Changes

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|'''Feature'''||'''Can be used to manipulate'''||'''Complexity'''||'''Import'''||'''Export'''||'''Integration'''||'''Type'''

|[[Import Wizard 1]]

* Imports field level data to organizations, contacts.|Low||Yes||No||One time import only.||Browser based process

|Autoloader 2[[Auto Loader]]

* Loads bulk records for Organisationorganizations, contactcontacts, Universal Tracking ApplicationLevel 1, Level 1 2 and Level 2 3 entitiesand [[Transactions]].<br>Currently does !--* Does not support level 3 items or organisation Transactions (Company or contact type transactions.<brPeople) [See Previous_Upgrade:_October_1st_2010]-->* Recommended for large imports and updates|Medium||Yes||No||Provides for automated upload/update processes.||Server based process

|[[SmartSync for Folder Synchronization|File Sync 3]]

* [[SmartFolders ]] – Files and Folders ONLY|Medium||Yes||Yes||Used to synchronize on-line and off-line folders.||Desktop application

|[[SmartFileRetriever 3]]

* Files attached to [[Universal Tracking applicationsApplication]]s.|Low||No||Yes||Used to export and backup files.||Desktop application

|[[SmartFiler 3]]

* Files attached to [[Universal Tracking applicationsApplication]]s.|Low||Yes||No||||Desktop application

|[[SmartSimple Microsoft Access Plug-In|MS Access Plug -in 4|]]|* Reports created in SmartSimple can be accessed to create tables in MS Access.||Medium||No||Yes||User requires administrative access rights to their machine to install and configure.||MS Office extension 

|[[SmartSimple Excel Plug-in|MS Excel Plug-in 4]]

* Reports created in [[SmartSimple ]] can be accessed to create spreadsheets in MS Excel.

|Medium||No||Yes||User requires administrative access rights to their machine to install and configure. User requires role based access to specific report.||MS Office extension

|[[SmartSimple Microsoft Outlook Synchronization|MS Outlook Plug-in 4]]

|Medium||Yes||Yes||Basic integration between MS Outlook and SmartSimple. User requires administrative access rights to their machine to install and configure.||MS Office extension

|[[SmartDoc for Microsoft Word Overview|MS Word Plug-in 4]]

|Medium||Yes||Yes||User requires administrative access rights to their machine to and configure. User requires role based access to specific report. When used with the Applicant Tracking System, the user also required rights to place a person in an applicant role and to specific applicant folders.||MS Office extension

|Universal Tracking Application [[:Category:Data Exchange 2|UTA Data Exchange]]

* Provides for synchronization of Universal Tracking application data at Level 1, level 2 and Level 3 and associated organisations and contacts (including organisation organization and contact custom fields).|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process

|[[:Category:ObjectSync 2|ObjectSync]]

* Provides for synchronization of organisations organizations and contacts (including organisation organization and contact custom fields).|Medium||Yes||Yes||Only useful for inter-instance integration.||Server based process

|[[:Category:Reports 2|Reports]]

|Medium-High||No||Yes||XML reports can be configured to allow access by a system generated URL and password allowing an external system to request data from SmartSimple.||Server based process

|Workflow 2[[Exporting List View Results to Microsoft Excel|Exporting List Views to Microsoft Excel]]|The results of [[List View Overview|list views]] can be exported directly to Microsoft Excel with a one-click functionality.|Low||No||Yes||Excel spreadsheets can be created on the fly, using blank worksheets or [[Using an Excel Template for List View Export Results|user-built Excel templates]].||Server based process |-|[[Workflows]]

|High||No||Yes||When configured with appropriate XML layout and posting URL (from receiving system) records can be dynamically posted to other system based on workflow triggers.||Server based process

|API 3[[UTA PDF Parser]]

* All system objects, organisations, contacts, roles, Universal tracking Application data including files stored Fillable forms in single and multiple file fields PDF format can be manipulated with the API.* API cannot be used downloaded from SmartSimple, completed ''offline'' and then re-uploaded to manipulate files in SmartFolderscreate records within SmartSimple.|HighLow ''(for end users)''<br>Medium ''(configuration)''||Yes||Yes||Main component designed for programmer level system integrationUsers can fill out PDF documents while offline and upload to SmartSimple at their convenience, thereby automatically creating records in SmartSimple without having to re-enter the data.||Server based process

<!-- DESKTOP API NO LONGER SUPPORTED [June 5, 2013]|-|[[API]]|* All system objects, organizations, contacts, roles, [[Universal Tracking Application]] data including files stored in single and multiple file fields can be manipulated with the API.* [[API]] cannot be used to manipulate files in [[SmartFolders]].|High||Yes||Yes||Main component designed for programmer level system integration.||Desktop application--> |-|[[API|API's]]|* All system objects, organizations, contacts, roles, [[Category:IntegrationUniversal Tracking Application]]data including files stored in single and multiple file fields can be manipulated with the API.|High||Yes||Yes||Main component designed for programmer level system integration.||Web/Browser applications