Upgrades for May 2015

By Anonymous -
SmartSimple’s May, 2015 upgrade is scheduled to take place the evening of Thursday, May 28th. Curious to know what we’ve come up with for this round? Here’s a sneak peek at what you’ll be seeing this time around.

Global System Upgrade
This feature is an enhancement to the SmartSimple system and will be immediately available to all users as soon as the upgrade has been applied to your server:

·         Workflow Emails
Emails sent from within your SmartSimple system will now be saved to the user profile of the email recipient – for example, a grant applicant or an Independent Medical Examiner – as well as the object that triggered the email. That means that all emails related to any specific task will be saved to all relevant users and object records.

On-Demand System Upgrades
The following features are also available immediately with the application of the upgrade, but you’ll need a hand from your System Administrator to initiate them:

·         Budget Allocation Manager
Setting up budget allocations has never been easier! This functionality has been standardized, so it is even easier to create and manage your budget allocations. Check the events section of our website for an upcoming webinar demonstrating how this feature can streamline your budgeting activities.

·         New Workflow Task to Trigger Signority
This new workflow task offers the ability to automatically trigger a signature request through our Signority partner.


Beta Previews
The following features are available for beta preview. If you’re curious to see what they’re all about, contact your SmartSimple administrator or check out our events page for upcoming webinars on these and other  enhancements:

·         Interactive Report View - Phase 1
The new interactive view of reports allows users to display and manipulate data, through the actual report. Users can now easily filter, group, and aggregate data dynamically and on demand.

·         SmartCheck Validation
We're introducing a new feature called SmartCheck Validation. Now, once a form or application has been submitted, your SmartSimple system checks to ensure every field that requires completion has been filled in correctly, you will see a list of any and all errors or missing information instantly in one spot.


You can read more about these and other system enhancements on our Wiki, in our newsletter and our upcoming YouTube videos. You can also learn more about the May upgrade during one of our webinars. Be sure to visit our events page to reserve your spot!

Comments

Post a Comment

Popular posts from this blog

Introducing 24/5 Technical Support

By Anonymous -
Image
Real technical support from a real human, at any hour. We’re launching round-the-clock technical support 24 hours a day, 5 days a week. From Sunday at 4pm Eastern Time to Friday 9pm Eastern Time, our clients will have access to live support. GMT: 9 pm Sunday to 2 am Saturday EST: 4 pm Sunday to 9 pm Friday PST: 1 pm Sunday to 6 pm Friday AEST: 8 am Monday to 1 pm Saturday “When you have to burn the midnight oil to get your job done it’s important to know you won’t have to wait till the morning to get answers. You can call us up and talk to a real human being any time of the week, day or night”.   — Mike Reid, Co-Founder of SmartSimple We take support seriously, which is why we’re pioneering this model as the first in our industry. We’re in the empowerment business, and as such, it’s part of our responsibility to help our clients to get the most out of the SmartSimple platform every step of the way. We at SmartSimple take pride in our delivery of excellent service ...
Read more

SmartSimple brings non-profit professionals together again at the Chicago Fall Community Conference 2015

By Anonymous -
Image
Building on the success of last year’s Fall Community Conference, SmartSimple invites you back to Chicago for another full-day of interactive engagement.   “We were really pleased with how well our first fall conference was received last year,” says Sarah Harris, Director, Client Support and Operations, “so we decided to go back to the Windy City and host our second community conference outside of our home base in Toronto, Canada.”                            The Fall Community Conference is the ideal setting for our clients to engage with the SmartSimple team in dynamic discussions about their systems, its functions and features. It’s also a valuable opportunity to network with peers and share ideas and insights about the non-profit community. What will I get out of the conference? The conference is designed to provide attendees wit...
Read more

The SmartSimple Annual Community Conference – Meet the Presenters

By Anonymous -
Image
SmartSimple’s 4 th Annual Community Conference in Toronto, Canada, is coming up fast, and we’re glad to see so many of our clients are making the trip to spend the day with us. Getting There Check out our last blog post for full information on how to get to the conference, places to stay and finding parking. Our Annual Conference is a great opportunity for SmartSimple users to interact directly with our team. Not only will we share information on what’s coming for the rest of this year, this event is also a chance for us to hear directly from our clients. “We learn so much at these conferences,” says Sarah Harris, Director, Client Support and Operations. “While we do host these events to share our expertise and knowledge about the future of SmartSimple, we also love hearing directly from our clients about changes in their industries, ideas for future upgrades and get feedback on how recent enhancements are working for them.” So, who will you be hearing from on Apri...
Read more