The GoSmarter UI

This guide shows you how to use GoSmarter’s user interface (UI) features to work faster with your data across tools.

What This Guide Covers

In this guide, you will learn how to use GoSmarter UI tools to get the most out of your data and all GoSmarter tools.

Using Bulk Actions

The Bulk Actions button lets you upload and download larger amounts of data in one go.

It will also often provide a comma-separated values (CSV) template that you can download and open in Excel before uploading your data.

Working with Data Tables

Most tools include a data table. This table shows all records relevant to the current tool.

You can sort and filter the table to find what you need.

Keep in mind that you may need to scroll right to access all columns. You can use the horizontal scroll bar at the bottom of the page, or hold Shift while using your mouse wheel.

Filtering Records

Click the Filters button to open filter controls and narrow the table to the records you need.

Filtering is the fastest way to cut through long lists and focus on the right items.

Sorting Records

An arrow in a column header shows which column currently controls sort order.

To sort by a different column, click that column name.

Using Row Actions

Inside a data table, click the Actions button on a row to open actions for that specific record.

This is where you can run record-level tasks quickly without leaving the table.

Add/Edit Side Panels

When you use row actions such as Add or Edit, GoSmarter opens a sidebar panel.

These panels include forms you can complete to add, edit, split, and otherwise manage a record.

Viewing Record History

Click View History from a row’s Actions menu to open a history window.

This shows a full record of changes made to that item over time.

Tutorial Mode

All pages include tutorial information, and Tutorial Mode is on by default.

If tutorials are not showing:

1. Click your name in the bottom-left corner.
2. Toggle Tutorial Mode on.

With Tutorial Mode enabled, hover over a question mark icon to see an explanation of the field beside it.

Tutorial Panes

Many pages also include a more detailed tutorial pane.

These panes explain how a tool works and include practical tips to help you get better results.

Need a Change?

If you want to request a feature or suggest a change, contact the support team and share what you need.