June 2026 Release Notes

Upcoming Release Schedule

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June 2026 Release (202606.01)

The June release includes updates that require an upgrade to underlying server components. As part of this change, clients in self-managed dedicated environments will need to coordinate with our team to schedule and complete the update.

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.

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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.

Clicking the file name opens a preview with zoom and multi-page scrolling.

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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.

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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.

  

   

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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. To access the rollback button, click the Menu icon in the upper navigation bar, select T2P, select Import, and then select View.

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.

Deprecation of Attribute Matching

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

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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

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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.

Resource

• Configure AI Driven Application Summaries

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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 tool to manage configuration changes.

Resources

• Configuration Change Management Overview
• Use Configuration Change Management

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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

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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.

Resource

• Use Global Search

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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

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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.

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

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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.

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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.

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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

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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. Deprecated support for adding icons within "Section in tabs" within portal sections.
• 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.
• Updated the Associated Application lookup on Interaction records to include relationship-based filtering. The Level 1 (Grant Application) lookup now displays only records where the current company is related (Customer, Branch, or Associated Organization) or the current user is related (Owner, Person, or Associated Contact).
• 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.
• Fixed an issue related to batch updating the level 1 Accounts Standard Field.
• Fixed an issue affecting SS_FUNC.addbusdays/countbusdays.
• Fixed an issue causing the System Design Summary file to return with no data.

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Service Packs

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

202606.02 (Available starting June 19, 2026)

• Fixed an issue where interactions were affected by time zone offsets, causing the start and end date fields to shift the hour value when saved.

• Fixed an issue with creating user or organization transactions through the API.

202606.03 (Available starting June 25, 2026)

• Updated the system so that Single Sign-On (SSO) now displays a warning when a certification has expired instead of preventing login, allowing users to continue logging in without interruption.

• Updated record locking and session handling for improved reliability across modern browsers, ensuring records unlock as expected when users navigate away.

• Fixed an issue related to batch updates applied to a record on a version different from the UTA’s current version.

• Fixed an issue where translation captions did not appear when using list view batch update for provider fields.

• Fixed an issue related to Field Permission Quick Edit when used with Versioning enabled.

• Fixed an issue where emails containing non-ASCII characters (e.g., “ó”) in display names included in the To, From, CC, and BCC fields were not sending as expected.

• Fixed an issue that prevented exporting all records from the list view.

• Fixed an issue that prevented previewing uploaded files when a record was in view mode.

• Fixed an issue with displaying uploaded files in web page views. Clicking a file name will now download the file, as file previews are not supported within web page views.

• Fixed an issue that prevented previewing uploaded files with special characters in their file names.

• Fixed an issue affecting how images were displayed in the media library for users with the Tab Bar disabled.

• Fixed an issue affecting how files without extensions were displayed after upload.

• Fixed an issue where OData reports dropped formula columns; columns without a fieldId will default to string data type and be included instead of being skipped.

202606.04 (Available starting July 9, 2026)

• Updated batch update functionality to support Custom Lookup Options within Lookup – Autocomplete Option custom field.

• Deprecated settings for adding icons within "Section in tabs" within portal sections.

• Fixed an issue where the Menu icon appeared for users assigned roles without Menu access permissions.

• Fixed an issue where special characters (such as “?”) in field captions prevented list views from rendering as expected.

• Fixed an issue with the Custom Field Audit Log (Archived) Datasets within Reports that were causing query timeouts. Reports must be rebuilt once the change is applied for the fix to take effect.

• Fixed an issue where workflow requests were displaying no results.

• Fixed an issue related to QR code generation which can be seen within the Two-Factor Authentication process.

• Fixed an issue related to viewing emails from under the Actions menu on a level 1 record.

202606.05 (Available starting July 16, 2026)

• Fixed an issue that could prevent some users from logging in due to a cached browser file that was incompatible with updated authentication functionality. 

• Fixed a SmartSearch issue related to Advanced Search and selected filters.

• Fixed an issue where the email body content was not displayed when viewing an email message within a Level 2 record.

202606.06 (Available starting July 23, 2026)

• Fixed an issue related to special characters in downloaded file names.

• Fixed an issue related to the appearance of html entered into instructions on shortcuts for system list views.

• Fixed an issue where Linked Record Lists were not being filtered by their associated role filters when surfaced within a web page view using the SmartFields template.

• Fixed an issue where file previews failed to render for files with uppercase extensions, such as .JPG.

202608.01 (Available starting August 13, 2026)

• Deprecated the “Show Help” beta feature, previously available as a toggle in the top-right corner of Configuration pages.

• Deprecated the UTA Aggregation feature, previously accessible by navigating to the desired UTA/module > Configuration Settings > Connectivity tab.

• Updated the system to automatically detect list views that use unsupported configurations when SmartSearch is enabled and seamlessly fall back to the Classic List View to ensure the lists display as expected. Fall backs will occur for list views that include:

  • Grid view style.

  • Card view style.

  • Proximity Search (Map).

  • Special - Like Button Rating custom field.

  • Templated columns (multiple fields in a single column or fields combined with custom text).

  • The ability to Follow an organization.

  • Organization and User lists when the Security Matrix is disabled.

• Updated AI Application Analysis by adding a "Regenerate Analysis" button, allowing users to rerun the analysis on demand without needing to move the record to a specific status.

• Updated signup pages so that the page title is no longer displayed in the page header beside the logo. Instead, the title is now used exclusively for the page's HTML title tag, which appears in the browser tab. We also added default confirmation page content that appears on new signup pages to better guide users after signup. The confirmation message informs users that they will receive an email within 5 minutes containing a link to create their password and log in. This confirmation message may be amended as desired along with titles on signup and confirmation pages.

• Updated the system by adding visual feedback to the “Upload - Multiple Files Storage” custom field when used with the Excel parser, indicating when files are being processed and when processing is complete.

• Updated the system by adding a new Maintenance Mode, allowing you to control system access during critical activities. When enabled, you can restrict login access to specific roles, for example, preventing standard users from signing in while performing configuration changes, large data imports, testing, or other system updates. You can also define a custom message that will be displayed to users who are temporarily unable to log in. To enable this feature, navigate to: Global Settings > Security and toggle: “Enable Maintenance Mode – Limits access to designated roles and global administrators while active.”

• Updated the interactions page to include a left-hand navigation panel and relocated notes into this new left navigation.

• Updated the system to add support for AI expressions using newer Azure OpenAI models (e.g., GPT 5.1), resolving issues caused by parameter mismatches such as max_tokens vs. max_completion_tokens. Users can continue using existing AI expressions seamlessly across both legacy and new Azure OpenAI deployments without manual intervention.

• Updated the Shortcut section in portals so that shortcuts added in the “Lookup Shortcuts” dialog are automatically saved when clicking “OK,” eliminating the need for an additional save and preventing lost changes.

• Updated the project-based T2P export interface to improve usability by making entire rows clickable, rather than relying solely on checkboxes for selection. When changes are added to the staged area, they are automatically removed from the main list, and a toast message confirms the action. Additionally, the staged changes area now displays change pills that include both the change ID and table description for clearer context.

• Updated the calendar to use the color scheme defined in the legend on the left side of the calendar. Also removed the dropdown for calendar/event highlighting.

• Updated the enhanced security mode to stop enforcing the setting that disables serving uploaded files.

• Updated “Activity - Disable Delete/Edit”  to  “Interactions - Disable Delete/Edit”  found at Global Settings > Security tab > System Feature Permissions > Feature tab for clarity.

• Updated the system to add a new option to return original filename to the SmartConnect API Files - List function. When enabled, the File List response returns the original filename (e.g., filename.xlsx) instead of the internal prefixed name (e.g., 1_1803891_10562533_filename). The Files - Download action has also been updated to accept either format, so the original filename returned by Files - List can be passed directly to a Files - Download call without any transformation.

• Updated interactions visibility so that external users with the appropriate permissions can now view interactions on user profiles. Previously, only internal users could access interactions on a user profile, even when external users had the required role permissions.

• Updated the system to prevent uploaded files from being renamed with unsupported characters, including spaces, commas, and special characters such as , >, :, ", ', /, \, |, ?, *, %, &, and @.

• Updated the system to prevent multiple Social Login SSO configurations from being created or used simultaneously. Also fixed an issue where logging out after using Social Login SSO did not return users to the login page.

• Updated the system to add a button allowing the manual reindexing of discrepancies within SmartSearch Data instead of reindexing all records.

• Updated the system to add the ability to reset promotions within project-based T2P when a promotion has remained in progress for more than an hour. After the import status is reset, the promotion can be run again. This button is intended for promotions that have stalled; however, be mindful that it will also reset promotions that are currently in progress.

• Updated MeSH data to latest 2026 version.

• Updated the ABN verification field mapping logic to clear mapped field values when no matching ABN data is returned by the verification service. This prevents outdated data from being retained when a verification request does not produce a result for a specific field. This update applies to the Australian Business Check verification service configured under Global Settings > Integrations > Australian Business Check.

• Updated PDF generation for web page views containing Linked Record Lists to address an issue that could cause PDF generation to fail in certain scenarios.

• Updated the LexisNexis integration to include a production environment toggle and additional configuration fields for Division, Role, and Search parameters, ensuring successful connectivity and match results for all account types.

• Updated the system to add a "Unicode/UTF-8 BOM" encoding option to list view exports. This option is recommended when exported files will be opened directly in Excel, as it helps Excel correctly detect the file encoding and display special characters from various languages. The standard Unicode/UTF-8 export option remains available for use with integrations, scripts, and external systems that expect UTF-8 files without a BOM prefix.

• Updated the system to prevent multiple Social Login SSO configurations from being created or used simultaneously. Also resolved an issue where users were not redirected to the login page after logging out from a Social Login SSO session.

• Fixed an issue in Split Screen where long title text overlapped the close (X) icon.

• Fixed an issue with the show/hide instructions feature where not all instructions were restored after being hidden.

• Fixed an issue with the address field where the province/state field was not auto-populating correctly for some countries.

• Fixed an issue affecting the “Set As Homepage” functionality and portal links in the header.

• Fixed an issue where special characters (such as “?”) in field captions prevented list views from rendering as expected.

• Fixed an issue when older audit logs are not showing up in reports when Standard Field Audit Log is not selected as primary dataset.

• Fixed accessibility related findings around alt text, roles, and labels.

• Fixed an issue where button captions containing single quotes were not rendered as expected.

• Fixed an issue affecting modal windows in portals where the “More” tab did not function as expected when the number of list view tabs exceeded the available space within the modal window.

• Fixed an issue where variable syntax failed to resolve and the "Requested By" field appeared blank in workflows triggered by GuideStar Charity Check uploads.

• Fixed an issue where the project-based Test to Production (T2P) tool failed to promote the deletion of custom fields across all associated versions. Previously, when a field existing in multiple versions was deleted, the promotion only removed the field from the Core field set on the target instance, leaving it in other versions. This fix ensures that field deletions are now correctly synchronized across all versions during the T2P process.

• Fixed an issue with Advanced Data Table custom fields displayed in a modal window. Where if validation failed, the modal could remain stuck showing a loading spinner after closing the displayed validation error.

202608.02 (Available starting August 20, 2026)

• Fixed an issue where files containing special characters, such as the plus sign [+], in their filenames would fail to preview or download. This update ensures that files with common URL-sensitive characters like +, ?, =, and # are correctly processed and accessible.

• Fixed an issue where report role permission removals were not logged so changes were not correctly synchronized through the project-based T2P tool.

• Fixed an issue where users encountered a "permission denied" system error when updating the status of a level 2 activity record.

• Fixed an issue where creating new Level 1 and Level 2 activities would fail when using the "Save Draft" or "Save & Validate" buttons. This ensures all activity types are correctly identified and saved without submission errors.

• Fixed an issue where the "View Report" and export buttons were missing from the Reports list view. This fix ensures users can successfully generate and download report data and restores accurate report category displays.

202609.01 (Available starting September 10, 2026)

• Updated the system to automatically remove entries older than 2 years across a broad set of system logs, histories, and integration records. This improves data retention management and overall system performance. Also, within the Configuration History log setting we removed the “No Limit” option; the maximum limit is now 20 entries. Existing configurations using “No Limit” have been reset to 20. This limit now also applies to Security Matrix Change History and Data Policy Change History (backend only). These updates standardize retention limits and help maintain consistent performance.

• Updated the system to enhance SmartSearch reindexing controls. Clients can now reindex discrepancies directly from Global Settings > System.

• Updated the system to improve Report Processing and Export Reliability. The system now automatically cleans up abandoned report requests when a report is canceled, and when a user leaves the page to reduce unnecessary resource consumption and improve overall performance. We've also enhanced timeout messaging for long-running reports and API requests, and improved scheduled export reliability by preventing duplicate deliveries and removing stale background tasks.

• Updated the System to allow report administrators to easily enable the SmartSearch option for existing reports. The system now automatically detects if a report's datasets are compatible with SmartSearch, enabling a toggle and save to convert the report to SmartSearch format without requiring a full rebuild. This improvement streamlines the transition to faster reporting while providing clear guidance if a report contains unsupported syntax or datasets.

• Updated PDF generation resilience through more efficient document processing related to SSatach syntax, lower memory consumption, and improved handling of concurrent requests.

• Updated the system to add validation to prevent some misconfiguration of workflow task routing options.

• Fixed an issue in Mixed Record Lists within portals where the status column styling and amount standard fields were not displayed as expected.

• Fixed an issue where the "Caption Location" setting for custom fields was not correctly applied to non-English languages after being promoted via the T2P (Test-to-Production) tool. This fix ensures that fields configured to display captions above the field are rendered consistently across all languages.

• Fixed an issue affecting the rendering of certain Indigenous characters in PDFs. After the fix has been applied, you will need to update the web page view template to use Noto Sans Regular, as shown in the sample template.

• Fixed an issue related to the file preview of Word documents containing checkboxes.

• Fixed an issue with Section in tabs where list view counts were not displayed or updated in some circumstances.

• Fixed an issue where the character counter in rich text fields could display a lower character count than was used during validation when content was pasted from external sources. Character counts are now calculated consistently, ensuring the displayed count matches validation count on submission.

• Fixed an issue where the Australian Business Check service failed to populate organization data when the returned information contained special characters like ampersands or apostrophes.

• Fixed an issue where list view tabs configured to "Hide Tab if No Records Found" would remain visible in some scenarios.

• Fixed an issue where the Interactions standard field on user profiles sometimes displayed an incorrect record count.

• Fixed an issue with the focus indicator on the logo in the top-left corner of the header.

• Fixed an issue where the "Update User Association" and "Remove User Association" workflow tasks failed to correctly update SmartSearch lists. This fix ensures that user and organization association changes triggered via workflows are accurately reflected in system lists.

• Fixed an issue where checkboxes and radio buttons were not accessible via Windows Voice Access "Show Numbers" command.

• Fixed an issue where the AI Application Analysis scoring visualization did not correctly account for criteria weights and the scoring history chart failed to display the most recent analysis results. These updates ensure that maximum points are accurately calculated based on assigned weights and that users can view the full history of their AI reviews, including the current score.

• Fixed an issue where the Contact lookup field in Calendar events showed inconsistent results between typing (AJAX search) and using the advanced lookup button. The AJAX search now correctly includes both internal and external users, ensuring consistent experience across both search methods.

• Fixed an issue where variables containing apostrophes were being truncated during processing. This ensures that organization names and other data containing special characters are correctly compared and displayed across the system.

• Fixed an issue where scheduled report exports would generate blank files even when the "Do not export file when no record found" option was enabled. This ensures that empty files are no longer created or stored when a report contains no data, maintaining cleaner integration logs and smart folders.

• Fixed an issue where list view filters referencing company profile fields would fail to return results if the field was not explicitly included as a column in the list view. The system now correctly joins the necessary tables to ensure filters work independently of the displayed columns, providing consistent search results across all views.

• Fixed an issue where the subject field was missing from the translation settings for "System Notification" message types. This update ensures that notification subjects can now be translated consistently across message types.

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About the Release Process

The objective of the release process is to ensure that customers have a chance to review how their applications and information will work following the 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 Release Process: Dedicated Server article.

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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 release date. This allows 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 release.

Release Feedback and Questions

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

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