24 results found
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Allow System Admins to access Config Mode in Organization and People records
Allow System Admins the ability to access & use Config Mode in Organization and People records. (Currently, they can access it at the Grant level.)
3 votesProduct Education ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Orgs and contacts are separate objects from the UTA. We suggest you engage your premium support contact for more information on the options.
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Enable "Edit/View" Toggle on L2 List Views
We would love to see the L1 List View "Open in Edit Mode" toggle available on L2 List Views. While not a true security measure, this would be helpful for staff who just need "view" access to records
3 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This can be achieved with the view/edit permissions via the security matrix.
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Role based left menu visibility on Organization portal
Left menu which are displayed on the Company (organization) portal, should be visible based on the roles. We cannot restrict the visibility of the tab based on the role.
From the UTA when we enable the setting "Enable Applications list view on Organization Profile - Display List of Applications associated with the Organization under their profile.
eg. Applications UTA setting
Internal users should see the Applications listed on the Organizations, but the external School user should not see this tab when they view the organization.
With the permissions set on the listview we can hide the list from school users…3 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The solution appears to be achieved through security matrix configuration. Contract Support if you need assistance.
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Enable Threaded Note Replies Email Notifications separately
We are using notes to leave instructions for grantees on expense report line items. This enables threaded replies and facilitates communication easier. However, because expense reports often have multiple line times that require notation, we have had to disable the email notification that goes out when a note is initially added to the L3 records, otherwise they will get emails for each note, along with an email when revisions are requested on the L2 parent report.
The problem we're running into is that the threaded replies then also don't receive an email notification. If we could have the option to…
2 votesPlease reach out to support or your customer success team.
It’s unclear how you are disabling the initial email notification that is being sent (Is this a custom workflow configured to send that notification or are you suppressing system emails).
Receiving both an email and an in-system notification when a note is added to a thread is expected behavior. Users can mute notifications at the individual thread level, and they can also manage their personal notification preferences at the system level to receive email notifications, in-system notifications, both, or neither.
I'm not sure I understand how your system has been set up, or the business requirement behind disabling notifications for the initial note while still wanting subsequent notes in the same thread to generate notifications. Understanding the intended behavior and your configuration might be best discussed with Customer success or support who can walk your through your options and dig…
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Save filter settings when searching until cleared
When using the search feature to filter reports, the current system removes all filters when I click "back." It would be helpful to keep the filter settings and to add a "clear" or "reset" button, as it is very inconvenient to have to keep entering the same filters if I am wanting to look at the same thing for different grantees.
2 votesReach out to support or client success for assistance.
If I go to the Reports list, enter a value in the search field, and then navigate away, when I return to Reports the search criteria is still maintained. I see the same behavior when working with a UTA.
When you talk to Support or Client Success let them know:
- Are you using the browser Back button, or the application's navigation controls?
- How are you returning to the Reports list? Are you using the menu icon, or another navigation path?
There is also a personal setting that controls whether previous searches are remembered. If that setting is enabled, the system will retain your search criteria when you return to the page.
Support or client success can assist. They can review:
- The exact navigation steps being followed
- Which Back button or navigation method is being used
- Your user settings
- The system configuration
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List Views should sort by display value and not stored value
I have noticed that list views sort by stored value rather than display value. I don't believe this is the behavior a SmartSimple client user would expect. For example, if you are using stored values for different countries and you want to filter them so they appear alphabetically, the list view will filter by the stored value which is numerical rather than the country display name.
The list view should filter based on the display value.
2 votesPlease log a support ticket that includes the replication steps and request that the issue be escalated after verification. Our expectation is that list view sorting should use the field caption rather than the display value wherever feasible.
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User Deactivation Functionality in Admin Interface
Problem:
Many external users don’t know how to deactivate/remove staff contacts from the system. Currently they must contact SmartSimple support.Solution:
Add self-service deactivation option in admin interface. Include option to reassign pending tasks to another user before deactivation, and show an audit log of who deactivated the user and when.2 votesAny Global Administrator can remove a user’s access directly within the system. To do so, navigate to the user’s profile, then select Actions > Edit Roles and Access, and toggle off Enable User Access.
To review access changes, click the lock icon (Access Change Log) to see who modified a user’s access and when.
If you need to reassign pending tasks to another user, this can be done using a batch update.
However, task definitions, statuses, how they are assigned and process flows vary by client, it is not feasible to automatically reassign all records or tasks system-wide.
That said, reassignment can still be completed individually or in batch.
Your Client Success Manager or support can walk you through the best steps for your process and system as the above can be done independently.
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Organisation contacts having oversight/access to all organisation applications
Groups we work with have requested that more than one person has access to an application as typically the person applying and delivering the project is different from the Treasurer who compiles and submits the claim. At the moment they have to share the one log in.
Would a secondary contact option possibly remedy this? It would also give us more than one person to follow up when there has been no response to late claims etc.
2 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This can be achieved through several options (ex. Security Matrix, Invitations). Please contact your CSM for assistance.
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Allow images to be deleted from Media Library
Need the ability to delete uploaded images from upload field when Media Library option is enabled on that field. Currently have to disable media library, then delete images, then re-enable.
2 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
It’s likely that “Disable delete” is enabled in the field’s configuration settings. You can turn this off to allow users to delete files they’ve uploaded.
Additional permissions are available for more granular control. Please reach out to Support if you need assistance configuring these options.
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Delegation
When a colleague delegates their activities to another colleague (e.g. due to sickness, holidays, etc.), the BA has no option to see if a delegation has been set up and to whom responsibilities have been delegated. To ensure that BA can follow up with the colleague to whom authority was delegated and thus to ensure a fast time to approval, it would be great if BA (and I guess everyone with emulation power) could also see the delegation field when they emulate a colleagues account.
Refer to the screenshots
Additionally,
We have a list of colleagues for whom it would…2 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
You can add a message under the delegation feature. From a security perspective, we limit the delegation so the user can't change another user's delegation settings.
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Allow default note type to be configured
Default note type is not configurable (and is set to public view only). It would be useful to configure default note type and sort ordering similar to ssOptions
2 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There is a setting today which allows you to hide the default note type, then use can use permissions on the other notes types. Global Settings > Security Tab > System Visibility Permissions > Misc. Tab > Hide Public Note Type
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Default Placeholder Handling for “Select One - Dropdown List” Fields
When configuring a “Select One - Dropdown List” field, it is common practice to define the first option as a placeholder (for example, “-- Select One --”). Currently, if a record is saved without changing this value, the placeholder is stored in the database.
This creates several challenges:
- Validation requires additional SmartChecks rather than leveraging the built-in mandatory field setting
- Placeholder values are inconsistent across implementations (for example, “-- Select One --”, “Select…”, “Please choose”, etc.), making standardized validation difficult
- Data quality is reduced because non-meaningful placeholder values are stored
Proposed enhancement:
Introduce a system-defined default placeholder option for this…1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Contact your CSM, available today
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Reference system variable in p3 script editor
We cannot reference system variables in p3 scripts. It would be useful to store api keys, etc. in a sys var as opposed to each p3 script. Especially keys that are referenced in more than 1 p3 script
1 voteSystem variables should work within P3 scripts. I’m not certain whether the syntax differs slightly, but I recommend reaching out to Support and submitting an escalation with additional details so we can help get the variables working for you.
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Mapping and Shape Files
Shapefiles are a common geospatial vector data format (like points, lines, polygons) for GIS software, storing location, shape, and attribute data as multiple related files (e.g., .shp for geometry, .dbf for attributes) and used to represent geographic features on maps in programs like ArcGIS or QGIS, often bundled in a .zip for sharing. They're fundamental for mapping, but have limitations like size limits and managing multiple component files.
My idea is to allow for some way of having applicants submit shape files to define area of their project. In our organization's case, the project area is actual an area (often…
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The ability to allow users to select shapes on a map are available. We do not have plans to add custom maps beyond what is provided with Google Maps.
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Allow users to copy system list views to personal list views
We would like to be able to set the roles in a UTA, or even just all internal users, to be allowed to copy an existing listview and save it as a personal listview.
Currently, our internal users can create their own list views, but it's challenging to do it from scratch. It would be very helpful to allow them to use an existing list view, and then modify it for their unique needs.
These personal list views are only available to the individual user, so there's no danger of them creating new system-wide list views.
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
System and UTA Admin can edit, anyone with 'edit' access can also perform this action today.
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Remove the Prefix field for inclusivity
Can we remove the Prefix field in the Collaborator section of the application?
While that field is optional, having it appear at all makes it seem like we want this information. Titles and honorifics tend to undermine inclusivity, as they are usually male-centric.
We do not need to know if someone is a Mr., Mrs. Mx., etc. so we would like to hide this field on the collaborator form.
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
User standard field prefix is optional through configuration
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displaying a file from one upload field to another upload field on Level 2
We want to display a file from one upload field on a Level 2 activity as a display field on a different Level 2 activity. We are able to do this with a display field of a Level 1 upload field on a Level 2 activity.
For example, we have a field where we upload our signed agreement in the Agreement activity. When we need to do an amendment, we would like to have that signed agreement document accessible as a display field on the Amendment activity as a reference document.
1 vote -
Clearer Separation Between Users and Contacts in CRM
To simplify and future-proof our CRM, we propose a clearer distinction between users and contacts:
Distinct Types
Users: Authenticated accounts with login privileges.
Contacts: Business records tracked in the CRM system, without login privileges.
This separation ensures that external contacts are never mistaken for system users.
Permissions
Only admins can create or manage users.
Regular staff can add and edit external contacts, but not users.
This approach safeguards system integrity while allowing staff to work freely with contact data.
Notifications
By default, contacts do not receive system notifications, unless explicitly set up for GDPR purposes.
Context for Our Use
We…
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Thanks for the suggestion, most likely, this is something that can be done via configuration, we will be reaching out to you to discuss.
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Adding dynamic visuals
We would like to incorporate dynamic visuals. Our system generates Portfolio Visuals. Ideally, these visuals should be filterable — rather than showing data for the entire organisation by default. Users should be able to view the visuals by specific centres/ teams. This would provide more granularity and support better decision-making across the organisation.
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The October release includes a dynamic filtering option, does this meet your needs? https://wiki.smartsimple.com/wiki/Upgrades#New_Dynamic_Chart_Filtering_in_Dashboards
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Auto-save
Currently, users have to click the Save Draft button to save their work. Some of our users are so used to AutoSave on Word, Google Sheets, etc. that they forget to hit save and then lose their work.
Also, we live in an area with poor connectivity and sometimes the internet goes down without warning so having the ability to automatically save would help reduce frustration.
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Auto-save is available today to avoid requiring the user to select save every time
Global Settings > System Tab
Automatically Save Field Values when Editing Records
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