221 results found
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Message Queue: “To” field preserve the recipient email address used at send time (audit) / Point in time email address in the Message Queue
In the Message Queue, the “To” field currently displays the user’s current profile email, not the email address that was actually used when the message was sent. When a user updates their email address, historical messages appear as though they were sent to the new address, even when they were not. This makes it impossible to reliably determine which email address received a message at the time it was issued.
This is an issue for auditability, Freedom of Information (FOI) requests, privacy breach investigations, and resolving disputes about notification, delivery, or non‑receipt. A message log must be able to stand…2 votes -
Allow images to be deleted from Media Library
Need the ability to delete uploaded images from upload field when Media Library option is enabled on that field. Currently have to disable media library, then delete images, then re-enable.
2 votes -
notes
Allow to edit the date of a note being entered - or- include date as a field when bulk importing notes via the autoloader.
2 votes -
mTLS
Support mTLS for restful API
1 vote -
We would like to propose a feature that enables bulk (batch) translation of applicant-entered content in custom fields using SmartSimple’s e
We would like to propose a feature that enables bulk (batch) translation of applicant-entered content in custom fields using SmartSimple’s existing in-tool translation functionality. Currently, translations must be performed manually field by field by clicking the translation button, selecting a target language, and choosing the destination field for storing the translated content. We are not referring to translating field captions/labels, but rather the actual responses submitted by applicants.
1 voteIt sounds like you are currently using the Enable Field Translation Service to translate applicant‑entered content and store the translated text in separate custom fields by manually clicking the Translate button on each field.
If your goal is to translate multiple applicant‑entered fields in a single action, you may want to consider using a workflow with the task type Translate Field Values. This approach may allow you to execute the translations in batch. You could then expose this workflow through a single button on the application form, enabling on‑demand translation of all relevant fields without needing to translate each field individually.
While this is not a native bulk‑translate action within the SmartField interface itself, it might effectively achieve the desired outcome with less manual effort. I suggest escalating to Support if you’d like assistance with configuring the workflow or validating the setup.
If you are still interested in a native…
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Tables in PDF generation
When generating an application summary, tables don't format properly. There's no way to control table column size. When you have more than 8 columns, longer field names get compressed to two characters. This makes no sense because these are the longer ones. For example, if you have columns with numbers and then a comments field, you can't increase the width of the comments field to make it readable.
3 votesWhen generating PDFs from web‑based application data, tables are rendered within a fixed page width and rely on automatic column scaling. When a table contains a large number of columns (such as 8 or more), the available horizontal space is divided across all columns, which can cause headers and values, particularly those with longer content, to become compressed.
While it is technically possible to influence table and column widths through more advanced configuration using custom CSS, this approach is fragile and difficult to maintain. PDF rendering engines often interpret CSS inconsistently, and small changes to data, labels, or page layout can easily break the formatting. As a result, this custom configuration solution is typically not reliable enough for dynamic application data and may introduce ongoing maintenance challenges, making it impractical for many use cases.
Additionally, from a design and usability perspective, long‑form or narrative content (such as comments) is not…
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Owner fields in list views
When you create a L1 list view, you can include fields from the L1 owner.
I would like to do the same for L2 and L3 list views (i.e. include L2 owner fields in L2 list views and include L3 owner fields in L3 list views).1 vote -
Trigger uta role assignment workflow when updating contacts in batch update
Batch update of contacts using "update" feature doesn’t run UTA assignment workflow, but “add” does. We’ve reverted to a two-step process to make personnel changes (e.g. new person filling in for old person) to add then remove as opposed to one-step update process for personnel changes because of the unintended consequences with UTA assignment workflow. Is this a platform bug? Or was it never built to trigger wf for updates
2 votes -
Invitations - Ability to register new user under same org as Owner
While in an active SmS session, we can pass "&uselocalcompany=1" to the User Signup page URL to allow a new user to register under the session/record organization.
A similar variable/approach is missing when we send a Invite (Invitations Feature) to a new user, and the Signup page URL (Acceptance Redirect) is accessed outside an active SmS session.
Currently, if we want to invite a new user within the same Org on record, we have to configure an Org and User signup page. The new user will have to search and select the Org, and then fill in the User details…
3 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).2 votes -
System Filters Availability to non-Global Admins
Currently, non-Global Admins can only view Personal filters on UTAs/People/Org Filter dropdown. They can see and select the system filters on a list view.
Requesting an enhancement to make the system filters be role permission-based (Example: "Search Filters and Email Templates - Manager") and remove the global admin requirement.
Expected behaviour: System filters available to non-Global Admins under the Filter dropdown. See Attachment
3 votes -
Native integration with OpenAlex (Publication Search)
In our Grants and Fellowships programmes, we require our candidates to link their application to publicly available publications, papers, etc. as to build the State of Art, Methodology, etc. of their project.
Currently SmartSimple supports some Publication search engines natively (Scopus, Web of Science and PubMed as far as we are aware). These are all good resources, but there is a new source which is becoming more popular - OpenAlex -. As it stands, we are building a custom integration with their API for the Fellowships instance, but we would like to suggest that SmartSimple builds a native integration with…
1 vote -
Hide columns in the global user lookup list view
Add the ability to hide specific columns in the global user lookup list view settings. This would allow admins to include fields (e.g., a unique ID) in the lookup view so users can search by them, without displaying those fields in the list view.
- Go to Global Settings
- Users > Lookup List Views
- Edit the default user lookup list view
- Select a column and add a toggle button to “Hide Column” here (similar to List views)
3 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Thanks for the clarification, this is a valid use case. Today, the lookup list view for users is global (i.e. configurable, but will be the same view for all users). One option would be to offer more flexibility to support more dynamic list views with conditions to support this use case. This would be an enhancement. We will monitor interest to revisit this priority.
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expanding notes
Add expanding feature (hash marks) to allow the Notes section on Org profiles to expand
2 votes -
Fuzzy Search Functionality for SmartSimple Platform
The current search functionality in SmartSimple is inflexible and does not accommodate spelling variations, spacing differences, or typos. This limitation results in:
- Users creating duplicate profiles for organizations, etc., when they cannot locate existing entries
- Increased user access management issues
- Greater administrative burden for managing and merging duplicate profiles
- Weakened compliance monitoring and controls
Implementing a fuzzy search functionality that returns approximate matches would resolve these issues by allowing the platform to accommodate:
- Spelling mistakes
- Spacing differences
- Typos and minor character variations
Benefits:
- Improved User Experience: Users can find existing records even with minor search variations
- Reduced Duplication: Fewer duplicate…
8 votes -
Change the default error message for SSO
Request: Can the SSO default authentication error message be updated, perhaps by client instance? Is there any way for users not to hit a dead end but be nudged towards the correct behaviour?
Context: Logging in on the SSO “happy path” works well (users follow directions and know if they already have registered with SmartSimple or not). These users do things in the right order: Users click the Create an account button if they have not previously registered in SmartSimple, or they click the Log in button if they have.
The “unhappy path” does not work, where users think they…
3 votes -
Allow configuration of session timeout warning
The system will automatically timeout sessions for users at the interval specified on the Security page, or sometimes earlier if there is an error. There is an automatic timeout notification that pops up immediately before the session times out, but it would improve user experience and accessibility to be able to configure a notification with more time before the timeout, so that the user could have a chance to save their work. It would also be nice to be able to customize the notification message.
5 votes -
Batch update to update legislative districts
We use Legislative Districts on our Organization Profiles to track giving by district. Currently, this requires manually updating each organization by clicking the Legislative Lookup button next to the address and then saving the draft to populate the fields. The ability to batch update this information would be extremely helpful—especially after redistricting, which occurs every few years.
2 votes -
T2P Projects: filter assigned users
In the T2P project when you are going to assign users the system should display Global Admin users who have User Access. Nowadays system shows all Global Admin users (with or without User Access).
4 votes -
Minimize Replies for Flagged Notes
Flagged notes are helpful if they're brief. However, when a flagged note has replies, every part of the thread is posted on the Application. I want to enable flagged notes to minimize or hide their replies to reduce the space they would take up on the Application.
1 vote
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