SmartSuite Pro Tips
Discover tips and tricks that will make you a SmartSuite pro.
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.