123 results found

1. Access report data from Email task type

   As it is right now, you can select a workflow to run on each record that's returned in a report. It would be great if in the workflow you could reference the columns of the report.

   For example, you have some report that has a bunch of formulas/criteria on it and you need to send an email for each record returned by the report.

   If the workflow could reference the data in the current row by column index to populate values to the email being sent, this would open up the possibility for some interesting things as reports can be scheduled to run at various intervals.

   As it is right now, you can select a workflow to run on each record that's returned in a report. It would be great if in the workflow you could reference the columns of the report.

   For example, you have some report that has a bunch of formulas/criteria on it and you need to send an email for each record returned by the report.

   If the workflow could reference the data in the current row by column index to populate values to the email being sent, this would open up the possibility for some interesting things as reports can be… more

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   Feedback Needed  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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2. SmartSimple - Submission Manager and Contact Manager filters in Organization Manager

   You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

   Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to get a list of Organizations.

   You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

   Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to… more

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   Monitoring Interest  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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3. SmartSimple - UI/UX feedback

   We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.

   Includes:

   • Fleshed out submission pages
   • Closing/saving a pop-up
   • Missing back buttons
   • Positioning of previous/next buttons
   • Lock icon meaning confusion
   • top-right arrow buttons meaning clarity
   • navigating back to draft applications
   • registration of additional users and configuring more complex use
   • validating incorrect information before submitting
   • "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new reports, etc.)
   • Email password set-up being two steps, instead of completing in one

   We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.

   Includes:

   • Fleshed out submission pages
   • Closing/saving a pop-up
   • Missing back buttons
   • Positioning of previous/next buttons
   • Lock icon meaning confusion
   • top-right arrow buttons meaning clarity
   • navigating back to draft applications
   • registration of additional users and configuring more complex use
   • validating incorrect information before submitting
   • "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new… more

   • 

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Thank you for sharing. We continue to focus on improving the UI/UX with each release. Several of your items are configuration related. We will consider the platform items including the registration wizard.