270 results found
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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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Inherit UTA permissions for report administrators
Certain UTAs contain personal data that should only be visible to the user themselves. Policy field sets allow us to cope with that through the front end but adminsitrators / report authors can still report out that data and we need to stop that happenning. Perhaps the UTA security or policy field set rules can apply to the report module.
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We intentionally separate user views and reports to give customers who more control. Reports are not intended for all users. We will monitor interest as a new report builder would most likely be required.
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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…
9 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest for future consideration.
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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.
12 votes -
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 -
Allow Group Email on Program Manager Cycles
We need to use the Group Email functionality on the Program Manager > Cycle level to easily communicate with grantees within a certain cycle.
4 votesIt appears the desire is to be able to group email from a consumer provider list view, which is not currently possible, I have changed the status.
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Submission Manager filter by Programme type in Activities
A filter for different programmes/fund calls/ fund rounds for Activities in the Submission Manager, this exists for Grants already
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand on this use case and a screen shot to help us better understand the idea?
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SmartSimple - export advanced data fields
When you create a listview that includes advanced data table displays, they are nested into a single excel cell. It would be great if there was an easy way to export out data from advanced data tables so they are parsed into individual cells.
12 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest to determine if others vote up the priority.
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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 -
Toggle Left-Hand Navigtion list between full width and icons
It would be helpful if the left navigation menu on records can be toggled between the full width and a compact view on a record-by-record basis. This would help on smaller screens or when adjusting the size of the window. It would allow the fields on a record have more of the useable space.
5 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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Shortcut Selection should immediately save to current portal after confirming shortcuts.
When adding shortcuts to a portal, it goes to a pop up list of shortcuts and target checkboxes are ticked and then the user clicks OK to confirm. The shortcuts are added to the list in the portal but need an additional click to once again confirm the new shortcuts and save them to the portal. This is an extra step that seems unnecessary since we already confirmed which shortcuts to add.
1 votePlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will create a support ticket for this item as it should be addressed.
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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 -
Allow edits to standard message template
We have received user feedback that the standard system message sent when a user is tagged in a Note is difficult to read. Users want italics or quotes to visually distinguish the Note content from the rest of the message. Users would also like the URL to be a clickable link so they can navigate to the Note directly from their email. If SmartSimple cannot update the standard system message, provide the ability to configure a custom template here (without creating a new workflow, which is what Support suggested).
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide an example and call out the specific items that make it difficult to read? Thanks
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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.
5 votesWe plan to add more time frame options as suggested in a future release
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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
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