been available as an optional feature, clients are encouraged to enable this feature to take full advantage of these gains. SmartSearch will become the standard. Newer features including Global Search and the Data Export API rely on this functionality.

Key Benefits

• Search hundreds of thousands of records within seconds using a distributed, horizontally scalable indexing architecture.
• See changes reflected in list views in near real time as records are updated in the system.
• Enable SmartSearch system-wide with a single toggle.

SmartSearch support is available in the United States, Canada, and Europe (excluding UK). Support is not yet available in Australia.

Resource

• Enable SmartSearch

↑ Back to top

Global Search

Global Search is a powerful, streamlined way to find users, organizations, and records such as grant applications. This feature allows users to quickly locate data from across the system.

Enter any text into the search bar, and all matching organizations, users, and UTA/module records will be displayed. Results can be refined using the filters in the left navigation panel. Once the record is located, click to open it directly.

Note: Global Search requires SmartSearch to be enabled.

Resource

• Use Global Search

↑ Back to top

Outlook Add-In

The SmartSimple Outlook Add-In enables users to convert email communications directly into interaction records within SmartSimple, without leaving Microsoft Outlook. The add-in automatically recognizes contacts, links interactions to relevant organizations, and transfers email content and attachments into the platform with a single click.

Key Benefits

• Convert emails into SmartSimple interaction records with a single click, eliminating manual data entry.
• Automatically match the sender to an existing SmartSimple contact record and link the interaction to the relevant organization.
• Transfer full email content including subject, body, attachments, timestamps, and sender/recipient information into the interaction record.
• Add contextual notes to the interaction from within Outlook, ensuring relevant details are captured in the SmartSimple system.

Resource

• Set Up and Use the Outlook Add-In

↑ Back to top

Data Extraction API

The SmartSimple Data Extraction API provides a modern, secure RESTful interface for programmatic access to SmartSimple data. Purpose-built for bulk data extraction and BI and data-warehouse pipelines, it allows customers to target only the data relevant to them. Rather than re-exporting full datasets, customers can request only the records that changed within a given period, reducing data transfer volume and processing overhead.

Note: The Data Extraction API requires technical expertise or developer support for integration. SmartSimple supports the API itself; clients are responsible for maintaining the custom integrations they build on top of it.

Key Benefits

• Reduce manual data exports and the time spent maintaining data pipelines across disparate systems.
• Access incremental data updates using date-range filters, ensuring BI dashboards and reports always reflect current information.
• Retrieve only the fields and records needed using field selection and pagination parameters, reducing payload size and improving pipeline performance.
• Secure all API access with Bearer token authentication, HTTPS/TLS encryption, rate limiting, and full audit logging.
• Manage API keys, configure access scopes, and review usage from an admin UI.
• Explore the full API using interactive OpenAPI/Swagger documentation with multi-language code examples.

Resources

• Configure the Data Extraction API

↑ Back to top

Minor Updates

NACE Revision 2 Support

Updated the system to support NACE Revision 2, Update 1. NACE is the statistical classification of economic activities used within the European Community.

A new custom field called "Lookup: NACE 2.1 Codes" can now be created to begin classifying records using the updated standard.

The previous NACE custom field has been retained but has been renamed "Lookup: NACE 2.0 Codes."

Because the new classification introduces new concepts at all levels and includes restructuring of headings, existing data will not be migrated automatically, and the new field must be created to use the new standard.

↑ Back to top

Enhanced ABN Verification

Updated the Australian Business Number (ABN) verification settings on organization signup pages. Additional details can now be viewed and mapped, including Entity Type Code, Entity Type, GST Registration Effective From/To dates, ATO Charity Type, and registered business names, making it easier to verify an organization's registration status. A new Australian Business Check option is also available under Global Settings > Integrations, allowing configuration of automated checks to run monthly or quarterly.

↑ Back to top

Reports Get SmartSearch Option

Updated reports with a new option that allows reports to use SmartSearch technology for significantly improved performance. Once this setting is enabled, it cannot be disabled for a specific report.

Supported datasets include Organizations, Users, and UTA/module Levels 1, 2, 3, and associations.

This enhancement substantially reduces report execution time for clients with large datasets by querying a near real-time data source, reducing system performance impact, and delivering results more quickly.

Resources

• Enable SmartSearch

↑ Back to top

Notes for Administrators

• Deprecated the classic Outlook integration plugin.
• Deprecated classic portals. Official support for classic portals ended in July 2020. Classic portals are now completely deprecated and no longer available or functional.
• Updated the system so that when configuring an integration key of type OAuth 2.0, the client secret will now be masked for security purposes, with an option available to edit the value.
• Updated the captions "Hide Create Activity Button" and "Hide Activities" to "Hide Create Interaction Button" and "Hide Interactions" to align with the naming of interactions. These settings are located under Global Settings > Security > System Visibility > Organization/User.
• Updated the Australian Business Number (ABN) search to display the given name before the family name when available in search results.
• Updated the behavior of the SSO Social Login option to require users to re-authenticate with their social provider (Google, Microsoft, or Apple) after each logout. Previously, users were automatically logged in after initial authorization unless "Log out everywhere" was selected. The "Log out everywhere" option has also been removed.
• Updated the Signority e-signature provider configuration under Global Settings > Integrations. When no integration key is configured, a "Create Signority Integration Key" button is now displayed. If a key is already configured, users will instead see a "Check Signority Access" button, which verifies the system can successfully authenticate using the provided key.
• Updated the system to support longer IP address formats (including IPv6), improving compatibility with cloud environments such as Azure and preventing data truncation.
• Added support for exporting change logs from the project-based T2P. When a package is promoted from the Import page, the change log can now be downloaded as a CSV file by clicking the Export button.
• Fixed an issue where translations for Advanced Data Table field sections were not being deleted or overwritten when copying to other versions.
• Fixed an issue that prevented saving SmartCard field selections and order.
• Fixed an issue with interactions where uploaded files could not be accessed.
• Fixed an issue with incorrect Level 2 and Level 3 record counts displayed on the parent record list view. Also updated the behavior of Level 2 and Level 3 list views when their associated activity types no longer exist. For security reasons, these records are now visible only to Global and UTA/module administrators, as the missing activity types prevent permission validation. Any affected records will appear under the Other tab in the left-hand navigation.
• Fixed an issue where default dates were not applied when "Automatically Save New Records on Creation" was enabled and "Disable Default Date" was disabled.
• Fixed an issue where the @remindercountdown@ variable did not resolve in workflow emails sent to users in languages other than English.
• Fixed an issue related to renaming uploaded files on file upload fields.
• Fixed an issue with the public default note type where the New Note button was not displayed even when this note type was available.
• Fixed an issue in ICS template generation that blocked the import of calendar events containing rich text formatting.
• Fixed an issue where the chart legend displayed the stored value instead of the caption when the value is within an SSLogic condition.
• Fixed an issue with proximity map list views where an Invalid parameter error was displayed.
• Fixed an API issue affecting uploaded files with a name including the string "err" and standardized file upload functions to return errors in a consistent format.
• Fixed the list views from not being rendered on the Dashboard when SmartSearch is enabled.

↑ Back to top

Service Packs

Service pack dates reflect when the pack becomes available to clients on the key release schedule.

↑ Back to top

About the Global Release Process

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

For clients on a private cloud environment, review the SmartSimple Global Release Process: Dedicated Server article.

↑ Back to top

Upgrade Schedule Details

If you are part of the Key Release, your SmartSimple Cloud system will be automatically upgraded according to the following schedule. North American clients are generally on the Key Release.

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

If you are on a 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 global release package is made available according to the following schedule.

Backup Environment Update

Each backup environment will be updated to the release candidate prior to the global release date. This update provides instance-specific testing of the release candidate, as you can log into your backup environment and test changes against your most current data and configuration. Internal staff will also use 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 a global release.

Global Release Feedback and Questions

For questions, assistance, or feedback, contact the support team toll-free at 866.239.0991 or email support@smartsimple.com.

↑ Back to top