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  1. It would be nice if there was an easy way to mark a Task Connector as "Do this thing if none of the other Task Connectors work."

    Right now, let's say you have 10 Task Connectors, and each Task Connector is dependant on the outcome of a drop-down field on a form. In order to do a "none-of-the-above", you would have to do something manually like "@dropdown@" NOT IN ('option1','option2',etc...). Instead of having to account for every situation, just having a flag would simplify the whole workflow design.

    5 votes

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  2. 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.

    5 votes

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  3. Allow Search results let the user select one or more records and click a "Pivot" option to show a listview of L1, L2, and/or CRM records that have a connection to the selected items.

    Use Case:
    I want to know about funded projects completed by some (not all) of the organizations from Region 5 that use fiscal sponsors. So I filter for organizations in Region 5 of types "Charitable" and "Non-profit Using Fiscal Sponsor", and get 19 results, of which 6 organizations are of interest.

    I select those 6, and then select from a "Pivot" option list including "Applications" and…

    5 votes

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  4. We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.

    Includes:

    • Fleshed out submission pages
    • Closing/saving a pop-up
    • Missing back buttons
    • Positioning of previous/next buttons
    • Lock icon meaning confusion
    • top-right arrow buttons meaning clarity
    • navigating back to draft applications
    • registration of additional users and configuring more complex use
    • validating incorrect information before submitting
    • "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new…
    5 votes

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    1 comment  ·  Other  ·  Admin →
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  5. Allow for a field or file that is uploaded on an application to be automatically transferred to the associated organization or contact records. Currently we manually move W9 files to the organization record for easy access by all internal users.

    4 votes

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  6. When generating an application summary, tables don't format properly. There's no way to control table column size. When you have more than 8 columns, longer field names get compressed to two characters. This makes no sense because these are the longer ones. For example, if you have columns with numbers and then a comments field, you can't increase the width of the comments field to make it readable.

    4 votes

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    When generating PDFs from web‑based application data, tables are rendered within a fixed page width and rely on automatic column scaling. When a table contains a large number of columns (such as 8 or more), the available horizontal space is divided across all columns, which can cause headers and values, particularly those with longer content, to become compressed.


    While it is technically possible to influence table and column widths through more advanced configuration using custom CSS, this approach is fragile and difficult to maintain. PDF rendering engines often interpret CSS inconsistently, and small changes to data, labels, or page layout can easily break the formatting. As a result, this custom configuration solution is typically not reliable enough for dynamic application data and may introduce ongoing maintenance challenges, making it impractical for many use cases.


    Additionally, from a design and usability perspective, long‑form or narrative content (such as comments) is not…

  7. While in an active SmS session, we can pass "&uselocalcompany=1" to the User Signup page URL to allow a new user to register under the session/record organization.

    A similar variable/approach is missing when we send a Invite (Invitations Feature) to a new user, and the Signup page URL (Acceptance Redirect) is accessed outside an active SmS session.

    Currently, if we want to invite a new user within the same Org on record, we have to configure an Org and User signup page. The new user will have to search and select the Org, and then fill in the User details…

    4 votes

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  8. Currently, non-Global Admins can only view Personal filters on UTAs/People/Org Filter dropdown. They can see and select the system filters on a list view.

    Requesting an enhancement to make the system filters be role permission-based (Example: "Search Filters and Email Templates - Manager") and remove the global admin requirement.

    Expected behaviour: System filters available to non-Global Admins under the Filter dropdown. See Attachment

    4 votes

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  9. Add the ability to hide specific columns in the global user lookup list view settings. This would allow admins to include fields (e.g., a unique ID) in the lookup view so users can search by them, without displaying those fields in the list view.

    1. Go to Global Settings
    2. Users > Lookup List Views
    3. Edit the default user lookup list view
    4. Select a column and add a toggle button to “Hide Column” here (similar to List views)
    4 votes

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  10. Add expanding feature (hash marks) to allow the Notes section on Org profiles to expand

    4 votes

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  11. 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…

    4 votes

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  12. In the T2P project when you are going to assign users the system should display Global Admin users who have User Access. Nowadays system shows all Global Admin users (with or without User Access).

    4 votes

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  13. 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…

    4 votes

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  14. Currently: When 'Enable Multiple Address' is enabled (on org or user profile), the Address field's caption remains locked to "Primary Address"; updating the standard field caption for Address or Address Type doesn't change it.

    Use Case: Client might set a different default address type, such as "Mailing Address" (which they can configure in Address Types), and they want the caption to display as Mailing Address.

    Request: To allow the address field caption to be customized when using the Multiple Address feature.

    4 votes

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  15. 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.

    4 votes

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  16. If you have some reports you are using all the time you should be able to star them to your SmartCards.

    4 votes

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  17. 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.

    4 votes

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  18. Add Deny View Version feature for Dynamic Field Visibility Control field (see attached file).
    Currently we have to remind which DFVC fields we have and if there is a condition in version feature every time we set up a new submission manager version. This is vey annoying because we have a lot of DFVC (more than 100) and we need to check one by one to add the new version.

    4 votes

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  19. To quickly compare field differences between two versions of fields in a UTA for a specific level (L1 or L2): Be able to generate a list/report/printout that lists only the fields where there is difference between the two versions. Bonus if it includes what the difference is. This would be kind of like the "Diff" button on custom fields, but it would provide a list only of the fields where there is a difference.

    4 votes

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  20. 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.

    4 votes

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