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SmartSimple Webinars

SmartSimple Webinars

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May 2017 Upgrade Q&A Session

Tuesday, May 30, 2017 at 2:00 – 3:00 PM EST (UTC-05:00) | 11:00 AM – 12:00 PM PST (UTC-7:00)

This Q&A style webinar is designed specifically for you, our SmartSimple users and system administrators. Bring any questions you have on any of the May 2017 upgrade features to the table, and our experts will provide answers and suggestions to guide you through. Take advantage of this unique opportunity to find out even more about how our most recent developments will improve your SmartSimple experience.

May 2017 Upgrade Q&A Session

Thursday, June 1, 2017 at 10:00 – 11:00 AM EST (UTC-04:00) | 15:00 – 16:00 GMT (UTC+1:00)

This Q&A style webinar is designed specifically for you, our SmartSimple users and system administrators. Bring any questions you have on any of the May 2017 upgrade features to the table, and our experts will provide answers and suggestions to guide you through. Take advantage of this unique opportunity to find out even more about how our most recent developments will improve your SmartSimple experience.

List Views Fundamentals

Tuesday, June 6, 2017 at 2:00 – 3:00 PM EST (UTC-05:00) | 11:00 AM – 12:00 PM PST (UTC-7:00)

List views are the part of the SmartSimple interface that combine similar records - such as contacts, applications or grant types - into a vertically scrolling list. List views improve the user experience by organizing your information in a logical, easy-to-read fashion. But did you know that you can configure your list views to show data specific to your individual needs? Sort any information in your UTA to quickly, and easily display what you want to see when you want to see it.

In this introductory webinar, we’ll review the fundamentals of creating list views appropriate for you to use for analytical or reporting purposes. During this session, you’ll learn:

  • What list views are and the different types of list views
  • How to locate and configure list views
  • Specific use case examples of list views created to meet particular goals and objectives
List Views Fundamentals

Thursday, June 8, 2017 at 10:00 – 11:00 AM EST (UTC-04:00) | 15:00 – 16:00 GMT (UTC+1:00)

List views are the part of the SmartSimple interface that combine similar records - such as contacts, applications or grant types - into a vertically scrolling list. List views improve the user experience by organizing your information in a logical, easy-to-read fashion. But did you know that you can configure your list views to show data specific to your individual needs? Sort any information in your UTA to quickly, and easily display what you want to see when you want to see it.

In this introductory webinar, we’ll review the fundamentals of creating list views appropriate for you to use for analytical or reporting purposes. During this session, you’ll learn:

  • What list views are and the different types of list views
  • How to locate and configure list views
  • Specific use case examples of list views created to meet particular goals and objectives
List Views for the Experienced User

Tuesday, June 20, 2017 at 2:00 – 3:00 PM EST (UTC-05:00) | 11:00 AM – 12:00 PM 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, June 22, 2017 at 10:00 – 11:00 AM EST (UTC-04:00) | 15:00 – 16:00 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

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