Calculations in Reports - You can now perform calculations as part of the reporting tool.
Editor feature in Web Page View Field - You can now edit, save, and print documents presented in web page view.
UTA Exchange Feature - You can now transfer case level information between copies of SmartSimple using the exchange feature.
Enhancements
Workflow Changes - You can now account for business days and a holiday calendar when constructing a workflow process. You can also terminate a workflow based on a status change.
Expand/Contract - You can now expand and contract data based on a preceding heading type field.
Copy Address on User page – You can now copy the address of a company through to a contact.
Fifth tab in the UCI - You can now link icons from an underlying role-based portal into the interface.
Import Personal Transactions - A new wizard is available to import personal transactions into the system.