Welcome to the SmartSimple Wiki
Hello and welcome to the SmartSimple Wiki! Here, you will find everything you need to know to configure and use your SmartSimple system. This ever-expanding library of articles is updated regularly to include new functionality and features as we continue to evolve in the cloud.
Upgrades
Review patch notes for upcoming enhancements and changes, as well as from past releases.
AI
Discover and setup AI features to improve productivity, processes, and outcomes.
Communication
Connecting with, and sharing and sending information to people.
Custom Fields
Define what information you want to capture, and how.
Process Drivers
Behind the scenes modules that drive your process. E.g. workflows, formulas.
Security
Platform and application security.
Tools/Features
Built-in features and applications. E.g. reports, calendars, SmartFolders.
UTA
The Universal Tracking Application is used to create unique applications.
Technical Resources
Integration
Connecting with and using third party systems and tools with your system.
Additional Resources
FAQ
Frequently Asked Questions.
Glossary
Acronyms, abbreviations and terminology related to the platform as well as our vertical markets.
Interested in learning more?
Visit the SmartSimple website for more information about who we are, our solutions and how we work with you. You can also request a demo, call us toll-free at 1.866.239.0991 or email our sales team directly.
Feedback
Have a suggestion for an article we should have on our Wiki? Interested in a video on a particular feature or function of SmartSimple? Let us know! Drop us a line at support@smartsimple.com and share your thoughts and ideas!
