29 results found
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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.
26 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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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.
16 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.
38 votes -
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.
14 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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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.
17 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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Rich Text Editor - Resizable Window
With the Smart Simple October 2025 Update to the Rich Text Editor, the window is no longer resizable.
The specific field type for the Rich Text Editor is: Special - Rich Text. It would be ideal if the window has the ability to be resized both vertically and horizontally.
An example of text windows that are fully adjustable are those with the "Text Box - Text Multiple Lines" field type, and the Width is set to "Full" under the display options (Width), allows for both horizontal and vertical adjustment
9 votes -
Batch Update to Remove Assigned Contacts
Please allow Batch Update to handle removal of Assigned Contacts based on role. The way it functions now, a name is required in order for Assigned Contacts to be removed. Doing a bulk removal via batch update based on role alone does not seem to work.
15 votes -
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 down6 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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Implement a Visual Risk Indicator for Records (e.g., Grants and Engagements)
Introduce a visual indicator, similar to a stoplight system, to represent the risk level associated with records such as grants or other engagements. This would allow users to quickly assess the likelihood of success by viewing the associated risk level at a glance:
- Green – Low Risk
- Yellow – Medium Risk
- Red – High Risk
- Grey – No Value/Not Assessed
Key Features:
Display Locations: The indicator should be visible on the individual record, within list views, and be accessible for reporting purposes.
Data Representation: In addition to the color-coded indicator, the corresponding textual value (High, Medium, Low, or None) must…
15 votes -
Bottom scroll bar
On the L2 view within the L1, there are two scroll bars on the right and then a bottom scroll bar below all the L2s. if there are many L2s on the list, one would have to scroll all the way down to move the scroll bar to the right. It would be nice to have the bottom scroll bar be static on the page.
5 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this should be considered. We will look at this in an upcoming release.
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Ability to Hide/Sort/Freeze columns in the Assignment Grid (Reviewer Assignment Grid)
When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.
13 votes -
Allow users to copy a system list view without needing edit access
I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.
Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.
My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.
So, I would like users to be allowed to copy a system list view without needing edit…
5 votes -
Ability to change information in the invitation window on an application once an invited person has accepted
Once a person has been invited to an application and has accepted the invitation, it would be helpful if system administrators had the ability to edit information in the invitation window—such as correcting the spelling of a name or email address. It's common for the person sending the invitation to make small mistakes, and they often reach out to us for corrections after the invitee has accepted. Currently, the only way to fix these errors is to delete the invitation and re-invite the person, which is inefficient.
10 votes -
Make the duplication check functionality separate form the record merge functionality
Right now, any users that have access to the duplicate organization check also have the ability to merge organization records. It's too risky to give all of our end users the ability to merge records, but we do want the duplication check functionality. Right now we required them to manually search for an organization before making a new record, but they often forget to do that. If we could split the duplication check from the merge record functionality and assign the access separately, it could make things much easier for us.
5 votes -
On Full Flow Diagrams, the jumbled boxes showing Status, Workflow, and Buttons relationships should start in an initial arranged order
Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.
5 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.
2 votes -
Message when Excel Parser is still Processing
When the excel parser runs, it's always been running in the background. It would be nice if there was a message of some sort on the upload field to indicate that the parser is still working and when the parser has finished parsing. It could be a circle or something, but there needs to be a message to indicate the parser is still working. Otherwise when users try to interact with the records that have been parsed, it looks like it didn't finish even though it just needs more time.
3 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.2 votes -
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.
5 votes -
Enable other users to delete from the Message Queue without making them Global Administrators
SmartSimple should allow to enable other user roles to delete from the Message Queue without making them Global Administrators. This way other users will be able to delete emails that they accidentally triggered so that they won't be mistakenly sent out.
2 votes
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