7 results found
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workflow connector - delay
Can delay workflow task by hours or days. Could minutes or seconds be added?
5 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? :)
5 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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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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2 votesFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Halima - can you provide more details on your use case? Thanks
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Hide columns in the global user lookup list view
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.
- Go to Global Settings
- Users > Lookup List Views
- Edit the default user lookup list view
- Select a column and add a toggle button to “Hide Column” here (similar to List views)
1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide more details on your use case? We are trying to understand why you would search on a value not presented.
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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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1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Hevedar - can you provide more details on your use case? Thanks
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