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Dashboards in SmartSuite for beginners

Are you struggling to see the right data that you need inside your SmartSuite apps or solutions? There is so much information that is accessible to you, that sometimes it can be overwhelming if you can’t find what you’re looking for. That’s the beauty of building your own...

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How to Create and Manage Recurring Tasks in Smartsuite

Are you spending a lot of time trying to set recurring tasks in your project management system? Or do you have trouble keeping track of all the future recurring dates? That is a perfect reason to start setting recurring tasks in SmartSuite! If you're new to automation this is a great and simple...

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Sending Email from within a SmartSuite Record

Did you know that you can email directly from a record inside SmartSuite? You read that correct. SmartSuite will be releasing a new feature that allows you to email from SmartSuite without ever switching over to your inbox. This a fantastic new feature that I am so excited to explore with...

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SmartSuite Automations for beginners | Updated for 2023

Are you struggling to build effective automations inside of SmartSuite? Or maybe you’ve been building automations, but things have changed and you need a refresher? Not to worry, as in this video, I am breaking down SmartSuite automations from Set-up to completion.

In this video,...

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Create an Invoice in SmartSuite using the Document Designer

We’ve already mentioned how impressive SmartSuite is at rolling out new features. Today, we are privileged to explore the alpha access to SmartSuite’s upcoming Document Designer! This has so much potential and could be a game-changer for many once it goes live. While we just focus on...

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Field Basics in SmartSuite - Link vs. Lookup vs. Formula

Are you getting a little confused about what fields you need to add when you're building out your SmartSuite solutions? There are many different options to set up data in records. Maybe you've found yourself asking questions like: how do we link records? What's the difference between a formula...

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