166 results found
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Add resolved status to annotations dataset
Would be really useful to be able to report on whether or not annotations are resolved, as then you could use the report property to create SmartCheck validations and/or have fields display conditionally based on if there are any unresolved annotations or not.
2 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the bigger opportunity is to easily validate against unresolved annotations and will consider this in the future.
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Page to last/next page from button of list view list from My Profile
UX on list view differs from profile. From list view, the next/last page sticks to top of page as you scroll. On dashboard, it doesn't and when you scroll down through results you lose the next/back buttons.
Would be good to have similar functionality on "My Profile" that exists for list views
2 votes -
Different colour banner for emulate vs. backup
I often work in the back-up and prod sites concurrently. I rely on the top orange banner to know that when I am in back-up. However, when I am in the live site and click emulate user, I get an orange banner across the top of the prod site. This makes me nervous that I will get distracted and forget that it is the live site.
Can the emulate banner please be a different colour than the backup banner?
4 votes -
Tracking processing times via status report
(Re ticket #277463 - Tracking processing times)
We have been asked to report on the length of time in review for monitoring the workload and efficacy of our staff.
We have created a status duration report but it will not calculate the length of time in the current grant status. Yet, when we click on the status history for an individual file, it lists the length of time in each grant status including the current status.
We basically want the numbers listed on the graph in the individual status history but in a table with all the other files.
2 votes -
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…
2 votes -
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:
Make the column widths adjustable with mouse drag or in column configuration specification
Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.
For lists in the User tab allow column selection to include selections from the Organization fields
Add Create Date and Last Modified to the column/field selection options
Add Created By to the column/field selection and filtering options
Make it possible to configure listviews to manifest as tabs (so that…
5 votesMonitoring 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.
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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
3 votes -
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.
Permission L1 and L2 form types to accept highlights - application types, report types, etc.
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…
2 votesMonitoring 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.
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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.
8 votesMonitoring 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.
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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 users2 votesMonitoring 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.
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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…
4 votesMonitoring 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.
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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.
4 votes -
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.
11 votesMonitoring 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.
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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 -
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 processesRequested Improvements
Centralized Log Access
Provide a single, unified location…4 votes -
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 clarificationRequested Improvements:
1. Earlier Release Notes
2. Share preliminary / upcoming release notes 2–3 months…3 votesMonitoring 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.
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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…
1 vote -
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.
1 vote -
8 votes
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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
5 votes
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