Skip to content

SmartSimple Idea Lab

SmartSimple Idea Lab

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

18 results found

  1. 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…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. We often include the "objemail" variable (copied from an application record) in the To or CC line when we generate an email to a grantee from Outlook. By including the "objemail" variable in the To or CC line, the email will then be attached automatically to the application record. However, the functionality does not work if we include the "objemail" variable in the BCC line. Since the "objemail" variable is a long string of characters, we would find value in using it in the BCC line so that it is hidden from recipients to avoid any confusion on their end.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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...

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  1 comment  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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#.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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 deleted

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. A new Custom Fields type that uses a binary control to toggle on/off. Same as the toggle used in "Track Changes" or "Mandatory" but for Custom Field Types.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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…

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  1 comment  ·  Communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?