2014 Wrap-up – Highlights of SmartSimple’s Upgrades
As 2014 draws to a close and the New Year approaches, the
SmartSimple team wanted to share our favorite new features from this past year.
While it’s not easy to narrow down the best of the best, we think the following
five are worth an honorable mention:
Arcadia X
Arcadia X Before |
In May, SmartSimple brought you Arcadia X, the next
generation of our Arcadia interface and our alternative to an icon-based portal.
Arcadia X gives System Administrators a new way to build personalized,
role-based portals with features like tab-based navigation, list views, enhanced
filtering and searching options. Change permissions, add portals, lock down,
grant access and reassign as you see fit – it’s all up to you!
Arcadia X After |
We did a little tweaking of the interface in November,
making it even more intuitive by moving the menu tabs to the top of the page
and grouping them.
Simplify
Integration
Over the summer, SmartSimple’s GMS360o was the
first solution to go live with Simplify.
President Cameron McLean discusses Simplify at the TAG Conference. |
Simplify, from GuideStar and the Technology Affinity
Group (TAG), focuses on data-sharing and standards-setting in the grants
management sector. With Simplify, we’ve eliminated the need to enter anything
more than once during the registration process, improving efficiency and
eliminating redundancies.
Signority
Another upgrade feature brought you the convenience of online
document signing with Signority. With Signority, users can send, sign, and
complete approvals right from your SmartSimple system without pens, paper or
scans.
Signority also provides an audit trail to ensure your
documents are properly tracked, authenticated and stored. Never have to “dig
up” a document from another online or hard copy filing system again!
U.S. Census
Integration
In 2014, SmartSimple integrated with the U.S. Census
online database, providing you with the ability to access the most up-to-date,
geographically-relevant data from 2010, 2011 and 2012.
Census data is provided at three different levels: Tract,
County and State. Census Tracts are the lowest level of geographic region for
which census data can be returned. The data can be referenced in a list view,
on a Universal Tracking Application™ record or elsewhere in the system.
Sample of census data in SmartSimple. |
Data from the U.S. census can also be used to drive
branching logic on SmartSimple workflows or perform other calculations.
Smarter Email
Functionality
The November upgrade also gave a boost to SmartSimple’s
email feature. Now you can generate unique email addresses for various objects
or records, adding the convenience of attaching emails directly to the relevant
object or record.
Sample of enhanced email screen view in SmartSimple. |
When an external user replies to your email, the system
automatically records the activity on the source record so all communications
are properly tracked.
If you’d like more information on any of the above
features, be sure to check out our SmartSimple Wiki and our YouTube channel.
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