Anthony Eidt

OverviewA significant component of SmartSimple's privacy configuration is our adherence to the General Data Protection Regulation (GDPR). The GDPR is a legislative framework established by the Euro...

OverviewThe Autoloader feature enables the automatic creation and updating of SmartSimple information utilizing data extracted from an external file. Below is a comprehensive overview of the proces...

OverviewThis article provides an overview of the management of privacy and security policies within your SmartSimple system. Privacy and security policies are essential for ensuring compliance with...

OverviewDuring the implementation process, SmartSimple or its partners typically customize the appearance of your system. If you possess Global Administrator privileges, you have the ability to mod...

OverviewNotes represent an integrated feature within SmartSimple's platform, accessible in every instance, allowing users to annotate records with comments and instructions.The Notes functionality ...

Configuring Global Settings1. Navigate to Global Settings - Integrations - Integration Key Management.2. Click on New Integration Key. You will be prompted to fill in the following fields: Key Type...

Overview   An example field configured as a budget sheet. This field type can be utilized to create worksheets or tables, including budget sheets and information lists. It accommodates a wide ra...

OverviewMulti-Factor Authentication (MFA) is an authentication method that grants users access to your SmartSimple Cloud system only after they have successfully provided two or more forms of evide...

OverviewSmartSimple offers search functionality for records across all levels.To access the Advanced Search panel, click on the "Advanced Search" option within any search panel.To return to the qui...

OverviewThis field type adds a JavaScript to the page on which it is located.This script will execute whenever the page is saved.This field type is used by programmers to create enhanced functional...