198 results found

1. Reduce Configuration Requirements for Word Merge

   There are clients who leverage the word merge field to consolidate data across multiple L2s (often grant reports) under a grant application and map it to a word template. The configuration for this is very syntax heavy and leverages a lot of list syntax and/or report property syntax.

   The amount of effort to support clients with this functionality often warrants an RFS. It would be nice to have a UI for selecting the L2s and the fields to be included in the word template. Some HTML work will still be required but perhaps we can eliminate the need for list syntax and report property.

   There are clients who leverage the word merge field to consolidate data across multiple L2s (often grant reports) under a grant application and map it to a word template. The configuration for this is very syntax heavy and leverages a lot of list syntax and/or report property syntax.

   The amount of effort to support clients with this functionality often warrants an RFS. It would be nice to have a UI for selecting the L2s and the fields to be included in the word template. Some HTML work will still be required but perhaps we can eliminate the need for list… more

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2. Rich Text Editor - Add Header option

   The old Rich Text Editor had the option to add headers to text without using tags. It would be ideal if this functionality could be added back into the new Rich Text Editor. This would save our users a lot of time.

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   Under Consideration  ·  0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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3. Please add the following features to Listview configuration in the revamped Interactions tab:

   Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:

   1. Make the column widths adjustable with mouse drag or in column configuration specification

   2. Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.

   3. For lists in the User tab allow column selection to include selections from the Organization fields

   4. Add Create Date and Last Modified to the column/field selection options

   5. Add Created By to the column/field selection and filtering options

   6. Make it possible to configure listviews to manifest as tabs (so that there can be a tab for Phone Calls, a tab for Emails, etc.)

   Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:

   1. Make the column widths adjustable with mouse drag or in column configuration specification

   2. Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.

   3. For lists in the User tab allow column selection to include selections from the Organization fields

   4. Add Create Date and Last Modified to the column/field selection options

   5. Add Created By to the column/field selection and filtering options

   6. Make it possible to configure listviews to manifest as tabs (so that… more

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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   We've linked this idea to the List View discussion topic currently on the roadmap. We will have several events to dive into this topic and prioritize the related ideas.

4. How about adding viewing and downloading capabilities to the document upload field in the Interaction L2 form?

   Is there a reason you included a document upload field in the "Interaction" L2 form that appears in our Activities list of the L1 application forms, but didn't include any way to view or download documents uploaded there?

   Enquiring minds want to know.

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   Under Consideration  ·  2 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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5. Threaded Notes

   Reporting tool doesn't (at least based on what I can see) thread conversation so you can see replies in one string in report output. We would benefit from a thread for all replies so you can order/sort by that field

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6. Add a "highlighter" for reviewing text in L1 applications and L2 reports

   "Highlights" are exactly what they sound like - background color added to specific selected text.

   1. Permission L1 and L2 form types to accept highlights - application types, report types, etc.

   2. Permission highlighter function for various roles (staff, reviewer, evaluator, etc.) - Permissions should include "Create/view highlight" (user can create and see their own highlights), "View all role highlights" (enable reviewers to see each others' highlights IF this function is invoked on the highlight control menu), "View all highlights" (enable users with this role to see all highlights when invoked on the highlight control menu), and "Highlight PDF" (enable use of "Generate PDF" function on the Highlight menu.)

   3. Assign highlighter colors - default color for each role, but enable user-specific colors. These assignments should be visible when a user hovers over the highlighted text. ("Staff", "Reviewer", "Username One, Username Two" etc.)

   4. Make Highlighter Menu appear when permissioned users are viewing and/or editing L1 or L2 highlight-enabled Types. Menu:

   "Create highlights"
   "View Highlights"
   "Copy/Paste Highlighted Text"
   "Select All/Copy"
   "Generate Highlighted PDF"

   "Create Highlights" and "View Highlights" click on and off using the menu.

   "Copy/Paste Highlighted Text" allow user to select and copy specific highlighted text, and "Select/Copy All" copies all highlighted text, for pasting.

   "Generate PDF" generates a one-time printable/downloadable PDF showing whatever highlights the user role has permissions to view, and includes at the top a "legend" showing the highlight color(s) and who they are assigned to, and shows it in a browser tab.

   Use Case 1: Reviewer assigned application to review highlights items in text that relate to the review rubric, copy/pastes specific highlighted text into the Explain Rating fields in the Review form and uses highlighted text to explain why they rated an item as they did. When their review is completed, they generate and print out a PDF with all their highlights on it to bring to the Selection meeting. At the Selection Meeting, staff either screen-shares the application or shares a PDF showing all highlights from all Reviewers, for discussion.

   Use Case 2: Two staff assigned to review and approve a Progress report each highlight items as they view the report, and copy/paste them into the "Reviewer Comments" fields, and view each others' highlights and comments prior to determining final approval or return for revisions on the report.

   "Highlights" are exactly what they sound like - background color added to specific selected text.

   1. Permission L1 and L2 form types to accept highlights - application types, report types, etc.

   2. Permission highlighter function for various roles (staff, reviewer, evaluator, etc.) - Permissions should include "Create/view highlight" (user can create and see their own highlights), "View all role highlights" (enable reviewers to see each others' highlights IF this function is invoked on the highlight control menu), "View all highlights" (enable users with this role to see all highlights when invoked on the highlight control menu), and "Highlight PDF" (enable use of… more

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   2 comments  ·  Grant Management  ·  Delete…  ·  Admin →
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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   A part of a larger evaluation, we have linked this idea to the broader discussion around integration opportunities with Microsoft Word.

7. Shift Click to Select Multiple Items in a List View

   The ability to select multiple item in a list view by clicking the first item and shift clicking the last item to select a range of records instead of individually clicking each one would be very helpful.

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   As part of a larger discussion on enhancing the list view, we have linked this to the topic for future consideration.

8. Hide wf and status updates from Report Builder for non-admins

   In system features (global settings), there’s one called “Report – Manager” that allows those roles to access the report feature in system, build reports, export them, etc.
   o A subset of these features allow for wfs and statuses updates to be triggered (similar to bulk update)

   We have a user base that could benefit from self-service reporting, but shouldn’t be able to perform bulk CRUD operations on db.

   Suggestion: have a lower perm’d “Report – Builder” that splits off the “Update status” and “Trigger Workflow” features
   o This would mirror the personal list view limitations for non-admin users

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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   As part of a larger discussion on Report Builder improvements, we have linked this for consideration.

9. Allow the "Interaction" user interface to send emails to selected contacts using the group emailer.

   Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?

   Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but also in the Interaction.

   Another option would be to use the "Notes" function for this, but it is very clumsy to configure, and isn't really an "email" - you could switch the type option to "Note conversation".

   There appears to be no real use for the "Email" interaction type as the form is currently designed/configured.

   Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?

   Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but… more

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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   We are targeting an Outlook integration in an upcoming release. This will allow a user to create and store an email in SmS from Outlook. The additional scope for this idea is to support the same process from SmS to Outlook.

10. Records per page

    Options for allow for more than 100 but not all on the items per page picker. Often, even when filtered, there are hundreds of results and the option to pick more that 100 but not all is necessary.

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    Monitoring Interest  ·  0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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11. Notifications for users with locked accounts

    It would be beneficial to implement a notification system for users who have attempted to log in too many times, informing them that their account is locked for a certain number of minutes. Currently, there is no way to inform them.

    Perhaps a 'pop-up' message on the login page would be the most effective solution.

    9 votes

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    Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    We will monitor this idea, the solution may be an email to the user to let them know they are locked and try after X minutes. Today, we have a setting (policy->account lockout) to define who received a locked out notification, typically to the admin.

12. Gmail Plug-in

    Utilize Gmail for their mail service. Would love to have a plug-in that would allow them to sync emails from their Gmail account into SmartSimple.

    6 votes

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13. Centralized Logging and Improved Visibility for Configuration Errors

    Problem: Logs related to configuration and system behavior are currently fragmented across multiple locations, making troubleshooting slow and inefficient. There is no clear centralized view or consistent process to identify high-impact issues, and important configuration errors are often buried as generic warnings.

    Key Gaps:
    No single, centralized location for all relevant logs
    Configuration-related errors are hard to discover and correlate
    Log severity levels are not granular enough, causing critical issues to appear as low-priority warnings
    Lack of guidance on whether customers should rely on platform logging or develop internal processes

    Requested Improvements
    Centralized Log Access
    Provide a single, unified location or dashboard for:
    Configuration errors
    System and integration-related logs
    Platform warnings and failures
    Improved Log Severity Levels
    Introduce clearer log levels (e.g., Critical, Error, Warning, Info)
    Ensure high-impact configuration issues are flagged as errors or critical, not just warnings
    Configuration Error Visibility
    Surface configuration errors proactively (e.g., alerts or highlights) rather than requiring manual log inspection.
    Best Practices / Guidance
    Clarify whether the expectation is:
    Platform-provided centralized logging, or
    Customers building internal aggregation and alerting processes
    Provide documentation or recommendations accordingly.

    Problem: Logs related to configuration and system behavior are currently fragmented across multiple locations, making troubleshooting slow and inefficient. There is no clear centralized view or consistent process to identify high-impact issues, and important configuration errors are often buried as generic warnings.

    Key Gaps:
    No single, centralized location for all relevant logs
    Configuration-related errors are hard to discover and correlate
    Log severity levels are not granular enough, causing critical issues to appear as low-priority warnings
    Lack of guidance on whether customers should rely on platform logging or develop internal processes

    Requested Improvements
    Centralized Log Access
    Provide a single, unified location… more

    3 votes

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14. Improve Advance Communication and Testing Window for Platform Upgrades

    Problem: Platform upgrades often introduce breaking changes with limited advance notice. Release information typically arrives too close to the upgrade window, leaving insufficient time to assess impact, migrate customizations, and test integrations. This results in avoidable production issues and reactive support tickets.

    Key Gaps:
    Release notes are usually available only 2–4 weeks before upgrade
    Non-prod/backup instances are upgraded too close to prod
    Release notes are large and hard to filter for relevant breaking changes
    Opening a support ticket is the only way to get clarification

    Requested Improvements:
    1. Earlier Release Notes
    2. Share preliminary / upcoming release notes 2–3 months in advance, especially for breaking changes and deprecations.
    3. Staggered Upgrades
    4. Upgrade backup/non-prod environments at least 3–4 weeks before prod to allow adequate testing and troubleshooting.
    Targeted Upgrade Notifications
    5. Include a direct link to the specific upcoming release notes in upgrade emails, not the full generic page.
    6. Highlight breaking changes and required customer actions.
    Upcoming Release Visibility
    7. Maintain an “Upcoming Release” section with planned changes and migration guidance, updated as the release evolves.
    Pre-Release Briefings (Optional)
    8. Offer short webinars or briefings outlining what’s changing and what customers should validate.

    Problem: Platform upgrades often introduce breaking changes with limited advance notice. Release information typically arrives too close to the upgrade window, leaving insufficient time to assess impact, migrate customizations, and test integrations. This results in avoidable production issues and reactive support tickets.

    Key Gaps:
    Release notes are usually available only 2–4 weeks before upgrade
    Non-prod/backup instances are upgraded too close to prod
    Release notes are large and hard to filter for relevant breaking changes
    Opening a support ticket is the only way to get clarification

    Requested Improvements:
    1. Earlier Release Notes
    2. Share preliminary / upcoming release notes 2–3 months… more

    2 votes

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    Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    We will consider options in the future including option of offer a wider window between updates.

15. Ability to modify Quick Assignment Type tool

    Would like the ability to configure the Quick Assignment Type/tool so that we could select a default dropdown option for the Quick Assignment Type and Role to Assign dropdowns. It would also be nice to have the option to add a dropdown option of 'Select One' so that users are forced to select an option.

    For assigning reviews, a pop-up window appears with two options - Manual User Assignment and Random user Assignment. Would be nice to have the ability to revise the tool tip language.

    After using the Quick Assignment Type tool, there is no way to close out of the tool and users have to click into another page and navigate back to the tool to continue using it. Also, having the ability to include instructions on the tool page would be useful so that we can provide guidance to users on how to use the tool while they are in it. Similarly, the ability to include tool tips for the Quick Assignment Type and Role to Assign dropdowns would be helpful for users.

    Would like the ability to configure the Quick Assignment Type/tool so that we could select a default dropdown option for the Quick Assignment Type and Role to Assign dropdowns. It would also be nice to have the option to add a dropdown option of 'Select One' so that users are forced to select an option.

    For assigning reviews, a pop-up window appears with two options - Manual User Assignment and Random user Assignment. Would be nice to have the ability to revise the tool tip language.

    After using the Quick Assignment Type tool, there is no way to close out… more

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16. Request to make the delegation toggle button more visible

    can you make this Enable Delegation toggle button more prominent that users cannot overlook easily.

    refer to the attached screenshot for your reference.

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17. Add a new search feature to the “All Columns” dropdown in List View to help users quickly find and select columns without scrolling through
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18. add level 1 id , level 2 id, and level 3 ids to list views / search criteria

    It is onerous to build a report to find the common name (front end name, etc) for a eventid that you find in wf history (or otherwise). I'd love to search for level 1, 2, 3 ids in list views to prevent that extra step of building report just to find a field I can search on list view

    4 votes

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19. Update historyof function - FIELDNAME is brittle

    https://wiki.smartsimple.com/wiki/HistoryOf_function

    When using this function, I have to configure with status names. Example from WIKI:

    @HistoryOf(Status::[Value]='Approved'::Update to [Value] by [UpdatedBy] at [UpdatedTime]::[UpdateTime]::desc::1)@

    This is a brittle approach (as this is the caption / front end field name). I'd love the ability to pass the statusid as opposed to status. Even backend field (name) would be better than the caption

    4 votes

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20. Ability to report/extract/import description field in uploaded files

    Currently, descriptions for uploaded files can be added. It will be helpful to be able to report on each uploaded files, with their description and upload date/time, and user. It will be helpful for staff/reviewers to be able to have a list of files that were uploaded, with the description at hand, as filenames may not be as descriptive.
    Also, since file upload is available thru autoloader, it will nice to be able to add descriptions of files when uploaded thru autoloader.

    4 votes

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