272 results found
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Map Advanced Data Tables - Static Sections
When a static section is required in an advanced data table, clients still want to be able to query the data across records. While technically they can in a report, the only way to make this more user friendly at the moment is to create hidden fields that are populated with template formulas or try to make the section dynamic and map to L2s.
It would be much more user friendly and make configuration easier if you could just map each applicable cell to a field on the same record level. This would reduce template formulas that have to run…
6 votes -
Advanced Data Table - Total Row Validation on dynamic advanced data table sections
Often times clients want to enforce a minimum or maximum amounts on certain columns such as request amount or match amount on an advanced data table total row. This currently isn't possible without passing the data to a static section. This makes validation tedious and time consuming to configure, but also more complicated for a client to edit and update later.
One should be able to use validation in the amounts in the total row only such as:
-Comparing the amount in one column to a field on the grant or linked cycle
-Comparing the amount in one total column…6 votes -
The ability to batch update Notes
It is possible to batch update for status, institutions, associated contacts (etc), but it is not possible to do it on Notes.
Is there something I am overlooking? :)
6 votesFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Emil - sorry for the delay, can you provide examples of use cases where you need to batch update notes? Thanks
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AI Vision in PDF and Excel
For your AI Vision tool, it would be game changing for us if we could use it on PDF documents and even Excels. We require our applicants to upload bank letters which then go through a manual review to ensure that it contains all necessary information. AI Vision perhaps could be used to ensure an account number is present, address, swift code, etc. Similarly, a budget as an Excel contains line items that might be unallowable per our policy. Maybe AI Vision could be used to help detect unallowable line items.
6 votes -
Navigation buttons on grant management application stage
For cost recovery applications. Currently in the desktop and mobile versions, the back and forth navigation arrow and next and back button are very small.
Application Stage:
Changing the left and right arrow navigation buttons for scrolling into bold arrows. In IOS and Android, it is very small; making it bold will help the user.
The NEXT and BACK buttons are on the bottom on both sides of the application page—changing this to bold will also be helpful for the SME.
6 votes -
Multiple Standard Field Update from single task
Just like when creating a workflow task allows updating multiple custom fields at once, the same functionality should apply to standard fields. Currently, updating each standard field requires a separate task. So, if I need to update 5 standard fields, I have to create 5 different tasks — whereas for custom fields, all changes can be made within a single task.
6 votes -
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.
6 votes -
Allow for copy text capability in document preview
The new ability to preview uploaded documents is great. However, is there a way to make it so that the user has the ability to copy text from the document while in preview mode?
5 votes -
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel.
Adding this functionality would greatly improve Smartsimple's usability.
Often, the fields in list views and reports are date or number fields and when exporting to Excel (xls, xlsx, csv, etc.), these formats are not transferred, requiring subsequent editing of the generated files.5 votes -
Edit automatic email (confirm your new email address)
The system generates emails to people who need to confirm their email address. Example attached. For many people, it appears to be spam as there is no mention of us (HMSA, the funder). I would like to be able to edit this email to include mention of our company and an email they can reply to, so they know this email is a legitimate email.
5 votes -
See record version history
We would like to know the record version history. In the past we were able to do this by report, using the Audit Log data set but nowadays this option is not visible.
We would like to know the person who change the version and when (by record).5 votes -
Change the default error message for SSO
Request: Can the SSO default authentication error message be updated, perhaps by client instance? Is there any way for users not to hit a dead end but be nudged towards the correct behaviour?
Context: Logging in on the SSO “happy path” works well (users follow directions and know if they already have registered with SmartSimple or not). These users do things in the right order: Users click the Create an account button if they have not previously registered in SmartSimple, or they click the Log in button if they have.
The “unhappy path” does not work, where users think they…
5 votes -
API integration for email send (Microsoft Graph, Gmail API)
We currently configure SMTP relays for clients who wish to send email from their own domains.
However, it is often challenging to work with client IT teams to enable SMTP AUTH on the required mailboxes.
In these situations, we are frequently asked whether SmartSimple supports — or plans to support — integration with Microsoft 365 (Graph API) or Gmail API for outbound mail delivery.
We understand that the February upgrade strengthened security by enforcing OAuth 2.0 for SMTP authentication. However, this still relies on SMTP as the transport protocol, which many IT providers increasingly consider legacy compared to modern API-based…
5 votes -
Allow reports to have a direct URL
Enable users to link directly to a report when it has been created. This would be incredibly helpful when working collaboratively. Currently we have to describe which folder the report is in and provide a unique ID so they know which report to access. It would be so much easier to send a direct link to the report.
5 votesGood suggestion, we will monitor this, but also link it to the report enhancements for discussion during the report builder workshops to evaluate priority and impact
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Image sizing for dashboards
The portal page to display an image (URL and Smartfolders) doesn't adapt to the size of the browser window. It would be great visually to have the image be displayed as the whole web page instead of having a blank space on the right side.
I've attached a screenshot of a sample image and it shows up on our dashboard.
5 votes -
images
Better integration of captions/details on image files and videos to support assessment portfolio style content.
We current use an advanced data table to collect portfolio specifics (such as medium, description etc.) and use media library. This is cumbersome for assessors (who mostly use laptops) and review applications in split screen. Issues include:
-challenges reviewing both table and image in split screen (small, challenging to navigate both). Would be better if info was combined in some way
-advance table columns can't be expanded width-wise and don't auto expand lengthwise so it is visually challenging to review longer pieces of text
-having…5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There appears to be an opportunity to improve your configuration to address most of these items. We have asked your account representative to reach out to you to discuss. We will flag this ticket for 'monitoring interest' for specifically considering an option to zoom into images.
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How about adding viewing and downloading capabilities to the document upload field in the Interaction L2 form?
Is there a reason you included a document upload field in the "Interaction" L2 form that appears in our Activities list of the L1 application forms, but didn't include any way to view or download documents uploaded there?
Enquiring minds want to know.
5 votes -
Allow the "Interaction" user interface to send emails to selected contacts using the group emailer.
Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?
Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but…
5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are targeting an Outlook integration in an upcoming release. This will allow a user to create and store an email in SmS from Outlook. The additional scope for this idea is to support the same process from SmS to Outlook.
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Records per page
Options for allow for more than 100 but not all on the items per page picker. Often, even when filtered, there are hundreds of results and the option to pick more that 100 but not all is necessary.
5 votes -
Add two additional role permission sections for a new folder within a system SmartFolder
The current permissions tab for creating a new folder within a system folder is limited to View Folder and Modify Folder permissions.
Add the "Upload and Move Files" and "Create Sub-Folder" sections under the Role Permissions settings as well.
5 votes
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