230 results found
-
SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)
Can there be a way to choose your system's preferred default for SmartField inclusion? Currently it defaults to Include. Ideally we'd much rather it default to Exclude, or at least give us the option to choose our default.
The issue is that with numerous system admins making changes or adding fields over time, we inevitably are forgetting to toggle this to Exclude and errant fields then show up in our exported pdf files - that we often are completely unaware of. This could cause a file to being shared with users who should not have access to some of the…
18 votes -
Batch Update to Remove Assigned Contacts
Please allow Batch Update to handle removal of Assigned Contacts based on role. The way it functions now, a name is required in order for Assigned Contacts to be removed. Doing a bulk removal via batch update based on role alone does not seem to work.
18 votes -
organization duplicate check
I would love to see the Organization Duplicate Check improved. Currently it won't catch most duplicates unless it is an exact match. For example, if there is a comma in one org name but not the other and they are otherwise the same it won't catch it, same with an "Inc" at the end of one org name. The Person name duplicate check is sooo broad; it would be great for the org name duplicate check to be a little more broad.
17 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.
16 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.
-
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…
16 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.
-
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…
15 votes -
Add option to display data as percentages on charts.
Currently, we only have the option to display data on charts as counted totals. We would like to be able to display data as percentages on these charts for evaluation purposes.
15 votes -
Defining reply-to email address at email template level
All our emails are sent from "no-reply@smartsimple.eu"
However, even if this is a "no-reply" email address and we describe in the email body the one to use to reply, users continue to use the "reply" button of their email client. So, we would like to define, at the email template level, the reply email address to use (can't be a global parameter as multiple internal teams are involved).
For now, we try to use the "(reply-to)" feature in cc (see screenshot - do not remove it!) but this is not very practical15 votes -
Ability to Hide/Sort/Freeze columns in the Assignment Grid (Reviewer Assignment Grid)
When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.
15 votes -
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
14 votes -
Improvement to the API services
The current API services offered by SmartSimple are confusing in the response our team receives when calling them. For example:
- If there are missing variables in the call, it will respond a 200 - OK in almost all circumtances.
- If there is an incorrect variable (for example, report instead of reportid), the API will reply a 401 error in the body of the response - which indicates the user does not have authorization to that report, when the error is that the variable was incorrectly parsed in the URL.As our system becomes more connected with other platforms,…
14 votes -
Autoloaders - Field Change History
Field Change History should be logged whenever data is updated through Autoloader or by workflows triggered via Autoloader, to ensure a complete audit trail. Autoloader should include a configurable setting that enables Field Change History tracking, similar to the existing capability available through API functions.
14 votes -
Custom Fields Permission Quick Edit - freeze top/left headers for Role and Status; add in field Caption
When we need to update the custom field permissions, the Permission Quick Edit is often unusable. Once you scroll down a small amount, you lose the header row and can't tell what role or status you're changing. Same for when you scroll to the right, you lose the Custom Field column on the far left and have no idea what field you're editing.
We also usually don't really know the field's name as well as we know the Caption. It would be so helpful to include both the name and caption for reference so you know you're really updating the…
14 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.
13 votesWe plan to allow the ability to specify multiple “From” email addresses in a future release. This will most likely be added at Global Settings > Communications > Email Options and Security > From Address
-
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.
13 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.
-
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.
-
Role names in report
We would like to review on a regular basis (1 or 2 times per year) that all users having a privileged account in the system still need such access. We would like therefore to generate a report listing all users with their current role. Unfortunately, only "Role ID" can be added to report. Not "Role Name" or "Role Caption"
13 votes -
Ability to Copy/Save As SmartVersions
We build funding applications using SmartVersions. Sometimes we have a minor update to a SmartVersion we would like to make for a future competition but want to keep the original SmartVersion as well. It would be great if we could Copy or Save As a SmartVersion the same way you can Copy or Save As a Custom Field so we don't have to start from scratch each time.
13 votes -
Ability to change information in the invitation window on an application once an invited person has accepted
Once a person has been invited to an application and has accepted the invitation, it would be helpful if system administrators had the ability to edit information in the invitation window—such as correcting the spelling of a name or email address. It's common for the person sending the invitation to make small mistakes, and they often reach out to us for corrections after the invitee has accepted. Currently, the only way to fix these errors is to delete the invitation and re-invite the person, which is inefficient.
13 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.
- Don't see your idea?