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.

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Upgrades

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

General Resources

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Communication

Connecting with, and sharing and sending information to people.
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Custom Fields

Define what information you want to capture, and how.
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Process Drivers

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

Platform and application security.
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Tools

Built-in features and applications. E.g. reports, calendars, SmartFolders.
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User Interface

User portals and other interface related areas.
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UTA

The Universal Tracking Application is used to create unique applications.

Technical Resources

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Architecture

System and platform architecture.
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Data Import/Export

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

Connecting with and using third party systems and tools with your system.

Additional Resources

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FAQ

Frequently Asked Questions.
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Glossary

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