View source for Configuring Your Personal Settings in Referral Tracking

==Logging into SmartSimple==

1. Start your '''Web Browser''' (generally Internet Explorer or FireFox).

2. Type your company’s [[SmartSimple]] address into the [[Address Bar|address bar]].

'''http://Yourcompany.smartsimple.com'''

If you are not sure of the address to use in the [[Browser|browser]] ask your [[SmartSimple]] [[System Administrator|system administrator]].

The login page is displayed.

3. Type your e-mail address – minus your company’s domain name (the part of the email address after the “@” sign).

4. Type your [[Password|password]].

5. Click the '''Login''' button.

You are logged into [[SmartSimple]].

[[Image:Aref1.png]]
 
Your screen may look different based on the options that were selected for you by your [[System Administrator|system administrator]].

==SmartSimple Screen Layout==

The [[SmartSimple]] [[Application|application]] consists of a number of different screen areas.

===Application Area===

The large area on the right of the screen is used to display the [[Application|application]] or information associated with the [[Menu|menu]] that you select from the left [[Menu|menu]].  

In the screenshot above the referral list is displayed in this area.

===Menu===

The [[SmartSimple]] [[Menu|menu]] is displayed in the left of the screen and consists of the following [[Menu|menu]] sections:

===Top Menu Bar===

[[Image:Aref2.png]]
 
The top [[Menu|menu]] bar provides access to the following features:

[[Image:Aref.png]]

The company name displayed at the top of this area can be replaced by a company logo or alternative text.

===Applications Menu===

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[[SmartSimple]] [[Application|application]] program links will be listed under this [[Menu|menu]] heading.

===Communications Menu===

Items in this [[Menu|menu]] support the communications features of [[SmartSimple]].

[[Image:Aref4.png]]
 
* '''Pin Board''' – post general interest messages for everyone in the company to see.
* '''Email''' – access to your email from within [[SmartSimple]].
* '''Quick Messages''' - access to [[SmartSimple]] [[Using Quick Messaging|quick message]] features.
* '''Calendars''' – access to your personal calendar and other calendars for other staff and evaluators.
* '''Contacts''' – access to all contacts in the system.
* '''Discussions''' – access to discussion groups that you have access to.
* '''Workflow Requests''' – Outstanding tasks that you must complete based on [[SmartSimple]] [[Workflow|workflows]], tasks that other people must complete where you are participating in some steps in the [[Workflow|workflows]].  This [[Menu|menu]] also lists project tasks that you are assigned to complete.
* '''View Reports''' – preview reports and dashboards that you are enabled to use, or create new reports or dashboards. 

===Organization Menu===

Items on the organization [[Menu|menu]] display people within your copy of [[SmartSimple]].

[[Image:Aref5.png]]
 
* '''Search People''' – search for anyone’s information in your copy of [[SmartSimple]] – similar to contacts but with more extensive searching capabilities.
* '''My Company''' – Displays a tree view of the people that work in your department, division, or branch of the company.

[[Image:Aref6.png]]
 
As the [[System Administrator|system administrator]] can change the terminology used in [[SmartSimple]], this may indicate something like “My Office” as in the example above.

* [[Internal]] People – displays a similar tree view of all the offices and people working for your company.
* [[External]] People – displays a similar tree view of all other companies and people that do not work for your company.  This will include insurance companies, evaluators, lawyers, and anyone else you add to the system.

===Configuration Menu===

The [[Configuration Menu|configuration menu]] is set to both personal and company configuration options.  Some of these items will only be displayed if you are a [[System Administrator|system administrator]].

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* '''Tracking Applications''' – custom [[Applications|applications]] that you can create within [[SmartSimple]].
* '''Personal Settings''' – controls your specific settings such as [[Password|password]], language, date formats, editor preferences, [[Menu|menu]] layout, and wireless access.
* '''Global Settings''' – controls the global configuration including; licensing, [[Backup Settings|backup settings]], [[Visual Settings|visual settings]], [[Custom Fields|custom fields]], [[Workflow|workflows]], ledger codes, and [[Sign-Up Pages|signup pages]].
* '''Roles & Permissions''' – provides access to define [[User|user]] [[Role|roles]], account categories, manager permissions, and notes permissions.

===Help Menu===

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* '''FeedBack''' – Use this form to provide [[SmartSimple]] help desk personnel with direct feedback on your use of the system.
* '''Knowledge Base''' – Searchable database of questions and answers. You can ask your own questions through this section, and a [[SmartSimple]] Support Technician will answer your questions via email, and then post the answers into the Knowledge base.
* '''Downloads''' – Provides access to downloadable [[SmartSimple]] enhancement features and [[:Category:Plug-Ins for Microsoft Office]]: Microsoft Outlook, Word, Excel and Folder integration, as well as downloadable documentation, such as this manual and various data sheets.  [[Installing SmartDoc for MS Word|MS-Word Plug-in]] required to create letters in MS-Word from [[SmartSimple]] is accessible from this page.  This program may have been installed as part of your company’s installation process.
* '''System Guides''' – Searchable version of this manual and other [[SmartSimple]] documents.
* '''About SmartSimple''' – Displays the version number and security level for this copy of [[SmartSimple]] and the [[Browser|browser]] system requirements to access [[SmartSimple]].

===People Online===

* '''People Online''' displays a list of [[User|users]] currently on line.
* You can send an instant or an email message to someone by clicking on their name in the '''People Online''' window.
* If a [[User|user]] has the chat window open there will be a '''chat''' icon in front of the [[User|user’s]] name.

[[Image:Aregf9.png]]
 
Click on your own name to add an icon to you name indicating where you are currently working.

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[[Category:System Management]][[Category:Referral Management]][[Category:Applications]]