38 results found
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Mail Run queue limit
Could we have the option in the Mail Run queue limit to set it at 80, or to be able to manually type a number in for the number of emails to send to our SMTP server at once, rather than having a drop-down list? Or keep the drop-down but have the option of 'other', and when selected, you can type in the number of emails to release at once.
The reason for this request is our SMTP service limits sending to 100 emails at a time, but if we set the limit to be 100 and a few extras…
7 votesNot Planned ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We don't see this as a high priority with the option to reduce to 50.
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Ability to use "objemail" variable in BCC line
We often include the "objemail" variable (copied from an application record) in the To or CC line when we generate an email to a grantee from Outlook. By including the "objemail" variable in the To or CC line, the email will then be attached automatically to the application record. However, the functionality does not work if we include the "objemail" variable in the BCC line. Since the "objemail" variable is a long string of characters, we would find value in using it in the BCC line so that it is hidden from recipients to avoid any confusion on their end.
3 votes -
Switch Primary Dataset in Reports
Would love to switch primary dataset in reports after they have been created for simplicity and convenience when tying to wfs / Gort export
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Not planning in the near term
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Duplicate Role/Portal
It would be great if you could duplicate a role and therefore the portal associated to the role. Have created a role with specific permissions and access including a special portal - lots of work involved and would love to be able to duplicate and fine tune to create a similar role/portal.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Recommended practice is to use the common portal, however, we do plan to enhance the portal builder in the future.
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Add Status ID as filter option in advanced search
Status Id as an option to search in advanced search would bypass issues with language translations and status name vs caption. See ticket 268653
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Filter can be made on Status Name instead of Caption. We don't have plans to expose the status ID as a filter option.
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Create an option to automatically name folders when batch downloading files through list views.
Currently, the downloaded folders are automatically named using their application IDs.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The IDs ensure uniqueness. You can change the folders after downloaded. We do not have plans to provide this additional enhancement.
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allow DRAFT option in new support hub
(I was directed to submit this via IdeaLab regarding the support hub at supporthub.smartsimple.com )
Add the ability to save a draft of a ticket's content before submitting it
In the previous support hub environment, it was possible to save a draft of the ticket before submitting. This was helpful in multiple scenarios including, locating examples to cite, creating videos or images to be attached, and when interrupted before completing the entry.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This request has been passed to Support for consideration. I have closed it on the product side.
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Ability to delete bulk list views
Currently, if we want to delete a list view, we must open the listview first and then delete it. This process is time-consuming when handling multiple listview. It would be much more efficient if list views list included checkboxes that allow users to select one or more records directly and delete them in bulk.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As an administrative action is that not frequent, we prefer to error on the side of requiring 2 clicks to delete as there is not reverting back.
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Group Email - Add the possibility to choose a user role or a standard field as CC
Currently when we select Group Email : for the recipient of the email we can choose a user role or a standard field such as primary contact, staff etc. but for the contacts in CC we do not have the possibility to choose a standard field or user role. I have just sent an email and I would have loved having the possibility to choose the standard field staff as CC of the recipients.
1 voteWe recognize the value of the request; however, it’s not something we would consider at this time.
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email address change verification email time limit
Currently the verification email for email address changes has a time limit of 2 hours. This limit is very short for our organizations & staff. There is understanding that this is in place for security. We would prefer to see 24 hours or it be customizable based on an organization's risk tolerance.
In our environment 2 hours is too short so we end having to go through the process multiple times to send multiple verification emails to the user. Typically, users send an email staff requesting the change. Staff review the request withing their workload and make the update triggering…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The timeline is based upon security reasons. We will have your Client Engagement Manager reach out to you to discuss the process and options.
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Set default for single folder download
Our program area downloads pdfs of all our analyses. On the download files option, the default is set to create a folder for each grant which ends up with a complicated tree structure of folders. There is an option to choose a single folder download to dump all the pdfs together. This is the one we always want.
It would be nice to either have the single folder as the default setting or at least be able to change the default... Or perhaps make the folder structure a mandatory choice. Anything so that we don't download everything and then have…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We understand the value, but it isn't something we plan to consider in the next 12+ months. We may revisit if there is more interest.
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Maintain the use of collapsible sections in the New Design.
Collapsible sections using title bar are no longer a feature in the New Design. Our team finds collapsible content useful and would like to keep it as part of New Design.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The collapsible title bars were removed to improve clarity, reduce user errors, and create a more predictable form‑filling experience. While they allowed some users to temporarily hide content, they often caused accidental collapsing and led to important information being overlooked. Keeping all sections visible ensures a simpler, more consistent interface where users can confidently see all required data.
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Binary responses "Web Service - RESTful Request" workflow
Allow binary responses from "Web Service - RESTful Request" workflow tasks to be stored as a single or multiple file upload.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We currently return as string, technically it could be possible to enhance this, but it not something as a priority for consideration.
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Can we get a "Resend" button in the Emails tab of L1 Grant records?
Occasionally we need to resend grant correspondence to a contact, and it would be a great time and effort saver to be able to do so directly from the listview in the "Emails" tab of our L1 grant records, rather than having to note the contact name/email there, and then go to the Message queue, search in the "Sent" tab, select the precise emails, and resend there.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The record you see on L1 is a log, not the actual L2 email so it cannot be resent.
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Add email standard fields to Archive and MetaData API functions
When a UTA is configured to enable the email activity type, the standard fields “@From Addresssfsffromaddress@” and “@To Addresssfsftoaddress@” that are configurable in list views do not seem to appear in the archive data created by archive feature or the meta data API functions. Can these fields please be added to both the archive feature and the Meta Data SmartConnnect API functions?
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are planning to deliver a data extraction API in an upcoming release to replace the data archive method. We will consider these data elements in scope. Feel free to provide more details or reach out to us for discussion.
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SmartCheck Validation ++AI Assistant
Let's integrate +AI with SmartCheck Validation; namely the [Source] tab. The idea is that if any validation errors exist, +AI can automatically parse the JS and reformat it, with a suggested update to the syntax available. Basically, integrate a validation-trained +AI Assistant into SmartCheck Validation.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will be phasing out AI Assistant, but will be considering new AI use cases after launching the Application Analysis.
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For scheduled reports with an email notification, if there is no data in the exported file, then don't send an email.
For a scheduled report, there is already an option to "Do not export file when no record is found".
However, if you have also configured your scheduled report to send an email notification on completion, the email will still be sent in all circumstances, even if there was no exported file because there was no data.
This issue is particularly noticeable if you have a report that runs daily, but in practice there might only be a few occasions a year where the exported file contains any data. This means there will be possibly hundreds of emails generated each year…1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We recommend a default template that includes the record count. We don't feel a configurable option is the best approach. If you agree, please submit another idea with the ask to provide more details on the results in the email so the user knows the report results. In addition, if you are attending the Unite event, we are having a brainstorming session on how to improve the report builder.
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Support Embedded, Fillable PDFs in Forms
Problem:
Forms currently do not support embedding custom PDFs in a way that allows users to fill them out directly. This limits the ability to reuse standardized documents and forces teams to recreate PDFs as native forms or rely on external tools.Requested Improvement
Allow custom PDFs to be embedded directly into forms
Enable PDFs to be fillable within the platform (field mapping, validation, save/submit)
Support common use cases:
Regulatory and compliance documents
Customer-facing forms
• Internal approval workflows1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This can be achieved via web page view field.
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Add the Ability to Use Autoloader Functionality to build Reports in Report Builder
If we could use Autoloader functionality to build reports within the Report Builder instead of having to build them field-by-field, it would greatly improve our ability to create reports on the fly (and save so much time!).
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking to make improvements with the Report Builder which can include the ability to select fields, but not via the autoloader.
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Adding APO state abbreviations to the State field SF_1011
When an individual who resides on a military base goes to register, their state is not listed. The armed forces uses three states to receive mail.
- American Armed Forces Europe - Abbreviation: AE
-American Armed Forces Pacific - Abbreviation: AP
- American Armed Forces America - Abbreviation: AACan these be added to the field for states (SF_1011) in the registration process? It can be added as a custom field in the application, but they haven't made it to that point and are asking what to do. If they select a random state in registration and the correct state…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Custom field is an option. Adding these values to all customers is not valid as they are technically not states.
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