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=New Features - Interface Changes=
==New View for Contact, Company and Opportunity==
We have changed the view pages for these key pages to simplify the interface.
===New Company Page===
[[Image:Newsy2.png]]
===New User Page===
[[Image:Newsy3.png]]
===New Opportunity Page===
[[Image:Newsy4.png]]
===Show/Hide Menu===
[[Image:Newsy5.png]]
If you use the classic [[SmartSimple]] interface ([[Menu|menu]] on the left, [[Application|application]] on the right) you can now hide the [[Menu|menu]] when you plan to spend time in a specific [[Application|application]].
Just click the '''Menu Show/Hide''' bar to hide the [[Menu|menu]] and click a second time to redisplay the [[Menu|menu]].
===Multi-level Companies Display===
[[Image:Newsy6.png]]
When viewing organisations in the list view the organisation name is now displayed with their "parent" organisation.
This makes it easy to determine if the organisation is actually a subsidiary of another organisation.
=New Features - Functional Changes=
==Custom Field File Search==
The ability to attach files as a [[Custom Fields|custom field]] within [[SmartSimple]] has always been a key feature. We have now enhanced this feature with the ability to keyword search the contents of attached files.
This feature can be accessed either from the [[Application|application]] or as a new Global [[Menu|menu]] - Search Fields.
==Associates==
You can now associate people with an organisation even though they are not actual contacts at the organisation.
This feature is useful if you need to assign multiple [[Internal|internal]] staff to an account (account manager, customer support representative, accounting person). Alternatively, you may have a consultant associated with one account that actually works at another account.
To use this feature use the [[Associates]] tab to associate people to the account. You can give the associate any [[Role|role]] within the account that may not be their actual [[Role|role]].
==Calculation Formulas in Sales Tracking==
To forecast revenue accurately it is important to be able to calculate the opportunity value or percentage based on factors associated with the organisation or the opportunity.
So we have added a formula builder within the [[Sales Tracking]] template to support this type of calculation. To view the formula builder:
1. Go to [[Sales Tracking]].
2. Click the '''Settings''' tab.
3. Click the '''Template''' link.
4. '''Select''' the required template.
5. '''Edit''' the template.
The '''formula builder''' is displayed at the bottom of the page.
You can use values from the account profile or the opportunity profile to calculate the value of the deal or the percentage odds of closing the deal.
==Autoloader==
Previously you could upload organisation and contact data using the [[Autoloader|autoloader]]. We have now added the ability to upload information into the [[Universal Tracking Application]] (level 1 and level 2 data).
This is an important enhancement if you plan to use the [[UTA]] to track and display information taken from [[External|external]] sources such as your ERP systems. You can review the setting under [[Global Settings]], [[Autoloader]] [[Menu|menu]].
=New Features - Security Changes=
==Restricted Login==
You can now restrict a [[User|user's]] login to a single workstation. This is important if you don't want people logging into [[SmartSimple]] from multiple locations. To review this feature:
1. Open any [[User|user's]] '''Roles and Access''' page.
2. Click the '''Workstation Key''' icon.
3. Use the '''Current Workstation''' to install a key on the workstation you are currently using.
4. Use the '''Any Workstation''' to install a key on the workstation that the [[User|user]] next uses for login. This is useful if the [[User|user]] is at a remote location.
You can also use these options to disable the key settings for troubleshooting or to allow the [[User|user]] to log in from another workstation.
In order for this feature to work you must have the [[User|user's]] [[Browser|browser]] enabled to accept persistent cookies.
=TRAINING=
Our Toronto classroom is fully operational and courses are scheduled between now and October, 2008.
Click on the links below to see the course outlines and 2008 training schedule. Please contact julia@smartsimple.com if you would like to register.
'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Course_Outlines_2008.pdf Training Course Outlines]'''
'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Schedule_2008.pdf Training Dates 2008]'''
[[Category:Newsletter Archives]]
==New View for Contact, Company and Opportunity==
We have changed the view pages for these key pages to simplify the interface.
===New Company Page===
[[Image:Newsy2.png]]
===New User Page===
[[Image:Newsy3.png]]
===New Opportunity Page===
[[Image:Newsy4.png]]
===Show/Hide Menu===
[[Image:Newsy5.png]]
If you use the classic [[SmartSimple]] interface ([[Menu|menu]] on the left, [[Application|application]] on the right) you can now hide the [[Menu|menu]] when you plan to spend time in a specific [[Application|application]].
Just click the '''Menu Show/Hide''' bar to hide the [[Menu|menu]] and click a second time to redisplay the [[Menu|menu]].
===Multi-level Companies Display===
[[Image:Newsy6.png]]
When viewing organisations in the list view the organisation name is now displayed with their "parent" organisation.
This makes it easy to determine if the organisation is actually a subsidiary of another organisation.
=New Features - Functional Changes=
==Custom Field File Search==
The ability to attach files as a [[Custom Fields|custom field]] within [[SmartSimple]] has always been a key feature. We have now enhanced this feature with the ability to keyword search the contents of attached files.
This feature can be accessed either from the [[Application|application]] or as a new Global [[Menu|menu]] - Search Fields.
==Associates==
You can now associate people with an organisation even though they are not actual contacts at the organisation.
This feature is useful if you need to assign multiple [[Internal|internal]] staff to an account (account manager, customer support representative, accounting person). Alternatively, you may have a consultant associated with one account that actually works at another account.
To use this feature use the [[Associates]] tab to associate people to the account. You can give the associate any [[Role|role]] within the account that may not be their actual [[Role|role]].
==Calculation Formulas in Sales Tracking==
To forecast revenue accurately it is important to be able to calculate the opportunity value or percentage based on factors associated with the organisation or the opportunity.
So we have added a formula builder within the [[Sales Tracking]] template to support this type of calculation. To view the formula builder:
1. Go to [[Sales Tracking]].
2. Click the '''Settings''' tab.
3. Click the '''Template''' link.
4. '''Select''' the required template.
5. '''Edit''' the template.
The '''formula builder''' is displayed at the bottom of the page.
You can use values from the account profile or the opportunity profile to calculate the value of the deal or the percentage odds of closing the deal.
==Autoloader==
Previously you could upload organisation and contact data using the [[Autoloader|autoloader]]. We have now added the ability to upload information into the [[Universal Tracking Application]] (level 1 and level 2 data).
This is an important enhancement if you plan to use the [[UTA]] to track and display information taken from [[External|external]] sources such as your ERP systems. You can review the setting under [[Global Settings]], [[Autoloader]] [[Menu|menu]].
=New Features - Security Changes=
==Restricted Login==
You can now restrict a [[User|user's]] login to a single workstation. This is important if you don't want people logging into [[SmartSimple]] from multiple locations. To review this feature:
1. Open any [[User|user's]] '''Roles and Access''' page.
2. Click the '''Workstation Key''' icon.
3. Use the '''Current Workstation''' to install a key on the workstation you are currently using.
4. Use the '''Any Workstation''' to install a key on the workstation that the [[User|user]] next uses for login. This is useful if the [[User|user]] is at a remote location.
You can also use these options to disable the key settings for troubleshooting or to allow the [[User|user]] to log in from another workstation.
In order for this feature to work you must have the [[User|user's]] [[Browser|browser]] enabled to accept persistent cookies.
=TRAINING=
Our Toronto classroom is fully operational and courses are scheduled between now and October, 2008.
Click on the links below to see the course outlines and 2008 training schedule. Please contact julia@smartsimple.com if you would like to register.
'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Course_Outlines_2008.pdf Training Course Outlines]'''
'''[http://smartsimple.com/files/113/f102251/SmartSimple_Training_Schedule_2008.pdf Training Dates 2008]'''
[[Category:Newsletter Archives]]
