2 results found
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Adding dynamic visuals
We would like to incorporate dynamic visuals. Our system generates Portfolio Visuals. Ideally, these visuals should be filterable — rather than showing data for the entire organisation by default. Users should be able to view the visuals by specific centres/ teams. This would provide more granularity and support better decision-making across the organisation.
1 voteProduct Education ·AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded
The October release includes a dynamic filtering option, does this meet your needs? https://wiki.smartsimple.com/wiki/Upgrades#New_Dynamic_Chart_Filtering_in_Dashboards
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Auto-save
Currently, users have to click the Save Draft button to save their work. Some of our users are so used to AutoSave on Word, Google Sheets, etc. that they forget to hit save and then lose their work.
Also, we live in an area with poor connectivity and sometimes the internet goes down without warning so having the ability to automatically save would help reduce frustration.
1 voteProduct Education ·AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded
Auto-save is available today to avoid requiring the user to select save every time
Global Settings > System Tab
Automatically Save Field Values when Editing Records
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