249 results found
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Add Ability to Open Level 2 in View Mode
Level 2 activities need an "Edit/View" button toggle. Currently, only Level 1 records and Organization/Contact Profiles have the "Edit/View" capability. We need this on Level 2 to enable our Program Managers to open an External Review form in View mode and then select "Edit" in the upper left to open the form for edits.
8 votes -
Expanding Auto Archive Settings
It would be helpful for the Auto Archive feature to be configured per status that triggers it, so that there is more granular control over how records get archived.
For example, despite multiple statuses being able to trigger the archival process, if they must be unarchived, they all get the same status.
Additionally, it would be helpful to also be able to define when the auto archival process happens. For example, perhaps after a day, week, or month. Being able to define that per status add more flexibility.
2 votes -
Display all fields on Charts
Display all data fields on Chart key. Right now, the Chart only displays 8 fields and you need to scroll to see additional fields. When you download the chart, only some of the fields are displayed.
1 vote -
Add 3+ layer parent/child relationships of tags to the tag library, and make them searchable based on parent/child status as well as by tag.
Use case:
Parent tag #Training
Child1 tag #StaffDevelopment
Child2 tag #RequiredCEUs
Child2 tag #TeamBuildingChild1 tag #VolunteerEd
Child2 tag #Orientation
Child2 tag #SkillWorkshop
Child3 tag #SurveyAdmin
Child3 tag #FocusGroupMgmtAnd so on. A search on the tag "Training" would deliver not only everything explicitly tagged "#Training" but all the child tagged-items; a search on #SkillWorkshop would deliver that plus its two child tags, and a search on "RequiredCEUs" would deliver only items with that specific tag.
3 votes -
SmartFolder Direct Access Hyperlink
The SmartFolder Link custom field allowed users to add a clickable folder link directly within a record. When clicked, it opened the associated SmartFolder in a modal window, providing quick access to documents without leaving the page.
Use Cases:
Quickly access client or project folders directly from the record.
Enable workflow participants to view or manage related documents during task completion.
Streamline processes such as document review, onboarding, or audits by embedding direct folder links into forms or workflows.
Restoring the SmartFolder Link field would improve efficiency by providing seamless, in-context access to folders where related documents are stored.
7 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 -
Extended Ability to Transfer Files from one Upload Field to Another
In the February 2025 Update, Upload fields were updated to allow the transfer of files between Upload fields on the same form. This functionality should be extended such that files can be transferred between levels, and even UTAs. As an example, if we collect forms on an Application and want it posted to their Organization Profile, that has to be done manually right now.
7 votes -
Task Connector For When All Other Connectors Fail
It would be nice if there was an easy way to mark a Task Connector as "Do this thing if none of the other Task Connectors work."
Right now, let's say you have 10 Task Connectors, and each Task Connector is dependant on the outcome of a drop-down field on a form. In order to do a "none-of-the-above", you would have to do something manually like "@dropdown@" NOT IN ('option1','option2',etc...). Instead of having to account for every situation, just having a flag would simplify the whole workflow design.
5 votes -
Improve 'Copy Profile' field access for certain role
We would like to allow certain system roles to have the ability to copy profile, which we are able to do. However, after clicking Copy Profile, the pop-up window shows a section called 'Items to Copy', where the user can modify other elements they should not have access to edit including Status. Ideally, they could only see the 'Copy Profiles' dropdown and select the profile where we have defined the fields and elements that will copy over.
2 votes -
Filtering for the Activity List
The ability to add our own activities to the Activity list is great but it is cluttered by the system reporting of emails being sent out. we can create list views for this list but we cannot filter them? please add filtering to this view
1 vote -
Enable role filters for Contact Association Listviews in the Submission Manager
We would like to be able to create role filters for contact association listviews in the submission manager. This capability is already available for global contact listviews, and we believe it would be useful to build custom filter settings to make grant contacts easier to navigate. E.g., a list of all reviewers assigned to a grant, communications contacts, etc. This would enable staff members to open a list of contacts and immediately parse the individuals with whom they'd like to interact directly without navigating through several other names.
The current views are a bit cluttered with, for instance, 8 reviewers,…
4 votes -
map address to us county
It would be helpful to have the ability to map an address to a US County.
3 votes -
Add cross-search pivot capability
Allow Search results let the user select one or more records and click a "Pivot" option to show a listview of L1, L2, and/or CRM records that have a connection to the selected items.
Use Case:
I want to know about funded projects completed by some (not all) of the organizations from Region 5 that use fiscal sponsors. So I filter for organizations in Region 5 of types "Charitable" and "Non-profit Using Fiscal Sponsor", and get 19 results, of which 6 organizations are of interest.I select those 6, and then select from a "Pivot" option list including "Applications" and…
5 votes -
Enhance the Word Parser to support updating both standard and custom fields.
Enhance the Word Parser to support updating both standard and custom fields. Currently it can only update custom fields. We are specifically trying to use it to update address fields on the organization record.
5 votes -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
4 votes -
Enable "File from Local Disk" for Group Emails also
Currently, the "File from Local Disk" option is only available on the Message Center email. It'll be useful to have the option to select a file from the local disk when using Group Emails, also.
3 votes -
Timesheet Charset in Neo Report Builder
The Timesheet Charset feature is currently available only in the Classic Report Builder, which has now been deprecated.
Please reintroduce this functionality in the Neo Report Builder, as it is a vital component for tracking timings, costs, rates, and related metrics efficiently.
Justification / Use Cases:
Time Tracking: Enables detailed reporting of user activity, hours worked, and time allocation across projects.
Cost Management: Allows calculation and analysis of costs and billing rates based on recorded timesheets.
Performance Monitoring: Supports productivity and resource utilization tracking for project management.
Continuity: Maintains reporting parity with the Classic builder, ensuring a smooth transition for…
2 votes -
expiry column for staff contacts list
When we review our staff contacts in the CRM, there is no way to see in the list view whether we have added an expiry date or not. We have to open each individual to check. The Support team told me I cannot add the expire date field as a column to the list view using list syntax.
The expire date is accessed by going into the contact and clicking on Actions (top menu) > Edit Roles and Access.
It would help to be able to quickly tell if a user has an associated expiry date on their role access.…
2 votes -
SmartSimple - UI/UX feedback
We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.
Includes:
- Fleshed out submission pages
- Closing/saving a pop-up
- Missing back buttons
- Positioning of previous/next buttons
- Lock icon meaning confusion
- top-right arrow buttons meaning clarity
- navigating back to draft applications
- registration of additional users and configuring more complex use
- validating incorrect information before submitting
- "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new…
5 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Thank you for sharing. We continue to focus on improving the UI/UX with each release. Several of your items are configuration related. We will consider the platform items including the registration wizard.
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Ability to modify Quick Assignment Type tool
Would like the ability to configure the Quick Assignment Type/tool so that we could select a default dropdown option for the Quick Assignment Type and Role to Assign dropdowns. It would also be nice to have the option to add a dropdown option of 'Select One' so that users are forced to select an option.
For assigning reviews, a pop-up window appears with two options - Manual User Assignment and Random user Assignment. Would be nice to have the ability to revise the tool tip language.
After using the Quick Assignment Type tool, there is no way to close out…
1 vote
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