SimpleOne system provides different tools for managing everyday tasks and operations efficiently. In the following articles, you will find ways to optimize workflow, speed up task processing, and configure general system settings such as interface, branding, and default settings.
Upload your company logos to your instance, configure the login page and portal design.
These articles contain properties for setting up different system components, for example, email, default timezone and language, file uploading (attachments), SLM, etc.
When examination, expertise or confirmation is needed, approvals are useful for implementing a certain process where user approval is needed. This tool provides quicker interaction between agents as well as between departments. When an approval is created, approvers will get a notification.
In these articles, you will learn how to manage the approvals and adjust them to your needs.
SimpleOne provides the out-of-the-box matrix, which defines the priority of a task basing on its urgency and impact. In this article, learn how to add impact and urgency options and extend the priority matrix.
State Flow Designer helps to enforce a specific work process by restricting transitions between states. That is, a task goes through defined states in a particular order without skipping important stages (for example, approval or implementation).
Condition Builder is commonly used all over the system in lists, in fields of the condition type, in related lists, and in the record picker window. Here, you will learn how to use operators, set filters, and how they work with different field types.
Configure sets of fields and columns displayed on a page, add different views, and customize highlights in the system.
In SimpleOne, users can have different roles and access only specific records and system components. These articles provide information about adding new users, roles, user groups, companies, etc. In the Password resetting configuration article to set up this process.
Employees can work from different timezones and they need to keep synchronized. Learn how to add new timezones and set up the default one.
In SimpleOne, agents can follow tasks in which they are interested. The Following Engine provides ways to get notifications about task updates.
Assign tasks to specific users automatically instead of doing it manually. Set up conditions to ensure a balanced workflow within a user group.
