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SmartSimple Webinars

SmartSimple Webinars

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List Views for the Experienced User

Tuesday, May 15, 2018 at 2:00 – 2:45 PM EST (UTC-05:00) | 11:00 AM – 11:45 AM PST (UTC-7:00)

If you’re already proficient with the basics of using list views, this webinar is for you! Do you want to see applications from within a certain geographic region? Do you need a list of payment records where the paid amount falls between a certain date or dollar range? This webinar will provide you with the know-how to create system and personal filters based on exactly what information you need to see.

This webinar will take your ability to create list views to the next level. You’ll learn:

  • How to perform advanced searches
  • How to save a search filter and apply it to a list view
  • How to edit an existing list view filter

List Views for the Experienced User

Thursday, May 17, 2018 at 10:00 – 10:45 AM EST (UTC-04:00) | 14:00 – 14:45 GMT (UTC+1:00)

If you’re already proficient with the basics of using list views, this webinar is for you! Do you want to see applications from within a certain geographic region? Do you need a list of payment records where the paid amount falls between a certain date or dollar range? This webinar will provide you with the know-how to create system and personal filters based on exactly what information you need to see.

This webinar will take your ability to create list views to the next level. You’ll learn:

  • How to perform advanced searches
  • How to save a search filter and apply it to a list view
  • How to edit an existing list view filter

Advanced Search and Search Filters

Tuesday, June 19, 2018 at 2:00 – 2:45 PM EST (UTC-05:00) | 11:00 AM – 11:45 AM PST (UTC-7:00)

Not finding the exact records to export? SmartSimple’s Advanced Search and filtering options quickly and easily enable users to build ad hoc queries and reports.

In this webinar, you’ll learn how to:

  • Refine your searches for records with specific attributes
  • Apply search criteria and Boolean operators, such as AND, OR and NOT
  • Build and apply Search Filters to save time with frequent searches
Advanced Search and Search Filters

Thursday, June 21, 2018 at 10:00 – 10:45 AM EST (UTC-04:00) | 14:00 – 14:45 GMT (UTC+1:00)

Not finding the exact records to export? SmartSimple’s Advanced Search and filtering options quickly and easily enable users to build ad hoc queries and reports.

In this webinar, you’ll learn how to:

  • Refine your searches for records with specific attributes
  • Apply search criteria and Boolean operators, such as AND, OR and NOT
  • Build and apply Search Filters to save time with frequent searches
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