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'''Welcome to the SmartSimple Wiki'''
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<p style="font-size:28px; color:green; color: #127b77; font-weight: normal; margin-bottom:0;"> Welcome to the SmartSimple Wiki</p>
 
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<p style="font-size:14px; margin-top:10px; max-width: 1070px;">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.</p>
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.
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{{categorylist}}
 
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<p style="font-size:16px; color:green; color: #127b77; font-weight: normal; padding:0;">Interested in learning more?</p>
 
 
 
 
[[File:Eric-upgrade-btn.png|330px|link=Upgrades]]
 
 
 
[[File:Video-mark-btn.png|330px|link=Category:Video]]
 
 
 
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'''Exploring our Wiki'''
 
 
 
Articles are searchable alphabetically (A to Z) or by category (e.g. Custom Field Types, HCAI, Notes, etc.)
 
 
 
You can also go directly to the links for our '''[[:Category:Video|Video library]]''' to see our latest instructional and informative videos (also found on our SmartSimple YouTube channel), or to our '''[[:Category:Upgrades|Upgrade Library]]''' to check out the latest and greatest work we've done to make your life smarter and more simple!
 
 
 
If you're looking for insight into managing your process workflow, go directly to our '''[[UTA|Universal Tracking Application<sup>TM</sup>]]''' section. This section offers insight into everything from managing granting processes through research projects to insurance claims.
 
 
 
For some deeper insight into the nuts and bolts (or, well, APIs and XMLs), check out our '''[[:Category:Expert Tips and Tricks|Expert Tips and Tricks]]''' for configuring your system.
 
 
 
'''How? and Why?'''
 
 
 
Sometimes you want to know how to configure something in your SmartSimple system. Sometimes you just want to know why a particular feature, or upgrade of a current function is useful or important. So, to help you more easily navigate our Wiki, we've added two new categories: '''[[:Category:How|How]]''' and '''[[:Category:Why|Why]]'''. '''[[:Category:How|How]]''' tells you how to configure (techy stuff) our features, and '''[[:Category:Why|Why]]''' tells you the advantages (non-techy stuff) of using our features. You can either search these categories or you can click on the links at the top and bottom of each article page to go from one topic to the other.
 
 
 
 
 
'''Acronyms, Terms and Abbreviations'''
 
 
 
Working with a cloud-based service provider means you probably hear a lot of unfamiliar words and phrases and wonder what they all mean. So, to help you better understand your system, the SmartSimple team has created a list of [[SmartSimple_Acronyms,_Abbreviations_and_Terminology | Acronyms, Terms and Abbreviations]] to clarify what we mean when we talk about things like the UTAs, Instances, Entities and SmartFolders.
 
 
 
 
 
'''About the SmartSimple Platform'''
 
 
 
SmartSimple is designed to help your organization connect with your communities and streamline your administrative processes, using a system that’s almost endlessly configurable. Once implemented, our clients are able to administer their SmartSimple system on their own, though, of course, our team is always available to help.
 
 
 
It’s been over a decade since we started helping clients, and our core mission of providing personalized software solutions is still at the center of everything we do.
 
 
 
 
 
'''Why the SmartSimple Platform?'''
 
 
 
SmartSimple is the ideal system for organizations that work with diverse and dispersed communities, giving you the power to control and track your information, your way. SmartSimple provides a high level of transparency for your users; you decide who can access your data through a series of unique user portals.
 
 
 
Completely automated, SmartSimple puts the control of your system in your hands. Our cloud-based solution means you can communicate and integrate seamlessly with your community and the world. SmartSimple works hand in hand with your team to implement your system, enhancing and organizing your processes in a way that’s intuitive to you and your users.
 
 
 
 
 
'''More than just a service provider…'''
 
 
 
SmartSimple is not just a supplier; we’re your trusted partner. Our team is at your side from the first demonstration through implementation, training and beyond, always here to answer questions, provide guidance and offer assistance whenever you need us.
 
 
 
We’ve worked hard to gain the trust of tens of thousands of users around the world: contact us to learn how we’ll earn your trust, too!
 
 
 
 
 
'''Where We Work'''
 
 
 
SmartSimple software is a unique cloud-based platform that works within three specific vertical markets:
 
 
 
* '''Grants Management''' - Use SmartSimple to manage your entire grants lifecycle with '''[http://smartsimple.com/grants-management-software.html  GMS360<sup>o</sup>]''', from application to post-award monitoring. Read about us in the Idealware report, "'''[http://smartsimple.com/images/brochures/Idealware's-A-Consumers-Guide-to-Grants-Management-Software-2016-Excerpt.pdf  A Consumer's Guide to Grants Management Software"]''' or see the '''[http://idealware.org/reports/consumers-guide-grants-management-systems  full report].'''
 
 
 
* '''Research Management''' - Research funders use '''[http://smartsimple.com/research-management-software.html  RMS360<sup>o</sup>]''' to manage all aspects of their programs and grants, from drafting the initial proposal to final funding.
 
 
 
* '''Case Management''' - Service providers and insurers easily collaborate using SmartSimple's '''[http://smartsimple.com/medical-claims-management-software.html  CMS360<sup>o</sup>]'''.
 
 
 
<!--* '''Property Management''' - [[SmartSimple]] Realty Solutions is a leading provider of integrated web-based solutions for the global real estate market. Our solutions focus on building level administration, operations and communications, and are scalable to any size or type of property including: Condominiums, co-ops and community associations, Residential rental properties, Commercial, recreational and campus facilities. [[SmartSimple]] Realty Solutions is recognized by several of North America's leading builders, management and security companies as an indispensable tool for implementing best practices, improving operational efficiency and property communications.
 
-->
 
* '''GSA Advantage and GovCloud''' - SmartSimple is a '''[http://smartsimple.com/gsa.html  GSA Advantage]''' approved supplier and is authorized to connect with the '''[http://aws.amazon.com/govcloud-us/  AWS GovCloud]'''.
 
 
 
<!--* '''[[Talent Management]]''' - Organizations worldwide use [[SmartSimple]]'s talent management software as a service to assess, acquire, develop and align their workforce in relation to overarching strategic objectives. We recognize that an effective talent management strategy involves the integration of diverse HR initiatives such as recruitment, retention, employee engagement, leadership development, and succession planning. SmartSimple's talent management solution is used by both recruitment and employment agencies as well as individual companies of all sizes. Our clients appreciate that we understand the importance of talented and engaged employees as they are considered by many business leaders to be the only true source of differentiation in today's competitive marketplace. This makes talent management a major tactical business issue, and the top issue facing HR management.-->
 
 
 
'''Interested in learning more?'''
 
 
 
 
Visit the '''[http://www.smartsimple.com/  SmartSimple website]''' for more information about who we are, our solutions and how we work with you. You can also '''[http://smartsimple.com/demo-request.html  request a demo]''', call us toll-free at 1.866.239.0991 or '''[mailto:sales@smartsimple.com  email]''' our sales team directly.  
 
Visit the '''[http://www.smartsimple.com/  SmartSimple website]''' for more information about who we are, our solutions and how we work with you. You can also '''[http://smartsimple.com/demo-request.html  request a demo]''', call us toll-free at 1.866.239.0991 or '''[mailto:sales@smartsimple.com  email]''' our sales team directly.  
 
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<p style="font-size:16px; color:green; color: #127b77; font-weight: normal; padding-top:10px; margin-top: 15px; border-top:1px solid #eee;">Feedback</p>
'''Feedback'''
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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 '''[mailto:support@smartsimple.com  support@smartsimple.com]''' and share your thoughts and ideas!
 
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</div>
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 '''[mailto:marketing@smartsimple.com  marketing@smartsimple.com]''' and share your thoughts and ideas!
 
 
 
 
[[Category:SmartSimple]]
 
[[Category:SmartSimple]]

Latest revision as of 11:18, 27 October 2017

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.

Upgrade.png

Upgrades

Review patch notes for upcoming enhancements and changes, as well as from past releases.
Communications.png

Communication

Connecting with, and sharing and sending information to people.
Customfield.png

Custom Fields

Define what information you want to capture, and how.
Applicationlogic.png

Process Drivers

Behind the scenes modules that drive your process. E.g. workflows, formulas.
Security.png

Security

Platform and application security.
Tools.png

Tools/Features

Built-in features and applications. E.g. reports, calendars, SmartFolders.
Ui.png

User Interface

User portals and other interface related areas.
Uta.png

UTA

The Universal Tracking Application is used to create unique applications.
Technical Resources
Architecture.png

Architecture

System and platform architecture.
Exchange.png

Data Import/Export

How to get your information into and out of your system.
Integration.png

Integration

Connecting with and using third party systems and tools with your system.
Additional Resources
Faq.png

FAQ

Frequently Asked Questions.
Glossary.png

Glossary

Acronyms, abbreviations and terminology related to the platform as well as our vertical markets.
Video.png

Training Videos

Watch and learn about the features in your system.

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!