Changelog
Follow up on the latest improvements and updates.
RSS
We've updated SmartSuite to let you assign Solution Managers not only individually, but also by Team. Now, if you add a team, every member of that team automatically receives the permissions for managing the Solution—making permission management smoother and more efficient.
Key Highlights
- Team & Member Support: When adding a Solution Manager, you can now choose a whole team. All members from the selected team will inherit the permission.
- Avoiding Common Pitfalls: The control smartly excludes the EVERYONE team to help prevent accidental permission misconfiguration.
- Consistent Display: Selected teams appear as interactive pills, similar to individual user selections.
- SCIM Compatibility: The new feature works seamlessly with SCIM Team provisioning and deprovisioning, ensuring your teams remain up to date.
How It Works
- When you click the plus (+) button to assign a Solution Manager, you’ll see an updated selection component listing both individual users and teams.
- Pick a team from the list (excluding EVERYONE) and see it represented by a pill, which can be removed by clicking the X if needed.
- The same control used in Record Comments is re-used here to ensure a familiar experience while you manage permissions.
improved
All Paid Plans
Mobile App: Time Tracking Log Support
We’re excited to introduce Time Tracking Log support on the SmartSuite mobile app, giving users the ability to start, stop, and manage timers directly from their phones or tablets. This brings the full flexibility of the Time Tracking Log field type to teams working in the field, on-site, or on the go—ensuring accurate and effortless time capture anywhere work happens.
Key Highlights
- Start and Stop Timers on Mobile: Log work sessions from your phone with a single tap.
- Edit or Add Time Entries: Update existing logs or manually add new ones for better accuracy.
- Auto Timer Option: In the Time Tracking Log, users can now start an auto timer with just a tap. The displayed timer shows elapsed time and includes an easy-to-use stop control, making it convenient to capture actual time spent on tasks.
How It Works
When viewing a record that includes a Time Tracking Log field, mobile users can:
- Tap Start Timer to begin tracking work.
- Tap Stop Timer when finished—SmartSuite automatically records the elapsed time.
- Optionally, add notes or adjust times before saving.
- Review past sessions in a scrollable list showing duration, start, and end timestamps.
The Time Tracking Log now includes a timer feature that can be activated directly from the log’s dropdown menu. Once started, the timer updates a floating pill on the screen with the elapsed time, and you can stop it either via an on-screen control or within the entry itself.
new
Enterprise
Signature
Record Page: Conditional Display of Fields
We've upgraded Record Pages with a fresh way to manage the display of individual fields based on your specified conditions. This enhancement builds on the existing logic for tabs and sections, giving you more precise control over what your users see in complex workflows.
Key Highlights
- Introduced a new "Fields" section within the Display Logic tab.
- Users can add, modify, or remove a conditional rule for each field—each field allows for one rule only.
- Established a clear logic hierarchy: if a Tab's condition is false, its sections and fields hide; if a Section's condition fails, all its fields are hidden.
- Works hand-in-hand with the "Enable hidden fields in Conditions" toggle to offer flexible display options.
- Clear visual indicators now appear next to any tab, section, or field that has an active condition.
- This feature is available for Enterprise and Signature customers.
How It Works
- Go to your Record Page and open the Display Logic tab where you’ll find the new "Fields" section.
- Create a rule for any field by using the existing logic engine—just remember, each field can hold only one rule.
- The system checks the conditions in a top-down order: rules set for tabs override sections, and sections override individual field settings.
- If a condition isn’t met, the UI automatically hides the affected tabs, sections, or fields, making it easier to manage complex layouts.
- Mobile users will see the same conditional behavior as on the web, ensuring a consistent experience.
Enjoy the enhanced flexibility and clarity as you customize Record Pages to perfectly match your workflow needs.
new
All Plans
Unified Sections Across Page Layouts
We've refreshed the Record Page layouts to deliver a consistent experience when managing Tabs and Sections. Now, whether you're using a One Column, 50/50, or 70/30 layout, you’ll always work with the same set of Sections, simplifying configuration and ensuring that fields appear where you expect.
Key Highlights
- Unified Sections: All layouts share the same Sections, removing the past inconsistency between the 70/30 layout and others.
- Flexible Field Placement: In the 70/30 layout, any field can be placed in the 70 column without the previous restrictions.
- Seamless Transitions: When you switch layouts, sections move accordingly—switching to 70/30 brings all current sections into the 70 column, while switching away prioritizes sections from the 30 column.
- Consistent Mobile Experience: The unified sections are transmitted reliably to mobile users, ensuring that layout changes work the same across devices.
How It Works
- When you switch to the 70/30 layout, all sections from your existing layout appear in the 70 column initially, giving you the flexibility to reposition fields later.
- Switching from the 70/30 layout to another format reorders the sections so that those from the 30 column take priority, followed by the sections from the 70 column.
- This update addresses the previous differences between layouts and prepares the platform for upcoming dynamic record level permissions.
- Only Solution Managers, under their current subscription plan, have access to these enhanced layout features.
This update is part of our ongoing commitment to make page customization smarter and more intuitive for all users.
new
All Plans
Automations & Integrations
Automation Action: SmartSuite Notification
Stay connected without leaving SmartSuite. The new Send a Notification automation action lets you send in-app messages directly to workspace members through the SmartSuite Notification Center - perfect for alerting teammates when key record events occur.
Key Highlights
- SmartSuite now includes a new action type called “Send a notification.”
- In-app messaging delivers updates directly to the Notification Center, eliminating the need for email.
- You can choose dynamic recipients using static emails, names, or field-based values such as Assigned To, Email, Lookup, or Formula fields.
- Messages can be customized, or you can use context-aware defaults that adapt automatically based on automation triggers like record creation, updates, or condition matches.
- The system is context-aware, so messages automatically reference the triggering record and app when available.
- To simplify automation setup, the “Send Notification” option has been removed from the Send Email action.
How It Works
- When configuring an automation, you can select SmartSuite: Send a notification as the action.
- In the Send To field, you can define one or more recipients, including workspace members, specific email addresses, or values pulled from record fields.
- In the Message field, you can write the content of the in-app message, with SmartDoc formatting disabled to keep messages concise.
- Depending on the trigger, SmartSuite either auto-fills a default message or allows you to define your own.
- Notifications appear instantly in the recipients’ SmartSuite Notification Center.
With this new action, your automations can now keep teammates informed instantly - bringing faster visibility and smoother collaboration right inside SmartSuite.
We’re excited to roll out an update that streamlines how linked records are created for SmartSuite’s internal CRM. This improvement allows you to bypass the extra step of selecting a record and jump right into creating a new linked record, making your workflow more efficient.
Key Highlights
- Bypass the “Select records to link” modal: When the new setting is enabled, clicking the Add New button immediately displays a form to create a new record.
- Pre-filled Backlink: The new record form comes with the backlink field already populated, ensuring a smooth linking process.
- Inline Editing: Enjoy a refreshed table display that supports inline editing to quickly modify your entries on the fly.
How It Works
- Solution Managers have a new option to Only allow new record creationwhen configuring Linked Record fields.
- When this setting is switched on, instead of showing the record selection modal, a form for creating a new record appears instantly.
- After filling out and saving the new record, it automatically links to the current record—no extra steps required.
This update is designed to support workflows where selection of an existing record is not desired - for example, when creating a new opportunity for a target company in your CRM. Enjoy a more seamless linking experience with these improvements!
improved
All Plans
Record View Enhancements
We've enhanced your SmartSuite experience with streamlined interfaces, improved workflow UI, and refined interactions across key areas of the platform.
Key Highlights
- Consistent Text Appearance: The Text Area field now aligns its font size with that of SmartDoc, ensuring a uniform look.
- Record Modal Enhancements: You can now choose to hide field icons and enjoy new tab descriptions for easier navigation.
- UI & Interaction Improvements: Adjustments include enhanced hover states for linked records, updated tooltips, and minor performance optimizations.
- Improved Field Settings: Expanded Help Text areas with real-time character counts and updated limits make managing information even more efficient.
How It Works
- Customize your Record Modal experience with options to hide icons and add concise tab descriptions, so you know exactly where to find important details.
- Text areas now match the SmartDoc font size for a consistent writing experience, while the Help Text areas can be expanded and display character counts as you type.
- Enjoy a cleaner UI in linked records and overall workspace areas, with updated hover effects and backend performance improvements ensuring smooth functionality.
Enjoy the smarter, more consistent experience with this update to user interfaces across your SmartSuite workspace.
We’re excited to introduce a new mobile enhancement for iOS and Android that makes record pages cleaner and easier to navigate on smaller screens. With this update, you can now display tabs based on specific conditions — showing only the details that matter at any given moment.
Key Highlights
- Mobile-Optimized Conditional Tabs: Improve clarity on record pages by showing only relevant tabs when viewing or editing records on mobile devices.
- Cleaner Layouts on the Go: Perfect for long client assessments or complex workflows, making it easier to focus on what’s important when using SmartSuite on your phone or tablet.
- Simplified Setup: Configure tab visibility rules in the Web app, and they will now automatically apply to the mobile experience.
- Controlled Access: Only Solution Managers can create and edit these conditional display rules.
How It Works
- Set Up in Web App: From Page Settings, toggle on the option for conditional display to add rules for both tabs and sections.
- Define Conditions: Choose the tab you want to control, name the rule, and set conditions that determine when it’s visible.
- Mobile Experience: Once configured, the visibility logic applies seamlessly across iOS and Android apps, hiding non-relevant tabs to streamline navigation.
It’s one more way SmartSuite keeps your workflows simple, clean, and consistent across every device.
improved
All Plans
UI & Reporting
Filter Widget: Date Field Support
You can now add Date-based filters to your dashboards with full support for common field types like Due Date, Created Date, and Date Range. This enhancement makes it easier to build time-driven reporting views, especially for workflows that rely on planning, deadlines, and audits.
Key Highlights
- Support for key date field types: Date, Due Date, Date Range, First Created, and Last Updated are all now supported.
- Automatic handling of subfields: Fields like Due Date or Date Range appear as separate Start/End options — no need to manage this manually.
- Flexible selection list: Choose from a comprehensive set of filters like today, tomorrow, yesterday, the past week, the next month, and more. A new Exact Date/Range option appears at the top for custom selection.
- Default value: Set a default value for the filter to dial in the default view displayed to users.
How It Works
- From the dashboard editor, add a Filter Widget and select a supported Date field.
- Configure each date filter with available Selections (All Values or specific filter types like exact range, today, etc.), Condition (Is or Is Not), and a Default value.
- For Exact Date/Range, users can pick a single date or two dates to define a range, and have the option to manually input dates or select from a calendar control.
- On the live dashboard, users can: Expand the dropdown to pick a filter, view descriptive natural-language filter conditions (e.g. Due Date: Start is The Past Week), or clear any selection as needed.
This update gives teams more control over time-based data and helps unlock advanced use cases for tracking deadlines, performance windows, and temporal trends across dashboards.
We’re excited to roll out a new update designed to make your charts and visualizations more powerful and flexible. With this enhancement, you can now use Lookup fields across values and groups, giving you deeper insights into your connected data.
Key Highlights
- Lookup to Numbers: Use Lookups as values (Sum, Average, Count) or group by number Lookups for more granular reporting.
- Lookup to Dates: Group chart data by Lookup dates to easily track trends and timelines.
- Lookup to Linked Records & Assigned To: Aggregate and group chart results based on linked record references or assigned users.
- Lookup to Lists: Full support for grouping and aggregating by Lookup to list-type fields.
- Mobile Ready: All functionality is fully supported in the mobile app for insights on the go.
How It Works
- Select Lookups in Chart Settings: Choose a Lookup field as your value or grouping option.
- Define Aggregations: Apply functions like Sum, Average, or Count to number-based Lookups.
- Drill Into Groups: Click any grouped value (date, number, user, or linked record) to see the underlying records.
With full Lookup support in charts, you’ll have a clearer, more comprehensive view of your data relationships — all within the visualization tools you already use.
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