216 results found
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images
Better integration of captions/details on image files and videos to support assessment portfolio style content.
We current use an advanced data table to collect portfolio specifics (such as medium, description etc.) and use media library. This is cumbersome for assessors (who mostly use laptops) and review applications in split screen. Issues include:
-challenges reviewing both table and image in split screen (small, challenging to navigate both). Would be better if info was combined in some way
-advance table columns can't be expanded width-wise and don't auto expand lengthwise so it is visually challenging to review longer pieces of text
-having…3 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There appears to be an opportunity to improve your configuration to address most of these items. We have asked your account representative to reach out to you to discuss. We will flag this ticket for 'monitoring interest' for specifically considering an option to zoom into images.
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Scheduled Export to multiple people in the same thread
When using the scheduled export report option I can add multiple users to the export but they all receive separate emails and are not aware of who received it. Support recommended we create a distribution list and use that but unfortunately that is not an option for us.
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"
13 votes -
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).2 votes -
System Filters Availability to non-Global Admins
Currently, non-Global Admins can only view Personal filters on UTAs/People/Org Filter dropdown. They can see and select the system filters on a list view.
Requesting an enhancement to make the system filters be role permission-based (Example: "Search Filters and Email Templates - Manager") and remove the global admin requirement.
Expected behaviour: System filters available to non-Global Admins under the Filter dropdown. See Attachment
2 votes -
Ability to Hide/Sort/Freeze columns in the Assignment Grid (Reviewer Assignment Grid)
When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.
15 votes -
Dynamic Visibility should copy over to new System Versions
Currently, when SmartVersioning is used, it will copy over all the fields in the Core version to the new version. It does not, however, copy over the dynamic visibility. So if the dynamic visibility changes between versions, you have to manually keep all of your dynamic visibilities updated to the newest versions. This is a pain when you have to manage dozens of dynamic visibility fields.
It would make more sense that, if a dynamic visibility is set to the Core version, that it automatically adds the new version that is stamped from the Core. If fore some reason this…
10 votes -
Ability to Copy/Save As SmartVersions
We build funding applications using SmartVersions. Sometimes we have a minor update to a SmartVersion we would like to make for a future competition but want to keep the original SmartVersion as well. It would be great if we could Copy or Save As a SmartVersion the same way you can Copy or Save As a Custom Field so we don't have to start from scratch each time.
12 votes -
Red Lining/Track Changes
Need the system to track field level changes for red lines, similar to Word.
11 votes -
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.
6 votes -
expanding notes
Add expanding feature (hash marks) to allow the Notes section on Org profiles to expand
2 votes -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
9 votes -
Ability to change information in the invitation window on an application once an invited person has accepted
Once a person has been invited to an application and has accepted the invitation, it would be helpful if system administrators had the ability to edit information in the invitation window—such as correcting the spelling of a name or email address. It's common for the person sending the invitation to make small mistakes, and they often reach out to us for corrections after the invitee has accepted. Currently, the only way to fix these errors is to delete the invitation and re-invite the person, which is inefficient.
12 votes -
Threaded Notes
Reporting tool doesn't (at least based on what I can see) thread conversation so you can see replies in one string in report output. We would benefit from a thread for all replies so you can order/sort by that field
3 votes -
Ability to train and use AI to review uploaded files
Add an ability to train AI to recognize the document we are requesting. Applicants can then get a warning that it doesnt look like they are uploading the correct document, and flag it for reviewers.
The next step would be to use AI to scan the uploaded documents for data and then use that data in the application without the user having to reenter information.
6 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are exploring multiple approaches to leverage external sources and documents with AI, as this capability is foundational to our overall strategy. This concept encompasses several potential AI use cases, including notifications and intelligent data consumption. We will monitor these ideas closely as we develop and iterate on new AI use cases.
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Batch update to update legislative districts
We use Legislative Districts on our Organization Profiles to track giving by district. Currently, this requires manually updating each organization by clicking the Legislative Lookup button next to the address and then saving the draft to populate the fields. The ability to batch update this information would be extremely helpful—especially after redistricting, which occurs every few years.
2 votes -
Hide wf and status updates from Report Builder for non-admins
In system features (global settings), there’s one called “Report – Manager” that allows those roles to access the report feature in system, build reports, export them, etc.
o A subset of these features allow for wfs and statuses updates to be triggered (similar to bulk update)We have a user base that could benefit from self-service reporting, but shouldn’t be able to perform bulk CRUD operations on db.
Suggestion: have a lower perm’d “Report – Builder” that splits off the “Update status” and “Trigger Workflow” features
o This would mirror the personal list view limitations for non-admin users2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As part of a larger discussion on Report Builder improvements, we have linked this for consideration.
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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.
10 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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Version comparison report
To quickly compare field differences between two versions of fields in a UTA for a specific level (L1 or L2): Be able to generate a list/report/printout that lists only the fields where there is difference between the two versions. Bonus if it includes what the difference is. This would be kind of like the "Diff" button on custom fields, but it would provide a list only of the fields where there is a difference.
4 votes -
Managing removal of uploaded files
For 'Upload - Multiple Files Storage' where Disable Delete is toggled on, allow System Admin to delete/remove uploaded files (incorrectly uploaded by user) without needing to toggle off Disable Delete across all users.
4 votes
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