146 results found
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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 -
Allow use of status group names in the status indicator without affecting all other status views in the system
We'd like to use the status group names in the status indicator on L1 for internal users, but we don't want the group name to show to those users across the system in all list views, etc. - there are other places where they need to see the granularity. The use case for the status group name in the status indicator is to get a quick, high-level understanding of the phase of our process the record is in. In list views, etc. the same users typically need to see the exact status more granularly in other places for different reasons.
2 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…
4 votes -
AI Vision in PDF and Excel
For your AI Vision tool, it would be game changing for us if we could use it on PDF documents and even Excels. We require our applicants to upload bank letters which then go through a manual review to ensure that it contains all necessary information. AI Vision perhaps could be used to ensure an account number is present, address, swift code, etc. Similarly, a budget as an Excel contains line items that might be unallowable per our policy. Maybe AI Vision could be used to help detect unallowable line items.
3 votes -
Primary filter
Under the Submission Manager, is it possible to add the primary filter, it would be easy to filter by year and programme.
1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you clarify 'primary filter' and the primary problem and use case you are trying to address? Thanks
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Allow reports to display multiple addresses from address book
When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).
In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.
Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type…
3 votes -
Promotion Rollback for Project-Based T2P Tool
Introduce a rollback feature in the new project-based T2P tool to allow reverting configuration changes promoted to test or production environments.
Use Case:
After promoting changes to a test environment, testing revealed issues, and a decision was made to not proceed with those configuration changes. In this case, the rollback feature would allow reverting specific changes within the current environment to its prior state. Similarly, if changes have been promoted to production and need to be temporarily undone, the rollback function would enable this.Implementation:
On the Import tab of the T2P tool, capture the pre-change state before applying any…4 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.
4 votes -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
3 votes -
Ability to permission the view parent/split screen functionality based on status
Often review forms are configured with a conflict of interest status. In the conflict of interest status, reviewers should be able to see a few fields from the application, but not have access to the full application. Currently the only way to configure this is to disable the reviewer from viewing the parent record and configuring a custom field to be used to view the grant in split screen. It would be nice if instead of having to configure a specific field that the view parent/split screen option could be configured to only be visible in specific statuses as built…
2 votes -
Data Retention Policy Updates
We need the ability to upload new files after previous files have been removed through the data retention policy. To support this, it may be necessary to introduce an additional retention option—for example, an option that removes the file/data but unlocks the field for new uploads, as opposed to the current setting that simply removes the file/data.
A typical use case is annual reporting, where applicants are required to submit fresh documentation each year in the same report. In these scenarios, the field must be cleared according to retention rules, but still remain open for new uploads moving forward.
1 vote -
Formatting Control for Email Confirmation Template
The font and text size used in the system-generated email with the subject “Confirm Your New Email Address” are not consistent with the formatting used in other system-generated emails. A fix related to this issue is scheduled for the February release as part of the ticket referenced below.
Given this, could we introduce a configuration control for this email template—similar to what is currently available for password-reset and new-user emails? Having this control would allow us to adjust the text and font formatting as needed to meet branding or client requirements.
Please refer to SmartSimple ticket #275411 for additional details.
1 vote -
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 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide a screen shot to help us understand the specific issue? Thanks
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Refine Dynamic Visuals to Support Hierarchical Filtering
Improve the dynamic visuals: Many organisations use filtered data fields — for example, choosing a centre should limit the available team options to those within that centre. At the moment, the dynamic visuals don’t respect these filters. Instead of narrowing the list to relevant teams, they display every team from all centres. A more precise way to filter visuals would be valuable for many organisations.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you please provide a detailed use case and ideally some screen shots to help us understand the scenario and fields you are referencing.
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Known Issues Portal/Dashboard
Communicate known issues and their statuses/schedules so clients can review as opposed to creating help desk tickets that may already exist
1 vote -
Update objemail from uuid to a user-friendly syntax
Email Anything uses UUIDs --- which work well for emails that originate from SmartSimple, but require an extra step to go find UUID if you're trying to route an email to a SmartSimple object for storage/recordkeeping.
We'd love to see a UUID aliasing solution in the product roadmap. The biggest use case is for external users who are corresponding with staff based on an known, common attribute of the L1 application record (e.g. application ID). If they could add something like [client]-[opp]-[recordid]@smartsimple.com to the email thread as an alias for the L1 record of interest, it'd be a lot easier…
3 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.
2 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.
1 vote -
T2P Project Based Tool Improvements Needed
Prior to promoting changes in the Target environment, we see a comparison log that is similar to what we see in the desktop T2P tool. However, it was not clear that all the changes were represented in the Export package. The comparison log could also include additional information that could make it more useful like Date Changed, Time Changed, User, etc. Additionally, there is no way to export or save the comparison log, and after promoting changes, it is no longer accessible.
After promoting changes to the target environment, we can see the Import Log, which in some cases, will…
1 vote -
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 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on this use case to explain this request? Some screen shots may be helpful to confirm which area you are referring to. Thanks
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