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  1. The current API services offered by SmartSimple are confusing in the response our team receives when calling them. For example:
    - If there are missing variables in the call, it will respond a 200 - OK in almost all circumtances.
    - If there is an incorrect variable (for example, report instead of reportid), the API will reply a 401 error in the body of the response - which indicates the user does not have authorization to that report, when the error is that the variable was incorrectly parsed in the URL.

    As our system becomes more connected with other platforms,…

    2 votes

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  2. The current functionality within listviews allows the user, if the option is enabled, to request the download of the files in a specific Upload - Multiple file storage field to a ZIP file.

    This functionality is not currently available for the field type Upload - Image. We would like to have this option available, as the current workaround requires the configuration of 2 API services and short script to get the same result.

    2 votes

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  3. It is possible to batch update for status, institutions, associated contacts (etc), but it is not possible to do it on Notes.

    Is there something I am overlooking? :)

    1 vote

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    Proposed Idea  ·  0 comments  ·  Administration  ·  Admin →
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  4. To simplify and future-proof our CRM, we propose a clearer distinction between users and contacts:

    Distinct Types

    Users: Authenticated accounts with login privileges.

    Contacts: Business records tracked in the CRM system, without login privileges.

    This separation ensures that external contacts are never mistaken for system users.

    Permissions

    Only admins can create or manage users.

    Regular staff can add and edit external contacts, but not users.

    This approach safeguards system integrity while allowing staff to work freely with contact data.

    Notifications

    By default, contacts do not receive system notifications, unless explicitly set up for GDPR purposes.

    Context for Our Use

    We…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  5. 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.

    1 vote

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  6. More options for colour coding

    We would like to see expanded options for colour coding in the system. For example, it would be helpful to colour code each project’s overall risk assessment in the list view — using red for high risk, amber for medium, and green for low.

    As an alternative (or complement), a traffic light–style visual indicator could be added to improve quick scanning and enhance usability.

    1 vote

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  7. Field Change History should be logged whenever data is updated through Autoloader or by workflows triggered via Autoloader, to ensure a complete audit trail. Autoloader should include a configurable setting that enables Field Change History tracking, similar to the existing capability available through API functions.

    1 vote

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  8. Change colours on reporting charts. More flexibility to include branding colours and logos. Possibility to upload images/logos in Smartfolders to add own icons.

    1 vote

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  9. 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.

    1 vote

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  10. Adobe Acrobat Sign supports Limited Document Visibility (LDV). This means that multiple documents can be sent for signing, but only documents that are tagged to a signer are visible to that signer. That allows you to send internal documents along with an Agreement, and then only expose the Agreement to the external parties. SmartSimple could benefit from integrating this feature.

    Right now, this is not possible because the e-signature task can only send one document as part of the workflow.

    1 vote

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  11. The columns on advanced data tables, and other sections of SmartSimple, are limited to Small Medium Large XLarge (or equivalent). This isn't great, and they also regularly don't work because the text fields become the adjustable ones anyway. It would be better to be percentages and all fields in a column/row to follow on from their header. The boxes could then still be adjustable, but start at the relevant size. The aesthetic is quite poor currently.

    4 votes

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  12. 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.

    3 votes

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  13. All grantees are required to complete an application for every grant, regardless of how it is initiated. Need to be able to send grant requests that start in the donor portal in CommunitySuite into SmartSimple in a pre-approval status so that applicants can complete an application.

    2 votes

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  14. When a UTA is using SmartVersioning, I would like to be able to add the @version@ information in reports (similar to what you can do in list views)

    2 votes

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  15. Fix the Advanced Search feature with the following improvements:
    - open the search in a modal window so we can see all the criteria in the search
    - provide functionality to change the order of criteria
    - Include previously used queries dropdown (either customizable or most recent X queries)
    - return the closing parenthesis
    - add a "power user" option for people to include their own SQL queries

    3 votes

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  16. Would be game changing for us to be able to use AI to extract insights and query every application in Smart Simple. GAME CHANGING

    5 votes

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  17. 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.

    1 vote

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  18. Currently, SmartVersioning does not allow you to copy versions you create. You can only create new versions that pull in the base core fields.

    This makes it very difficult to iterate on yearly application form changes.

    The best practice from SmartSimple is to make changes at the Core Field level until it matches what you want, then save those changes as a version. However, this makes it very difficult to manage versions in practice.

    For instance, my foundation has three Level 1 Grant Types and every year we make revisions to the application forms. Last year I created Scholarship Application…

    3 votes

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  19. We would like to propose that SmartSimple develops support for SCIM 2.0 (System for Cross-domain Identity Management).

    We're moving towards automated provisioning and de-provisioning of users directly from Microsoft Entra ID (Azure AD). SCIM 2.0 is the industry standard protocol for this purpose, and is already supported by Entra ID as well as most modern identity and access management systems.

    Efficiency: Automating user lifecycle management reduces manual administrative tasks and minimizes delays in onboarding and offboarding users.

    Security: Automatic de-provisioning ensures timely removal of access when people leave the organisation, reducing the risk of orphaned accounts and potential breaches.

    Compliance:…

    1 vote

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  20. Fix the left hand column in the report builder which tells you which row is the dataset, field, field ID etc. so if you add multiple columns and have to scroll to the right, you can still see what each row is for

    2 votes

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