28 results found
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Emulate user without resetting everything else
Whenever I emulate a user, all of my tabs within SmartSimple disappear and I'm reset back to my default home page. I need to be able to flip quickly between emulating and making changes, and not need to open multiple new tabs and navigate back to where I was.
91 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Top voted item, moving to 'under consideration' for one of the next few releases
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Enhance Interactions with Multi-Record Linking and Cross-Record Visibility
Interactions are only valuable if users can see them in the context of the records they impact. Currently, interactions are not visible from associated records, making it difficult to access important engagement history where users are actually working. Making interactions visible directly on linked records would significantly increase their usefulness and adoption.
Additionally, allowing the Associated Record field to support multiple record selections would better reflect real-world workflows where a single meeting, email, or conversation often relates to more than one record, reducing duplicate data entry and preserving a complete history of engagement.
16 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Considering this one for a future release, post October 2026
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Update Wiki
An up to date reference for the system and its standards please.
98 votes -
Fuzzy Search Functionality for SmartSimple Platform
The current search functionality in SmartSimple is inflexible and does not accommodate spelling variations, spacing differences, or typos. This limitation results in:
- Users creating duplicate profiles for organizations, etc., when they cannot locate existing entries
- Increased user access management issues
- Greater administrative burden for managing and merging duplicate profiles
- Weakened compliance monitoring and controls
Implementing a fuzzy search functionality that returns approximate matches would resolve these issues by allowing the platform to accommodate:
- Spelling mistakes
- Spacing differences
- Typos and minor character variations
Benefits:
- Improved User Experience: Users can find existing records even with minor search variations
- Reduced Duplication: Fewer duplicate…
24 votes -
List Display : freeze the first row
Improve Lists display by adding the possibility to freeze the first row of column titles
Such as in Excel : add the prossibility to freze the first row of a list to keep the right column title on top when we scroll down55 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking at a number of user experience improvements with list views and will include this idea too
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Add an upload option to the Notes section
The notes section is helpful but it would be more helpful if there was a way to upload documents relevant to the note (ie emails, pdf files, etc.)
66 votes -
Personal dashboard configuration
When configuring a personal dashboard, you currently need to choose a list view that already has a filter applied. As a result, each conditional summary requires its own dedicated list view with a matching filter, which significantly increases the configuration effort.
In a previous portal configuration release, we introduced the ability to select list views and filters independently. This allowed users to reuse existing list views and apply different filters as needed, reducing duplication and simplifying setup.
I recommend extending this same flexibility to personal dashboards. Enabling independent selection of list views and filters would reduce the number of configurations…
4 votes -
Bottom scroll bar
On the L2 view within the L1, there are two scroll bars on the right and then a bottom scroll bar below all the L2s. if there are many L2s on the list, one would have to scroll all the way down to move the scroll bar to the right. It would be nice to have the bottom scroll bar be static on the page.
13 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this should be considered. We will look at this in an upcoming release.
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Annotation Mode Usability Issue While in Split Screen
The annotation mode user interface while viewing a record in split screen is not user friendly and makes the annotation mode feature unusable. Previously, annotation mode allowed flexibility with collapsing the annotation pane, but now the annotation pane has a fixed width, which makes the record virtually nonfunctional.
2 votes -
Querying whole database using AI (Insights)
Would be game changing for us to be able to use AI to extract insights and query every application in Smart Simple. GAME CHANGING
12 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are enhancing our AI capabilities including a data lake and RAG to consume structured and unstructured data to leverage across a wide range of use cases. Can you provide any specific examples for us to consider as we are focusing on delivering specific use cases.
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T2P Projects: filter assigned users
In the T2P project when you are going to assign users the system should display Global Admin users who have User Access. Nowadays system shows all Global Admin users (with or without User Access).
4 votes -
Enhancements to the T2P Tool
After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:
- Pagination in "Changes Logged Against This Project"
The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.
Pagination would significantly improve usability and efficiency.
- Promoted indicator should be tied to ENVIRONMENT
We have noted several that the current behaviour is not ideal. The main suggestions would be:
--> The Promoted field should reflect the status of that change…9 votesWe plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.
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crossref registration of awards
All of our awards will be assigned DOIs at crossref. We do this so we can more easily track outputs through reference to the grant DOI. It would be great if the system could allow us to do this within SmartSimple rather than manually filling out forms at CrossRef.
1 vote -
Link a data field to the Research Organization Registry for allowed institutions
Our applicants apply as individuals, not as a part of an organization. However, all of our applicants work at organizations that are registered at ROR (Research Organization Registry). It would be great if users could use the ROR number OR select from a list of ROR organizations to identify the institution at which they will be doing their work. Manually adding institutions based on their ROR information is our current solution, but as our applicant pool expands, this is getting challenging to curate.
1 vote -
Make ORCID data available in applications
We need biographical sketch information in our applications. We do not want do deal with uploaded files - they are a pain to proof for consistency AND uploaded files are also hard to pull data from when analyzing trends on applications. All of our science applicants have ORCIDs which contain all of these data. However, there is currently no way to select ORCID data (which is already displaying on the profile) to populate fields on the application form.
It would be great to be able to have fields on the application and allow applicants to select from ORCID records of…
1 voteUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Based upon our focus on research, this is under consideration
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Custom Fields Permission Quick Edit - freeze top/left headers for Role and Status; add in field Caption
When we need to update the custom field permissions, the Permission Quick Edit is often unusable. Once you scroll down a small amount, you lose the header row and can't tell what role or status you're changing. Same for when you scroll to the right, you lose the Custom Field column on the far left and have no idea what field you're editing.
We also usually don't really know the field's name as well as we know the Caption. It would be so helpful to include both the name and caption for reference so you know you're really updating the…
15 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 -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
11 votes -
Role names in report
We would like to review on a regular basis (1 or 2 times per year) that all users having a privileged account in the system still need such access. We would like therefore to generate a report listing all users with their current role. Unfortunately, only "Role ID" can be added to report. Not "Role Name" or "Role Caption"
13 votes -
Keep original formatting of notes when using @notes@ in email notifications
Currently, when using the @notes@ token in email templates, all formatting (such as line breaks, bullet points, etc.) is lost and the note appears as one large paragraph.
The idea is to preserve the original formatting of the note so that it displays clearly in the email, exactly as it was entered in the system.
7 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking into keeping line breaks in legacy notes for better readability.
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