You are logged into [[SmartSimple]].
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Your screen may look different based on the options that were selected for you by your [[System Administrator|system administrator]].
==Top Menu Bar==
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The top [[Menu|menu]] bar provides access to the following features:
==Applications Menu==
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[[SmartSimple]] [[Application|application]] program links will be listed under this [[Menu|menu]] heading.
Items in this [[Menu|menu]] support the communications features of [[SmartSimple]].
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* '''Pin Board''' – post general interest messages for everyone in the company to see.
Items on the organization [[Menu|menu]] display people within your copy of [[SmartSimple]].
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* '''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.
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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.
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]].
==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.
* 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.
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Click on your own name to add an icon to you name indicating where you are currently working.
==Modifying your Personal Setting==
You can change your profile through the [[Configuration Menu|Configuration]], [[Personal Settings]] [[Menu|menu]].
1. Click on the [[Configuration Menu|Configuration]], [[Personal Settings]] [[Menu|menu]].
You can also access your [[Personal Settings]] by clicking on your name in the top left corner of the screen.
The '''View User''' window is displayed.
Your details are displayed at the top of the screen, notes to the right, and activity information at the bottom.
With the exception of specific fields added to different types of people, such as adjustors and evaluators, this is the same screen used for everyone in the system.
2. Click the '''Edit''' tab to display the '''Profile Edit''' window.
You can set the following values:
* '''First Name''' - First Name of the person.
* '''Last Name''' - Last Name of the person.
* '''Title''' - Business title of the person.
* '''Phone''' - Direct line for the person.
* '''E-mail Address''' - E-mail address. An email address is required to allow someone to log into the system.
* '''Company''' - The company to which this person should be associated. Changing the company will “move’ that person to another company.
* '''Street''' - Street of the person – if different from their company.
* '''City''' - City address of the person – if different from their company.
* '''Province''' - State address of the person – if different from their company.
* '''Country''' - Country of the person – if different from their company.
* '''Postal''' - Postal code of the person – if different from their company.
When adding companies to the system it will assume that the company is in the country that you are located.
==Additional Personal Settings==
Additional personal settings are controlled using the '''Settings''' tab.
1. Click on the '''Settings System''' [[Menu|menu]].
The '''User Settings''' page is displayed.
Use this page to set the following values:
==General Settings==
* Left Navigation Style – choose Static for menus that don’t expand and Dynamic for menus that open and close.
* Font Size – choose a larger font size for your view of the system.
* Instant Messaging Audio Notification – defines the type of audio notification for incoming instant messaging.
* Text Editor – Enables and disables the Rich Text Editor.
* Number of Records Per page – defines the number of records per page you wish to see when information is displayed as a list. You can choose 20, 40, 60, 80, or 100.
* Publish Pinboard – make your personal Pinboard visible to other people.
* List View Thumbnail Size – determines the size of images in reports.
* Discussion Alias – an anonymous name you wish to use when posting to SmartSimple discussions that are enabled for public access.
==Regional Settings==
* '''Input Date Time Format''' – the individual [[User|user’s]] preferred entry format for date time values.
* '''Input Date Time Format''' – the individual [[User|user’s]] preferred short display format for date time values.
* '''Input Date Time Format''' – the individual [[User|user’s]] preferred link format for date time values. Regardless of the date time format selected, the date and time will be shown to other users in their own preferred settings.
* '''Home Currency''' – the default currency for this [[User|user]]. This currency will be referenced in [[Applications|applications]] such as [[Sales Tracking]] and Expense Tracking. This currency will be assumed to be the default currency for this [[User|user]].
* '''Default Language''' – the language that you wish to use. Currently you can select from seven languages.
* '''Default New User Role''' – determines the “type” of person that you most frequently add to the system. This feature ensures that the correct fields are displayed for a new contact.
If you are in '''Sales''' you may wish to set this value to an '''Adjustor''' [[Role|role]].
If you are in '''Operations''' you may wish to set this value to an '''Evaluator''' [[Role|role]].
* '''Internet Map Service''' – determines the Internet service you wish to use when displaying maps.
* If you enable the I'''nternet Map''' feature, then the '''Map''' icon will be displayed next to each address.
==Wireless Settings==
* '''Wireless Login ID''' – the pass code you must use to access [[SmartSimple]] using your cell phone, or other wireless devices.
* To access [[SmartSimple]] via your web enabled cell phone or personal digital assistant go to '''http://youralias.smartsimple.com/wml/'''
==Additional Settings==
There are two additional tabs displayed on the '''User Settings''' page:
* '''Password''' – use this [[Menu|menu]] to change your [[Password|password]]Image:Aref10.* '''Filters''' – use this [[Menu|menupng]] to manage filters that you can create and use in Referral Tracking.* '''Folder''' – this [[Menu|menu]] is only used in the [[Applicant Tracking]] [[Application|application]] within [[SmartSimple]].* '''Resource''' – use this setting for evaluators to maintain their calendar and optionally a cost rate. * '''Roles and Access''' – [[Role|roles]] are used to determine the type of information that you need to gather from different groups of people. For example, an evaluator will need different information than an adjuster.
==Changing Your Password==
All [[Password|passwords]] are randomly generated and sent by e-mail when you first authorize a [[User|user]] to access [[SmartSimple]] – no one can ever see another [[User|user’s]] [[Password|password]] in the system.
1. Click the '''Settings''', [[Password]] [[Menu|menu]].
2. Type your current [[Password|password]].
3. Type your new [[Password|password]].
4. Retype your new [[Password|password]].
5. Click the '''Submit''' button.
Remember passwords are case sensitive!
Your [[Password|password]] is changed.
==Requesting a New Password==
If you forget your [[Password|password]], you can request a new [[Password|password]] be sent to your e-mail address from the '''Login''' screen.
1. Click the '''Forget your password''' link on the '''Login''' window.
The '''Request Password''' window is displayed.
2. Type your e-mail address – including the domain.
3. Click the '''Send''' button.
You will receive an e-mail with a new [[Password|password]].
==Setting your Home Page==
You can set the first page you will see when you log into the system.
* If you are involved in '''Sales''' you should set a page in [[Sales Tracking]], if this [[Application|application]] is enabled.
* If you are involved in '''Referral Tracking''' you should set your home page to the '''Referral Tracking''' [[Application|application]].
* Or you may just prefer to set the [[Using the Pin Board|Pinboard]] as your home page.
1. Click the [[Applications]], '''Referral Tracking''' [[Menu|menu]].
2. Click the '''Referrals''' tab.
3. Click the '''Set Home''' button.
You can return to this page at any time by clicking the '''My Home''' button.
[[Category:System Management]][[Category:Referral Management]][[Category:Applications]]
