New Release FAQs – Frequently Asked Questions

New Release FAQs

When will all customers move to the New Release?

All customers will be upgraded to the new release by June 2023. Between now and then, you may receive an email notifying you of an earlier upgrade date – do nothing to accept the upgrade date, or submit a support request to postpone your site’s upgrade.

What is the Citizenserve New Release?

Our New Release delivers our community development software suite in a completely revamped format. With an updated layout, condensed menus, additional metrics, and over 150 customer requests, the New Release is a major upgrade to an already robust system.

Do I have to pay to upgrade to the New Release?

As always, systemwide enhancements are included in your software subscription. There is no charge to upgrade to the New Release.

Where can I learn more about what’s in the New Release?

Check out these short feature videos:
– User Options in the New Release.
– Citizenserve New Release Main Menu.
– Citizenserve New Release – Dashboard Review.

For more examples of the New Release see these longer Demonstrations:
– Cloud-Based Permitting Software Overview- New Release!.
– New Release Sneak Peek.

Can I try out the new release before we upgrade?

Yes! Log into your citizenserve account and submit a request to inquire about the New Release.

What are the steps to upgrade my site?

1. Learn about the New Release
   1. Review these New Release Videos.
      • User Options in the New Release.
      • Citizenserve New Release Main Menu.
      • Citizenserve New Release – Dashboard Review.
   2. SUBMIT A REQUEST to INQUIRE about the New Release.
   3. Attend high-level demo of the new release – bring super users and decision makers!
   4. Super-users: try out your site in the New Release – send questions/report issues through support!

• When Ready to Upgrade: SUBMIT A REQUEST to UPGRADE to the New Release.
  1. Support will meet with you to review proposed enhancements for your site.
  2. On Customer approval: your site and portal are upgraded to New Release.
  3. Support implements proposed enhancements.

Will existing headers be converted to the new Collapsible Header field type automatically?

No, new features must be added to your site after upgrade. Support will evaluate your site and make enhancement suggestions before you upgrade.

How do we implement the new Custom Table Field type?

New features, such as the CUT field must be added to your site after upgrade. Support will evaluate your site and make enhancement suggestions before you upgrade.

What if I have another question about the New Release?

Please log into your citizenserve account and submit your question as a Support Request.

Where did my icons go? The Map pin, the Other Files folder, and the Property View binoculars?

The top menu tools are now in the left pane under File Options.
– Map (directly under File Options)
– Property History – this tool replaces the Other Files folder (Second item under File Options)
– View Property Information – (expand the View Menu and click on the Binoculars)

Where is the File History/File Audit Tab? In the New Release

Under File Options in the Left Pane, expand the View Menu, then pick File History.

Is the New Release HTML responsive on the staff side?

Yes! The New Release was reconfigured to be responsive – and it’s still device and browser-independent.