270 results found
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Allow configuration of session timeout warning
The system will automatically timeout sessions for users at the interval specified on the Security page, or sometimes earlier if there is an error. There is an automatic timeout notification that pops up immediately before the session times out, but it would improve user experience and accessibility to be able to configure a notification with more time before the timeout, so that the user could have a chance to save their work. It would also be nice to be able to customize the notification message.
7 votes -
AI Powered Support Chat-Bot for Applicants
Want a Support Chatbot for applicants/students, that will answer common questions powered by AI, referencing some kind of document/information repository. Had over 30,000 applicants last year, unable to keep up on emailed questions.
4 votes -
Email previews
It would be really great if the email builder/preview, allowed you to toggle between desktop and mobile views, use intuitive merge fields (as opposed to the variables), and send live test emails to specific addresses (like to yourself and/or a team member) to ensure the formatting is perfect.
The live test email would allow you to select a particular person or organization that it would pull the merge data from for the preview, without sending it to them and while allowing you to see it in your own inbox.3 votes -
Edit automatic email (confirm your new email address)
The system generates emails to people who need to confirm their email address. Example attached. For many people, it appears to be spam as there is no mention of us (HMSA, the funder). I would like to be able to edit this email to include mention of our company and an email they can reply to, so they know this email is a legitimate email.
5 votes -
Management / Administration - Visibility on System List Views
System administrators cannot see where list views are set across the portal / dashboard. This creates a time consuming and tedious process where administrators need to tab through each list view on a dashboard to see where it's exposed before making a change.
Example:
1 list view is configured for 3 different portal components. In looking at the list view, an admin cannot see where the related portals are. 1 of the three portal list views needs an update, but the admin needs to go chase down and split out views so information is not inadvertently exposed on the 2…4 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we are targeting some improvements around list view management, this could be considered as the next phase.
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Ability to delete/cancel declined invitations.
It is not currently possible to delete/withdraw an invitation if it has been declined.
This causes confusion for some of our applicants, as they don't want the record of the declined invitation included with their submission.
I understand it may be useful to retain that data in some instances, but it's not even possible for a system admin to remove these at the moment.
4 votes -
Allow upload fields on an L1, L2, or L3 to automatically be transferred to the associated organization or contact record.
Allow for a field or file that is uploaded on an application to be automatically transferred to the associated organization or contact records. Currently we manually move W9 files to the organization record for easy access by all internal users.
4 votes -
Gmail Plug-in
Utilize Gmail for their mail service. Would love to have a plug-in that would allow them to sync emails from their Gmail account into SmartSimple.
8 votes -
8 votes
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How about adding viewing and downloading capabilities to the document upload field in the Interaction L2 form?
Is there a reason you included a document upload field in the "Interaction" L2 form that appears in our Activities list of the L1 application forms, but didn't include any way to view or download documents uploaded there?
Enquiring minds want to know.
5 votes -
Shift Click to Select Multiple Items in a List View
The ability to select multiple item in a list view by clicking the first item and shift clicking the last item to select a range of records instead of individually clicking each one would be very helpful.
8 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As part of a larger discussion on enhancing the list view, we have linked this to the topic for future consideration.
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Show field number in batch update feature for custom/standard fields
We have multiple grant application types. When I go to batch update a custom field (the caption of which may exist in several different applications with differing selection options) the batch update feature only shows the caption for the custom field, rather than a field ID, making it difficult to differentiate which field is correct if multiple fields share the same caption.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand upon why you have duplicate fields with the same name/caption?
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See record version history
We would like to know the record version history. In the past we were able to do this by report, using the Audit Log data set but nowadays this option is not visible.
We would like to know the person who change the version and when (by record).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.
11 votes -
Improvement to the API services
The current API services offered by SmartSimple are confusing in the response our team receives when calling them. For example:
- If there are missing variables in the call, it will respond a 200 - OK in almost all circumtances.
- If there is an incorrect variable (for example, report instead of reportid), the API will reply a 401 error in the body of the response - which indicates the user does not have authorization to that report, when the error is that the variable was incorrectly parsed in the URL.As our system becomes more connected with other platforms,…
15 votes -
Rich Text Editor - Resizable Window
With the Smart Simple October 2025 Update to the Rich Text Editor, the window is no longer resizable.
The specific field type for the Rich Text Editor is: Special - Rich Text. It would be ideal if the window has the ability to be resized both vertically and horizontally.
An example of text windows that are fully adjustable are those with the "Text Box - Text Multiple Lines" field type, and the Width is set to "Full" under the display options (Width), allows for both horizontal and vertical adjustment
14 votes -
data lake
It would be very useful to have a separate reporting database or the ability to replicate the database for reporting purposes.
For us this could be useful to have a data lake that could be used externally like with Power BI. We currently run many very complex reports using SmartConnect API's against our live instance (because they are too complex for the built-in reports).
This can cause major slowdowns in the live system with some of our more intense reports.There was a suggestion regarding AI insights where John Fulton suggested a data lake. It would be great if we…
12 votes -
System Email Templates
It would be really great and significantly more convenient if "System Email Templates" lived under
Menu-->Communication-->Email-->Templates
instead of under
System Admin-->Global Settings-->Communications-->System Email Templates3 votes -
Hide columns in the global user lookup list view
Add the ability to hide specific columns in the global user lookup list view settings. This would allow admins to include fields (e.g., a unique ID) in the lookup view so users can search by them, without displaying those fields in the list view.
- Go to Global Settings
- Users > Lookup List Views
- Edit the default user lookup list view
- Select a column and add a toggle button to “Hide Column” here (similar to List views)
4 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Thanks for the clarification, this is a valid use case. Today, the lookup list view for users is global (i.e. configurable, but will be the same view for all users). One option would be to offer more flexibility to support more dynamic list views with conditions to support this use case. This would be an enhancement. We will monitor interest to revisit this priority.
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Rich Text in Email Templates
If you use syntax like sscal in Rich Text, the text does not appear in HTML View. It would be nice if the syntax showed as part of the text.
13 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This is a known issue that will be addressed soon via a new variable syntax. In the meantime, disable rich text editor when editing emails with sslogic.
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