November 2012 SmartSimple Upgrade

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You may have noticed a few recent changes to your SmartSimple interface. As part of our new series of monthly upgrades, we’ve introduced several key features and benefits for November 2012.

For a visual walkthrough of these changes, enjoy our new November 2012 Upgrade General Overview training video:



 Search Options 

Several tweaks and additions have been added under search options including:

  • A filter list based on records of a status, template or type
  • List view now defaults to previously used search criteria
  • Basic search allows searches based on type

Contact Records

A new middle name standard field has now been added under contact records. You can enable it by clicking User/Contact Standard Field Settings under Global Settings, then selecting the Middle Name link.

You can now add a “Save Draft” button to contact and company records. This ability can be accessed through a Manager permission.

Prefix/Suffix standard fields are now available as drop-down boxes. Simply go to Global Settings, then Contact Settings, and check off Enable Prefix Combo Box.

Miscellaneous

Under user settings, you will find drop down menu for time zones. System administrators can now select a default time zone for their users.

In any level 1 template, you may have noticed a new Duplicate Check Settings tab. This allows you to define fields to be compared with existing records, organizations or users for duplicates.

The Level 1 Branch standard field can be configured to allow external companies as well as internal companies.

For a more technical-oriented look at our November 2012 upgrade, please consult our Upgrades wiki page or view our Nov 2012 Technical Overview training video below:

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