Category:System Management

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This category contains articles related to system management.

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Articles in category "System Management"

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A Accessing Field or Status History in a Web Form Accessing Job Costing and Setting the Defaults Accessing Reports in SmartSimple Accessing SmartSimple Applicant Tracking Accessing the Current Date in a Report Accessing the HCAI Settings Page Activating Resume Searching in Applicant Tracking Activating Transactions within the UCI Activating a Contact's Calendar Activating an Instance Activity, User, Company Deletion Restrictions Add/Remove Users from a Role in Batch Adding Applicant Notes Adding Applicant Profile Details and Skills Adding Assessments to Referrals Adding Calendar Links to an Email Broadcast Message Adding Company and Contact Specific Pin Boards to a Portal Interface Adding Contacts to SmartSimple Adding Custom Fields to Company and Contact Information Adding Custom Fields to an Applicant Profile Adding Evaluators to the System Adding Fields to a Report Adding Job Links to an Email Broadcast Message Adding Job Skills Adding Medical Documentation to the Referral Adding Non-People Resources Adding Notes and Activities to Leads Adding Notes in Referral Tracking Adding Notes to Calendar Events Adding Personal Transactions Adding Questions to the Job Adding Sign Up Links to an Email Broadcast Message Adding Text Area Questions to a Web Form Adding Text Questions to a Web Form Adding Web Form Links to an Email Broadcast Message Adding a Chart to the Pin Board Adding a Purchase Order and an Invoice Adding a Step to a Request for Comment Workflow Adding a Table to a Report Adding a Task Billing Rate Adding a Tracked Link to an Email Broadcast Message Adding a Workflow Task in an Acknowledgment Workflow Adding an Applicant Resume Adding an Applicant to a Folder Adding an Image to an Email Broadcast Adding an Open Email Link Adding the Plug-In to Excel Adding the SmartSimple Login to your Website Additional Referral Information Administration Interface Advance Logic Advanced Custom Fields Applicant Folders and Signup pages Applicant Tracking Email Template Variables Application Scope Permissions Application Subscription Scope - SmartFolders Application Template Page Assessment Actions/Activities Assessment Basic Information Assessment Concepts Assessment Details Assessment Filtering Assessment Statuses Assessment Types Assigned Resource Terminology Assigning Indirect Company Costs

A cont. Assigning Indirect Resource Costs Assigning Indirect Role Costs Assigning Materials or Equipment to a Task Assigning Multiple Reports to a Role Assigning Resources to the Estimate Assigning a Report to Multiple Roles Assigning a Resource Billing Rate to the Assignment Assigning a Team to a Project Associating a Calendar Activity with a Contact Associating an Activity with another Contact Association Settings Attaching a Request for Comment Workflow to an Object Attaching an Acknowledgment Workflow to an Object Auto Assign - Add Owner to the Contacts Section of a Level One Autoloader B Basic Referral Details Batch Update Custom Field Settings Benefits Under Examination Billable Projects Branch & Account Settings Branding & Visual Settings Budget Task Level Budget Terminology Building Sub-Reports C Calculate GST Function Calculated Value - busdateadd Function Calendar Types Career Site Cascading Status Changes Changing Your Password in Referral Tracking Changing the Assignment Status Changing the Column Display Order in a Report Changing the Sorting Order in a Report Check Out File Icon Collaborative Case Management Company Sign-Up Page Settings Completing a Request for Comment Workflow Completing a Web Form Internally and Viewing the Results Completing an Acknowledgment Workflow Completion Forecast Conditional Portal Shortcut Configuration Checklist Configuration Menu Configure the OCF-21B Form Fields Configuring SmartDoc and Setting the User Options Configuring SmartDoc and setting the User Options Configuring Time Tracking Settings Configuring Your Personal Settings in Referral Tracking Configuring a SmartSimple Instance Configuring the Claimant Form Configuring the Excel Plug-In Configuring the Practice Management Application - Overview Configuring the Time Tracking Manager Permission Constraining Image Size Contact Management Features Contact Relationship Options Contact Sign Up Page Settings Converting a Lead to an Account and a Contact Copy Level One Item Copying Questions in a Web Form Copying a Report Copying an Estimate and Adding Billing Information - Overview Create an Activity from the Change Status Screen Creating Applicant Filters Creating Assignment Stages/Statuses Creating Associates/Associations Creating Campaigns for Incoming Leads

C cont. Creating Charts and Dashboards - Overview Creating Custom Activity Types Creating Custom Fields Creating External Organisations and Contacts Creating Job Pages Creating Job Templates and Statuses Creating Message Templates Creating Opportunities Creating Opportunity Templates and Statuses Creating Organisation Charts Creating People Relationships Creating Referrals Creating Roles Creating Roles in Applicant Tracking Creating Skill Measures in Applicant Tracking Creating Summary Reports Creating a Basic Report Creating a Budget from an Estimate Creating a Company Filter Creating a Company Sign Up Page Creating a Competency Model in Applicant Tracking Creating a Contact Filter Creating a Contact Sign Up Page Creating a Custom Opportunity View Creating a Dashboard to Display a Set of Charts Creating a Date Type Question in a Web Form Creating a Description in a Job Creating a Job Requisition Creating a Lead Sign Up Page for your Web Site Creating a Level One Workflow Creating a Level Two Workflow Creating a New Estimate Creating a New Lead Manually Creating a New SmartSimple Instance Creating a New Task Creating a Portal Interface Creating a Public – Internet Enabled Report Creating a Referral Creating a Referral Filter Creating a Report that is Branch, User or Branch Hierarchy Specific Creating a Request for Comment Workflow Creating a Role Based Interface Creating a Role Based Portal Creating a Sample Job Page Creating a Select One Type Question in a Web Form Creating a Sign-Up Organisation Creating a Single Step Workflow Creating a Single Step Workflow in Time Tracking Creating a Sub-Folder Creating a Task List Creating a User Creating a User Centric Interface Creating a Web Form Page Creating an Applicant Filter Creating an Applicant Signup Page Creating an Applicant through a Profile Page Creating an Email Broadcast Message Creating an Export Specification Creating an Organisation Hierarchy Creating an Organization Chart and Company Hierarchy Creating and Saving a Contact Filter Current Billing Summary Custom Combined Sign-Up Page Custom Fields Overview Custom Fields Using Variables Custom Fields – Detailed Descriptions Customizable Event Type

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