SmartSimple's July 2013 Upgrade

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Our July 2013 system upgrade is going live tonight! Check out the latest enhancements and features that have been added to your SmartSimple system this month.

 

Quick Edit 

This feature enables users to edit fields on a record directly from the list view. System administrators determine which fields display in the Quick Edit popup. You can also restrict the availability of Quick Edit to certain roles. To learn more about Quick Edit, visit our Wiki.

Associating Contacts & Organizations with UTA™ Records 

Using the Lookup button now enables users to search and select contacts to associate them with any Universal Tracking Application™ record.

Lists of UTA™ Objects on Contact/Organization Profiles 

The UTA™ record tab on contact or organization profiles can now be made to appear only to users in a given role.

Manager Permissions Page Redesign 

The Manager Permissions page has been redesigned for more efficient system administration. Separate, easy-access tabs have been created for System-Wide, On-Demand Application, UTA™, and Arcadia permissions. To learn more about the redesign, please visit our Wiki.

Upgrade to Data Exchange 

The Data Exchange feature for our claims management systems has been enhanced to include an exchange history for tracking activities. Exchange history pages now exist on each individual Tracking Activity. These pages display the entire history of a specific Activity exchange and the user that sent or received it.

Word Count on Rich Text Fields 

Word count has now been added to Rich Text fields. This feature can be enabled under the Edit Custom Field menu, where the maximum word count can be set.

Read the Upgrades article on our Wiki for even more information about the current upgrade or previous enhancements.

Have any questions about the July upgrade and how it can benefit your system? Don't hesitate to contact us at support@smartsimple.com or 1-866-239-0991.

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