146 results found
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SmartSimple - export advanced data fields
When you create a listview that includes advanced data table displays, they are nested into a single excel cell. It would be great if there was an easy way to export out data from advanced data tables so they are parsed into individual cells.
6 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest to determine if others vote up the priority.
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Bring back ability to choose different email addresses when using Email Templates/Group Email
It is critical and imperative for our work that the ability to choose different email addresses when using Email Templates/Group Email is implemented again (in the deprecated personal email settings). This has a major impact on the work that we do. We rely on this feature quite heavily. Without this feature we need to email stakeholders manually, which is taking a step back for us.
5 votesWe plan to allow the ability to specify multiple “From” email addresses in a future release. This will most likely be added at Global Settings > Communications > Email Options and Security > From Address
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Allow users to copy a system list view without needing edit access
I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.
Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.
My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.
So, I would like users to be allowed to copy a system list view without needing edit…
5 votes -
Export custom field list with visibility permission settings
The ability to export the custom field list from L1, L2 or L3, users, orgs or any system object, with settings such as mandatory toggle, description, select values, and including the role, status, and type permission settings, into Excel, or the ability to build a report builder report where you can customize the settings to be exported. The system design summary pulls some of this data into a word table format, which can be copied into Excel, but it is cumbersome and only copies from the core fieldset. Being able to export directly and easily from the custom field list…
5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the value and need to provide a way for customers to have a documented view of their system. We will monitor to see how much others are interested.
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Advanced Data Table - Total Row Validation on dynamic advanced data table sections
Often times clients want to enforce a minimum or maximum amounts on certain columns such as request amount or match amount on an advanced data table total row. This currently isn't possible without passing the data to a static section. This makes validation tedious and time consuming to configure, but also more complicated for a client to edit and update later.
One should be able to use validation in the amounts in the total row only such as:
-Comparing the amount in one column to a field on the grant or linked cycle
-Comparing the amount in one total column…5 votes -
Enhance Auto Assignment Feature
It would be nice to be able to use the auto assignment feature as follows instead of having to use workflows and enable this to be used with the contacts tab instead of assigned sf:
1) When a new user is added in a particular role to the contacts tab of an L1, automatically assign them to the L2s in the contacts tab as a particular role
2) When a new L2 is created and users from the L1 are set to auto assign to the L2, the assignment is passed upon activity creation
3) When a user is removed…5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There are multiple parts to this idea. One is that we will ensure the auto-assignment works for single users, this ticket will represent the request to support multiple contacts. We may also consider supporting deletions, but that will be after we deliver this first step of supporting multiple contacts.
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Version is reports
When a UTA is using SmartVersioning, I would like to be able to add the @version@ information in reports (similar to what you can do in list views)
5 votes -
On Full Flow Diagrams, the jumbled boxes showing Status, Workflow, and Buttons relationships should start in an initial arranged order
Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.
5 votes -
Integration with BILL.com
Currently key grant information directly into BILL.com. After grants are paid, payment information flows into QuickBooks and records the general ledger transactions.
5 votes -
Allow a Media Library enabled multi-upload field to receive documents
We have a multi-upload field with media library enabled. That field can only accept images and videos, not documents. Please allow us the ability to accept more file types, including documents, to fields of this type.
5 votes -
Number of records selected visible
It would be helpful see how many records total are selected from a list we are viewing instead of having to manually count. Some of our lists span well over 100 records for different things and if we're needing to select specific records on the list to change the statuses, there is nothing at the top of the page to indicate how many as been selected.
4 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on your use case and the value of needing to see this count? Thanks
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Integration with Outlook
I just saw that there is now an option to log an email activity, but it would be helpful if that email could trigger an actual email form that could be linked with an application.
4 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on your use case (i.e. steps, outcomes, etc...)?
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Advanced Data Table Dynamic Sections Options to Hide the Plus and Minus Buttons without Scripting
Currently if columns in an XML should be updated in say a progress report, but rows shouldn't be able to be deleted or added, the +/- buttons on the dynamic section have to be hidden with custom script. Instead it would be great if there was a setting on each dynamic section to hide the +/- buttons based on status and/or role - perhaps a visibility condition like we have for edit conditions on the column? This would make initial configuration and ongoing changes easier.
4 votes -
Map Advanced Data Tables - Static Sections
When a static section is required in an advanced data table, clients still want to be able to query the data across records. While technically they can in a report, the only way to make this more user friendly at the moment is to create hidden fields that are populated with template formulas or try to make the section dynamic and map to L2s.
It would be much more user friendly and make configuration easier if you could just map each applicable cell to a field on the same record level. This would reduce template formulas that have to run…
4 votes -
Keep original formatting of notes when using @notes@ in email notifications
Currently, when using the @notes@ token in email templates, all formatting (such as line breaks, bullet points, etc.) is lost and the note appears as one large paragraph.
The idea is to preserve the original formatting of the note so that it displays clearly in the email, exactly as it was entered in the system.
4 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking into keeping line breaks in legacy notes for better readability.
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Message when Excel Parser is still Processing
When the excel parser runs, it's always been running in the background. It would be nice if there was a message of some sort on the upload field to indicate that the parser is still working and when the parser has finished parsing. It could be a circle or something, but there needs to be a message to indicate the parser is still working. Otherwise when users try to interact with the records that have been parsed, it looks like it didn't finish even though it just needs more time.
4 votes -
Revamp the Person to Person relationship menu
I have a couple of clients that are using the person to person relationship in SmartSimple. This is an older feature that hasn't gotten a lot of love/updates and it would be nice if we could update the UI to match the UI we have for Associations. Right now the UI is pretty out dated and it feels clunky to navigate.
4 votes -
The ability to batch update Notes
It is possible to batch update for status, institutions, associated contacts (etc), but it is not possible to do it on Notes.
Is there something I am overlooking? :)
4 votes -
Set Fund on Grant Installments in SmartSimple
Need to have the ability to see fund balances and select the fund(s) that will be paying a grant payment within the SmartSimple platform, before the grant is sent to CommunitySuite for payment.
4 votes -
Allow impact maps to run off of grant record owner (Primary Contact)
Currently Impact Maps can only run for organization based grants. Please allow them to run for grants to individuals which would reference the Primary Contact field on a record.
4 votes
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