93 results found
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T2P Project Based Tool Improvements Needed
Prior to promoting changes in the Target environment, we see a comparison log that is similar to what we see in the desktop T2P tool. However, it was not clear that all the changes were represented in the Export package. The comparison log could also include additional information that could make it more useful like Date Changed, Time Changed, User, etc. Additionally, there is no way to export or save the comparison log, and after promoting changes, it is no longer accessible.
After promoting changes to the target environment, we can see the Import Log, which in some cases, will…
1 vote -
Floating widget integration for contextual support and ticket submission
A system-wide floating support widget in SmartSimple to let users access help, knowledge bases and ticket forms (e.g. Zendesk, FreshDesk, Zoho) from anywhere in the platform.
Support requests would automatically include contextual data such as the grant, application or workflow step the user is viewing, dramatically improving ticket quality and resolution time.
This would create a smoother user experience, reduce email-based support burden and provide SmartSimple with a modern, flexible integration point that many customers can benefit from—especially now that SmartSimple is adopting Zendesk.2 votes -
Enable other users to delete from the Message Queue without making them Global Administrators
SmartSimple should allow to enable other user roles to delete from the Message Queue without making them Global Administrators. This way other users will be able to delete emails that they accidentally triggered so that they won't be mistakenly sent out.
2 votes -
Bring back ability to choose different email addresses when using Email Templates/Group Email
It is critical and imperative for our work that the ability to choose different email addresses when using Email Templates/Group Email is implemented again (in the deprecated personal email settings). This has a major impact on the work that we do. We rely on this feature quite heavily. Without this feature we need to email stakeholders manually, which is taking a step back for us.
3 votesWe recognize the need for flexibility in choosing email addresses beyond the default or the user’s own address when sending templates or group emails. While we would not reinstate the ability for individual users to set any “From” address as a personal preference, we are open to introducing an instance-wide setting that provides greater control and options for “From” addresses.
If this functionality is implemented, all email domains would need to align with the primary service in use. For example, users would not be permitted to send emails from unrelated domains such as Gmail or Amazon.
- If not using SMTP relay: All addresses would need to use @smartsimplemailer.com or an equivalent domain based on client jurisdiction.
- If using SMTP: The domain must match the one configured on the organization’s SMTP server.
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Allow users to copy a system list view without needing edit access
I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.
Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.
My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.
So, I would like users to be allowed to copy a system list view without needing edit…
5 votes -
Grant ID numbers sticking at the top of activity forms
In the old version, our grant ID numbers would stay at the top of the screen as we scrolled down activity forms. Now they do not. I'd like this one feature to go back to the way it was. In the new look grant ID numbers should stay at the top of the screen as we scroll down the page.
2 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The new design is intended to maximize the screen space when scrolling. We see the value of freezing the top. We will monitor interest to see if others have the same concern.
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Concurrent User Queue on Login Page
Currently, when a system is configured with a concurrent user limit to maintain optimal performance, users attempting to log in during peak usage receive a message indicating high traffic and are asked to try again later. However, users have no visibility into when they might be able to log in, as they cannot tell when others have logged out.
To improve this experience, we propose implementing a queue system like those used by ticketing platforms or high-traffic websites. This would allow users to:
• See how many people are ahead of them in the login queue.
• Automatically gain access…
1 vote -
Rich Text in Email Templates
If you use syntax like sscal in Rich Text, the text does not appear in HTML View. It would be nice if the syntax showed as part of the text.
4 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This is a known issue that will be addressed soon via a new variable syntax. In the meantime, disable rich text editor when editing emails with sslogic.
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expiry column for staff contacts list
When we review our staff contacts in the CRM, there is no way to see in the list view whether we have added an expiry date or not. We have to open each individual to check. The Support team told me I cannot add the expire date field as a column to the list view using list syntax.
The expire date is accessed by going into the contact and clicking on Actions (top menu) > Edit Roles and Access.
It would help to be able to quickly tell if a user has an associated expiry date on their role access.…
1 vote -
Export custom field list with visibility permission settings
The ability to export the custom field list from L1, L2 or L3, users, orgs or any system object, with settings such as mandatory toggle, description, select values, and including the role, status, and type permission settings, into Excel, or the ability to build a report builder report where you can customize the settings to be exported. The system design summary pulls some of this data into a word table format, which can be copied into Excel, but it is cumbersome and only copies from the core fieldset. Being able to export directly and easily from the custom field list…
5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the value and need to provide a way for customers to have a documented view of their system. We will monitor to see how much others are interested.
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Ability to train and use AI to review uploaded files
Add an ability to train AI to recognize the document we are requesting. Applicants can then get a warning that it doesnt look like they are uploading the correct document, and flag it for reviewers.
The next step would be to use AI to scan the uploaded documents for data and then use that data in the application without the user having to reenter information.
3 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are exploring multiple approaches to leverage external sources and documents with AI, as this capability is foundational to our overall strategy. This concept encompasses several potential AI use cases, including notifications and intelligent data consumption. We will monitor these ideas closely as we develop and iterate on new AI use cases.
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Rich Text Editor - Resizable Window
With the Smart Simple October 2025 Update to the Rich Text Editor, the window is no longer resizable.
The specific field type for the Rich Text Editor is: Special - Rich Text. It would be ideal if the window has the ability to be resized both vertically and horizontally.
An example of text windows that are fully adjustable are those with the "Text Box - Text Multiple Lines" field type, and the Width is set to "Full" under the display options (Width), allows for both horizontal and vertical adjustment
9 votes -
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.
16 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 -
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.
14 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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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.
2 votes -
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.
26 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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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.
4 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…
3 votes
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