Latest revision as of 09:20, 4 October 2013

New Features

Calculations in Reports - You can now perform calculations as part of the reporting tool.
Editor feature in Web Page View Field - You can now edit, save, and print documents presented in web page view.
UTA Exchange Feature - You can now transfer case level information between copies of SmartSimple using the exchange feature.

Workflow Changes - You can now account for business days and a holiday calendar when constructing a workflow process. You can also terminate a workflow based on a status change.
Expand/Contract - You can now expand and contract data based on a preceding heading type field.

Copy Address on User page – You can now copy the address of a company through to a contact.
Fifth tab in the UCI - You can now link icons from an underlying role-based portal into the interface.
Import Personal Transactions - A new wizard is available to import personal transactions into the system.

@@ Line 16: / Line 16: @@
 * '''Import Personal Transactions''' - A new wizard is available to import [[Personal Transaction|personal transactions]] into the system.
-=Training=
-Our Toronto classroom is fully operational and courses are scheduled between now and October, 2008.
-Click on the links below to see the course outlines and 2008 training schedule.  Please contact julia@smartsimple.com if you would like to register.
-'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Course_Outlines_2008.pdf Training Course Outlines]'''
-'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Schedule_2008.pdf Training Dates 2008]'''
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