Create Multiple Records from SmartSuite Forms with Ease
Create Multiple Records from SmartSuite Forms with Ease

Deep Dive: Reviewing SmartSuite's Latest Q1 2024 Updates!

Gareth Pronovost
Gareth Pronovost
Owner of GAP Consulting
March 15, 2024
10 minutes
Deep Dive: Reviewing SmartSuite's Latest Q1 2024 Updates!
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The Magic Behind Streamlined Form Submissions
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Today, we're in for a real treat because I'm about to take you on a journey through the fresh and fabulous features rolled out by SmartSuite in the first quarter of 2024. Here's what's been cooking in their labs.

Record Cover Image 😎

Ever opened a record and thought, "A picture would be worth a thousand words here"? Well, wish granted! Assign any attachment from your record as a cover image, and boom! There you have a visual feast right at the top of your record—super handy, particularly for visual fields like real estate.

Record Cover Image 😎

Record Section Description 📝

Dig into the details with even more context now. You know those sections in your SmartSuite records? You can spice them up with descriptions. Segment your contacts into personal and work info slots, and let the description tell you exactly what's what.

Record Cover Image 😎

Showing Off the Hide-and-Seek Game with Tables 🕵️

Keep your workspace squeaky clean by hiding the tables you don't need daily. Still there, but out of sight, out of the mess—especially if you're playing the advanced game with junction tables.

Record Cover Image 😎

Dependency Subfield Accessibility 🚦

Got a complex web of dependencies? Access predecessor and successor data as effortlessly as you would with a linked record, right in your grid view.

Record Cover Image 😎

Automation Enhancements: "Find & Merge Like a Pro" 🔍

The 'find action' in automations now boasts a wicked upgrade, allowing you to nail down a single record or fetch a basket full of them. And for the icing on the automation cake—you can merge records on auto-pilot! Imagine sifting through contact duplicates with robotic precision. Mind-blowing, right?

Record Cover Image 😎

The Triple Threat: Clear, Append, Replace 🔄

When it comes to record updates via automation, SmartSuite now lets you clear old data, append new tidbits, or replace stuff altogether. It's the Swiss army knife of record maintenance.

Record Cover Image 😎

View Descriptions to the Rescue 🕶️

Views in SmartSuite now come with their own set of descriptions. Found the perfect view for a particular task? Label it! Explain what it shows and why it matters.

Record Cover Image 😎

Sharpened Integrations with Make 🛠️

Here's a little insider nugget: SmartSuite's giving their Make integrations some serious muscle. And I've heard through the grapevine that there's even more to come. So, stay tuned.

Record Cover Image 😎

Formula Function Upgrades on Related Records 📊

And for the formula gurus out there, revel in new functions that will have you sorting related records and spitting out values in a list with unparalleled swag.

Record Cover Image 😎

Time Tracking Log Fields & Formulas: A Dynamic Duo ⏱️

Finally, they've also amped up the formula capabilities with time-tracking log fields for those of you into some serious data magic.

Record Cover Image 😎

Phew, that's quite the lineup, right? And remember, March 15th is our vantage point, so if SmartSuite decides to drop another feature bomb in the remaining weeks, you'll hear it here first.

To experience the future of work management automation firsthand, start your free SmartSuite trial today!

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