Category:Tools
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 |
| Privacy and Security Policies | How to use and setup the Privacy and Security Policies feature which is an important compliance check point to help mitigate risks, and fostering user trust by detailing how user privacy and data will be protected |
Subcategories
This category has the following 3 subcategories, out of 3 total.
Pages in category ‘Tools’
The following 6 pages are in this category, out of 6 total.