SmartSuite Pro Tips
Discover tips and tricks that will make you a SmartSuite pro.
By Emma and 3 others4 authors16 articles
- Utilizing Column Totals in Grid View
- Duplicate Your Fields, Tables, Views, and Solutions
- Organize Your Record View with Sections
- Find Recently Accessed ItemsQuickly locate solutions, reports, records, and admin pages you’ve recently accessed using Power Search.
- Expand SmartDoc Fields
- Starring Commonly Accessed SolutionsKeep your most important Solutions front and center with SmartSuite’s starring feature.
- Using Space Bar to Open Records in Grid ViewQuickly open records in Grid View using the spacebar for a more efficient workflow.
- Interactive Legends in ChartsFilter and customize the data displayed in your charts using Interactive Legends.
- Interface Tips & TricksExpand your view to see all of your saved view information
- Sharing Grid View in Read Only StateEasily share a Grid View report with non-SmartSuite users.
- Keyboard ShortcutsSpeed up your workflows by using SmartSuite keyboard shortcuts
- Filter by Current UserSee only the work assigned to you
- Show/Hide Toolbar
- Using Auto-Generated Titles
- Open Document Template with a ButtonOpen a specific Document Designer template and populate it with a specific record's content
- Using Browser Back Button to Navigate SolutionsEasily navigate in and out of SmartSuite Solutions using your browser's back and next buttons.