199 results found
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Enable a History for the Dynamic Visibility changes
When editing a Dynamic Visibility, there is no history of what changes were made as the system does with most parts of the platform. Some Dyn Visibility trees are long and we do not have any way to see what changes were applied.
1 vote -
Enable a History for the Dynamic Visibility changes
When editing a Dynamic Visibility, there is no history of what changes were made as the system does with most parts of the platform. Some Dyn Visibility trees are long and we do not have any way to see what changes were applied.
1 vote -
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
1 voteMonitoring 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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Add reports to SmartCards
If you have some reports you are using all the time you should be able to star them to your SmartCards.
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we have linked this to the report builder workshop sessions occurring over these next few months in order to evaluate the priority against the larger report improvement opportunities.
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Webinars held at times European users can attend
Can you please hold webinars at a time where European Smartsimple users can attend or hold separate webinars for European users.
The last three webinars: SmartSimple's February 2026 Upgrade Overview, Configuring SMTP OAuth 2.0 for Office 365 and Online Project-Based Test to Production (T2P) have all been held at 02:00 PM Eastern Time (US and Canada) which is 8pm Central European time and 7pm GMT. This excludes European users from participating in these webinars and we miss out on important information. Please consider making a change to these. Thank you.
1 votePlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Great suggestion, for many of the webinars including the product upgrade webinars, we offer multiple times to handle the range of time zones. The main sessions you reference are delivered by Support, they have committed to an earlier time to better accommodate European users.
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Expand popup for annotation replies
The annotation reply is quite small if you had a multi paragraph write-up that needs to be edited/annotated.
We would greatly value for an ability to expand annotation reply size (field value specifically). Yes, you can change the field length from bottom right corner, but that's quite restrictive for a multi paragraph reply
1 vote -
Link Payments and Reports to support automation
We'd like to link Payments and Reports in a meaningful way to support automated Payment Status updates. We currently have a 'soft link' configured so that you can see required Reports and their approval status on a Payment record. But staff must manually update the Payment status once all associated Reports are in an Approved Status.
1 vote -
Re-use previous notification
Add the possibility to re-activate a previous notification. Currently we set up a notification for a period of time and once this period is over the notification becomes archived and non-editable. It would be great if we could re-use a previously made notification by simply re-activating it and setting up a new period of time of its visibility.
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we will consider a 'copy' option to support this use case
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Add resolved status to annotations dataset
Would be really useful to be able to report on whether or not annotations are resolved, as then you could use the report property to create SmartCheck validations and/or have fields display conditionally based on if there are any unresolved annotations or not.
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the bigger opportunity is to easily validate against unresolved annotations and will consider this in the future.
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Page to last/next page from button of list view list from My Profile
UX on list view differs from profile. From list view, the next/last page sticks to top of page as you scroll. On dashboard, it doesn't and when you scroll down through results you lose the next/back buttons.
Would be good to have similar functionality on "My Profile" that exists for list views
1 vote -
Different colour banner for emulate vs. backup
I often work in the back-up and prod sites concurrently. I rely on the top orange banner to know that when I am in back-up. However, when I am in the live site and click emulate user, I get an orange banner across the top of the prod site. This makes me nervous that I will get distracted and forget that it is the live site.
Can the emulate banner please be a different colour than the backup banner?
1 vote -
Rich Text Editor - Add Header option
The old Rich Text Editor had the option to add headers to text without using tags. It would be ideal if this functionality could be added back into the new Rich Text Editor. This would save our users a lot of time.
1 vote -
Add a "highlighter" for reviewing text in L1 applications and L2 reports
"Highlights" are exactly what they sound like - background color added to specific selected text.
Permission L1 and L2 form types to accept highlights - application types, report types, etc.
Permission highlighter function for various roles (staff, reviewer, evaluator, etc.) - Permissions should include "Create/view highlight" (user can create and see their own highlights), "View all role highlights" (enable reviewers to see each others' highlights IF this function is invoked on the highlight control menu), "View all highlights" (enable users with this role to see all highlights when invoked on the highlight control menu), and "Highlight PDF" (enable use of…
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
A part of a larger evaluation, we have linked this idea to the broader discussion around integration opportunities with Microsoft Word.
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Hide wf and status updates from Report Builder for non-admins
In system features (global settings), there’s one called “Report – Manager” that allows those roles to access the report feature in system, build reports, export them, etc.
o A subset of these features allow for wfs and statuses updates to be triggered (similar to bulk update)We have a user base that could benefit from self-service reporting, but shouldn’t be able to perform bulk CRUD operations on db.
Suggestion: have a lower perm’d “Report – Builder” that splits off the “Update status” and “Trigger Workflow” features
o This would mirror the personal list view limitations for non-admin users1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As part of a larger discussion on Report Builder improvements, we have linked this for consideration.
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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…
1 voteMonitoring 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.
1 vote -
Ability to modify Quick Assignment Type tool
Would like the ability to configure the Quick Assignment Type/tool so that we could select a default dropdown option for the Quick Assignment Type and Role to Assign dropdowns. It would also be nice to have the option to add a dropdown option of 'Select One' so that users are forced to select an option.
For assigning reviews, a pop-up window appears with two options - Manual User Assignment and Random user Assignment. Would be nice to have the ability to revise the tool tip language.
After using the Quick Assignment Type tool, there is no way to close out…
1 vote -
Request to make the delegation toggle button more visible
can you make this Enable Delegation toggle button more prominent that users cannot overlook easily.
refer to the attached screenshot for your reference.
1 vote -
Project Reference on Note function to and from applicants
To improve customer service, on the note function to and from applicants, please carry the project reference number for efficiency and improved communication.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Natasha - can you provide more details on this use case as it appears to be a configuration? Thanks
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Display all fields on Charts
Display all data fields on Chart key. Right now, the Chart only displays 8 fields and you need to scroll to see additional fields. When you download the chart, only some of the fields are displayed.
1 vote
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