48 results found
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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 practical3 votes -
SmartFolder Direct Access Hyperlink
The SmartFolder Link custom field allowed users to add a clickable folder link directly within a record. When clicked, it opened the associated SmartFolder in a modal window, providing quick access to documents without leaving the page.
Use Cases:
Quickly access client or project folders directly from the record.
Enable workflow participants to view or manage related documents during task completion.
Streamline processes such as document review, onboarding, or audits by embedding direct folder links into forms or workflows.
Restoring the SmartFolder Link field would improve efficiency by providing seamless, in-context access to folders where related documents are stored.
3 votes -
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"
2 votes -
Promotion Rollback for Project-Based T2P Tool
Introduce a rollback feature in the new project-based T2P tool to allow reverting configuration changes promoted to test or production environments.
Use Case:
After promoting changes to a test environment, testing revealed issues, and a decision was made to not proceed with those configuration changes. In this case, the rollback feature would allow reverting specific changes within the current environment to its prior state. Similarly, if changes have been promoted to production and need to be temporarily undone, the rollback function would enable this.Implementation:
On the Import tab of the T2P tool, capture the pre-change state before applying any…2 votes -
Enhance the Word Parser to support updating both standard and custom fields.
Enhance the Word Parser to support updating both standard and custom fields. Currently it can only update custom fields. We are specifically trying to use it to update address fields on the organization record.
2 votes -
Add alternative signatory to sign while using Adobe e-sign
In Adobe e-sign, a user is able to assign a signatory and an alternative signatory (proxy signatory) to the same signature spot, but only one can sign. Would it be possible to do the same in the Smart Simple platform, as Adobe eSign is used as the interface?
2 votes -
Improve Custom Field Type: Text Box - Date
Improve the Custom Field Type "Text Box - Date" by adding the possibility to enter a range of selected dates. Today it is only possible to add a default value into the Calendar but for example it is not possible to prevent the client from selecting a date prior to the default value date. The proposition would be to have the possibility to add a range of predefined date: the client could select dates only within the specified perid of time added in the range.
2 votes -
Default file size size limit
I suggest that default limit when you add a new upload field should be set to 10mb.
It can always be increased if necessary.2 votes -
Allow a Media Library enabled multi-upload field to receive documents
We have a multi-upload field with media library enabled. That field can only accept images and videos, not documents. Please allow us the ability to accept more file types, including documents, to fields of this type.
2 votes -
Extended Ability to Transfer Files from one Upload Field to Another
In the February 2025 Update, Upload fields were updated to allow the transfer of files between Upload fields on the same form. This functionality should be extended such that files can be transferred between levels, and even UTAs. As an example, if we collect forms on an Application and want it posted to their Organization Profile, that has to be done manually right now.
2 votes -
Preview Subject in Communication Center
When preparing an email in the Communication Center, the "Preview" button previews only the body, not the subject. It would be great to include the subject in the preview as it contains often variables or sslogic statements
1 vote -
Enable role filters for Contact Association Listviews in the Submission Manager
We would like to be able to create role filters for contact association listviews in the submission manager. This capability is already available for global contact listviews, and we believe it would be useful to build custom filter settings to make grant contacts easier to navigate. E.g., a list of all reviewers assigned to a grant, communications contacts, etc. This would enable staff members to open a list of contacts and immediately parse the individuals with whom they'd like to interact directly without navigating through several other names.
The current views are a bit cluttered with, for instance, 8 reviewers,…
1 vote -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
1 vote -
Allow reports to display multiple addresses from address book
When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).
In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.
Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type…
1 vote -
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…
1 vote -
Notification Broadcast
Add the possibility in the Notification Broadcast to have the notification stay visible all the time once using the sytem. Currently the user has the notification at connexion only and then the notification closes. After this improvement the notification could appear all the time, preventing the user from missing important information.
1 vote -
1 vote
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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.
1 vote -
Allow for accounts to be created/accessed with either a Username or Email Address
We are running into a limitation whereby applicants/users have a need to change their email addresses on a semi-regular basis. Researchers move institutions frequently enough and when doing so they will receive new email addresses.
This often leads to duplicate accounts if they need to reset their password and don't have access to their original email address at the previous institutions. Additionally, if they don't remember having created an account and then register under their new email address, this bypasses the duplicate check. Lastly, using the email address limits the ability to update the email address without making their account…
1 vote -
Access report data from Email task type
As it is right now, you can select a workflow to run on each record that's returned in a report. It would be great if in the workflow you could reference the columns of the report.
For example, you have some report that has a bunch of formulas/criteria on it and you need to send an email for each record returned by the report.
If the workflow could reference the data in the current row by column index to populate values to the email being sent, this would open up the possibility for some interesting things as reports can be…
1 vote
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