146 results found
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Data Retention Policy Updates
We need the ability to upload new files after previous files have been removed through the data retention policy. To support this, it may be necessary to introduce an additional retention option—for example, an option that removes the file/data but unlocks the field for new uploads, as opposed to the current setting that simply removes the file/data.
A typical use case is annual reporting, where applicants are required to submit fresh documentation each year in the same report. In these scenarios, the field must be cleared according to retention rules, but still remain open for new uploads moving forward.
1 vote -
Formatting Control for Email Confirmation Template
The font and text size used in the system-generated email with the subject “Confirm Your New Email Address” are not consistent with the formatting used in other system-generated emails. A fix related to this issue is scheduled for the February release as part of the ticket referenced below.
Given this, could we introduce a configuration control for this email template—similar to what is currently available for password-reset and new-user emails? Having this control would allow us to adjust the text and font formatting as needed to meet branding or client requirements.
Please refer to SmartSimple ticket #275411 for additional details.
1 vote -
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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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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Add inline editing ability to list views
Users often need to make quick, minor updates to individual record fields where batch updates are not practical. The current Quick Edit functionality does not fully meet this need, as it involves multiple clicks and modal windows, creating unnecessary friction.
Introducing inline editing within the list view would allow users to modify fields directly, without navigating away or opening additional screens. This streamlined approach would significantly reduce effort and improve efficiency for small, targeted changes and is a feature currently offered in other software suites
7 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
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 -
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…
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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Number of records selected visible
It would be helpful see how many records total are selected from a list we are viewing instead of having to manually count. Some of our lists span well over 100 records for different things and if we're needing to select specific records on the list to change the statuses, there is nothing at the top of the page to indicate how many as been selected.
4 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on your use case and the value of needing to see this count? Thanks
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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 -
Enhancements to the T2P Tool
After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:
- Pagination in "Changes Logged Against This Project"
The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.
Pagination would significantly improve usability and efficiency.
- Promoted indicator should be tied to ENVIRONMENT
We have noted several that the current behaviour is not ideal. The main suggestions would be:
--> The Promoted field should reflect the status of that change…7 votesWe plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.
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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 -
Bring back ability to choose different email addresses when using Email Templates/Group Email
It is critical and imperative for our work that the ability to choose different email addresses when using Email Templates/Group Email is implemented again (in the deprecated personal email settings). This has a major impact on the work that we do. We rely on this feature quite heavily. Without this feature we need to email stakeholders manually, which is taking a step back for us.
5 votesWe plan to allow the ability to specify multiple “From” email addresses in a future release. This will most likely be added at Global Settings > Communications > Email Options and Security > From Address
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Allow users to copy a system list view without needing edit access
I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.
Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.
My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.
So, I would like users to be allowed to copy a system list view without needing edit…
5 votes -
Add Filtering Capability for Level 3 Lookup Based on Level 1/Level 2 Type
The Dynamic Dropdown/Lookup Autocomplete field referencing Level 3 – Sub-Activities should include an option to filter results based on the selected Level 1 or Level 2 type.
Example:
We have a Level 3 lookup field with “Enable Dynamic Content” enabled, which references Level 3 activities. Since the same Level 3 activities can be shared across multiple Level 1 and Level 2 types, there should be an option to filter the available Level 3 activities in the dropdown according to the selected Level 1 or Level 2 type.2 votesPlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We have an enhancement targeted for the February release to assign search filters to dynamic content options.
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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.
3 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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Concurrent User Queue on Login Page
Currently, when a system is configured with a concurrent user limit to maintain optimal performance, users attempting to log in during peak usage receive a message indicating high traffic and are asked to try again later. However, users have no visibility into when they might be able to log in, as they cannot tell when others have logged out.
To improve this experience, we propose implementing a queue system like those used by ticketing platforms or high-traffic websites. This would allow users to:
• See how many people are ahead of them in the login queue.
• Automatically gain access…
1 vote -
Rich Text in Email Templates
If you use syntax like sscal in Rich Text, the text does not appear in HTML View. It would be nice if the syntax showed as part of the text.
7 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This is a known issue that will be addressed soon via a new variable syntax. In the meantime, disable rich text editor when editing emails with sslogic.
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expiry column for staff contacts list
When we review our staff contacts in the CRM, there is no way to see in the list view whether we have added an expiry date or not. We have to open each individual to check. The Support team told me I cannot add the expire date field as a column to the list view using list syntax.
The expire date is accessed by going into the contact and clicking on Actions (top menu) > Edit Roles and Access.
It would help to be able to quickly tell if a user has an associated expiry date on their role access.…
2 votes
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