Category Archives: Uncategorized

Weekend Server Maintenance

This weekend (May 29-31, 2021) we will be doing server maintenance. While we cannot provide an exact time when your site will be affected, the work won’t take long and the odds are low that you will visit the site at the time it is affected. However, if you do visit your site and see…
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Basic Search

SMMware offers a Basic Search feature which looks through the name fields of Clients, Organizations, Contacts, and Associates for matches. It is located at the top of the page, consisting of the standard text box and "Go" button. The search results are grouped by the area a given result came from (Clients, Organizations, Contacts, or…
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Export to CSV

SMMware allows you to export data to a CSV file (comma separated variable) from the Client Manager, the Organization Manager, the Contact Manager, and the Associate Manager. Any filters you apply to the listing will also apply to the export. In each of the above cases, the filter section has an "Export to CSV" button.…
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How do I show the Company picnic on the schedule?

When you create the schedule item, be sure to select "company" in the "Event Type" dropdown. In the list of associates, if desired, you can select the associates to list as planing to attend. As usual, be sure to enter the start and end dates/times.
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