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Showing posts from November, 2013

Arthur's WikiPeeks - 11/27/13

In this series, Technical Community Support member Arthur Lathrop updates us on new and updated articles of interest in the SmartSimple Wiki! Read on to check out the latest Wiki news.
Company Roles
The Wiki entry for Company Roles is now complete for your perusal. Learn how to customize Company Roles in your system in any manner you see fit (e.g. name, caption, description, color coding, etc).

IRS and CRA lookup
Business Analyst Serkan Bilgi has prepared a page on implementing custom IRS and CRA lookup functionality.

Translation Import/Export
Business Analyst Lorena Ruiz has supplied instructions on the use of the Translation Import/Export functionality.

Two New Articles Under JavaScript Category
Two short articles have been added to the JavaScript Wiki category:
Adding a given number of days to a date based on the value of a dropdownMaking a field under a show/hide header mandatory
Using KML
Do you know the three ways that KML features can be used with SmartSimple? Want to more about…

SmartSimple Employee Spotlight - Saad Khan

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Our Employee Spotlight series will highlight a different member of the SmartSimple crew every week. Take some time to get to know the wonderful and diverse team behind the SmartSimple platform! 

Saad Khan is a Business Analyst and has been working for SmartSimple since August 2012. In this week's Employee Spotlight, we pick his brain for his best productivity tip as well as his extensive international background. Read on to find out more!


Productivity tip:
What is the one thing that everyone in the world has in common? We all have 24 hours in a day. I think the most important thing is how well you utilize your time, especially working in a fast-paced environment. I for one take 5 minutes every morning to plan out my day with the tasks I want to accomplish. The most important time of the day for me is the time I take to plan it.

What is your favourite part about working for SmartSimple? 
I really like the transparency within the organization. Everyone is open to collaboration and sha…

100% of Surveyed Foundations Recommend SmartSimple in New Idealware Report

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In this year's Consumers Guide to Grants Management Systems by Idealware, all surveyed foundations recommended SmartSimple's GMS360° grants management solution! These foundations are current users of SmartSimple and were polled anonymously.
We've created a handy chart to show where SmartSimple has excelled in this year's report:


According to Idealware, "SmartSimple’s GMS360° has undergone a major user experience redesign which complements its power and flexibility with greater ease of use."

"The system provides useful support for managing relationships, broadcast email, mail-merged letters, and reporting, as well as integrated task lists and dashboards to manage each user’s work." Idealware went on to note, "Payment functional­ity and budgeting are particularly strong, with support for payment workflows and multiple currencies."

Visit the Idealware website to download the free report today.

About Idealware
Idealware is a nonprofit organi…

Cool Things to Do with Google Maps in SmartSimple

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At SmartSimple, we've been working with Google to bring Maps and Street View right to your system. With our October 2013 upgrade, all clients can now enjoy this functionality. But did you know that there's way more to Google Maps than getting the right directions?

There are loads of cool ways you can use Google Maps in your SmartSimple system, you probably just don't know about them yet. That's why we're here to help!

Viewing Contacts on Google Maps Say that you wish to visit a person or organization in your system's address book. SmartSimple's integration with Google Maps will now give you a clear snapshot of their location. When you click on the address of a contact or organization in your system, a nifty little window will appear with that address on Google Maps.


If you’re curious about what the location looks like, you can select the Street View tab for a more photographic point of view.

Map Overlays
Does your organization serve different neighborhoods…

SmartSimple Employee Spotlight - Oliver Lo

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Our Employee Spotlight series will highlight a different member of the SmartSimple crew every week. Take some time to get to know the wonderful and diverse team behind the SmartSimple platform!

Oliver Lo is SmartSimple's Director of Software Development and started at the company in June 2006 as a developer. Read his interview to find out more about this veteran member of the SmartSimple crew, including his take on the Toronto Leafs!

Productivity or subject matter expert tip: 
Thoroughly analyze what needs to be done and what tools are available for you to implement whatever you need to. Make sure it is a correct and complete solution as opposed to a quick band-aid solution. The more preparation time put in, the less time time you need to remember it for later on.

What is your favourite part about working for SmartSimple? 
The atmosphere and the people around me.

What are your hobbies? 
Watching TV, sports, and videogames.

What is your favourite movie? 
The Lord of the Rings trilogy.

Arthur's WikiPeeks - 11/15/13

In this series, Technical Community Support member Arthur Lathrop updates us on new and updated articles of interest in the SmartSimple Wiki! Read on to check out the latest Wiki news.
Selecting an Event ID From a List of Records
This article describes how to store an Event ID from a list of records in a dropdown box.

Root Company Variable
This article covers the use of Root Company Variables in your SmartSimple system.

Configuring Ajax List Views
Learn the steps associated with configuring an Ajax list view.

Server-Side Validation
This new article describes the use of Server-Side Validation on custom fields.

Challenge Question
The new Challenge Question functionality page has been created to describe this new few feature. The Password Activation Settings page has also been updated accordingly.

Questions? Comments? Don't hesitate to contact us at 1-866-239-0991, email us at info@smartsimple.com, or visit our main website.

Introducing SmartSimple's New Upgrade Schedule

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At SmartSimple, we're dedicated to informing our clients and users about any upcoming changes as far in advance as we can. That's why we've created this handsome new chart, which lays out all future SmartSimple upgrades from 2014 and 2016.


Going forward, all upgrades will be released on a bi-monthly basis (i.e. every two months).

Have any questions about SmartSimple or our new upgrade schedule? Please email us at info@smartsimple.com, call 1-866-239-0991, and visit our main website or Wiki.

SmartSimple Employee Spotlight - Yanyan Zhang

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Our Employee Spotlight series will highlight a different member of the SmartSimple crew every week. Take some time to get to know the wonderful and diverse team behind the SmartSimple platform!

Yanyan Zhang is a Developer and has been working at SmartSimple since November 2012. We've asked her a few questions to get to know her better - read below for her full interview (including details on her accomplishments as a cellist)!

Productivity or subject matter expert tip: 
Always prioritize your tasks.

What is your favourite part about working for SmartSimple? 
The brilliant people and the cheerful atmosphere.

What are your hobbies? 
Playing video games, and watching anime and movies when I have time. I also love music and drawing.

What is your favourite movie? 
Pulp Fiction.

Random fact about you that most people wouldn’t know: 
I’ve been playing cello for about 15 years now, and I was the principal cellist of both my high school and university string ensembles.


Want to know more about Sm…

SmartSimple Celebrates the 10th Anniversary of the Chambers Ireland CSR Awards

The Chambers Ireland Corporate Social Responsibility Awards is celebrating its 10th year, and SmartSimple is excited and humbled to announce that we will be attending the celebratory reception on Monday, November 11, 2013.

This reception will be hosted by the President of Ireland, Michael D. Higgins, and will be held at the Aras an Uachtarain in Dublin.
The Chambers Ireland CSR Awards were created to recognize the work being carried out by Irish and multinational companies to improve the lives of their employees and to enhance the civic environment in which they operate.

Learn more about Chambers Ireland and their upcoming events at their official website

For more information about SmartSimple and our grants management software, GMS360°, visit our website or contact us at info@smartsimple.com.

November Conferences for SmartSimple

Fall is an especially busy time for SmartSimple, with incredible events such as the Council on Foundations Fall Conference and CASRAI Reconnect keeping us engaged with diverse communities across North America.

In the coming weeks, SmartSimple will be attending two new and exciting conferences centered around the topics of technology, software, and philanthropy. Read on below for all the details!
Technology Affinity Group  SmartSimple will be attending the Technology Affinity Group (TAG) 2013 Annual Conference from November 11-14, 2013 at the Four Seasons in Austin, Texas.

SmartSimple will participate as an exhibitor with representation from Cameron McLean (President of SmartSimple Ltd.) and Gary Modlin (Director of Business Development). Please visit our booth in the Exhibit Hall, where we will showcase the power and flexibility of our grants management platform, GMS360°.

Visit the TAG website or read our previous announcement to learn more about them.

Southeastern Council of Foundati…

SmartSimple Grows with Movember

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SmartSimple is proud to announce that we are participating in one of the most gentlemanly fundraising events of the year: Movember!

Several of our intrepid SmartSimple teammates will brave the cold with clean-shaven faces to grow manly moustaches and raise money toward prostate cancer research.


If you'd like to support this cause and join SmartSimple in our moustache-growing journey, please signup on our Movember fundraising page today!

Check out the official Movember site for more information on this fantastic (and scruffy) yearly event. Need some 'stache style inspo? We hope this chart will help...


Visit our main website to learn more about SmartSimple, email us at info@smartsimple.com or call 1-866-239-0991.

SmartSimple Employee Spotlight - Bob Longworth

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Our Employee Spotlight series will highlight a different member of the SmartSimple crew every week. Take some time to get to know the wonderful and diverse team behind the SmartSimple platform!

Bob Longworth is a Senior Business Analyst and has been working at SmartSimple since September 2011. Want to get to know him better? Read on to see his answers to our Employee Spotlight questions!


Productivity or subject matter expert tip:
While time management is very important, energy management is often overlooked. We all have different times of the day when we are most productive, so we should plan to do complicated tasks during those times. Save routine tasks for your after lunch slump.

What is your favourite part about working for SmartSimple?
The people. I love working with a diverse group of people that know how to work hard but also how to have fun while doing it.

What are your hobbies?
I love city life (live music and theatre, etc.) but also like to get out whenever I can. Whether it be …