119 results found
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Bottom scroll bar
On the L2 view within the L1, there are two scroll bars on the right and then a bottom scroll bar below all the L2s. if there are many L2s on the list, one would have to scroll all the way down to move the scroll bar to the right. It would be nice to have the bottom scroll bar be static on the page.
1 voteUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this should be considered. We will look at this in an upcoming release.
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Emulate user without resetting everything else
Whenever I emulate a user, all of my tabs within SmartSimple disappear and I'm reset back to my default home page. I need to be able to flip quickly between emulating and making changes, and not need to open multiple new tabs and navigate back to where I was.
4 votes -
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 -
Add a schema builder feature that displays selected objects, their fields, relationships, and included workflows.
See the attached example from Salesforce.
3 votes -
1 voteFeedback 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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Drag and drop application builder
The current method to change the order of the questions in application is to go into the field configuration and change the display order. This can be a time consuming process and a bit of a guessing game. It would be so helpful to have a configuration mode allow admins to drag and drop fields directly in the records to reorder them.
2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
It is possible to do it in the list, but not yet on the form. We will monitor interest to determine if the priority rises for future consideration.
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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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Toggle Left-Hand Navigtion list between full width and icons
It would be helpful if the left navigation menu on records can be toggled between the full width and a compact view on a record-by-record basis. This would help on smaller screens or when adjusting the size of the window. It would allow the fields on a record have more of the useable space.
1 vote -
User Emulation - Add granular role-based privileges
At present, the settings for user emulation do not allow for granular role-based permissions. For example, there is no feature to restrict which other roles a user role can emulate. It would be incredibly useful for our staff to be able to emulate grantee user accounts. Unfortunately, we currently cannot enable this feature for them, as it allows them to emulate all other roles which includes higher-level users.
Something like "Roles this role can EMULATE" (reference attached image) would be incredibly useful.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Met with Ryan, need to revisit request
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Integration with Outlook
I just saw that there is now an option to log an email activity, but it would be helpful if that email could trigger an actual email form that could be linked with an application.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on your use case (i.e. steps, outcomes, etc...)?
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Bring back the Key for Enable/Disable Login Access
In the new UX design (implemented with the October 2025 upgrade), we lost visibility to the key icon on the Contact Profile showing whether a contact has access or not. Instead, we now have to click Actions and either see "Enable Login Access" or "Disable Login Access" as the only indicator of whether the person has login access or not.
Please bring the key icon back — we relied on it for quick, easy, reliable confirmation of the contact's login capabilities.
12 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will consider a way to differentiate and enable/disable the user. We will monitor interest for future consideration.
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Email Reminder Upgraded Feature
While I love the new upgraded reminder function on emails, the limited selection of reminders is frustrating. There are a lot of choices for reminders on upcoming tasks but only 1 Day After and 3 Days After for a choice on overdue email reminders. It would be really nice if we could also set up a wider selection of Overdue email reminders.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide the additional choices you are looking for?
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Advanced Data Table Dynamic Sections Options to Hide the Plus and Minus Buttons without Scripting
Currently if columns in an XML should be updated in say a progress report, but rows shouldn't be able to be deleted or added, the +/- buttons on the dynamic section have to be hidden with custom script. Instead it would be great if there was a setting on each dynamic section to hide the +/- buttons based on status and/or role - perhaps a visibility condition like we have for edit conditions on the column? This would make initial configuration and ongoing changes easier.
2 votes -
Stacked Bar Chart Portal Chart
Stacked bar charts are often requested by clients as part of portal design and aren't currently an option with built in portal charts. A common ask is for something such as stacking charts and displays from the budget manager such as committed, paid and remaining amounts. While this can be done with a custom report, The ability to do it off of a list view in a portal would make this much easier from a configuration and client perspective. Often clients want a full list of budgets with these fields along with a portal chart, so it would be nice…
2 votes -
Map Advanced Data Tables - Static Sections
When a static section is required in an advanced data table, clients still want to be able to query the data across records. While technically they can in a report, the only way to make this more user friendly at the moment is to create hidden fields that are populated with template formulas or try to make the section dynamic and map to L2s.
It would be much more user friendly and make configuration easier if you could just map each applicable cell to a field on the same record level. This would reduce template formulas that have to run…
3 votes -
displaying a file from one upload field to another upload field on Level 2
We want to display a file from one upload field on a Level 2 activity as a display field on a different Level 2 activity. We are able to do this with a display field of a Level 1 upload field on a Level 2 activity.
For example, we have a field where we upload our signed agreement in the Agreement activity. When we need to do an amendment, we would like to have that signed agreement document accessible as a display field on the Amendment activity as a reference document.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
If you want to display the same files on multiple L2s, you can post the file on L1. Does this approach support your use case? If not, please elaborate.
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Keep original formatting of notes when using @notes@ in email notifications
Currently, when using the @notes@ token in email templates, all formatting (such as line breaks, bullet points, etc.) is lost and the note appears as one large paragraph.
The idea is to preserve the original formatting of the note so that it displays clearly in the email, exactly as it was entered in the system.
2 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking into keeping line breaks in legacy notes for better readability.
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Org and Contact Profile Verifications
Currently to have any sort of verification process on org profiles and contact profiles being up to date one has to use statuses and workflows to push them back and forth and this is the best practice for verifying these are up to date when submitting an application.
Many clients request the ability to check whether these have been updated recently by the applicant as part of the application submission process. It would be nice if there was a way to enforce that applicants confirm their org/contact profiles are up to date without having to configure statuses. Similarly with the…
3 votes -
Advanced Data Table - Total Row Validation on dynamic advanced data table sections
Often times clients want to enforce a minimum or maximum amounts on certain columns such as request amount or match amount on an advanced data table total row. This currently isn't possible without passing the data to a static section. This makes validation tedious and time consuming to configure, but also more complicated for a client to edit and update later.
One should be able to use validation in the amounts in the total row only such as:
-Comparing the amount in one column to a field on the grant or linked cycle
-Comparing the amount in one total column…3 votes -
Message when Excel Parser is still Processing
When the excel parser runs, it's always been running in the background. It would be nice if there was a message of some sort on the upload field to indicate that the parser is still working and when the parser has finished parsing. It could be a circle or something, but there needs to be a message to indicate the parser is still working. Otherwise when users try to interact with the records that have been parsed, it looks like it didn't finish even though it just needs more time.
3 votes
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