62 results found
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Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)
Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.
22 votes -
Update Wiki
An up to date reference for the system and its standards please.
14 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.
21 votes -
Provide a group message board for all SmartSimple clients
It would be great for SmartSimple to provide a message board where all SmartSimple clients can exchange and share questions/ideas/solutions. Message board will have a working search functionality where clients can search for solutions before posting questions for help.
Currently, all we have is the...wiki...
13 votes -
Type Specific Captions for a Custom Field
The platform was enhanced in recent years to support different display order numbers on a single custom field by Application Type. This allowed us to finally be able position a single field in different positions on different forms. It would be great if we could also support different captions for that one field by Application Type. The only way to do this today is to create multiple fields for the same purpose and then use the value storage setting to store each discrete field to a master field for reporting purposes.
11 votes -
Keep Report Builder window open when saving.
Keep Report Builder window open when saving. This used to be the case but someone decided to "fix" this and close the report builder window when you save. I use multiple screens and every time I save the report builder window and open it again after viewing the report, I have to reposition the pop up window to the other screen each time.
15 votes -
Improve Notes to allow tagging people and threaded conversations
The Notes feature is widely used throughout the system for various purposes, including recording ad hoc information, providing clarification, and facilitating internal communication. Each of these actions are done without modifying the original record.
Notes can also serve as an audit trail, used for reminders, comments, and instructions.
When notes are used as a communication tool, there are several limitations:
Notes are presented in a linear format with no option to reply to specific entries, which can make conversations difficult to follow.
There is no way to tag users that you want to assign actions to, and no easy way…
12 votes -
Strip HTML from Rich Text Fields on List View or Report Export
When exporting a reporting that includes rich text fields, the export includes unrendered HTML. This HTML then needs to be stripped out to make the content of the report readable.
Suggest to add an option on the report and list view export to strip html from the export. Include a tooltip to advise that this will impact formatting.
12 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.
8 votes -
Add an upload option to the Notes section
The notes section is helpful but it would be more helpful if there was a way to upload documents relevant to the note (ie emails, pdf files, etc.)
7 votes -
Expand options for Dynamic Field Visibility Builder
The Dynamic Field Visibility Builder could be expanded to include the following:
• a larger window
• an expandable window that scrolls
• auto-zoom that allows the text on the screen to be readable at all times
• Save As functionality
• Restore option if a condition is accidentally deleted6 votes -
Record Lock Override Notification
When a user is being kicked out of a record, it would be great if they were notified that they were being kicked out.
8 votes -
SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)
Can there be a way to choose your system's preferred default for SmartField inclusion? Currently it defaults to Include. Ideally we'd much rather it default to Exclude, or at least give us the option to choose our default.
The issue is that with numerous system admins making changes or adding fields over time, we inevitably are forgetting to toggle this to Exclude and errant fields then show up in our exported pdf files - that we often are completely unaware of. This could cause a file to being shared with users who should not have access to some of the…
6 votes -
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…
8 votes -
Red Lining/Track Changes
Need the system to track field level changes for red lines, similar to Word.
4 votes -
Defining reply-to email address at email template level
All our emails are sent from "no-reply@smartsimple.eu"
However, even if this is a "no-reply" email address and we describe in the email body the one to use to reply, users continue to use the "reply" button of their email client. So, we would like to define, at the email template level, the reply email address to use (can't be a global parameter as multiple internal teams are involved).
For now, we try to use the "(reply-to)" feature in cc (see screenshot - do not remove it!) but this is not very practical5 votes -
AI-Powered Configuration Assistant
Enhance the SmartSimple platform with an AI-driven assistant that supports developers during configuration by offering real-time suggestions such as field types, AI tools, syntax guidance, and automated script generation. This assistant would analyze existing configurations and scripts to recommend improvements, flag potential issues, and answer natual language questions (e.g., “How do I call an OpenAI function in web page view?”).
Together, these features would create a smarter, more supportive configuration environment that reduces the time and effort for developers to research on resolutions, improves code accuracy, and accelerates development.
4 votes -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
3 votes -
Ability to Search Lookup - Autocomplete Field Options in Batch Update
When using the batch update for a Lookup - Autocomplete custom field having the ability to search the list of options is helpful when navigating a long list of options. Currently you must scroll through the alphabetical list which is time consuming and prone to errors.
6 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.
5 votes
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