Anthony Eidt

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  • Organizations

    OverviewAn organization is defined as a record within SmartSimple that represents a company. Organizations may be classified as internal or external. Internal Companies and contacts that are part o...

  • Configuration Mode

    OverviewConfiguration Mode is a feature accessible to all Administrators within the system. This mode facilitates a more streamlined approach for accessing and modifying fields. Administrators can ...

  • Glossary

    AntiSamyAntiSamy is a sanitization framework; it is up to the user how it does its sanitization. Using AntiSamy does not guarantee filtering of all malicious code. AntiSamy simply does what is desc...

  • System Variables

    OverviewThe System Variables configuration on the Global Settings page enables the creation and modification of system-wide variables within your instance. These variables can subsequently be refer...

  • Variable Processor

    OverviewThe Variable Processor serves as the core component of SmartSimple, responsible for processing and substituting variable references (e.g., @firstname@) with actual values (e.g., John Doe) w...

  • Functions

    HistoryOf()This function enables the user to search for specific entries in field history. It is important to note that the use of this function requires the prior activation of the Track Changes f...

  • Submit & Save Buttons

    OverviewSmartSimple offers the capability to define multiple submit buttons that correspond to distinct statuses within a User Task Assignment (UTA).These buttons can be configured for visibility t...

  • Data Exchange

    OverviewThe SmartSimple Data Exchange technique offers a secure method for transferring information between SmartSimple systems. This technique is primarily utilized for sharing information between...

  • SmartSimple

    OverviewSmartSimple is a cloud-based tracking and reporting platform designed to assist organizations in automating their essential processes. Featuring robust baseline CRM (customer relationship m...

  • Configuration

    WorkflowsIt is imperative to ensure that the workflow contains connectors between the tasks. There should be a defined start and end point, or a connection to another workflow.When implementing bra...