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- Submit & Save Buttons (31,503 views)
- Service Provider Integration (30,915 views)
- Online Editing (30,829 views)
- Signority Configuration (30,640 views)
- UTA Settings - Entity (30,594 views)
- Database Field Names (30,497 views)
- How the SmartSimple Support Desk Works (30,370 views)
- Custom Field Type: Select Many – Check Boxes (30,343 views)
- Including Check Boxes on an MS Word Merge Document (30,168 views)
- Primary Authentication Controller (29,654 views)
- Association Settings (29,640 views)
- Client Categories (29,322 views)
- SmartSimple Upgrade Process – Dedicated Server (29,287 views)
- Global User Administrator (29,216 views)
- Roles and Security Settings (28,307 views)
- Track Changes (28,244 views)
- Media Library (28,161 views)
- XML Section Builder (28,030 views)
- Built-in Code Sets (27,738 views)
- Custom Field Type: Display - Text and Variables (27,678 views)
- System Configuration (27,506 views)
- Language Library (27,489 views)
- Configuring Privacy, Confidentiality and Other Policies (27,033 views)
- Custom Field Type: Special – Browser Script (26,938 views)
- Exporting List View Results to Microsoft Word (26,677 views)
- Company and User Security Matrix (26,602 views)
- Custom Field Language Settings (26,518 views)
- Configuring a SmartSimple Instance (25,979 views)
- Deprecated - Custom Field Type: Dynamic Data – Dynamic Control Field (25,865 views)
- SmartFolders Overview (25,439 views)
- Message Queue (25,154 views)
- Level 2 Types (24,538 views)
- Administrator Interface (24,469 views)
- Personal Settings (24,086 views)
- Group Email (23,927 views)
- Password Variables to Set or Reset User Passwords (23,681 views)
- UTA PDF Parser (23,634 views)
- Profile (23,446 views)
- Assignment Grid (23,418 views)
- Caption (23,235 views)
- Custom Field Type: Lookup – External Organization (23,228 views)
- Glossary (23,081 views)
- Dynamic Field Visibility Control (22,952 views)
- SmartConnect - Appendix: Standard Field Names (22,934 views)
- KML (22,851 views)
- System Summary (22,729 views)
- Custom Field Type: Text Box - Text Multiple Lines (22,704 views)
- SmartFileRetriever (22,698 views)
- Creating Custom Fields (22,642 views)
- Providing a Customized Hyperlink that Redirects the User to a Specific Record (22,595 views)
- Custom Field Type: Select One - Dropdown List (22,263 views)
- Custom Field Type: Select One - Ledger Code Dropdown List (22,122 views)
- Changing the Default End Date (22,094 views)
- Archiving Records (22,088 views)
- API Sample Code (22,011 views)
- Event Types (21,873 views)
- Record Lock (21,835 views)
- Transaction Variables (21,793 views)
- QuickBooks Column Headings (21,702 views)
- Exporting List View Results to Microsoft Excel (21,661 views)
- Including Tables in a Word Merge Document (21,517 views)
- Company Role (21,323 views)
- Payment Scheduler (21,322 views)
- File Name Restriction (21,260 views)
- Custom Field Type: Lookup – External People (21,079 views)
- Calculated Field (21,073 views)
- Adding Standard and Custom Fields to Level 1 (21,039 views)
- System Variables (20,975 views)
- Configuration mode (20,959 views)
- Using Variables in the Report Builder (20,890 views)
- Custom Field Import Wizard (20,849 views)
- System Settings (20,733 views)
- Selecting an eventid from a list of records (20,691 views)
- Security Settings (20,383 views)
- Scheduled Report Export (20,297 views)
- Service Provider Integration Fields (20,101 views)
- Uploading Word Merge Document to a SmartFolder (20,032 views)
- Custom Field Type: Computed - Auto Number (19,925 views)
- Deprecated - Custom Field Type: Select One – Multi-Level Combo (19,845 views)
- Deprecated - Custom Field Type: Title Bar – Multiple Columns (19,514 views)
- Display order (19,498 views)
- Custom Field Type: Upload - Image (19,496 views)
- Medical Case Management - Field Values (19,480 views)
- Reader Log (19,471 views)
- Overview of the Email Broadcast Application (19,059 views)
- Basic Search (19,045 views)
- Including Criteria in ReportProperty (18,948 views)
- Document Management (18,887 views)
- Stripe Payment Processor (18,813 views)
- Data Exchange Overview (18,738 views)
- Advanced Custom Fields (18,573 views)
- Invoice UTA (18,556 views)
- Criteria Template (18,536 views)
- Menus and Roles (18,401 views)
- Including XML on an MS Word Merge Document (18,340 views)
- SmartSimple (18,164 views)
- Quick Edit (18,114 views)
- Deprecated - Custom Field Type: Link – SmartFolder (17,963 views)
- Role Based Custom Fields (17,962 views)
- Enable Translation Service (17,903 views)
- Configuring UTA Provider/Receiver (Consumer) Relationships (17,858 views)
- Preview UTA Forms Through Different Roles, Statuses, and Versions (17,822 views)
- Pass Variables To Level 1 (17,602 views)
- Custom Field Type: Display Only – External Organization Details (17,595 views)
- UTA Calendar Template (17,592 views)
- How to create a website themed portal page (17,526 views)
- Training Course Outlines (17,418 views)
- Payment Integration (17,312 views)
- Obtain Server Date and Time (17,291 views)
- SmartCard (17,275 views)
- Standard Field (17,210 views)
- Displaying a Number Value as Currency (17,162 views)
- Integrating Email with the UTA (17,138 views)
- System Feature Permissions (17,132 views)
- Company & Account Settings (17,068 views)
- InRole (17,065 views)
- Manipulating Dates (17,056 views)
- Custom Field IDs (17,046 views)
- Configuration Menu (16,969 views)
- Configuring the Level 2 Entity (16,771 views)
- Create Consumer Records in Batch from Provider (16,462 views)
- Adding Custom Fields to Company and Contact Information (16,453 views)
- IRS and CRA - Automatic Verification (16,414 views)
- Status Field Permissions (16,375 views)
- Excel Parser (16,342 views)
- Integration Key Management (16,328 views)
- Custom Field Type: Special - Question Set Builder (16,320 views)
- Pandora Security Matrix (16,290 views)
- Split Screen (16,285 views)
- Global Report Template (16,200 views)
- Entering a New Calendar Event (16,189 views)
- Lock System Configurations (16,090 views)
- Import/Export and Integration Techniques Overview (16,033 views)
- Usability (15,993 views)
- Policy Field Sets and Policies (15,973 views)
- Level 1 Types (15,848 views)
- System Security Summary (15,830 views)
- Label Display Options (15,825 views)
- Report Builder (Neo) (15,815 views)
- Exporting Reports with Special Characters to Excel (15,796 views)
- Arcadia X (15,778 views)
- Adding Styles to XML Worksheets (15,766 views)
- Showsave (15,764 views)
- SsEncrypt (15,748 views)
- Report Template (15,697 views)
- Custom Save and Save Draft Buttons (15,534 views)
- UTA Settings - Miscellaneous (15,519 views)
- Custom Lookup Options (15,515 views)
- Summary Matrix (15,401 views)
- Custom Field Type: Special – Barcode (15,379 views)
- Status Indicator (15,298 views)
- Impact Map (15,287 views)
- Conditional Lists of Values (15,256 views)
- Custom Field Type: Lookup - Autocomplete Options (15,192 views)
- Autoloader for Associations (15,171 views)
- Referencing Other Sections in XML Calculations (15,148 views)
- Terminology Settings (15,073 views)
- Personal Transaction (15,070 views)
- Create PDF Document with JavaScript (14,996 views)
- Session Time (14,978 views)
- Adding the SmartSimple Login to your Website (14,914 views)
- People (14,883 views)
- System Architecture (14,690 views)
- Discussion Board (14,673 views)
- Custom Field Type: Display - Text (14,663 views)
- Restoring Deleted Records (14,603 views)
- Field Formatting Options (14,568 views)
- Internal (14,558 views)
- Determining the typeid (14,489 views)
- GuideStar Charity Check (14,421 views)
- Determining the eventid (14,394 views)
- Custom Field Type: Select One - Internal People Dropdown List (14,365 views)
- Installing SmartDoc for MS Word (14,332 views)
- Email restriction (14,304 views)
- Invoice Module Variables (14,272 views)
- Custom Field Type: Select One - Internal Organization Dropdown List (14,268 views)
- Updateable Web Page View Fields (14,257 views)
- SsParseNum (14,249 views)
- Copying UTA Records (14,236 views)
- Allowing Only One Check Box to be Selected (14,232 views)
- Previous Upgrade: September 2014 (14,229 views)
- Data Migration (14,183 views)
- PDF Annotation (14,174 views)
- Language (13,895 views)
- Creating Summary Reports (13,819 views)
- Right-to-Left Text Entry (13,781 views)
- Assignment Panels (13,744 views)
- Cascading Status Changes (13,723 views)
- Import multiple contact/companies to uta objects (13,687 views)
- Prompting for Criteria in Reports (13,546 views)
- Custom Field Type: Special - Basic Data Table (13,405 views)
- Pandora Developer Keys (13,349 views)
- Custom Field Type: Computed - Hidden Value (13,347 views)
- Maximum Length (13,329 views)
- Payment Allocation Mapping (13,300 views)
- Remove Options from a Combo Box Using JavaScript (13,280 views)
- Determining the applicationid (13,272 views)
- SmartDoc for Microsoft Word Overview (13,171 views)
- Default User Settings (13,140 views)
- Configuring Ajax List Views (13,098 views)
- Copy Option (13,002 views)
- Sort By (12,968 views)
- Tool Tip (12,945 views)
- Deprecated - Custom Field Type: Creation – Created By (12,904 views)
- Determining the roleid (12,893 views)
- Creating a Universal Tracking Application (12,887 views)
- Previous Upgrade: October 2013 (12,839 views)
- Role Field Permissions (12,818 views)
- UTA Settings - Transaction (12,798 views)
- Address Book Template (12,788 views)
- Emulation Mode (12,745 views)
- Getting Started with the Universal Tracking Application (12,732 views)
- Application Scope Access (12,604 views)
- Common Workflow Tasks for Awarded / Approved Status (12,589 views)
- Adding a Workflow Task in an Acknowledgment Workflow (12,580 views)
- Custom Field Type: Lookup - Organization and People (12,534 views)
- Linking Autoloaders (12,503 views)
- Accessing the UTA Settings Tab (12,500 views)
- BI Dashboard (12,475 views)
- Advanced Logic Options (12,452 views)
- Report URL (12,348 views)
- The Musings of Chin - Template Formulas (12,335 views)
- Bypassing the Login Page (12,316 views)
- Creating a System Generated Organization and Contact signup page (12,275 views)
- Accessing Field or Status History in a Web Page View (12,208 views)
- Transaction Status (12,175 views)
- Boolean Operators (12,135 views)
- Interactive Report View (12,105 views)
- Universal Tracking Application – Registration Page Feature (12,103 views)
- Variable Processor (12,097 views)
- Template Page Variables (12,091 views)
- Custom Field Type IDs (12,082 views)
- Skills Matching Template (12,082 views)
- The Root Company (12,062 views)
- Custom Field Type: Lookup – ICD Code (12,042 views)
- Changing Text to Uppercase or Lowercase (12,039 views)
- Savefunc (12,029 views)
- Classic Options (12,026 views)
- Challenge Question (11,954 views)
- Deprecated - Custom Field Type: Store Values – System Variables (11,940 views)
- IsHoliday (11,935 views)
- Auto Convert Documents to PDF on Upload (11,923 views)
- Field Permissions (11,912 views)
- Languages (11,857 views)
- Autoloader File Preparation (11,815 views)
- General Data Protection Regulation (GDPR) (11,795 views)
- Value Stores To (11,792 views)
- Type Field Permissions (11,783 views)
- Auto Assignments (11,776 views)
- Determining the statusid (11,735 views)
- Custom Field Type: Special - Password Protected Text (11,713 views)
- Salesforce integration (11,697 views)
- Custom Field Type: Lookup – NAIC Codes (11,677 views)
- Form1 (11,670 views)
- Duplicate Check (11,631 views)
- Validating Postal Codes (11,612 views)
- Custom Field ID (11,612 views)
- Positioning Exported List View Results in your Excel Spreadsheet (11,606 views)
- Creating Message Templates (11,599 views)
- Validation Message (11,598 views)
- Reports Based on Multiple Tables - Overview (11,569 views)
- Converting Fields To Contacts (11,559 views)
- Batch Update Custom Field Settings (11,515 views)
- Add Options to a Combo Box Using JavaScript (11,486 views)
- Maximize and Restore Arcadia X Sections (11,457 views)
- Make a List View Available to Multiple Roles (11,428 views)
- UTA role (11,391 views)
- HTML Tag (11,321 views)
- Building Sub-Reports (11,307 views)
- Calendar Types (11,263 views)
- Previous Upgrade: September 2013 (11,204 views)
- Delete Redirect Template (11,194 views)
- Level 1 Entity (11,108 views)
- Reporting on Custom Fields (11,062 views)
- Recently Viewed (11,034 views)
- SmartSimple XML Editor (10,995 views)
- Arcadia - Level 1 Summary (matrix) Settings (10,973 views)
- UTA Provider/Consumer Relationships (10,958 views)
- Translating Web Page Views (10,958 views)
- Custom Field Type: Layout - Tabbed Section (10,927 views)
- Control Page Breaks and Page Orientation With SmartField PDF Options (10,916 views)
- Accessing the HCAI Settings Page (10,873 views)
- Template (10,833 views)
- Create and Direct Users to Language Specific Login Pages (10,810 views)
- SmartSync for Folder Synchronization (10,803 views)
- Using Wildcard Criteria in Reports (10,768 views)
- Download files from List View (10,702 views)
- Root Company Variable (10,701 views)
- Publication Service (10,635 views)
- Timesheet Variables (10,623 views)
- Determining the companyid (10,603 views)
- Role Formula (10,589 views)
- Benefits of a Shadow Application (10,570 views)
- Calculated Value - busdateadd Function (10,450 views)
- Creating a workflow with scheduled reminders (10,448 views)
- What Is Gort? (10,425 views)
- Convert Special Characters to PDF (10,418 views)
- SmartSimple OData Feed to SQL Server Database (10,417 views)
- File Type Restriction (10,345 views)
- Completing an Acknowledgment Workflow (10,314 views)
- Binary File Handling (10,237 views)
- PDF Parser - Why? (10,237 views)
- Date Fields (10,226 views)
- Convert Web Form to PDF (10,175 views)
- Using Instant Messaging (10,174 views)
- Setting Text Criteria – Logical Operators in a Report (10,037 views)
- Customizable UTA Batch Update Options (10,010 views)
- List of census templates (9,961 views)
- Categories (9,901 views)
- Enforce Single Sign-On by Disabling Direct Login Access - Why? (9,893 views)
- Determining the opportunityid (9,885 views)
- Primary role (9,868 views)
- Level 2 Entity (9,815 views)
- How Calculated Custom Fields Work (9,812 views)
- Level 3 Activity List Batch Update (9,764 views)
- Creating a Budget from an Estimate (9,740 views)
- Using an Outer Join (9,726 views)
- Creating an Organization Chart and Company Hierarchy (9,694 views)
- Creating a Dashboard to Display a Set of Charts (9,687 views)
- Accessing the Current Date in a Report (9,645 views)
- Indexing Multiple and Single File Fields (9,634 views)
- Password (9,616 views)
- Provisioning Your Own SmartSimple Server (9,606 views)
- OData Connector (9,552 views)
- Data Exchange Status (9,507 views)
- Entity (9,453 views)
- UTA Level One Notes Exchange (9,452 views)
- Importing Address (9,428 views)
- Exchange History (9,377 views)
- Autoconvert uploaded Word Documents to PDF (9,351 views)
- XSL Template (9,249 views)
- SmartSimple OData Feed to Excel (9,243 views)
- Using Total Group Options in Report Builder (9,183 views)
- Custom Fields Overview (9,149 views)
- Ledger Codes (9,119 views)
- External (9,094 views)
- Deprecated - Custom Field Type: Select Many – Scrolling Check Box (9,060 views)
- Counting Business Days between Two Dates (9,038 views)
- Instance (9,033 views)
- Making Contact Standard Fields Mandatory (9,002 views)
- Activating Level 3 (8,970 views)
- Entity and Instance (8,968 views)
- Tabs (Disambiguation) (8,957 views)
- Transaction Attribution (8,939 views)
- Using Variables as Default Values in Single Line and Multi-line Text Box Custom Fields (8,912 views)
- Making Company Standard Fields Mandatory (8,910 views)
- Role Permissions (8,904 views)
- Contact List View (8,901 views)
- Calendar Fields (8,885 views)
- Including Read Only - System Variable Fields on a UTA Contact List View (8,855 views)
- Use a Button to Create a Level 2 (8,852 views)
- Importing Organisation Records (8,833 views)
- Upgrade Policy (8,766 views)
- Level 1 and Level 2 Entity Settings (8,734 views)
- Interfaces (8,687 views)
- Deprecated - Custom Field Type: Creation – Creation Date (8,673 views)
- Specifying Multiple Criteria in Reports (8,667 views)
- Configuring SmartDoc and Setting the User Options (8,649 views)
- Phone Number Format (8,638 views)
- Mandatory (8,616 views)
- Visibility (8,610 views)
- Custom Field Type: Special – ePad Signature (8,591 views)
- Custom Field Type: Text Box - Phone Number (8,590 views)
- Using Discussion Groups (8,587 views)
- What are Personal Transactions? (8,570 views)
- Exporting Companies and Contacts (8,544 views)
- Stored value (8,536 views)
- URL (8,513 views)
- Access Roles (8,503 views)
- Aggregation UTA (8,495 views)
- Historic List View (8,495 views)
- Arcadia - List View Settings (8,489 views)
- Using Conditional Logic on a MS Word Merge Document (8,489 views)
- Phone Number Field Validation (8,481 views)
- Tab Bar (8,472 views)
- Custom Field Type: Special - Address Lookup (8,440 views)
- Assignment List View (8,435 views)
- Time and Expense Tab (8,421 views)
- Configuration Error Log (8,419 views)
- Deprecated - Custom Field Type: Display Only – Text or System Object (8,413 views)
- Organization (8,404 views)
- Use a Button to Create a Level 1 (8,404 views)
- Custom Field Type: Display - Instructions (8,395 views)
- Holiday Calendar (8,377 views)
- How do I do a count using a sum? (8,297 views)
- Status Lock (8,291 views)
- Pasting information from MS Word (8,269 views)
- Arcadia X Layout Picker (8,243 views)
- Determining the userid (8,220 views)
- Adding a Button that Runs a JavaScript (8,219 views)
- PD4ML Troubleshooting Checklist (8,190 views)
- SSL (8,185 views)
- Changing the Status from a Web Page View (8,178 views)
- Mike Reid and Keith Yau (8,170 views)
- CAPTCHA (8,105 views)
- Determining the root companyid (8,105 views)
- Using Date Criteria (8,042 views)
- Medical Case Management (8,041 views)
- Disable Default Date (8,011 views)
- Enhanced Custom Field Instructions Display (8,007 views)
- PDF Page Count (8,000 views)
- Level 3 Entity (7,993 views)
- Activating an Instance (7,976 views)
- User/Contact Security Audit (7,961 views)
- Standard Level 3 Field List (7,959 views)
- Enhanced Quick Entry (7,957 views)
- Contact Assignment Role Settings (7,952 views)
- Working with Level 2 – Activities (7,933 views)
- Using Special Characters in Web Page View (7,917 views)
- Currency Standard Field (7,915 views)
- Deprecated - Custom Field Type: Select Many – List Box (7,882 views)
- Reporting on User Type and Access Type (7,869 views)
- Viewing Address Types (7,808 views)
- Adding Business Days (7,806 views)
- Allocation Chart (7,800 views)
- Modify the OCF-21B Web Page Field for HCAI Transmission (7,784 views)
- Ajax Lookup Signup Page (7,777 views)
- Permission Quick Edit (7,762 views)
- UTA Data Exchange (7,726 views)
- Pandora - Locate a UTA Level 1 Entity (7,686 views)
- Basic Quick Entry (7,637 views)
- Search Custom Fields (7,588 views)
- Assignment Panels - Why? (7,571 views)
- Arcadia - Tab Settings (7,547 views)
- File Size Upload Limitations and Upload Times (7,516 views)
- Pandora - Find a Level 1 Contact (7,505 views)
- Disable Default Assign (7,496 views)
- Adding Fields to a Report (7,488 views)
- Useful Field Values (7,457 views)
- Ssescape (7,446 views)
- Using an Excel Template for List View Export Results (7,432 views)
- Straight Join (7,419 views)
- Previewing a Web Form (7,396 views)
- Using a Date Range in a Report (7,369 views)
- Arcadia Permissions (7,318 views)
- Edit Data (7,300 views)
- Style Sheet for XML Budgets and Defined Default Classes (7,294 views)
- SmartSimple System Logs (7,290 views)
- Deprecated - Custom Field Type: Special – Timer (7,259 views)
- UTA Roles for Field Access instead of System Roles (7,256 views)
- DDOS Blocked IPs (7,244 views)
- Ajax (7,241 views)
- ObjectSync (7,175 views)
- Exporting Currency Values to Excel from List Views (7,166 views)
- Custom Field Type: Special – Hand Drawing (7,162 views)
- Deprecated - Custom Field Type: Select One - User Group (7,157 views)
- Previous Upgrade: March 2015 (7,127 views)
- Newsletter November 2007 Issue 26 (7,106 views)
- Search Panel Options (7,105 views)
- Creating Organisation Charts (7,100 views)
- Edit mode (7,094 views)
- Controlling the Submit Button within a UTA Level 1 Template (7,080 views)
- E-Signature - Why? (7,079 views)
- SsFormatCurrency (7,075 views)
- Email Anything (7,072 views)
- Adding the Plug-In to Excel (7,038 views)
- Calculate GST Function (7,027 views)
- How do I format while trying to Average? (7,026 views)
- Control Page Breaks and Page Orientation With SmartField PDF Options - Why? (7,017 views)
- Configuring Settings for the SmartSimple Outlook Synchronization Add-In (6,994 views)
- Custom Field Type: Text Box - Email (6,987 views)
- Using a Check Box to run a JavaScript (6,980 views)
- Changing the Column Display Order in a Report (6,977 views)
- Anti cross-site framing security (6,956 views)
- Automatically Unpack Incoming Packages (6,955 views)
- Previous Upgrade: January 2015 (6,944 views)
- Importing and Exporting Reports (6,941 views)
- Edit Condition (6,938 views)
- Pandora - Web API (6,930 views)
- Receiving from Settings (6,926 views)
- Server-Side Validation (6,924 views)
- The Musings of Chin - Correct Variable Processor Use (6,922 views)
- Level 1 List Views Now Reference Related Level1 Organization and Owner Fields - Why? (6,910 views)
- License Definition (6,908 views)
- Duplicate Check Settings (6,883 views)
- SmartFiler (6,869 views)
- Custom Field Tabs (6,839 views)
- Alias (6,833 views)
- Using Date Translation in Reports (6,790 views)
- Passing Prompt Criteria to a Sub-Report (6,787 views)
- Adding a given number of days to a date based on the value of a dropdown (6,773 views)
- Enable HCAI Integration (6,719 views)
- Associations (6,696 views)
- Calendar Event Preview Default Template (6,692 views)
- SmartSimple Outlook Synchronization (6,679 views)
- SmartSimple Excel Plug-in (6,666 views)
- Custom Password Policy Examples (6,629 views)
- UTA Contact Filters (6,611 views)
- Transaction Custom and Standard Field Types (6,593 views)
- Uploading a MS Word Merge Document to a Custom Field (6,583 views)
- Custom Field Type: Special - Geo Mapping (6,582 views)
- HCAI Overview (6,574 views)
- Security Matrix and the Shadow Applications (6,567 views)
- Screen Share (6,564 views)
- Template Page - HTML Template (6,506 views)
- Custom Field Type: Computed - Calculated Number (6,496 views)
- Deprecated - Custom Field Type: Special – Drawing Pad (6,492 views)
- Custom Field Type: Text Box - Date and Time (6,479 views)
- Approaches to Filtering (6,478 views)
- Exporting Multiple Lines Text Fields to HTML (6,452 views)
