Friday, November 30, 2012

November 2012 SmartSimple Upgrade

You may have noticed a few recent changes to your SmartSimple interface. As part of our new series of monthly upgrades, we’ve introduced several key features and benefits for November 2012.

For a visual walkthrough of these changes, enjoy our new November 2012 Upgrade General Overview training video:

Search Options 

Several tweaks and additions have been added under search options including:

  • A filter list based on records of a status, template or type
  • List view now defaults to previously used search criteria
  • Basic search allows searches based on type

Contact Records

A new middle name standard field has now been added under contact records. You can enable it by clicking User/Contact Standard Field Settings under Global Settings, then selecting the Middle Name link.

You can now add a “Save Draft” button to contact and company records. This ability can be accessed through a Manager permission.

Prefix/Suffix standard fields are now available as drop-down boxes. Simply go to Global Settings, then Contact Settings, and check off Enable Prefix Combo Box.


Under user settings, you will find drop down menu for time zones. System administrators can now select a default time zone for their users.

In any level 1 template, you may have noticed a new Duplicate Check Settings tab. This allows you to define fields to be compared with existing records, organizations or users for duplicates.

The Level 1 Branch standard field can be configured to allow external companies as well as internal companies.

For a more technical-oriented look at our November 2012 upgrade, please consult our Upgrades wiki page or view our Nov 2012 Technical Overview training video below:

Tuesday, November 27, 2012

The Power of SmartSimple’s Custom Fields

Your SmartSimple system is more powerful than you think. Take, for instance, the flexibility of our custom fields. So what's a custom field? Well, it’s a unit of data that you attach to an object such as a contact, role, company, or activity type.

Want to know more about how custom fields can benefit your UTAs? Keep reading.

Types of Custom Fields 
Custom fields are essential for the completion of a Level One entity (such as a project or case). SmartSimple supports over 50 types; they can be as simple or as complex as you need them to be.

Simple custom fields include:

  • Check boxes 
  • Website or email address links 
  • Text or system objects 
  • Contact search fields 

If you want to significantly enhance functionality, more complex custom fields are available, including:

  • File upload boxes 
  • Password text protection 
  • XML data 
  • Microsoft Word Merge 

Adding Custom Fields to Level Ones 
You can create your own custom fields and add them to Level Ones such as grant applications, roles, contacts and activities.

Click the Settings tab of your UTA and you’ll find the Custom Fields link. Select from the list of custom fields you wish to attach, then save. The fields you select will now be associated with all Level One items created in that application.

For additional information, we at SmartSimple have created a special "interactive" deck of playing cards. Each card represents a different custom field - forty cards in all. Click below for an informative and entertaining way to educate yourself regarding our many available fields.

Custom Field Flash

Wednesday, November 21, 2012

SmartSimple Announces First South African Partner Cornastone

SmartSimple Software is delighted to announce our new implementation partnership agreement with Cornastone. With them, we’re able to extend the reach of our product to a brand new client base in South Africa. We’re pleased to be working with an organisation that shares our values and commitment to excellence and customer satisfaction.

Cornastone’s implementation expertise and our product excellence will greatly benefit South African organisations in the grants and research marketplace.

Please visit the Cornastone website to learn more about this exciting new collaboration.

Monday, November 12, 2012

SmartSimple Announces New Asset Sharing Module

More and more universities and research facilities across the UK are implementing asset and equipment sharing services as a result of changes in equipment funding from Research Councils UK (RCUK). SmartSimple is keeping in step with this trend by developing an asset sharing module for our research management system RMS360°.

Key benefits of asset and equipment sharing include:

  • Increase of work efficiency and effectiveness within research management
  • Easier, quicker access to equipment
  • Encourages collaboration to fully exploit equipment across the UK research industry
  • A more intuitive exchange of knowledge and ideas with multiple research teams

SmartSimple is activity seeking UK-based universities to implement this module with. Please contact Joe Briggs at to learn more.

For more information about RMS360º, please click here.

SmartSimple Announces New Project Costing Module

SmartSimple is excited to announce that we are currently developing a module for RMS360º. This project costing and financial management module will allow research organisations to determine the full costs of projects as well as the cost to the funder.

Other benefits and features of our upcoming module include:
  • Management of internal authorisation of grant application costs 
  • Personalised templates to support rule changes in framework 
  • Formulate estimates and costs associated with your projects 
  • Support for multiple funders/sponsors on the same project 
  • Full immediate real-time integration with all other RMAS lots

We are currently looking for UK-based research organisations in need of a dynamic and effective way to manage their project costs Please contact Joe Briggs at to learn more.

For more information about RMS360º, please click here.

Tuesday, November 6, 2012

Some Associations for Research Insitutions

Here at SmartSimple, we’re more than just a vendor. Getting involved at the community level is an integral part of our company, and we strive to provide invaluable resources for all our clients.

An important aspect of the research community has always been the collaborative nature of its organizations across North America. We’ve compiled a helpful list of research organizations who strive to empower and advance the nature of the research industry.


The Consortia Advancing Standards in Research Administration Information is a non-profit organization that develops standards for the research community. They aim to simplify the research life-cycle across the entire industry by maintaining a common data dictionary.

CASRAI continually examines and advances the best practices for data exchange between interlinked organizations including research teams, institutions, and funding agencies.

Their first annual international conference, ReConnect12, was held in October under the unifying theme of research impact measurement.

Society of Research Administrators

This non-profit society oversees nearly 4,000 members in research administration for sectors that include hospitals, universities, non-profits and the federal government. As a community, they directly engage members with events and chapter meetings held in various US locations.

Their annual conference, the SRA International Meeting, continues to be a draw for its enlightening keynote speeches, session topics and ample networking opportunities.


The National Council of University Research Administrators seeks to foster a respected and collegial community surrounding those in research administration. They provide education and professional development programs to advance the field and share both experience and knowledge.


Unlike the other organizations and societies on this list, the Canadian Association of University Research Administrators is – you guessed it – based in Canada. In addition to providing a national voice for the industry, CAURA offers professional consultation on various Canadian research issues such as intellectual property, publications, research infrastructure and more.