166 results found
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Allow use of status group names in the status indicator without affecting all other status views in the system
We'd like to use the status group names in the status indicator on L1 for internal users, but we don't want the group name to show to those users across the system in all list views, etc. - there are other places where they need to see the granularity. The use case for the status group name in the status indicator is to get a quick, high-level understanding of the phase of our process the record is in. In list views, etc. the same users typically need to see the exact status more granularly in other places for different reasons.
2 votes -
2 votesFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Please add more details on the challenge and use case. Thanks
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Add cross-search pivot capability
Allow Search results let the user select one or more records and click a "Pivot" option to show a listview of L1, L2, and/or CRM records that have a connection to the selected items.
Use Case:
I want to know about funded projects completed by some (not all) of the organizations from Region 5 that use fiscal sponsors. So I filter for organizations in Region 5 of types "Charitable" and "Non-profit Using Fiscal Sponsor", and get 19 results, of which 6 organizations are of interest.I select those 6, and then select from a "Pivot" option list including "Applications" and…
4 votes -
AI Vision in PDF and Excel
For your AI Vision tool, it would be game changing for us if we could use it on PDF documents and even Excels. We require our applicants to upload bank letters which then go through a manual review to ensure that it contains all necessary information. AI Vision perhaps could be used to ensure an account number is present, address, swift code, etc. Similarly, a budget as an Excel contains line items that might be unallowable per our policy. Maybe AI Vision could be used to help detect unallowable line items.
3 votes -
Primary filter
Under the Submission Manager, is it possible to add the primary filter, it would be easy to filter by year and programme.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you clarify 'primary filter' and the primary problem and use case you are trying to address? Thanks
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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,…
1 vote -
Add two additional role permission sections for a new folder within a system SmartFolder
The current permissions tab for creating a new folder within a system folder is limited to View Folder and Modify Folder permissions.
Add the "Upload and Move Files" and "Create Sub-Folder" sections under the Role Permissions settings as well.
2 votes -
Allow reports to display multiple addresses from address book
When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).
In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.
Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type…
3 votes -
Promotion Rollback for Project-Based T2P Tool
Introduce a rollback feature in the new project-based T2P tool to allow reverting configuration changes promoted to test or production environments.
Use Case:
After promoting changes to a test environment, testing revealed issues, and a decision was made to not proceed with those configuration changes. In this case, the rollback feature would allow reverting specific changes within the current environment to its prior state. Similarly, if changes have been promoted to production and need to be temporarily undone, the rollback function would enable this.Implementation:
On the Import tab of the T2P tool, capture the pre-change state before applying any…4 votes -
Enhance the Word Parser to support updating both standard and custom fields.
Enhance the Word Parser to support updating both standard and custom fields. Currently it can only update custom fields. We are specifically trying to use it to update address fields on the organization record.
4 votes -
Disable annotations from fields
Add field level configuration to allow disabling of annotations so read-only and display fields aren't annotated inadvertently
1 vote -
Project Reference on Note function to and from applicants
To improve customer service, on the note function to and from applicants, please carry the project reference number for efficiency and improved communication.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This appears to be a configuration. Can you provide more details on this request? Thanks
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Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
3 votes -
Ability to permission the view parent/split screen functionality based on status
Often review forms are configured with a conflict of interest status. In the conflict of interest status, reviewers should be able to see a few fields from the application, but not have access to the full application. Currently the only way to configure this is to disable the reviewer from viewing the parent record and configuring a custom field to be used to view the grant in split screen. It would be nice if instead of having to configure a specific field that the view parent/split screen option could be configured to only be visible in specific statuses as built…
2 votes -
Display all fields on Charts
Display all data fields on Chart key. Right now, the Chart only displays 8 fields and you need to scroll to see additional fields. When you download the chart, only some of the fields are displayed.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide a screen shot to help us understand the specific issue? Thanks
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Default file size size limit
I suggest that default limit when you add a new upload field should be set to 10mb.
It can always be increased if necessary.4 votes -
Update objemail from uuid to a user-friendly syntax
Email Anything uses UUIDs --- which work well for emails that originate from SmartSimple, but require an extra step to go find UUID if you're trying to route an email to a SmartSimple object for storage/recordkeeping.
We'd love to see a UUID aliasing solution in the product roadmap. The biggest use case is for external users who are corresponding with staff based on an known, common attribute of the L1 application record (e.g. application ID). If they could add something like [client]-[opp]-[recordid]@smartsimple.com to the email thread as an alias for the L1 record of interest, it'd be a lot easier…
3 votes -
Enable "File from Local Disk" for Group Emails also
Currently, the "File from Local Disk" option is only available on the Message Center email. It'll be useful to have the option to select a file from the local disk when using Group Emails, also.
2 votes -
Improve 'Copy Profile' field access for certain role
We would like to allow certain system roles to have the ability to copy profile, which we are able to do. However, after clicking Copy Profile, the pop-up window shows a section called 'Items to Copy', where the user can modify other elements they should not have access to edit including Status. Ideally, they could only see the 'Copy Profiles' dropdown and select the profile where we have defined the fields and elements that will copy over.
1 vote -
Filtering for the Activity List
The ability to add our own activities to the Activity list is great but it is cluttered by the system reporting of emails being sent out. we can create list views for this list but we cannot filter them? please add filtering to this view
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on this use case to explain this request? Some screen shots may be helpful to confirm which area you are referring to. Thanks
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