123 results found
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Make the duplication check functionality separate form the record merge functionality
Right now, any users that have access to the duplicate organization check also have the ability to merge organization records. It's too risky to give all of our end users the ability to merge records, but we do want the duplication check functionality. Right now we required them to manually search for an organization before making a new record, but they often forget to do that. If we could split the duplication check from the merge record functionality and assign the access separately, it could make things much easier for us.
5 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 -
Improve Custom Field Type: Text Box - Date
Improve the Custom Field Type "Text Box - Date" by adding the possibility to enter a range of selected dates. Today it is only possible to add a default value into the Calendar but for example it is not possible to prevent the client from selecting a date prior to the default value date. The proposition would be to have the possibility to add a range of predefined date: the client could select dates only within the specified perid of time added in the range.
6 votes -
Field Change History and Workflow History
Currently, on a Level One record, the Logs button includes two separate items: Field Change History and Workflow History. Our developer has proposed consolidating Field Change History into Workflow History to streamline the debugging process.
This would allow developers to view data changes—such as values passed to custom fields—directly within the workflow history. If a workflow fails, this visibility would make it easier to trace what data was modified at each step, improving troubleshooting efficiency without the need to switch between tabs.
7 votes -
Navigation buttons on grant management application stage
For cost recovery applications. Currently in the desktop and mobile versions, the back and forth navigation arrow and next and back button are very small.
Application Stage:
Changing the left and right arrow navigation buttons for scrolling into bold arrows. In IOS and Android, it is very small; making it bold will help the user.
The NEXT and BACK buttons are on the bottom on both sides of the application page—changing this to bold will also be helpful for the SME.
4 votes -
Bottom scroll bar
On the L2 view within the L1, there are two scroll bars on the right and then a bottom scroll bar below all the L2s. if there are many L2s on the list, one would have to scroll all the way down to move the scroll bar to the right. It would be nice to have the bottom scroll bar be static on the page.
2 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this should be considered. We will look at this in an upcoming release.
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Add a schema builder feature that displays selected objects, their fields, relationships, and included workflows.
See the attached example from Salesforce.
3 votes -
Role names in report
We would like to review on a regular basis (1 or 2 times per year) that all users having a privileged account in the system still need such access. We would like therefore to generate a report listing all users with their current role. Unfortunately, only "Role ID" can be added to report. Not "Role Name" or "Role Caption"
6 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 -
Advanced filtering and search on workflows/tasks
The list view search and filter criteria far exceeds the workflow search (which only allows 1 condition). Would love to see the functionality that is currently available in UTA searches be applied to workflow and task searches
4 votes -
Ability to cancel List View Loading
The List View now loads asynchronously with the rest of the page, which is beneficial because if there is a slow loading List View, it is possible to escape to another page (such as the List View settings). A further improvement to the use of List Views would be to be able to cancel a List View that is currently loading. This would allow for the editing of search terms, filters, and the number of records being displayed in order to speed up searches and system navigation.
5 votesPlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The October release is targeting a smart search feature to improve performance on list views; however, this initial release has limited availability and is targeted for GA in the February release.
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Move record locks from record level to tab or field level
Consider allowing concurrent record access as long as same field (or alternatively) same tab isn't being edited. There's good reason to have record locks for many orgs and use cases, but the whole record doesn't necessarily need to be locked.
Applicants and grantees typically wait until the deadline to submit. Suppose two staff members are collaborating simultaneously on different tabs / fields as deadline approaches. With record locks, there's a fair bit of coordination w/ applicant grantee to submit in timely fashion. If record locks were made at field or tab as opposed to record as a whole, it would…
5 votes -
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)
4 votes -
Ability to Search Lookup - Autocomplete Field Options in Batch Update
When using the batch update for a Lookup - Autocomplete custom field having the ability to search the list of options is helpful when navigating a long list of options. Currently you must scroll through the alphabetical list which is time consuming and prone to errors.
7 votes -
User Emulation - Add granular role-based privileges
At present, the settings for user emulation do not allow for granular role-based permissions. For example, there is no feature to restrict which other roles a user role can emulate. It would be incredibly useful for our staff to be able to emulate grantee user accounts. Unfortunately, we currently cannot enable this feature for them, as it allows them to emulate all other roles which includes higher-level users.
Something like "Roles this role can EMULATE" (reference attached image) would be incredibly useful.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Met with Ryan, need to revisit request
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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.
2 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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Versioning
Currently, SmartVersioning does not allow you to copy versions you create. You can only create new versions that pull in the base core fields.
This makes it very difficult to iterate on yearly application form changes.
The best practice from SmartSimple is to make changes at the Core Field level until it matches what you want, then save those changes as a version. However, this makes it very difficult to manage versions in practice.
For instance, my foundation has three Level 1 Grant Types and every year we make revisions to the application forms. Last year I created Scholarship Application…
4 votes -
Email Reminder Upgraded Feature
While I love the new upgraded reminder function on emails, the limited selection of reminders is frustrating. There are a lot of choices for reminders on upcoming tasks but only 1 Day After and 3 Days After for a choice on overdue email reminders. It would be really nice if we could also set up a wider selection of Overdue email reminders.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide the additional choices you are looking for?
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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 -
Stacked Bar Chart Portal Chart
Stacked bar charts are often requested by clients as part of portal design and aren't currently an option with built in portal charts. A common ask is for something such as stacking charts and displays from the budget manager such as committed, paid and remaining amounts. While this can be done with a custom report, The ability to do it off of a list view in a portal would make this much easier from a configuration and client perspective. Often clients want a full list of budgets with these fields along with a portal chart, so it would be nice…
3 votes
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