Category:Why

These are "Why" articles, which will explain why features are a benefit to your organization.

Pages in category ‘Why’

The following 33 pages are in this category, out of 33 total.

A

• Adding Statuses for Organizations and Contacts - Why?
• Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?
• Allocation Chart - Why?
• Autoconvert uploaded Word Documents to PDF - Why?

C

• Company and User Security Matrix - Why?
• Create Level 1 Records in Batch from Provider - Why?
• Creating Provider / Consumer List View Search and Filter Functionality - Why?
• Customizable batch update options - Why?

D

• Disable User Account After Inactive Period - Why?
• Dynamic List View Filtering - Why?

E

• E-Signature - Why?
• Enforce Single Sign-On by Disabling Direct Login Access - Why?

F

• Font Weight and Color Settings for List View Columns - Why?

I

• Instance-Based Anti Cross-site Framing Security - Why?
• Interactive Report View - Why?

L

• Level 1 List Views Now Reference Related Level1 Organization and Owner Fields - Why?
• List View and Reports - Why?

M

• Make a List View Available to Multiple Roles - Why?
• Multiple Aliases - Why?
• Multiple Column View - Why?

N

• Number Format - Why?

P

• Payment Scheduler - Why?
• PDF Parser - Why?
• Personal Filters on Personal List Views - Why?
• Preview UTA Forms Through Different Roles, Statuses, and Versions - Why?

S

• SmartCheck Validation - Why?
• SmartSimple Calendars - Why?
• Standard Field Order - Why?
• Stripe Payment Processor Integration - Why?
• Submit Buttons - Why?
• Submit Logic - Why?

U

• Updated Login Messaging - Why?
• Using SmartField View Template to Create PDFs and Printable Pages - Why?