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- Portals (53,343 views)
- SmartConnect - RESTful API (52,999 views)
- Submit Logic (52,950 views)
- Odata Overview (52,599 views)
- System Call (50,062 views)
- SSlogic (49,901 views)
- Types (47,279 views)
- Field Revision Annotations (47,095 views)
- Deprecated - Custom Field Type: Link – Website (46,922 views)
- Web Page View Field (46,038 views)
- SsGet (45,680 views)
- Email (45,106 views)
- Organization hierarchy (44,285 views)
- Organization Vetting Services (42,578 views)
- APIs (41,463 views)
- Versioning (41,453 views)
- Notes Overview (40,985 views)
- User Role (40,593 views)
- Arcadia X - Building a Role Based Portal (39,886 views)
- Custom Field Type: Special – Auto Save (39,851 views)
- UTA Settings - Security (39,529 views)
- Backup Server and Testing Instances (39,498 views)
- Show/Hide Header (39,357 views)
- Template Page (39,152 views)
- UTA Security Matrix (38,698 views)
- Custom Field Type: Text Box - Number (38,026 views)
- Custom Field Type: Text Box– Text Single Line (37,846 views)
- UTA Settings - Settings (37,818 views)
- Removing Special Characters (37,730 views)
- Custom Field Type: Special – Calculated Value (37,393 views)
- Email & Email Broadcast Security (37,053 views)
- Pandora Functions Descriptions (36,928 views)
- Entity IDs (36,892 views)
- Translation Import/Export (36,405 views)
- Census Integration (36,374 views)
- Attach a PDF to a Web Page View (35,734 views)
- UTA PDF Parser - Configuration Instructions (35,564 views)
- Contact Sign-Up Page Settings (34,856 views)
- Standard Level 1 Field List (34,338 views)
- SmartField View (34,230 views)
- Report Variables (34,172 views)
- Display Additional File Attributes for PDF Documents (34,016 views)
- ORCID Integration (33,796 views)
- Custom Field Type: Special - Rich Text (33,793 views)
- DocuSign (33,371 views)
- UTA Settings - General (33,186 views)
- Session Timeout (33,035 views)
- Determining the reportid (32,941 views)
- Field Permission Matrix (32,028 views)
- Contact and Account Standard Fields (31,867 views)
- Submit & Save Buttons (31,540 views)
- Service Provider Integration (31,307 views)
- Online Editing (30,936 views)
- Database Field Names (30,796 views)
- Signority Configuration (30,695 views)
- UTA Settings - Entity (30,630 views)
- How the SmartSimple Support Desk Works (30,534 views)
- Custom Field Type: Select Many – Check Boxes (30,394 views)
- Including Check Boxes on an MS Word Merge Document (30,191 views)
- Client Categories (29,812 views)
- Association Settings (29,741 views)
- Primary Authentication Controller (29,682 views)
- Global User Administrator (29,537 views)
- SmartSimple Upgrade Process – Dedicated Server (29,335 views)
- XML Section Builder (28,554 views)
- Roles and Security Settings (28,403 views)
- Track Changes (28,315 views)
- Media Library (28,181 views)
- Language Library (27,877 views)
- Built-in Code Sets (27,802 views)
- Custom Field Type: Display - Text and Variables (27,727 views)
- System Configuration (27,537 views)
- Configuring Privacy, Confidentiality and Other Policies (27,241 views)
- Custom Field Type: Special – Browser Script (27,010 views)
- Exporting List View Results to Microsoft Word (26,701 views)
- Company and User Security Matrix (26,692 views)
- Custom Field Language Settings (26,550 views)
- Configuring a SmartSimple Instance (26,006 views)
- Deprecated - Custom Field Type: Dynamic Data – Dynamic Control Field (25,907 views)
- SmartFolders Overview (25,512 views)
- Message Queue (25,189 views)
- Level 2 Types (24,570 views)
- Administrator Interface (24,536 views)
- Personal Settings (24,120 views)
- Group Email (23,963 views)
- Password Variables to Set or Reset User Passwords (23,751 views)
- UTA PDF Parser (23,666 views)
- Profile (23,540 views)
- Assignment Grid (23,504 views)
- Custom Field Type: Lookup – External Organization (23,287 views)
- Caption (23,258 views)
- Glossary (23,118 views)
- Dynamic Field Visibility Control (22,983 views)
- SmartConnect - Appendix: Standard Field Names (22,983 views)
- Creating Custom Fields (22,913 views)
- KML (22,874 views)
- Custom Field Type: Text Box - Text Multiple Lines (22,847 views)
- System Summary (22,840 views)
- SmartFileRetriever (22,702 views)
- Providing a Customized Hyperlink that Redirects the User to a Specific Record (22,617 views)
- Archiving Records (22,488 views)
- Custom Field Type: Select One - Dropdown List (22,309 views)
- Custom Field Type: Select One - Ledger Code Dropdown List (22,203 views)
- Changing the Default End Date (22,171 views)
- API Sample Code (22,049 views)
- Transaction Variables (21,950 views)
- Event Types (21,914 views)
- Record Lock (21,858 views)
- QuickBooks Column Headings (21,746 views)
- Exporting List View Results to Microsoft Excel (21,704 views)
- Including Tables in a Word Merge Document (21,540 views)
- Payment Scheduler (21,449 views)
- Company Role (21,363 views)
- File Name Restriction (21,321 views)
- Custom Field Type: Lookup – External People (21,127 views)
- Calculated Field (21,121 views)
- Adding Standard and Custom Fields to Level 1 (21,062 views)
- Configuration mode (21,040 views)
- System Variables (20,993 views)
- Using Variables in the Report Builder (20,933 views)
- Custom Field Import Wizard (20,904 views)
- System Settings (20,753 views)
- Selecting an eventid from a list of records (20,695 views)
- Scheduled Report Export (20,468 views)
- Security Settings (20,429 views)
- Service Provider Integration Fields (20,108 views)
- Uploading Word Merge Document to a SmartFolder (20,075 views)
- Custom Field Type: Computed - Auto Number (19,978 views)
- Deprecated - Custom Field Type: Select One – Multi-Level Combo (19,924 views)
- Deprecated - Custom Field Type: Title Bar – Multiple Columns (19,703 views)
- Display order (19,521 views)
- Custom Field Type: Upload - Image (19,515 views)
- Reader Log (19,485 views)
- Medical Case Management - Field Values (19,485 views)
- Overview of the Email Broadcast Application (19,131 views)
- Basic Search (19,082 views)
- Including Criteria in ReportProperty (18,983 views)
- Stripe Payment Processor (18,945 views)
- Document Management (18,929 views)
- Data Exchange Overview (18,757 views)
- Invoice UTA (18,607 views)
- Advanced Custom Fields (18,588 views)
- Criteria Template (18,566 views)
- Menus and Roles (18,426 views)
- Including XML on an MS Word Merge Document (18,393 views)
- SmartSimple (18,184 views)
- Deprecated - Custom Field Type: Link – SmartFolder (18,136 views)
- Quick Edit (18,124 views)
- Role Based Custom Fields (17,998 views)
- Enable Translation Service (17,976 views)
- Configuring UTA Provider/Receiver (Consumer) Relationships (17,875 views)
- Preview UTA Forms Through Different Roles, Statuses, and Versions (17,835 views)
- UTA Calendar Template (17,623 views)
- Pass Variables To Level 1 (17,621 views)
- Custom Field Type: Display Only – External Organization Details (17,605 views)
- How to create a website themed portal page (17,544 views)
- Training Course Outlines (17,439 views)
- Integrating Email with the UTA (17,376 views)
- Payment Integration (17,322 views)
- SmartCard (17,316 views)
- Obtain Server Date and Time (17,306 views)
- Standard Field (17,261 views)
- Displaying a Number Value as Currency (17,190 views)
- System Feature Permissions (17,183 views)
- Manipulating Dates (17,134 views)
- Company & Account Settings (17,097 views)
- InRole (17,087 views)
- Custom Field IDs (17,062 views)
- Configuration Menu (17,007 views)
- Configuring the Level 2 Entity (16,858 views)
- Adding Custom Fields to Company and Contact Information (16,502 views)
- Create Consumer Records in Batch from Provider (16,502 views)
- IRS and CRA - Automatic Verification (16,485 views)
- Status Field Permissions (16,466 views)
- Pandora Security Matrix (16,450 views)
- Excel Parser (16,376 views)
- Integration Key Management (16,358 views)
- Custom Field Type: Special - Question Set Builder (16,348 views)
- Split Screen (16,314 views)
- Global Report Template (16,267 views)
- Entering a New Calendar Event (16,205 views)
- Lock System Configurations (16,116 views)
- Usability (16,103 views)
- Import/Export and Integration Techniques Overview (16,060 views)
- Policy Field Sets and Policies (16,018 views)
- Level 1 Types (16,011 views)
- Arcadia X (15,887 views)
- System Security Summary (15,883 views)
- Report Builder (Neo) (15,860 views)
- Adding Styles to XML Worksheets (15,847 views)
- Label Display Options (15,839 views)
- Exporting Reports with Special Characters to Excel (15,819 views)
- SsEncrypt (15,783 views)
- Showsave (15,779 views)
- Report Template (15,719 views)
- Custom Save and Save Draft Buttons (15,554 views)
- Custom Field Type: Lookup - Autocomplete Options (15,540 views)
- UTA Settings - Miscellaneous (15,534 views)
- Custom Lookup Options (15,530 views)
- Status Indicator (15,487 views)
- Custom Field Type: Special – Barcode (15,467 views)
- Autoloader for Associations (15,422 views)
- Summary Matrix (15,408 views)
- Impact Map (15,373 views)
- Conditional Lists of Values (15,305 views)
- Referencing Other Sections in XML Calculations (15,195 views)
- Terminology Settings (15,099 views)
- Personal Transaction (15,093 views)
- Create PDF Document with JavaScript (15,027 views)
- Session Time (15,010 views)
- People (14,935 views)
- Adding the SmartSimple Login to your Website (14,919 views)
- System Architecture (14,758 views)
- Discussion Board (14,739 views)
- Custom Field Type: Display - Text (14,692 views)
- Restoring Deleted Records (14,628 views)
- Field Formatting Options (14,593 views)
- Internal (14,584 views)
- Email restriction (14,577 views)
- Determining the typeid (14,508 views)
- GuideStar Charity Check (14,466 views)
- Custom Field Type: Select One - Internal People Dropdown List (14,428 views)
- Determining the eventid (14,406 views)
- Installing SmartDoc for MS Word (14,344 views)
- Custom Field Type: Select One - Internal Organization Dropdown List (14,344 views)
- Previous Upgrade: September 2014 (14,329 views)
- Invoice Module Variables (14,286 views)
- Allowing Only One Check Box to be Selected (14,273 views)
- SsParseNum (14,272 views)
- Updateable Web Page View Fields (14,269 views)
- Copying UTA Records (14,256 views)
- Data Migration (14,229 views)
- PDF Annotation (14,192 views)
- Language (14,115 views)
- Right-to-Left Text Entry (13,924 views)
- Creating Summary Reports (13,846 views)
- Assignment Panels (13,802 views)
- Cascading Status Changes (13,736 views)
- Import multiple contact/companies to uta objects (13,689 views)
- Prompting for Criteria in Reports (13,577 views)
- Custom Field Type: Special - Basic Data Table (13,454 views)
- Custom Field Type: Computed - Hidden Value (13,402 views)
- Pandora Developer Keys (13,392 views)
- Maximum Length (13,336 views)
- Payment Allocation Mapping (13,308 views)
- Remove Options from a Combo Box Using JavaScript (13,296 views)
- Configuring Ajax List Views (13,294 views)
- Determining the applicationid (13,290 views)
- SmartDoc for Microsoft Word Overview (13,186 views)
- Default User Settings (13,149 views)
- Copy Option (13,027 views)
- Sort By (12,993 views)
- Deprecated - Custom Field Type: Creation – Created By (12,975 views)
- Previous Upgrade: October 2013 (12,958 views)
- Tool Tip (12,951 views)
- Creating a Universal Tracking Application (12,915 views)
- Determining the roleid (12,909 views)
- Role Field Permissions (12,830 views)
- UTA Settings - Transaction (12,824 views)
- Adding a Workflow Task in an Acknowledgment Workflow (12,823 views)
- Address Book Template (12,809 views)
- Emulation Mode (12,788 views)
- Getting Started with the Universal Tracking Application (12,766 views)
- BI Dashboard (12,694 views)
- Common Workflow Tasks for Awarded / Approved Status (12,652 views)
- Application Scope Access (12,610 views)
- Custom Field Type: Lookup - Organization and People (12,554 views)
- Linking Autoloaders (12,513 views)
- Accessing the UTA Settings Tab (12,512 views)
- Advanced Logic Options (12,461 views)
- Bypassing the Login Page (12,413 views)
- The Musings of Chin - Template Formulas (12,408 views)
- Report URL (12,359 views)
- Creating a System Generated Organization and Contact signup page (12,303 views)
- Accessing Field or Status History in a Web Page View (12,241 views)
- Transaction Status (12,190 views)
- Deprecated - Custom Field Type: Store Values – System Variables (12,190 views)
- Boolean Operators (12,151 views)
- Custom Field Type IDs (12,144 views)
- Skills Matching Template (12,144 views)
- Variable Processor (12,135 views)
- Universal Tracking Application – Registration Page Feature (12,129 views)
- Interactive Report View (12,118 views)
- The Root Company (12,117 views)
- Template Page Variables (12,108 views)
- Custom Field Type: Lookup – ICD Code (12,067 views)
- Changing Text to Uppercase or Lowercase (12,050 views)
- Classic Options (12,047 views)
- Savefunc (12,037 views)
- Languages (11,986 views)
- Challenge Question (11,976 views)
- IsHoliday (11,948 views)
- Custom Field Type: Lookup – NAIC Codes (11,938 views)
- Field Permissions (11,936 views)
- Auto Convert Documents to PDF on Upload (11,931 views)
- General Data Protection Regulation (GDPR) (11,847 views)
- Autoloader File Preparation (11,826 views)
- Type Field Permissions (11,814 views)
- Value Stores To (11,814 views)
- Auto Assignments (11,801 views)
- Determining the statusid (11,754 views)
- Custom Field Type: Special - Password Protected Text (11,725 views)
- Salesforce integration (11,715 views)
- Form1 (11,687 views)
- Validation Message (11,656 views)
- Duplicate Check (11,655 views)
- Validating Postal Codes (11,645 views)
- Custom Field ID (11,633 views)
- Positioning Exported List View Results in your Excel Spreadsheet (11,614 views)
- Reports Based on Multiple Tables - Overview (11,613 views)
- Creating Message Templates (11,608 views)
- Converting Fields To Contacts (11,594 views)
- Batch Update Custom Field Settings (11,545 views)
- Add Options to a Combo Box Using JavaScript (11,503 views)
- Maximize and Restore Arcadia X Sections (11,470 views)
- Make a List View Available to Multiple Roles (11,440 views)
- UTA role (11,410 views)
- Building Sub-Reports (11,402 views)
- HTML Tag (11,337 views)
- Calendar Types (11,278 views)
- Arcadia - Level 1 Summary (matrix) Settings (11,227 views)
- Previous Upgrade: September 2013 (11,209 views)
- Delete Redirect Template (11,203 views)
- Level 1 Entity (11,131 views)
- Reporting on Custom Fields (11,094 views)
- Recently Viewed (11,043 views)
- UTA Provider/Consumer Relationships (11,006 views)
- SmartSimple XML Editor (11,004 views)
- Using Wildcard Criteria in Reports (11,001 views)
- Custom Field Type: Layout - Tabbed Section (10,986 views)
- Translating Web Page Views (10,972 views)
- Control Page Breaks and Page Orientation With SmartField PDF Options (10,941 views)
- Accessing the HCAI Settings Page (10,885 views)
- Template (10,846 views)
- Create and Direct Users to Language Specific Login Pages (10,823 views)
- SmartSync for Folder Synchronization (10,816 views)
- Timesheet Variables (10,780 views)
- Download files from List View (10,724 views)
- Root Company Variable (10,711 views)
- Publication Service (10,646 views)
- Determining the companyid (10,620 views)
- Role Formula (10,610 views)
- Benefits of a Shadow Application (10,592 views)
- Creating a workflow with scheduled reminders (10,530 views)
- Calculated Value - busdateadd Function (10,468 views)
- What Is Gort? (10,447 views)
- Convert Special Characters to PDF (10,431 views)
- SmartSimple OData Feed to SQL Server Database (10,430 views)
- Date Fields (10,353 views)
- File Type Restriction (10,353 views)
- Completing an Acknowledgment Workflow (10,333 views)
- PDF Parser - Why? (10,290 views)
- Binary File Handling (10,262 views)
- Convert Web Form to PDF (10,188 views)
- Using Instant Messaging (10,186 views)
- Setting Text Criteria – Logical Operators in a Report (10,049 views)
- Customizable UTA Batch Update Options (10,018 views)
- List of census templates (9,974 views)
- Categories (9,942 views)
- Primary role (9,921 views)
- Determining the opportunityid (9,921 views)
- Enforce Single Sign-On by Disabling Direct Login Access - Why? (9,904 views)
- How Calculated Custom Fields Work (9,876 views)
- Level 2 Entity (9,843 views)
- Level 3 Activity List Batch Update (9,773 views)
- Using an Outer Join (9,765 views)
- Creating a Dashboard to Display a Set of Charts (9,765 views)
- Creating a Budget from an Estimate (9,746 views)
- Creating an Organization Chart and Company Hierarchy (9,706 views)
- Indexing Multiple and Single File Fields (9,653 views)
- Accessing the Current Date in a Report (9,650 views)
- Password (9,643 views)
- Provisioning Your Own SmartSimple Server (9,640 views)
- OData Connector (9,600 views)
- Data Exchange Status (9,514 views)
- Entity (9,465 views)
- UTA Level One Notes Exchange (9,464 views)
- Importing Address (9,438 views)
- Exchange History (9,387 views)
- Autoconvert uploaded Word Documents to PDF (9,385 views)
- XSL Template (9,255 views)
- Using Total Group Options in Report Builder (9,250 views)
- SmartSimple OData Feed to Excel (9,249 views)
- Deprecated - Custom Field Type: Select Many – Scrolling Check Box (9,204 views)
- Custom Fields Overview (9,197 views)
- Ledger Codes (9,187 views)
- External (9,137 views)
- Instance (9,137 views)
- Counting Business Days between Two Dates (9,054 views)
- Making Contact Standard Fields Mandatory (9,023 views)
- Activating Level 3 (8,978 views)
- Tabs (Disambiguation) (8,978 views)
- Entity and Instance (8,978 views)
- Transaction Attribution (8,966 views)
- Role Permissions (8,956 views)
- Making Company Standard Fields Mandatory (8,935 views)
- Contact List View (8,927 views)
- Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields (8,922 views)
- Calendar Fields (8,891 views)
- Use a Button to Create a Level 2 (8,890 views)
- Including Read Only - System Variable Fields on a UTA Contact List View (8,862 views)
- Importing Organisation Records (8,844 views)
- Upgrade Policy (8,796 views)
- Level 1 and Level 2 Entity Settings (8,764 views)
- Interfaces (8,747 views)
- Mandatory (8,710 views)
- Specifying Multiple Criteria in Reports (8,706 views)
- Deprecated - Custom Field Type: Creation – Creation Date (8,701 views)
- Configuring SmartDoc and Setting the User Options (8,690 views)
- Custom Field Type: Text Box - Phone Number (8,662 views)
- Phone Number Format (8,647 views)
- Visibility (8,623 views)
- Using Discussion Groups (8,621 views)
- Custom Field Type: Special – ePad Signature (8,605 views)
- What are Personal Transactions? (8,602 views)
- Access Roles (8,601 views)
- Custom Field Type: Display - Instructions (8,571 views)
- Stored value (8,565 views)
- Exporting Companies and Contacts (8,549 views)
- Configuration Error Log (8,548 views)
- Aggregation UTA (8,530 views)
- URL (8,525 views)
- Historic List View (8,505 views)
- Using Conditional Logic on a MS Word Merge Document (8,499 views)
- Phone Number Field Validation (8,495 views)
- Arcadia - List View Settings (8,494 views)
- Tab Bar (8,490 views)
- Custom Field Type: Special - Address Lookup (8,468 views)
- Time and Expense Tab (8,450 views)
- Assignment List View (8,448 views)
- Use a Button to Create a Level 1 (8,430 views)
- Deprecated - Custom Field Type: Display Only – Text or System Object (8,430 views)
- Organization (8,426 views)
- Holiday Calendar (8,388 views)
- Pasting information from MS Word (8,371 views)
- Status Lock (8,318 views)
- How do I do a count using a sum? (8,307 views)
- Arcadia X Layout Picker (8,258 views)
- Adding a Button that Runs a JavaScript (8,250 views)
- Determining the userid (8,242 views)
- SSL (8,207 views)
- Changing the Status from a Web Page View (8,195 views)
- PD4ML Troubleshooting Checklist (8,192 views)
- Determining the root companyid (8,191 views)
- Mike Reid and Keith Yau (8,175 views)
- CAPTCHA (8,137 views)
- Medical Case Management (8,084 views)
- Using Date Criteria (8,069 views)
- Enhanced Quick Entry (8,049 views)
- Working with Level 2 – Activities (8,018 views)
- Disable Default Date (8,016 views)
- Enhanced Custom Field Instructions Display (8,014 views)
- PDF Page Count (8,009 views)
- Level 3 Entity (8,006 views)
- Activating an Instance (7,985 views)
- Contact Assignment Role Settings (7,971 views)
- User/Contact Security Audit (7,970 views)
- Standard Level 3 Field List (7,965 views)
- Using Special Characters in Web Page View (7,958 views)
- Currency Standard Field (7,925 views)
- Deprecated - Custom Field Type: Select Many – List Box (7,910 views)
- Reporting on User Type and Access Type (7,881 views)
- Viewing Address Types (7,865 views)
- Adding Business Days (7,819 views)
- Allocation Chart (7,814 views)
- Modify the OCF-21B Web Page Field for HCAI Transmission (7,798 views)
- Ajax Lookup Signup Page (7,788 views)
- Permission Quick Edit (7,781 views)
- UTA Data Exchange (7,759 views)
- Pandora - Locate a UTA Level 1 Entity (7,689 views)
- Basic Quick Entry (7,644 views)
- Search Custom Fields (7,605 views)
- Assignment Panels - Why? (7,583 views)
- Arcadia - Tab Settings (7,549 views)
- File Size Upload Limitations and Upload Times (7,526 views)
- Pandora - Find a Level 1 Contact (7,513 views)
- Disable Default Assign (7,503 views)
- Adding Fields to a Report (7,501 views)
- Ssescape (7,469 views)
- Useful Field Values (7,466 views)
- Using an Excel Template for List View Export Results (7,448 views)
- Straight Join (7,444 views)
- Previewing a Web Form (7,430 views)
- Using a Date Range in a Report (7,375 views)
- Arcadia Permissions (7,349 views)
- Edit Data (7,322 views)
- Deprecated - Custom Field Type: Special – Timer (7,317 views)
- SmartSimple System Logs (7,314 views)
- Style Sheet for XML Budgets and Defined Default Classes (7,308 views)
- Ajax (7,262 views)
- UTA Roles for Field Access instead of System Roles (7,261 views)
- DDOS Blocked IPs (7,255 views)
- ObjectSync (7,214 views)
- Custom Field Type: Special – Hand Drawing (7,210 views)
- E-Signature - Why? (7,193 views)
- Exporting Currency Values to Excel from List Views (7,170 views)
- Deprecated - Custom Field Type: Select One - User Group (7,162 views)
- Edit mode (7,154 views)
- Previous Upgrade: March 2015 (7,146 views)
- Newsletter November 2007 Issue 26 (7,145 views)
