What's New in SmartSuite: September 2024
The anticipated release of Next Generation Dashboards is here! These new Dashboard features empower you to go beyond traditional dashboard displays, allowing for the creation of visually stunning, interactive portals and personalized workflows.
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Next Generation Dashboards
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Our new Dashboard features empower you to go beyond traditional dashboard displays, allowing for the creation of visually stunning, interactive portals and personalized workflow pages.
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Dashboard Tabs
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Create custom navigation within your dashboards using tabs to organize unique content. Add logos, tabs, and action buttons for a seamless experience, allowing users to switch between sections effortlessly. Ideal for enhancing data access and creating a website-like structure on your dashboard.
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Dashboard Footer
Add a professional touch to your dashboard with a customizable footer. Include your company logo, description, links to other pages, and social icons to provide users with easy access to key information. It’s a great way to make your dashboard look polished and engaging.
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Dashboard Styling
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Personalize your dashboard's appearance with new styling options. Select a background color and choose from auto, standard, or compact page widths. Adjust these settings to create a dashboard that aligns with your brand and enhances the user experience.
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Heading Widget
The Heading Widget is a versatile tool designed to enhance your dashboard by prominently displaying formatted text. It’s ideal for adding titles, descriptions, or any crucial information you want to highlight on your dashboard.
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Banner Widget
Introduce content with a visual banner at the top of your dashboard. Customize the background with colors or images, and include captions, titles, subtitles, and action buttons. Ideal for highlighting key information and guiding users to specific actions.
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HERO Widget
Make a bold visual statement with the HERO Widget. Use advanced image options, customize backgrounds, add captions, titles, and action buttons. Ideal for creating dynamic headers or alternating content sections that guide users through your dashboard’s story.
FAQ Widget
Create an FAQ section to address common questions. Choose list or accordion styles for display and use rich text for detailed answers. Great for onboarding, support pages, or providing quick reference information.
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Record Selector Widget
Select records from a list or dropdown to dynamically control content in connected widgets. Use filters and styling options to personalize the experience, offering users an interactive way to explore data across your dashboard.
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Record Detail Widget
Showcase fields from a selected record directly on your dashboard. Customize permissions, display field names, help text, and adjust field width. Inline editing allows users to interact with data in real-time, enriching the overall dashboard experience.
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Filter Row Widget
Apply consistent filters across multiple charts and views. Choose fields from a source table, customize each filter, and narrow down data sets in real-time. An essential tool for targeted analysis and data exploration on your dashboard.
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Button Row Widget
Add interactive buttons to perform specific actions like opening forms, navigating to URLs, or triggering workflows. Customize each button's label, color, and action, providing users with a straightforward way to interact with dashboard elements.
Summary Card Widget
Display key metrics with a manual or formula-driven number. Adjust the alignment and background color to emphasize the most critical data, offering a quick snapshot of performance or progress.
Divider Widget
Separate content with a horizontal line to organize your dashboard visually. Customize the line color and add a caption to provide context between sections, ensuring your dashboard remains clear and easy to navigate.
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Spacing Widget
Insert extra space between widgets to enhance your dashboard's visual presentation. Use strategically to create breathing room, reduce clutter, and draw attention to specific content areas.
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Upcoming Live Events & Trainings
Bi-Weekly: Getting Started with SmartSuite Workshop
September 24, October 8 @ 8:00 am PT
This interactive workshop offers hands-on learning opportunities to grasp the platform's fundamentals. From navigating the interface to exploring our key features, our step-by-step guidance ensures you gain a comprehensive understanding as you get started.
Register here
Application of the Latest SmartSuite Features
October 2 @ 8:00 am PT
This live demonstration will dive into use cases for the latest features introduced in SmartSuite!
Live SmartSuite Monthly Training Classes & Free Certification Opportunity | September 26, October 24
This 3-part training includes:
- Comprehensive overview of SmartSuite as a platform, along with key functionality training tailored for end users.
- Deep dive into SmartSuite, gaining insights into its building blocks and discovering how to implement effective solutions for your teams.
- Our Recommended Certification session, featuring a live, free certification exam test to earn a SmartSuite Certification of your choice
If you are interested in attending our live training, you can access the registration request form here.
Have questions? Join our Live Office Hours!
Get all your questions answered live by an Onboarding Specialist during our Live Office Hours Monday-Friday at 9:00 am PT and Wednesday at 7:00 AM PT—or simply join to learn how others are finding value in SmartSuite.
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