SmartSimple's January 2016 Upgrade Features and Highlights

By Anonymous -
To get the New Year started on the right foot, the SmartSimple team is pleased to bring you our first round of system upgrades for 2016. This cycle, we’re focused on improving the flexibility of your system. We’ve made it easier for you to control your screen views, customize batch update buttons and added new List View options. This upgrade goes live on Thursday, January 28th.


Maximize and Restore Button on Title Bar - Global System Feature
Now you can maximize sections in Arcadia X to better focus on the data and tasks you need to accomplish. This gives you more control to see your information, your way.

 Customizable Batch Update Options - On-Demand Feature
This feature offers the ability to create multiple unique batch update buttons, each having its own discrete batch function. For example, Batch Approve Status, Batch Change Manager and so on.
This means System Administrators have the ability to make customizable batch update buttons available to users based on their role. This improves flexibility by making specific batch update buttons viewable to specific users.
Level 1 List Views can now include Organization and Owner fields - On-Demand Feature
Level 1 List Views can now been configured to include fields found on the Organization (also called Company), fields found on the Owner and Person contact records (i.e. Applicant, Employee, Client, Case Manager), as well as fields on the Branch connected to the Level 1. This means more List View options and makes it a much more powerful reporting tool.

Associate Multiple Roles to a List View - On-Demand Feature
Now, instead List Views being associated with a single role, you can add multiple roles to any List View, offering greater flexibility for assigning user roles. This means you no longer have to use the “Everyone” option when you want to assign only a select number of roles to a particular view.
Login Page with Multiple Languages - On-Demand Feature
Based on the language parameters entered, users can be directed to a language-specific login page, improving the user experience and user accessibility. This means that, no matter how many users your organization has and how many languages are required to accommodate their community, each user has the option to log into your system in their prefered vernacular.

We’ve also made some enhancements to our reporting, payment allocation and invoicing features. See the full list of all our January enhancements on our Wiki. And be sure to sign up for one of our Upgrade Webinars on Tuesday, February 2nd and Thursday, February 4th by visiting our Events Page.

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 to o
Read more

SmartSimple Attends the Conference Board of Canada’s Corporate Social Responsibility Conference

By Anonymous -
Image
On October 29 th and 30 th , the SmartSimple team took part in the very first Corporate Social Responsibility (CSR) Conference. Hosted by the Conference Board of Canada, the event took place at the Hilton in Toronto, Canada. The theme for this inaugural event was Delivering Meaningful Impact. Sarah Jane Nicholson and David Resnick welcome participants. “We really enjoy attending events like this,” says David Resnick, Director, Strategic Initiatives and Product Placement, “We always appreciate the opportunity to share the power of SmartSimple with organizations looking to easily manage and run their CSR activities. Plus, it’s great to speak to our existing clients and hear about how well SmartSimple is working for them.” Also in attendance from SmartSimple’s Toronto team were Sarah Jane Nicholson, Relationship Manager, and our new Inside Sales Manager, Alvin Thompson. This summit gave participants the chance to learn, explore and discuss best practice strategies for compan
Read more

Dedicated vs. Non-Dedicated Servers – What’s best for me?

By Anonymous -
Image
More and more business today is being done in the cloud. While this offers amazing flexibility and accessibility advantages, everything you use in the cloud still needs to be physically stored somewhere, and that’s the role a server plays in your system. There are two types of servers you can use; a dedicated server or a non-dedicated server. Google's server farm in Douglas County, Iowa What’s the Difference? A non-dedicated server means your server is “hosted” in a shared environment with other, separate organizations.   A dedicated server is your organization’s own server and only contains your data. Why would my organization choose one option over the other? The answer to this question really depends on the classification level of your data, the governance rules of your organization and your country’s data sovereignty laws. That’s really not as complicated as it sounds. Data classification is all about how sensitive your data is and, therefore,
Read more