249 results found
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Include Object Name in Reports
The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.
We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what…
3 votes -
Toggle On/Off Custom Field Type
A new Custom Fields type that uses a binary control to toggle on/off. Same as the toggle used in "Track Changes" or "Mandatory" but for Custom Field Types.
3 votes -
SmartSimple - Submission Manager and Contact Manager filters in Organization Manager
You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.
Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to…
3 votes -
User Deactivation Functionality in Admin Interface
Problem:
Many external users don’t know how to deactivate/remove staff contacts from the system. Currently they must contact SmartSimple support.Solution:
Add self-service deactivation option in admin interface. Include option to reassign pending tasks to another user before deactivation, and show an audit log of who deactivated the user and when.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…
2 votes -
Email previews
It would be really great if the email builder/preview, allowed you to toggle between desktop and mobile views, use intuitive merge fields (as opposed to the variables), and send live test emails to specific addresses (like to yourself and/or a team member) to ensure the formatting is perfect.
The live test email would allow you to select a particular person or organization that it would pull the merge data from for the preview, without sending it to them and while allowing you to see it in your own inbox.2 votes -
Role-Based Control to Disable File Downloads
The new file preview feature under multiple file upload field is very helpful, but users can still download files, and this option cannot be disabled.
We suggest adding a role-based control to allow administrators to restrict file downloads (e.g., for volunteers or external reviewers, or in some cases, internal staff) while still allowing file preview.
This way we can improve security, reduces risk of file being downloaded to user's own devices, and better supports data protection.
2 votes -
Replace Hashtags with Hierarchy-Based Categories and Sub-Categories
Hashtags are a nice way to simply categorize records in SmartSimple. I think we can deliver more value if we can provide a UI for setting a hierarchy of categories and sub categories that allow you to categorize applications and also add any number of related sub categories as well.
It would also be nice if this could be an AI-based feature that allows for automatic categorization dependent upon the application data. Categories and subcategories should also be addable to list views and reports.
Value Add: This would allow you to create list views and reports that filter by categories…
2 votes -
Report management
Improve the list view in the reporting module so that the listview is more like the advanced search list views on UTAs and can be configured locally. It should allow sorting and filtering on whether export is enabled, Category, UTA association etc
2 votes -
French punctuation spacing
In French, there should be a space between a preceding word and a colon. For example, "Last name:" in English would be translated as "Nom de famille :"
However, when I add a space after "famille" in the translation field, the system does not save it and places the colon right beside the word famille, e.g., "Nom de famille:".
How do I get the correct punctuation in French with a blank space before a colon?
Support suggested I raise this issue in the Idea Lab.2 votes -
Introduce a new workflow task type to copy uploaded files
Add the ability to copy existing uploaded file(s) from one upload custom field to another anywhere in the system, with support for @triggerobject. syntax in multiple workflow triggers.
2 votes -
Management / Administration - Visibility on System List Views
System administrators cannot see where list views are set across the portal / dashboard. This creates a time consuming and tedious process where administrators need to tab through each list view on a dashboard to see where it's exposed before making a change.
Example:
1 list view is configured for 3 different portal components. In looking at the list view, an admin cannot see where the related portals are. 1 of the three portal list views needs an update, but the admin needs to go chase down and split out views so information is not inadvertently exposed on the 2…2 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we are targeting some improvements around list view management, this could be considered as the next phase.
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Autoloader Validation
When the autoloader runs, it currently loads the data as it receives it as long as the data matches the field format. We are experiencing ongoing challenges because users are uploading data files with the Autoloader that do not meet our business rules and cause issues to downstream systems. Is it possible to add a feature that allows us to define validation rules for an autoloader file? so we can reject the data before it is loaded into SmartSimple?
2 votes -
Ability to delete/cancel declined invitations.
It is not currently possible to delete/withdraw an invitation if it has been declined.
This causes confusion for some of our applicants, as they don't want the record of the declined invitation included with their submission.
I understand it may be useful to retain that data in some instances, but it's not even possible for a system admin to remove these at the moment.
2 votes -
Show field number in batch update feature for custom/standard fields
We have multiple grant application types. When I go to batch update a custom field (the caption of which may exist in several different applications with differing selection options) the batch update feature only shows the caption for the custom field, rather than a field ID, making it difficult to differentiate which field is correct if multiple fields share the same caption.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand upon why you have duplicate fields with the same name/caption?
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mTLS
Support mTLS for restful API
2 votes -
Owner fields in list views
When you create a L1 list view, you can include fields from the L1 owner.
I would like to do the same for L2 and L3 list views (i.e. include L2 owner fields in L2 list views and include L3 owner fields in L3 list views).2 votes -
Trigger uta role assignment workflow when updating contacts in batch update
Batch update of contacts using "update" feature doesn’t run UTA assignment workflow, but “add” does. We’ve reverted to a two-step process to make personnel changes (e.g. new person filling in for old person) to add then remove as opposed to one-step update process for personnel changes because of the unintended consequences with UTA assignment workflow. Is this a platform bug? Or was it never built to trigger wf for updates
2 votes -
Batch update to update legislative districts
We use Legislative Districts on our Organization Profiles to track giving by district. Currently, this requires manually updating each organization by clicking the Legislative Lookup button next to the address and then saving the draft to populate the fields. The ability to batch update this information would be extremely helpful—especially after redistricting, which occurs every few years.
2 votes -
Batch allocation
It would be useful to have a drag and drop type interface for allocating tasks or people where high volumes are involved. Examples include sharing hundreds to applications between a number of committee meetings or hundreds of review tasks between a number of reviewers
2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the challenge you have highlighted and the opportunity to improve. We suspect a solution would involve revisiting the design/approach to using assignment grid. Let' see the interest to drive future consideration,
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