Anthony Eidt

OverviewThe Record Lock feature grants the initial user who accesses a record in Edit mode exclusive rights to that record, preventing others from making edits until the lock is released.A Record L...

OverviewThe Personal Settings within a user's profile govern several essential elements of the user's interaction with the SmartSimple system.To access your personal settings, please click on the M...

Current Upgrade DatesKey Release Date: February 12 2026Key Backup Release Date: January 29 2026Global Release Date: February 26 2026Global Backup Release Date: February 12 2026Upcoming Upgrades Sch...

OverviewThe Contact Invitations feature streamlines the process of inviting contacts to collaborate on a system record via an email invitation. This process allows for the invitation of both existi...

OverviewThe various available System Summaries each provide insights into your SmartSimple environment and serve as valuable resources for design, security, performance, and feature overviews.Syste...

OverviewThe Association feature enables the linking of a single contact to multiple organizations. This functionality is essential to reflect real-world scenarios such as: An individual serving as ...

OverviewIn addition to the instance that your organization utilizes for daily operations, SmartSimple clients are granted access to a secondary backup instance.The backup instance serves as a copy ...

OverviewA Workflow constitutes a series of repeatable steps designed to automate and enhance your business processes within the system (for instance, generating review forms and notifying reviewers...

OverviewThe classifications of Clients or Organizations are comparable to roles assigned to contacts, or types designated for applications within the system. These distinct characteristics will sha...

OverviewThis field type is designed to store a single uploaded document within a single field. Field Illustrated Field OptionsThe options listed below are specific to this particular field type.Sec...