View source for Newsletter December 2005 Issue 15

=Feature of the Month=

==Universal Tracking Application==

Last spring we introduced a new [[Application|application]] into [[SmartSimple]] - The [[Universal Tracking Application]]. We created this [[Application|application]] so companies could track important items (issues, contracts, assets, cases to name a few) and associated activities that did not fit into the traditional sales, project or applicant tracking [[Application|applications]].

[[Image:2005.png]]

And what a reaction it created! Our clients have developed [[Application|applications]] from '''Help Desk''' [[Application|applications]] through '''Case Management''' to '''Quotation Tracking'''. We use the [[Application|application]] ourselves for our '''Help Desk''' as well as '''Client Contract Tracking''' and it has proved really useful for everyone. In fact, we have more than a few clients that have signed up just for this [[Application|application]]. Of course as a standard part of the system there is no additional charge to create and deploy one or more [[Application|application]].

Call our [[How the SmartSimple Help Desk Works|help desk]] for more details or to get started on your own [[Universal Tracking Application]].

=New Features= 	

In the last two months we have been busy with a set of small but important updates to the system.

==Custom Fields==

Innovative people are always looking for new types of [[Custom Fields|custom fields]] to enhance their copies of [[SmartSimple]]. We have added a new set of [[Custom Fields|custom field]]-types which adds even more flexibility with what type of information can be linked to an item in [[SmartSimple]]:

* [[Custom Field Type (76): Lookup – Entity and People|Lookup - Entities and People]]
* [[Custom Field Type (95): Lookup – External Entity|Lookup - External Entities]]
* [[Custom Field Type (75): Lookup – External People|Lookup - External People]]
* [[Custom Field Type (76): Lookup – Entity and People|Lookup - Internal Entities]]
* [[Custom Field Type (76): Lookup – Entity and People|Lookup - Internal People]]
* [[Custom Field Type (72): Select One – Ledger Code|Select One - Ledger Code]]

You can now add existing '''People''' and '''Companies''' ([[Entity|Entities]]) to [[Applications|applications]] using [[Custom Fields|custom fields]].

Also, you can now upload your ledger codes and connect these through the new '''Ledger Lookup''' field to context every activity to the correct ledger code.

==On-line Payment Processing==

Some clients have been requesting to pay invoices by secure on-line credit card and we have now enabled this feature. You can access our online payment form by going to '''www.smartsimple.com/payment''', or from within [[SmartSimple]] by going to [[Global Settings]] > Licencing > New Payment.

Our partner is Paymentech ('''http://www.paymentech.ca'''). Of course if you want to enable your own clients on-line payments using [[SmartSimple]] you should give us a call and we will explain the process.

=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 mailto: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]''' 

[[Category:Newsletter Archives]]