Category:Tools

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Revision as of 08:19, 12 July 2024 by Mark Bridger (talk | contribs) (Tools/Feature Articles)

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Overview

SmartSimple has many built in tools and features to improve your productivity and help you accomplish your goals. Learn more about these tools and features, how to configure them and how to use them below:

Tools/Feature Articles

Tab Bar How to enable and use the Tab Bar mode
Excel Parser How to give your community the ability to complete budgets using the Microsoft Excel and use the data in the completed spreadsheet to populate fields and create activities.
Application Connectivity Summary Diagram How to access and use the Application Connectivity Summary Diagram
User Delegation How to use the delegation feature to entrust work to other users in your SmartSimple instance
Field Revision Annotations How to use and setup the Field Revision Annotations feature which allows users to add notes and responses directly to specific fields within a record for improved collaboration

Subcategories

This category has the following 3 subcategories, out of 3 total.

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Pages in category ‘Tools’

The following 6 pages are in this category, out of 6 total.