216 results found
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Improve Global Search Functionality in Donor Portal by incorporating fuzzy search and typo tolerances
The search functionality for the end users is far too strict, to where you will get different results when using an apostrophe versus not using one. Being able to incorporate AI into this search or another method to simulate a fuzzy search will vastly improve the end user experience when using the search functionality.
9 votes -
Batch allocation
It would be useful to have a drag and drop type interface for allocating tasks or people where high volumes are involved. Examples include sharing hundreds to applications between a number of committee meetings or hundreds of review tasks between a number of reviewers
2 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the challenge you have highlighted and the opportunity to improve. We suspect a solution would involve revisiting the design/approach to using assignment grid. Let' see the interest to drive future consideration,
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Add Filtering Capability for Level 3 Lookup Based on Level 1/Level 2 Type
The Dynamic Dropdown/Lookup Autocomplete field referencing Level 3 – Sub-Activities should include an option to filter results based on the selected Level 1 or Level 2 type.
Example:
We have a Level 3 lookup field with “Enable Dynamic Content” enabled, which references Level 3 activities. Since the same Level 3 activities can be shared across multiple Level 1 and Level 2 types, there should be an option to filter the available Level 3 activities in the dropdown according to the selected Level 1 or Level 2 type.4 votesPlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We have an enhancement targeted for the February release to assign search filters to dynamic content options.
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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.
3 votes -
Improve Advance Communication and Testing Window for Platform Upgrades
Problem: Platform upgrades often introduce breaking changes with limited advance notice. Release information typically arrives too close to the upgrade window, leaving insufficient time to assess impact, migrate customizations, and test integrations. This results in avoidable production issues and reactive support tickets.
Key Gaps:
Release notes are usually available only 2–4 weeks before upgrade
Non-prod/backup instances are upgraded too close to prod
Release notes are large and hard to filter for relevant breaking changes
Opening a support ticket is the only way to get clarificationRequested Improvements:
1. Earlier Release Notes
2. Share preliminary / upcoming release notes 2–3 months…3 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will consider options in the future including option of offer a wider window between updates.
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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
8 votes -
Preview Subject in Communication Center
When preparing an email in the Communication Center, the "Preview" button previews only the body, not the subject. It would be great to include the subject in the preview as it contains often variables or sslogic statements
9 votes -
Map Advanced Data Tables - Static Sections
When a static section is required in an advanced data table, clients still want to be able to query the data across records. While technically they can in a report, the only way to make this more user friendly at the moment is to create hidden fields that are populated with template formulas or try to make the section dynamic and map to L2s.
It would be much more user friendly and make configuration easier if you could just map each applicable cell to a field on the same record level. This would reduce template formulas that have to run…
6 votes -
Advanced Data Table - Total Row Validation on dynamic advanced data table sections
Often times clients want to enforce a minimum or maximum amounts on certain columns such as request amount or match amount on an advanced data table total row. This currently isn't possible without passing the data to a static section. This makes validation tedious and time consuming to configure, but also more complicated for a client to edit and update later.
One should be able to use validation in the amounts in the total row only such as:
-Comparing the amount in one column to a field on the grant or linked cycle
-Comparing the amount in one total column…6 votes -
Permission Quick Edit: Security Matrix checkboxes for Fields
It would be really helpful to have the option in the various Security Matrix sections to toggle all the checkboxes on or off across for a particular field, not just down for a Role or Status.
And as we can do with the 3 dots in the header row to "Copy Row Settings", I'd like to be able to "Copy Field Settings".
Use Case: I have a similar update I'd like to make to a large number of new fields to remove all the current permissions and replace with updated permissions and need to go through each field and each…
8 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest for future consideration.
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Enhance Auto Assignment Feature
It would be nice to be able to use the auto assignment feature as follows instead of having to use workflows and enable this to be used with the contacts tab instead of assigned sf:
1) When a new user is added in a particular role to the contacts tab of an L1, automatically assign them to the L2s in the contacts tab as a particular role
2) When a new L2 is created and users from the L1 are set to auto assign to the L2, the assignment is passed upon activity creation
3) When a user is removed…5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There are multiple parts to this idea. One is that we will ensure the auto-assignment works for single users, this ticket will represent the request to support multiple contacts. We may also consider supporting deletions, but that will be after we deliver this first step of supporting multiple contacts.
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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.
10 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)
7 votes -
Expand popup for annotation replies
The annotation reply is quite small if you had a multi paragraph write-up that needs to be edited/annotated.
We would greatly value for an ability to expand annotation reply size (field value specifically). Yes, you can change the field length from bottom right corner, but that's quite restrictive for a multi paragraph reply
2 votes -
Link Payments and Reports to support automation
We'd like to link Payments and Reports in a meaningful way to support automated Payment Status updates. We currently have a 'soft link' configured so that you can see required Reports and their approval status on a Payment record. But staff must manually update the Payment status once all associated Reports are in an Approved Status.
2 votes -
Re-use previous notification
Add the possibility to re-activate a previous notification. Currently we set up a notification for a period of time and once this period is over the notification becomes archived and non-editable. It would be great if we could re-use a previously made notification by simply re-activating it and setting up a new period of time of its visibility.
2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we will consider a 'copy' option to support this use case
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Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles
We have many external users who are associated with more than one organization, and we have spent three years training them (including designing training materials, slide decks, and videos) to use the 'building' icon in the portal header bar to manage their active organization association.
The new version is not 'intuitive' or 'easy' for our users to catch on to how to chance associations. Please make it possible for us to restore the building icon and its function.
10 votes -
Add a schema builder feature that displays selected objects, their fields, relationships, and included workflows.
See the attached example from Salesforce.
5 votes -
Floating widget integration for contextual support and ticket submission
A system-wide floating support widget in SmartSimple to let users access help, knowledge bases and ticket forms (e.g. Zendesk, FreshDesk, Zoho) from anywhere in the platform.
Support requests would automatically include contextual data such as the grant, application or workflow step the user is viewing, dramatically improving ticket quality and resolution time.
This would create a smoother user experience, reduce email-based support burden and provide SmartSimple with a modern, flexible integration point that many customers can benefit from—especially now that SmartSimple is adopting Zendesk.4 votes -
Pass a Javascript variable to a ReportProperty
Allow to pass a javascript variable to a ReportProperty syntax.
It will be very useful in a SmartCheckValidation.
Example (in SCV):
var sID;
var sResults = @ReportProperty(1234,exportdata,,sID)@;2 votes
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