Application
From SmartWiki
(List of links)
< ApplicationThe following pages link to here:
View (previous 50) (next 50) (20 | 50 | 100 | 250 | 500).- Main Page
- Administration Interface
- SmartSimple Tables
- SmartSimple Administration Screen Layout
- Smart Folder
- Template
- UTA
- Web Form
- Global Administrator
- External Concurrent User License
- Getting Started with the Universal Tracking Application
- Entity and Instance
- Creating a Universal Tracking Application
- Level 1 and Level 2 Entity Settings
- Account Assignment Role Settings
- Terminology Settings
- Adding Standard and Custom Fields to Level 1
- Level 1 Templates
- Determining the Application Tabs Displayed to the User
- Determining the Level 1 Tabs Displayed to the User
- Accessing Level 1 from Other Screens
- Standard Level 1 Field List
- Working with Level 2 – Activities
- Working with Level 3 – Sub-Activities
- Enabling the Security Matrix
- Benefits of a Shadow Application
- Setting Manager Permission to the Shadow Application
- Configuring Templates and Statuses in a Shadow Application
- Security Matrix and the Shadow Applications
- License Definition
- Logging Into SmartSimple
- Accessing Reports in SmartSimple
- Adding an Applicant to a Folder
- Adding a Tracked Link to an Email Broadcast Message
- Adding Web Form Links to an Email Broadcast Message
- Completing a Web Form Internally and Viewing the Results
- Enabling Manager Permissions for Web Forms
- Selecting Recipients for an Email Broadcast Message
- Subscribing to the Email Broadcast Application
- Subscribing to the Sales Tracking Application
- Subscribing to the Web Forms Application
- Integrating Email with the UTA
- Methods of Exchanging Information between Instances
- Configuring a Receiving Instance
- Configuring a SmartSimple Instance
- Data Loading & Backup Settings
- Overview of the Sign Up Features
- Company Sign-Up Page Settings
- Contact Sign Up Page Settings
- How to Add Users and Contacts
