149 results found
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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 -
Refine Dynamic Visuals to Support Hierarchical Filtering
Improve the dynamic visuals: Many organisations use filtered data fields — for example, choosing a centre should limit the available team options to those within that centre. At the moment, the dynamic visuals don’t respect these filters. Instead of narrowing the list to relevant teams, they display every team from all centres. A more precise way to filter visuals would be valuable for many organisations.
1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you please provide a detailed use case and ideally some screen shots to help us understand the scenario and fields you are referencing.
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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
2 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 -
Set Fund on Grant Installments in SmartSimple
Need to have the ability to see fund balances and select the fund(s) that will be paying a grant payment within the SmartSimple platform, before the grant is sent to CommunitySuite for payment.
4 votes -
Allow for accounts to be created/accessed with either a Username or Email Address
We are running into a limitation whereby applicants/users have a need to change their email addresses on a semi-regular basis. Researchers move institutions frequently enough and when doing so they will receive new email addresses.
This often leads to duplicate accounts if they need to reset their password and don't have access to their original email address at the previous institutions. Additionally, if they don't remember having created an account and then register under their new email address, this bypasses the duplicate check. Lastly, using the email address limits the ability to update the email address without making their account…
6 votes -
Add Ability to Open Level 2 in View Mode
Level 2 activities need an "Edit/View" button toggle. Currently, only Level 1 records and Organization/Contact Profiles have the "Edit/View" capability. We need this on Level 2 to enable our Program Managers to open an External Review form in View mode and then select "Edit" in the upper left to open the form for edits.
7 votes -
Integration with BILL.com
Currently key grant information directly into BILL.com. After grants are paid, payment information flows into QuickBooks and records the general ledger transactions.
5 votes -
Stacked Bar Chart Portal Chart
Stacked bar charts are often requested by clients as part of portal design and aren't currently an option with built in portal charts. A common ask is for something such as stacking charts and displays from the budget manager such as committed, paid and remaining amounts. While this can be done with a custom report, The ability to do it off of a list view in a portal would make this much easier from a configuration and client perspective. Often clients want a full list of budgets with these fields along with a portal chart, so it would be nice…
3 votes -
displaying a file from one upload field to another upload field on Level 2
We want to display a file from one upload field on a Level 2 activity as a display field on a different Level 2 activity. We are able to do this with a display field of a Level 1 upload field on a Level 2 activity.
For example, we have a field where we upload our signed agreement in the Agreement activity. When we need to do an amendment, we would like to have that signed agreement document accessible as a display field on the Amendment activity as a reference document.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
If you want to display the same files on multiple L2s, you can post the file on L1. Does this approach support your use case? If not, please elaborate.
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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.3 votes -
map address to us county
It would be helpful to have the ability to map an address to a US County.
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.
2 votes -
Enable deletion of non-relevant categories in the system
Currently, some categories (e.g., "Sub-Organisations") appear in the left-hand side menu even when they are not used. For instance, when adding organisations, the "Sub-Organisations" category is not relevant, yet it cannot be removed. The system should allow administrators to hide or delete categories that are not applicable to improve usability and reduce menu clutter.
3 votes -
SmartFolder Direct Access Hyperlink
The SmartFolder Link custom field allowed users to add a clickable folder link directly within a record. When clicked, it opened the associated SmartFolder in a modal window, providing quick access to documents without leaving the page.
Use Cases:
Quickly access client or project folders directly from the record.
Enable workflow participants to view or manage related documents during task completion.
Streamline processes such as document review, onboarding, or audits by embedding direct folder links into forms or workflows.
Restoring the SmartFolder Link field would improve efficiency by providing seamless, in-context access to folders where related documents are stored.
6 votes -
Multiple Standard Field Update from single task
Just like when creating a workflow task allows updating multiple custom fields at once, the same functionality should apply to standard fields. Currently, updating each standard field requires a separate task. So, if I need to update 5 standard fields, I have to create 5 different tasks — whereas for custom fields, all changes can be made within a single task.
4 votes -
Branding Customization
Change colours on reporting charts. More flexibility to include branding colours and logos. Possibility to upload images/logos in Smartfolders to add own icons.
3 votes -
Notification Broadcast
Add the possibility in the Notification Broadcast to have the notification stay visible all the time once using the sytem. Currently the user has the notification at connexion only and then the notification closes. After this improvement the notification could appear all the time, preventing the user from missing important information.
4 votes -
Extended Ability to Transfer Files from one Upload Field to Another
In the February 2025 Update, Upload fields were updated to allow the transfer of files between Upload fields on the same form. This functionality should be extended such that files can be transferred between levels, and even UTAs. As an example, if we collect forms on an Application and want it posted to their Organization Profile, that has to be done manually right now.
6 votes -
Add 3+ layer parent/child relationships of tags to the tag library, and make them searchable based on parent/child status as well as by tag.
Use case:
Parent tag #Training
Child1 tag #StaffDevelopment
Child2 tag #RequiredCEUs
Child2 tag #TeamBuildingChild1 tag #VolunteerEd
Child2 tag #Orientation
Child2 tag #SkillWorkshop
Child3 tag #SurveyAdmin
Child3 tag #FocusGroupMgmtAnd so on. A search on the tag "Training" would deliver not only everything explicitly tagged "#Training" but all the child tagged-items; a search on #SkillWorkshop would deliver that plus its two child tags, and a search on "RequiredCEUs" would deliver only items with that specific tag.
2 votes
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