67 results found
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Emulate user without resetting everything else
Whenever I emulate a user, all of my tabs within SmartSimple disappear and I'm reset back to my default home page. I need to be able to flip quickly between emulating and making changes, and not need to open multiple new tabs and navigate back to where I was.
91 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Top voted item, moving to 'under consideration' for one of the next few releases
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Bring back the Key for Enable/Disable Login Access
In the new UX design (implemented with the October 2025 upgrade), we lost visibility to the key icon on the Contact Profile showing whether a contact has access or not. Instead, we now have to click Actions and either see "Enable Login Access" or "Disable Login Access" as the only indicator of whether the person has login access or not.
Please bring the key icon back — we relied on it for quick, easy, reliable confirmation of the contact's login capabilities.
59 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will consider a way to differentiate and enable/disable the user. We will monitor interest for future consideration.
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List Display : freeze the first row
Improve Lists display by adding the possibility to freeze the first row of column titles
Such as in Excel : add the prossibility to freze the first row of a list to keep the right column title on top when we scroll down55 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking at a number of user experience improvements with list views and will include this idea too
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Drag and drop application builder
The current method to change the order of the questions in application is to go into the field configuration and change the display order. This can be a time consuming process and a bit of a guessing game. It would be so helpful to have a configuration mode allow admins to drag and drop fields directly in the records to reorder them.
54 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
It is possible to do it in the list, but not yet on the form. We will monitor interest to determine if the priority rises for future consideration.
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Dinamic advanced data table: allow add/delete rows by role
In addition to the current permissions to edit the content of a table, we would like to be able to define by role who can add/delete rows in a dinamic advanced data table.
Example: field can be editable by applicant and reviewer, but only applicant could be able to add/delete rows.9 votes -
Advanced Data Table - Column Width Control
The columns on advanced data tables, and other sections of SmartSimple, are limited to Small Medium Large XLarge (or equivalent). This isn't great, and they also regularly don't work because the text fields become the adjustable ones anyway. It would be better to be percentages and all fields in a column/row to follow on from their header. The boxes could then still be adjustable, but start at the relevant size. The aesthetic is quite poor currently.
40 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see this as a usability improvement opportunity and will monitor interest to determine if the priority becomes higher.
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Notifications for users with locked accounts
It would be beneficial to implement a notification system for users who have attempted to log in too many times, informing them that their account is locked for a certain number of minutes. Currently, there is no way to inform them.
Perhaps a 'pop-up' message on the login page would be the most effective solution.
17 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor this idea, the solution may be an email to the user to let them know they are locked and try after X minutes. Today, we have a setting (policy->account lockout) to define who received a locked out notification, typically to the admin.
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Available languages in Type
Here there are two enhancements about available language in type funcionality:
a. From a usability standpoint, we believe that when a application supports multiple languages—and one of them matches the user's selected profile language—the application itself should display in that profile language.b. In the other hand, if user selects one language for one application, system should remind the last selected language for that application. Currently system opens the application in a default language and user always must select its preferred language.
See attached images.
4 votes -
Improved SmartSimple–Word Integration for Collaboration and Version Control
Contracts and collaborative documents across the grant and partnership lifecycle are currently managed primarily through Word documents shared via email. This creates challenges with version control, including multiple document versions, parallel edits, and manual consolidation of changes. Collaboration is fragmented, resulting in limited visibility into document updates, no single source of truth, and limited auditability of changes and negotiations. In addition, the process creates administrative pressure on a small legal function, and contracts are largely managed outside the SmartSimple platform, leading to duplicated documentation and limited traceability.
To address this, improved collaboration functionality is needed. The solution should allow documents…
10 votes -
Add inline editing ability to list views
Users often need to make quick, minor updates to individual record fields where batch updates are not practical. The current Quick Edit functionality does not fully meet this need, as it involves multiple clicks and modal windows, creating unnecessary friction.
Introducing inline editing within the list view would allow users to modify fields directly, without navigating away or opening additional screens. This streamlined approach would significantly reduce effort and improve efficiency for small, targeted changes and is a feature currently offered in other software suites
20 votes -
Visual Step-Indicator for Application Workflow Stages
Problem:
Internal users must individually review applications to determine their current approval stage (first approval → second approval → payment generation → payment approvals → paid). No at-a-glance visibility into bottlenecks.Suggestion:
Implement a visual step-indicator (progress bar or workflow timeline) showing where each application sits in the approval pipeline. It will be impactful to improve workflow visibility, for both internal approval users and external applicants.See proposed design attached.
4 votes -
Change the default error message for SSO
Request: Can the SSO default authentication error message be updated, perhaps by client instance? Is there any way for users not to hit a dead end but be nudged towards the correct behaviour?
Context: Logging in on the SSO “happy path” works well (users follow directions and know if they already have registered with SmartSimple or not). These users do things in the right order: Users click the Create an account button if they have not previously registered in SmartSimple, or they click the Log in button if they have.
The “unhappy path” does not work, where users think they…
5 votes -
Personal dashboard configuration
When configuring a personal dashboard, you currently need to choose a list view that already has a filter applied. As a result, each conditional summary requires its own dedicated list view with a matching filter, which significantly increases the configuration effort.
In a previous portal configuration release, we introduced the ability to select list views and filters independently. This allowed users to reuse existing list views and apply different filters as needed, reducing duplication and simplifying setup.
I recommend extending this same flexibility to personal dashboards. Enabling independent selection of list views and filters would reduce the number of configurations…
4 votes -
Global Search Functionality
Implement a global search feature that enables users to search by grant name, user name, or organization name. When a user is searched, the results should include:
A direct link to the user’s profile
Links to all organizations the user is affiliated with
A list of all grants associated with the user
This enhancement would streamline navigation and improve access to relevant information across the platform.
This search may be surfaced in the header and should take advantage of the OpenSearch work being done to ensure the fastest performance.
46 votes -
Allow configuration of session timeout warning
The system will automatically timeout sessions for users at the interval specified on the Security page, or sometimes earlier if there is an error. There is an automatic timeout notification that pops up immediately before the session times out, but it would improve user experience and accessibility to be able to configure a notification with more time before the timeout, so that the user could have a chance to save their work. It would also be nice to be able to customize the notification message.
7 votes -
8 votes
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How about adding viewing and downloading capabilities to the document upload field in the Interaction L2 form?
Is there a reason you included a document upload field in the "Interaction" L2 form that appears in our Activities list of the L1 application forms, but didn't include any way to view or download documents uploaded there?
Enquiring minds want to know.
5 votes -
Shift Click to Select Multiple Items in a List View
The ability to select multiple item in a list view by clicking the first item and shift clicking the last item to select a range of records instead of individually clicking each one would be very helpful.
8 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As part of a larger discussion on enhancing the list view, we have linked this to the topic for future consideration.
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Show field number in batch update feature for custom/standard fields
We have multiple grant application types. When I go to batch update a custom field (the caption of which may exist in several different applications with differing selection options) the batch update feature only shows the caption for the custom field, rather than a field ID, making it difficult to differentiate which field is correct if multiple fields share the same caption.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand upon why you have duplicate fields with the same name/caption?
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Annotation Mode - Button Captions (Reply / Message)
When Annotations were overhauled a couple of years ago, we were told that we could not change the Button Captions. Specifically the button that reads "Reply," for our external users does not make any sense in our SmartSimple instance.
We have had numerous applicants that have had difficulty figuring out how to make the changes we've requested at every deadline since this update was implemented, as users want to make the update, not send a message. The button caption being "Reply" is not intuitive at all. Even if it was "Update," or something similar that captures the actual function of…
2 votes
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