Newsletter December 2006 Issue 20
From SmartWiki
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.
Enhancements
- 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.
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.
