28 results found
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Enhance Interactions with Multi-Record Linking and Cross-Record Visibility
Interactions are only valuable if users can see them in the context of the records they impact. Currently, interactions are not visible from associated records, making it difficult to access important engagement history where users are actually working. Making interactions visible directly on linked records would significantly increase their usefulness and adoption.
Additionally, allowing the Associated Record field to support multiple record selections would better reflect real-world workflows where a single meeting, email, or conversation often relates to more than one record, reducing duplicate data entry and preserving a complete history of engagement.
16 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Considering this one for a future release, post October 2026
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crossref registration of awards
All of our awards will be assigned DOIs at crossref. We do this so we can more easily track outputs through reference to the grant DOI. It would be great if the system could allow us to do this within SmartSimple rather than manually filling out forms at CrossRef.
1 vote -
Link a data field to the Research Organization Registry for allowed institutions
Our applicants apply as individuals, not as a part of an organization. However, all of our applicants work at organizations that are registered at ROR (Research Organization Registry). It would be great if users could use the ROR number OR select from a list of ROR organizations to identify the institution at which they will be doing their work. Manually adding institutions based on their ROR information is our current solution, but as our applicant pool expands, this is getting challenging to curate.
1 vote -
Make ORCID data available in applications
We need biographical sketch information in our applications. We do not want do deal with uploaded files - they are a pain to proof for consistency AND uploaded files are also hard to pull data from when analyzing trends on applications. All of our science applicants have ORCIDs which contain all of these data. However, there is currently no way to select ORCID data (which is already displaying on the profile) to populate fields on the application form.
It would be great to be able to have fields on the application and allow applicants to select from ORCID records of…
1 voteUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Based upon our focus on research, this is under consideration
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Annotation Mode Usability Issue While in Split Screen
The annotation mode user interface while viewing a record in split screen is not user friendly and makes the annotation mode feature unusable. Previously, annotation mode allowed flexibility with collapsing the annotation pane, but now the annotation pane has a fixed width, which makes the record virtually nonfunctional.
2 votes -
Personal dashboard configuration
When configuring a personal dashboard, you currently need to choose a list view that already has a filter applied. As a result, each conditional summary requires its own dedicated list view with a matching filter, which significantly increases the configuration effort.
In a previous portal configuration release, we introduced the ability to select list views and filters independently. This allowed users to reuse existing list views and apply different filters as needed, reducing duplication and simplifying setup.
I recommend extending this same flexibility to personal dashboards. Enabling independent selection of list views and filters would reduce the number of configurations…
4 votes -
Fuzzy Search Functionality for SmartSimple Platform
The current search functionality in SmartSimple is inflexible and does not accommodate spelling variations, spacing differences, or typos. This limitation results in:
- Users creating duplicate profiles for organizations, etc., when they cannot locate existing entries
- Increased user access management issues
- Greater administrative burden for managing and merging duplicate profiles
- Weakened compliance monitoring and controls
Implementing a fuzzy search functionality that returns approximate matches would resolve these issues by allowing the platform to accommodate:
- Spelling mistakes
- Spacing differences
- Typos and minor character variations
Benefits:
- Improved User Experience: Users can find existing records even with minor search variations
- Reduced Duplication: Fewer duplicate…
24 votes -
T2P Projects: filter assigned users
In the T2P project when you are going to assign users the system should display Global Admin users who have User Access. Nowadays system shows all Global Admin users (with or without User Access).
4 votes -
Linked Record List Custom Fields: Enable Simplified Association Interface on the Assigned Organizations list type
I've recently seen great improvements to the grantee user experience when I've utilized the Linked Record List Custom Field "Simplified Association Interface" toggle for Contact Associations, but this option is not currently available for Organization Associations as well as some other list types.
Please consider adding the "Simplified Association Interface" option for Organization Association list types, as well as all other list types, if possible.
3 votes -
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.
2 votes -
Enhancements to the T2P Tool
After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:
- Pagination in "Changes Logged Against This Project"
The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.
Pagination would significantly improve usability and efficiency.
- Promoted indicator should be tied to ENVIRONMENT
We have noted several that the current behaviour is not ideal. The main suggestions would be:
--> The Promoted field should reflect the status of that change…9 votesWe plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.
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Timesheet Charset in Neo Report Builder
The Timesheet Charset feature is currently available only in the Classic Report Builder, which has now been deprecated.
Please reintroduce this functionality in the Neo Report Builder, as it is a vital component for tracking timings, costs, rates, and related metrics efficiently.
Justification / Use Cases:
Time Tracking: Enables detailed reporting of user activity, hours worked, and time allocation across projects.
Cost Management: Allows calculation and analysis of costs and billing rates based on recorded timesheets.
Performance Monitoring: Supports productivity and resource utilization tracking for project management.
Continuity: Maintains reporting parity with the Classic builder, ensuring a smooth transition for…
2 votes -
List Display : freeze the first row
Improve Lists display by adding the possibility to freeze the first row of column titles
Such as in Excel : add the prossibility to freze the first row of a list to keep the right column title on top when we scroll down55 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking at a number of user experience improvements with list views and will include this idea too
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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.
13 votesUnder 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.
91 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Top voted item, moving to 'under consideration' for one of the next few releases
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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.
7 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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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.
5 votes -
Querying whole database using AI (Insights)
Would be game changing for us to be able to use AI to extract insights and query every application in Smart Simple. GAME CHANGING
12 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are enhancing our AI capabilities including a data lake and RAG to consume structured and unstructured data to leverage across a wide range of use cases. Can you provide any specific examples for us to consider as we are focusing on delivering specific use cases.
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Fix the left hand column in report builder
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
9 votes -
Update Wiki
An up to date reference for the system and its standards please.
98 votes
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