267 results found
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Branding Customization
Change colours on reporting charts. More flexibility to include branding colours and logos. Possibility to upload images/logos in Smartfolders to add own icons.
4 votes -
Set Fund on Grant Installments in SmartSimple
Need to have the ability to see fund balances and select the fund(s) that will be paying a grant payment within the SmartSimple platform, before the grant is sent to CommunitySuite for payment.
4 votes -
Need to be able to attach an organization to L2 payment records
We need to be able to attach a payee organization on an L2 payment record that can be different from the org listed on the L1. We've had to create a number of inelegant workarounds in the record and in reporting to get payments to work for our business processes. If it worked like the standard organization field on the L1, that would be the functionality we need.
4 votes -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
4 votes -
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,…
4 votes -
Ability to search by Multiple L2 IDs
When using a L2 list view, you can search for one ID but not multiple. The ID field does not appear as a selection in the dropdown. It would be great to use an or (or in() ) statement and enter many id's. The reason for this in a list view and not a report is due to the ability to bulk download attachments.
4 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.4 votesFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Chris - can you provide more details on the reason for the ask (i.e. the issues and benefits you are trying to address)? Thanks
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Include Object Name in Reports
The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.
We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what…
4 votes -
Data Extraction API - Metadata endpoint that returns the schema definition of each entity type
Provide a schema discovery endpoint that allows clients to programmatically retrieve resource metadata, enabling automated data pipelines without requiring manual field mapping.
At minimum:
- Field id
- Field name
- Display label
- Field type
- Description
- List of possible values when Enum
- Created date
- Last modified date
In the iterated version of this, it would be good to have metadata on the UTA types (L1, L2, L3) and relationships between entities.
3 votes -
Include Files that have been uploaded to records with new Data Extraction API
I learned recently that files that have been uploaded to records via file upload custom fields can not be extracted using the new Data Extraction API. I can see clients wanting these files included when extracting records into other business insight tools, AI or otherwise.
3 votesBased on client demand, we are interested in exploring support for accessing uploaded documents via the Data Extraction API
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Email previews
It would be really great if the email builder/preview, allowed you to toggle between desktop and mobile views, use intuitive merge fields (as opposed to the variables), and send live test emails to specific addresses (like to yourself and/or a team member) to ensure the formatting is perfect.
The live test email would allow you to select a particular person or organization that it would pull the merge data from for the preview, without sending it to them and while allowing you to see it in your own inbox.3 votes -
System Email Templates
It would be really great and significantly more convenient if "System Email Templates" lived under
Menu-->Communication-->Email-->Templates
instead of under
System Admin-->Global Settings-->Communications-->System Email Templates3 votes -
Management / Administration - Visibility on System List Views
System administrators cannot see where list views are set across the portal / dashboard. This creates a time consuming and tedious process where administrators need to tab through each list view on a dashboard to see where it's exposed before making a change.
Example:
1 list view is configured for 3 different portal components. In looking at the list view, an admin cannot see where the related portals are. 1 of the three portal list views needs an update, but the admin needs to go chase down and split out views so information is not inadvertently exposed on the 2…3 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we are targeting some improvements around list view management, this could be considered as the next phase.
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Allow URLs to be opened from Notes
We are currently using the Notes feature to add instructions to reviewed reports in order to allow for replies between reviewers and grantees.
Often times these notes will include links to support documents. While these URLs appear as hyperlinks, when clicked they open within the SmartSimple UI and are blocked.
I suggest automatically adding the _blank target to all URLs added to notes to allow them to be opened directly.
3 votes -
Search against connectors
Sys admins can search across workflows and tasks, but we can't search against / see connector IDs.
Project based T2P lets you see the workflow IDs that have been updated, but there's no traceability to the connector ID when looking at a connector in wf.
At a minimum, I'd like to see the connector ID on the connector itself. Even better if I can search against a connector list to see what was updated
3 votes -
Linked Record List Custom Fields: Enable Simplified Association Interface on the Assigned Organizations list type
I've recently seen great improvements to the grantee user experience when I've utilized the Linked Record List Custom Field "Simplified Association Interface" toggle for Contact Associations, but this option is not currently available for Organization Associations as well as some other list types.
Please consider adding the "Simplified Association Interface" option for Organization Association list types, as well as all other list types, if possible.
3 votes -
Scheduled Export to multiple people in the same thread
When using the scheduled export report option I can add multiple users to the export but they all receive separate emails and are not aware of who received it. Support recommended we create a distribution list and use that but unfortunately that is not an option for us.
3 votes -
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.
3 votesMonitoring 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.
3 votesMonitoring 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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Tracking processing times via status report
(Re ticket #277463 - Tracking processing times)
We have been asked to report on the length of time in review for monitoring the workload and efficacy of our staff.
We have created a status duration report but it will not calculate the length of time in the current grant status. Yet, when we click on the status history for an individual file, it lists the length of time in each grant status including the current status.
We basically want the numbers listed on the graph in the individual status history but in a table with all the other files.
3 votes
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