Category:Applications

From SmartWiki

This category contains articles related to various applications in SmartSimple.

Subcategories

There are 9 subcategories to this category.

Applicant Tracking Email Broadcast Project and Job Costing

cont. Referral Management Reports Sales Tracking SmartFolders

cont. Universal Tracking Application Web Forms

Articles in category "Applications"

There are 175 articles in this category.

A Additional Referral Information Application Subscription Scope - SmartFolders Applications Assessment Actions/Activities Assessment Basic Information Assessment Concepts Assessment Details Assessment Filtering Assessment Statuses Assessment Types Assigned Resource Terminology Assigning Indirect Company Costs Assigning Indirect Resource Costs Assigning Indirect Role Costs Assigning Materials or Equipment to a Task Assigning Resources to the Estimate Assigning a Resource Billing Rate to the Assignment Assigning a Team to a Project Attaching a Request for Comment Workflow to an Object Attaching a Web Form to an Event Attaching an Acknowledgment Workflow to an Object B Basic Referral Details Benefits Under Examination Billable Projects Budget Task Level Budget Terminology C Changing the Assignment Status Changing the Default End Date Collaborative Case Management Completing a Scored Form Completing a Web Form on Behalf of a Contact Configuring Time Tracking Settings Configuring Your Personal Settings in Referral Tracking Configuring a Receiving Instance Configuring the Time Tracking Manager Permission Creating Global Measures Creating Referrals Creating a Budget from an Estimate Creating a Company Filter Creating a Competency Model in Applicant Tracking Creating a Custom Opportunity View Creating a Level Two Workflow Creating a New Estimate Creating a New Task Creating a Public Calendar and Adding an Event Creating a Referral Creating a Referral Filter Creating a Report that is Branch, User or Branch Hierarchy Specific Creating a Sample Job Page Creating a Single Step Workflow Creating a Single Step Workflow in Time Tracking Creating a Sub-Folder Creating a Task List Creating a Universal Tracking Application Creating an Applicant Signup Page Creating an Organization Chart and Company Hierarchy Creating and Saving a Contact Filter Current Billing Summary

D Define the Specialties of the Evaluator Defining the Hiring Process Defining the Job/Project Estimate Deleting Files from SmartFolders Determining the Application Tabs Displayed to the User Determining the Level 1 Tabs Displayed to the User Display Level 3 Items Under Contact Profile Document Fields Documents Produced by the Practice Management System E Enabling a User as a Resource Entity and Instance Estimate Terminology Exporting Companies and Contacts F Field Searching Folder Content and Setting Views Folder Security G Getting Started with the Universal Tracking Application Government Forms and Reports H HTML Templates for Applicant Sign-Up Pages Health Professional Conducting the Examination How Job Assignments Work I Import Skills Process Overview Importing Leads Installation of SmartSimple XML Editor Invoice Terminology Invoice UTA L Letters Produced at the Referral Level Level 1 and Level 2 Entity Settings Links used within the Jobs and Sign-Up Pages List View Locating the Insurance Company in Referral Tracking M Making a Contact Visible as an Applicant Making an Applicant Visible as a Contact Managing Applicant Activities Managing Sales Activities Medical Case Management Methods for Showing Web Form Results Methods of Adding an Applicant to a Folder Methods that People can use to Complete a Web Form Modifying your Personal Settings in Referral Tracking Moving Applicants between Folders N Notes on Lead Ownership Notes on Unpacking O On-Demand Online Collaboration with Adjustors and Evaluators Opportunity Activities Opportunity Contacts Opportunity Filtering Opportunity Folders Other Assessment Information Overview of the Web Forms Application P People Associated with Assessments Performing Referral Filtering Prior Assessment Profile Field Searching in Applicant Tracking Project Management Concepts Purchase Order Terminology R Receiving from Settings Referral Concepts

R cont. Referral Templates Referral and Assessment Creation Process Referral and Assessment Filtering Overview Referral and Claimant Information Relating Contacts and Accounts to the Universal Tracking Application Reports Produced by the Practice Management System Research and Grants Management Resource Terminology Restrict Level One Lookup Using Application Scope Access Reviewing the Updated Project S Saving a Referral Filter Searching the Resume in Applicant Tracking Sending Auto Email to Applicants Sending and Receiving a Package Set Up an Evaluator’s Calendar Setting Applicant Tracking Manager Permission Setting Resource Costs Setting Sign-Up Page Messages Setting Standard Fields for Level 3 Setting a Billable Estimate without Assigning a Resource SmartFileRetriever SmartFolders Overview SmartSimple Network Exchange SmartSimple Practice Management System - Overview SmartSimple Referral Management Guide SmartSimple XML Editor Specifying the Assessments that an Evaluator Can Provide Standard Field Searching in Applicant Tracking Submitting the Timesheet Subscription Update Options - SmartFolders T Terminology Settings Testing External Access to a Shared Folder Testing a Lead Sign up Page Testing a Request for Comment Workflow Testing an Applicant Sign-Up Page Time Tracking Overview Tracking Applicant Email in SmartSimple Tracking Contact Email within SmartSimple Triggering the Level One UTA Workflow U UTA Data Exchange UTA Level One (Standard) Company Lookup Category Settings Universal Tracking Application – Registration Page Feature Updating the Equipment Related Tasks Uploading Medical Files to the Referral Using Custom Referral Fields Using Roles Using Scored Assessments Using Standard Referral Fields Using Sync.SmartSimple.org Using a Global Measure Using the Quick Assessments Tab V Viewing a Gantt Chart W Web-Based Referral Form Verses Adjustor Portal Workflow Properties Workflow Triggers on Dates Workflows - Overview Working with Companies Working with Contacts