Newsletter December 2006 Issue 20

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New Features

  • 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.

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  • 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.