46 results found

1. 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 get added, e.g password resets, we get some that fail if the run limit is at capacity, as it takes it over the 100 permitted. We are trying to avoid having to check the Failed Message queue so often, so this configuration change would help us achieve that and ensure emails are sent without delay.

   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… more

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   1 comment  ·  Communication  ·  Delete…  ·  Admin →
   Not 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.

2. notes

   Allow to edit the date of a note being entered - or- include date as a field when bulk importing notes via the autoloader.

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   0 comments  ·  Documentation  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Allowing the date and time of a note to be changed introduces tension between data integrity and operational convenience. By design, notes are currently locked to their created date, which represents a system fact rather than user intent. This approach supports auditability, compliance, and overall trustworthiness of the data.

   Enabling users to change note dates could allow timelines to be manipulated and may reduce the validity and reliability of this information. That said, we understand valid scenarios such as bulk migration or backfilling historical data, where preserving the original creation date may be important. For those cases, maybe we could consider setting the created date as part of a controlled import process. Another idea would be adding an effective date within the content of the note.

3. 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

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   1 comment  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Not planning in the near term

4. Rich Text Fields: Built-in "Cleanse Formatting" button to sanitize pasted Word/third-party content

   When applicants paste content from Microsoft Word or scientific journals into Rich Text fields, the editor silently injects hundreds of problematic HTML artifacts — deeply nested <span> tags with inline styles (font-family, font-size, color, border, background), Microsoft Office markup (mso-* properties, <o:p> namespace tags), Word bookmark anchors (<a name="_Hlk...">), and redundant wrapper elements.

   From the applicant's perspective, the content looks fine in the editor. The problems surface downstream: PDF conversions break or produce corrupted output, field rendering becomes inconsistent, and in some cases, the Rich Text field functions themselves stop working properly. The applicant has no way to know their paste introduced bad markup, and no tools within the editor to fix it.
   This is especially common in grant management and research funding workflows, where applicants routinely draft in Word and paste scientific content containing superscripts, subscripts, special characters, and complex formatting — all of which generate excessive hidden markup on paste.

   Proposed Solution:
   Add a native "Cleanse Formatting" button to the KendoUI Rich Text editor toolbar that strips unsafe/problematic markup while preserving meaningful formatting. Specifically, it should:

   Strip: All inline styles, class/id/data attributes, <font> tags, empty/redundant <span> and <div> wrappers, Word bookmark anchors, XML namespace tags, HTML comments, base64-embedded images, and Microsoft Office conditional comments

   Preserve: Semantic formatting (bold, italic, underline, strikethrough), superscripts/subscripts (critical for scientific notation), lists, links, tables (with colspan/rowspan), headings, and standard images

   This gives applicants a one-click way to "clean up" their pasted content without losing the structural formatting they care about.

   Evidence — Proof of Concept:
   We built and deployed a Browser Script that does exactly this. It injects a "Cleanse" button into every Rich Text editor toolbar on the page, uses the SmartSimple RichText API to read/set content, and runs a full DOM-based sanitizer. In real-world testing against scientific grant application content pasted from Word, it removed 150-200+ problematic tags per field while preserving all meaningful formatting — including superscript citation numbers, gene notation in italics, and bolded figure references. PDF conversion issues were fully resolved after cleansing.

   When applicants paste content from Microsoft Word or scientific journals into Rich Text fields, the editor silently injects hundreds of problematic HTML artifacts — deeply nested <span> tags with inline styles (font-family, font-size, color, border, background), Microsoft Office markup (mso-* properties, <o:p> namespace tags), Word bookmark anchors (<a name="_Hlk...">), and redundant wrapper elements.

   From the applicant's perspective, the content looks fine in the editor. The problems surface downstream: PDF conversions break or produce corrupted output, field rendering becomes inconsistent, and in some cases, the Rich Text field functions themselves stop working properly. The applicant has no way to know their… more

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   we are looking at other ways to support content/format and enhanced ways to work with Word, but not natively within SmS, we have no immediate plans to support this use case

5. Allow nested logic within SSlogic

   Allowing an sslogic statement within another sslogic statement would be very helpful.

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   0 comments  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Available with if and else if today, no plans for nested logic

6. pdf generation

   We would like the ability to have SmartFields pull fields into the summary PDF based on the type of application / program. Having this universal doesn't work when you have many types of applications with various needs.

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   0 comments  ·  Application Process  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   SmartFields are designed to display all fields associated with a given application type. Fields that are not part of an application type will not appear in the generated summary PDF for that type.

   
   

   If fields are shared across multiple application types but you need more granular control over which fields appear in the PDF for each type, there is a possible workaround. The @SmartFields(customfieldids)@ token can be used to return a subset of fields by specifying a comma‑delimited list of custom field IDs. By creating separate web page views for each application type and generating the PDF from those web page view fields, you can control which fields are included per type.

   
   

   We acknowledge that this approach requires additional configuration and ongoing maintenance, and is not ideal.

   
   

   While we see the value and utility in having more flexible, type‑specific SmartField behavior for PDF generation, this is not an enhancement we are planning to pursue in the near future. We appreciate the feedback.

   SmartFields are designed to display all fields associated with a given application type. Fields that are not part of an application type will not appear in the generated summary PDF for that type.

   
   

   If fields are shared across multiple application types but you need more granular control over which fields appear in the PDF for each type, there is a possible workaround. The @SmartFields(customfieldids)@ token can be used to return a subset of fields by specifying a comma‑delimited list of custom field IDs. By creating separate web page views for each application type and generating the PDF from those web page view fields, you can control which fields are included per type.

   
   

   We acknowledge that this approach requires additional configuration and ongoing maintenance, and is not ideal.

   
   

   While we see the value and utility in having more flexible, type‑specific SmartField behavior for PDF generation, this is not an enhancement we… more

7. Gort Automation - Sync Down (Decouple config and data)

   I want to decouple the configuration from the data sync. So we can move just our data to a lower environment without having the higher env config impact lower environment

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   0 comments  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   We understand the request to decouple configuration from data synchronization so that data can be moved to lower environments without affecting existing configuration, and we recognize the value in that approach.

   
   

   However, data in the system is closely tied to the configuration and underlying structures it relies on. Supporting data-only synchronization without ensuring those structures align is not something we plan to pursue in the near future. That said, we appreciate the feedback and will keep it in mind as we consider longer-term improvements to environment management.

8. 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.

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   1 comment  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Not 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.

9. Remove the automatic title "New"

   When an application is created, there is an automatic "New" inserted into the title such as "New Admissibility" "New subvention" and sometimes the title of the form does not make sense because of this "New". Would it be possible to change this title as we wish? Or at least have the "New" Removed ?

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   0 comments  ·  Application Process  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   When the New Application or New Anything button is used, the system creates a new record and applies a default title beginning with “New” to indicate that the application is in an initial, unsaved state. This placeholder remains until the user updates the title and saves the record.

   
   

   While we understand the concern and agree this is a valid request, the current behavior is intentional and helps ensure clarity and consistency when new records are created.

   
   

   At this time, adding the ability to customize or removing the default “New” prefix is not something we are planning to address in the near future, but we appreciate the feedback. Feel free to reach out with clarity if we misunderstood anything.

10. Add “Exclude Grant Types” Option for Activity Availability

    We propose adding an “Exclude Grant Types” option under Activity Permissions and Availability. Currently, the “Available to Grant Types” field allows administrators to select which grant types an activity applies to, but many of our activities are relevant to nearly all grant types except one or two. Selecting every applicable grant type individually is time-consuming and inefficient given the large number of grant types we manage. An Exclude Grant Types field would allow us to simply select the exceptions, automatically making the activity available to all other grant types. This would save time, reduce administrative effort, and improve accuracy when configuring activity availability, while working seamlessly alongside the existing Available to Grant Types functionality.

    We propose adding an “Exclude Grant Types” option under Activity Permissions and Availability. Currently, the “Available to Grant Types” field allows administrators to select which grant types an activity applies to, but many of our activities are relevant to nearly all grant types except one or two. Selecting every applicable grant type individually is time-consuming and inefficient given the large number of grant types we manage. An Exclude Grant Types field would allow us to simply select the exceptions, automatically making the activity available to all other grant types. This would save time, reduce administrative effort, and improve accuracy when… more

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    0 comments  ·  Grant Management  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    Add exclusion rule will create additional complexity we are not planning for.

11. 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.

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    1 comment  ·  Artificial Intelligence  ·  Delete…  ·  Admin →
    Not 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.

12. Please add status and type IDs to the Archive feature

    Can you please add status and type IDs to all applicable csv files included in the zip file created by the platform archive feature? For example these are both missing from the applications and activities csv files, both which only include status and type names. Having IDs would be useful for downstream use of the feature.

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    0 comments  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    This is not planned as we are targeting an enhancement in the June release (API Endpoint Extraction, see roadmap) which will enable a more flexible export option to support a wider range of use cases beyond just archiving to extract data from SmartSimple.

13. 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.

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    0 comments  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

    We recognize the value of the request; however, it’s not something we would consider at this time.

14. 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 the verification email. The user has no idea when the verification email will be sent and so they are not waiting for it in order to verify. By the time they are able to get back to / see the email the 2 hour time limit has expired. This causes significant frustration on both side - staff and external users - for having to repeat the process multiple times.

    Format of email is also a concern as it is being flagged as spam. Idea 'Formatting control for email confirmation templates' has been upvoted.

    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… more

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    0 comments  ·  Delete…  ·  Admin →
    Not 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.

15. 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 to repeat the process because we forgot to specify the folder structure yet again.

    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… more

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    0 comments  ·  Delete…  ·  Admin →
    Not 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.

16. 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.

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    0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
    Not 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.

17. 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.

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
    Not 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.

18. 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?

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Not 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.

19. 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 with no data.
    It would be more useful for the recipient user if there was an option for the email to also only be generated if a file with data had been generated to attach to the report. This would make the emails more relevant since they would only appear when action was required.

    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… more

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    0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
    Not 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.

20. 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.

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    0 comments  ·  Portal  ·  Delete…  ·  Admin →
    Not 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.