249 results found
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Replace Hashtags with Hierarchy-Based Categories and Sub-Categories
Hashtags are a nice way to simply categorize records in SmartSimple. I think we can deliver more value if we can provide a UI for setting a hierarchy of categories and sub categories that allow you to categorize applications and also add any number of related sub categories as well.
It would also be nice if this could be an AI-based feature that allows for automatic categorization dependent upon the application data. Categories and subcategories should also be addable to list views and reports.
Value Add: This would allow you to create list views and reports that filter by categories…
2 votes -
Report management
Improve the list view in the reporting module so that the listview is more like the advanced search list views on UTAs and can be configured locally. It should allow sorting and filtering on whether export is enabled, Category, UTA association etc
2 votes -
See record version history
We would like to know the record version history. In the past we were able to do this by report, using the Audit Log data set but nowadays this option is not visible.
We would like to know the person who change the version and when (by record).3 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.
8 votes -
French punctuation spacing
In French, there should be a space between a preceding word and a colon. For example, "Last name:" in English would be translated as "Nom de famille :"
However, when I add a space after "famille" in the translation field, the system does not save it and places the colon right beside the word famille, e.g., "Nom de famille:".
How do I get the correct punctuation in French with a blank space before a colon?
Support suggested I raise this issue in the Idea Lab.2 votes -
The ability to batch update Notes
It is possible to batch update for status, institutions, associated contacts (etc), but it is not possible to do it on Notes.
Is there something I am overlooking? :)
6 votesFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Emil - sorry for the delay, can you provide examples of use cases where you need to batch update notes? Thanks
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Integration with Outlook
I just saw that there is now an option to log an email activity, but it would be helpful if that email could trigger an actual email form that could be linked with an application.
9 votes -
Known Issues Portal/Dashboard
Communicate known issues and their statuses/schedules so clients can review as opposed to creating help desk tickets that may already exist
7 votes -
Image sizing for dashboards
The portal page to display an image (URL and Smartfolders) doesn't adapt to the size of the browser window. It would be great visually to have the image be displayed as the whole web page instead of having a blank space on the right side.
I've attached a screenshot of a sample image and it shows up on our dashboard.
4 votes -
User Groups
It would be nice for non system administrator user to be able to edit the profiles that are selected in the User Groups function.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand on the use case? We've enhanced contact association interface which will allow the user to perform bulk assignment.
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Management / Administration - Visibility on System List Views
System administrators cannot see where list views are set across the portal / dashboard. This creates a time consuming and tedious process where administrators need to tab through each list view on a dashboard to see where it's exposed before making a change.
Example:
1 list view is configured for 3 different portal components. In looking at the list view, an admin cannot see where the related portals are. 1 of the three portal list views needs an update, but the admin needs to go chase down and split out views so information is not inadvertently exposed on the 2…2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we are targeting some improvements around list view management, this could be considered as the next phase.
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Autoloader Validation
When the autoloader runs, it currently loads the data as it receives it as long as the data matches the field format. We are experiencing ongoing challenges because users are uploading data files with the Autoloader that do not meet our business rules and cause issues to downstream systems. Is it possible to add a feature that allows us to define validation rules for an autoloader file? so we can reject the data before it is loaded into SmartSimple?
2 votes -
Ability to delete/cancel declined invitations.
It is not currently possible to delete/withdraw an invitation if it has been declined.
This causes confusion for some of our applicants, as they don't want the record of the declined invitation included with their submission.
I understand it may be useful to retain that data in some instances, but it's not even possible for a system admin to remove these at the moment.
2 votes -
Replacement of Google reCAPTCHA with a more privacy-friendly alternative
At the moment SmartSimple does use Google reCAPTCHA v2 or v3 as a security measure on the system. The use of Google reCAPCTHA however raises privacy issues since Google uses the data (IP adresses, Browser and device, user info, cookies) for own purposes. Google collects more data than is neccessary for the functioning of the reCAPTCHA. The use of Google reCPATCHA v3 raises even more privacy issues since in v3 Google continously analyses online behaviour and users are not aware anymore that their online behaviour is analyzed.
We would like to have a more privacy friendly reCAPTCHA on the system,…
6 votes -
Org and Contact Profile Verifications
Currently to have any sort of verification process on org profiles and contact profiles being up to date one has to use statuses and workflows to push them back and forth and this is the best practice for verifying these are up to date when submitting an application.
Many clients request the ability to check whether these have been updated recently by the applicant as part of the application submission process. It would be nice if there was a way to enforce that applicants confirm their org/contact profiles are up to date without having to configure statuses. Similarly with the…
9 votes -
Disable formulas on end-state statuses
For each formula, we need to configure in formula syntax the statuses that the formula shouldn't run on. It would be incredibly valuable to have end-state statuses control the formula access.
Save draft (on record or triggered through batch update) will trigger formulas inadvertently on end-state statuses like "Approved", "Complete", "Finalized", "Closed", "Paid" unless configured onto each formula
5 votes -
Bulk assignment / reassignment / removal of roles on L1s, L2s, L3s
Platform solution to support bulk CRUD updates to L1, L2, and L3 assignments and roles.
We build a report and workflow(s) for each CRUD operation we have to perform in bulk. It's a rather tedious exercise and requires someone with config experience to support
5 votes -
Grant ID numbers sticking at the top of activity forms
In the old version, our grant ID numbers would stay at the top of the screen as we scrolled down activity forms. Now they do not. I'd like this one feature to go back to the way it was. In the new look grant ID numbers should stay at the top of the screen as we scroll down the page.
8 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The new design is intended to maximize the screen space when scrolling. We see the value of freezing the top. We will monitor interest to see if others have the same concern.
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Centralized Logging and Improved Visibility for Configuration Errors
Problem: Logs related to configuration and system behavior are currently fragmented across multiple locations, making troubleshooting slow and inefficient. There is no clear centralized view or consistent process to identify high-impact issues, and important configuration errors are often buried as generic warnings.
Key Gaps:
No single, centralized location for all relevant logs
Configuration-related errors are hard to discover and correlate
Log severity levels are not granular enough, causing critical issues to appear as low-priority warnings
Lack of guidance on whether customers should rely on platform logging or develop internal processesRequested Improvements
Centralized Log Access
Provide a single, unified location…5 votes -
T2P Project Based Tool Improvements Needed
Prior to promoting changes in the Target environment, we see a comparison log that is similar to what we see in the desktop T2P tool. However, it was not clear that all the changes were represented in the Export package. The comparison log could also include additional information that could make it more useful like Date Changed, Time Changed, User, etc. Additionally, there is no way to export or save the comparison log, and after promoting changes, it is no longer accessible.
After promoting changes to the target environment, we can see the Import Log, which in some cases, will…
7 votes
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