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| current | 14:36, 27 August 2013 | | 64 × 31 (2 KB) | Arthur Lathrop (talk | contribs) |
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File usage
The following 78 pages link to this file:
- Accessing Level 1 from Other Screens
- Accessing the Current Date in a Report
- Activating Level 3
- Adding Fields to a Report
- Adding Standard and Custom Fields to Level 1
- Adding a Chart to the Pin Board
- Adding a Step to a Request for Approval Workflow
- Adding a Workflow Task in an Acknowledgment Workflow
- Assigning Multiple Reports to a Role
- Assigning a Report to Multiple Roles
- Benefits of a Shadow Application
- Building Sub-Reports
- Completing an Acknowledgment Workflow
- Configuring Settings for the SmartSimple Outlook Synchronization Add-In
- Configuring Templates and Statuses in a Shadow Application
- Configuring the Level 2 Entity
- Creating Charts and Dashboards - Overview
- Creating Summary Reports
- Creating a Dashboard to Display a Set of Charts
- Creating a Level One Workflow
- Creating a Request for Approval Workflow
- Creating a Universal Tracking Application
- Creating and Enabling a Shadow Application
- Determining the Application Tabs Displayed to the User
- Determining the Level 1 Tabs Displayed to the User
- Downloading the SmartSimple Outlook Synchronization Add-In
- Entity and Instance
- Exporting Companies and Contacts
- Exporting Reports
- Getting Started with the Universal Tracking Application
- Installing the SmartSimple Outlook Synchronization Add-In
- Integrating Email with the UTA
- Level 1 Types
- Level 1 and Level 2 Entity Settings
- Level 2 Types
- List View Overview
- Prompting for Criteria in Reports
- Prompting for a Criteria using a Wildcard
- Reader Log
- Relating Contacts and Accounts to the Universal Tracking Application
- Reports Based on Multiple Tables - Overview
- Restricting Level 2 Types to Specific Level 1 Types
- Search Panel Options
- Security Matrix and the Shadow Applications
- Selecting Recipients in an Acknowledgment Workflow
- Selecting the Connector Trigger Types in a Request for Approval Workflow
- Setting Manager Permission to the Shadow Application
- Setting Standard Fields for Level 3
- Setting Text Criteria – Logical Operators in a Report
- Setting a Chart as a Custom Field
- Setting the Message Type in a Request for Approval Workflow
- Setting the Message Type in an Acknowledgment Workflow
- Setting the Process Options in a Request for Approval Workflow
- Setting the Step Role in a Request for Approval Workflow
- Setting the Step Role in an Acknowledgment Workflow
- Setting up a SmartSimple Enabled Calendar or Contact List in Outlook
- Sharing Reports with People - Overview
- SmartSimple Microsoft Outlook Synchronization - Initial Setup
- SmartSimple Microsoft Outlook Synchronization - Troubleshooting
- Specifying Multiple Criteria in Reports
- Standard Level 1 Field List
- Status
- Status Field Permissions
- Terminology Settings
- Testing a Request for Approval Workflow
- Types
- UTA Data Exchange
- UTA Security Matrix
- UTA Standard Field Settings
- Using Date Criteria
- Using Date Translation in Reports
- Using Sounds Like Criteria in Reports
- Using Wildcard Criteria in Reports
- Using a Date Range in a Report
- Using an Outer Join
- Using the SmartSimple Microsoft Outlook Synchronization Feature
- Working with Level 2 – Activities
- Template:PrevNextStart
