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  1. The platform was enhanced in recent years to support different display order numbers on a single custom field by Application Type.  This allowed us to finally be able position a single field in different positions on different forms.  It would be great if we could also support different captions for that one field by Application Type.  The only way to do this today is to create multiple fields for the same purpose and then use the value storage setting to store each discrete field to a master field for reporting purposes.

    19 votes

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  2. When exporting a reporting that includes rich text fields, the export includes unrendered HTML. This HTML then needs to be stripped out to make the content of the report readable.

    Suggest to add an option on the report and list view export to strip html from the export. Include a tooltip to advise that this will impact formatting.

    15 votes

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  3. Can there be a way to choose your system's preferred default for SmartField inclusion? Currently it defaults to Include. Ideally we'd much rather it default to Exclude, or at least give us the option to choose our default.

    The issue is that with numerous system admins making changes or adding fields over time, we inevitably are forgetting to toggle this to Exclude and errant fields then show up in our exported pdf files - that we often are completely unaware of. This could cause a file to being shared with users who should not have access to some of the…

    9 votes

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  4. The Dynamic Field Visibility Builder could be expanded to include the following:
    • a larger window
    • an expandable window that scrolls
    • auto-zoom that allows the text on the screen to be readable at all times
    • Save As functionality
    • Restore option if a condition is accidentally deleted

    9 votes

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  5. Enhance the SmartSimple platform with an AI-driven assistant that supports developers during configuration by offering real-time suggestions such as field types, AI tools, syntax guidance, and automated script generation. This assistant would analyze existing configurations and scripts to recommend improvements, flag potential issues, and answer natual language questions (e.g., “How do I call an OpenAI function in web page view?”).

    Together, these features would create a smarter, more supportive configuration environment that reduces the time and effort for developers to research on resolutions, improves code accuracy, and accelerates development.

    9 votes

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  6. It would be really helpful to have the option in the various Security Matrix sections to toggle all the checkboxes on or off across for a particular field, not just down for a Role or Status.

    And as we can do with the 3 dots in the header row to "Copy Row Settings", I'd like to be able to "Copy Field Settings".

    Use Case: I have a similar update I'd like to make to a large number of new fields to remove all the current permissions and replace with updated permissions and need to go through each field and each…

    6 votes

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  7. When a user is being kicked out of a record, it would be great if they were notified that they were being kicked out.

    9 votes

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  8. All our emails are sent from "no-reply@smartsimple.eu"
    However, even if this is a "no-reply" email address and we describe in the email body the one to use to reply, users continue to use the "reply" button of their email client. So, we would like to define, at the email template level, the reply email address to use (can't be a global parameter as multiple internal teams are involved).
    For now, we try to use the "(reply-to)" feature in cc (see screenshot - do not remove it!) but this is not very practical

    7 votes

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  9. Please allow Batch Update to handle removal of Assigned Contacts based on role. The way it functions now, a name is required in order for Assigned Contacts to be removed. Doing a bulk removal via batch update based on role alone does not seem to work.

    8 votes

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  10. Introduce a visual indicator, similar to a stoplight system, to represent the risk level associated with records such as grants or other engagements. This would allow users to quickly assess the likelihood of success by viewing the associated risk level at a glance:

    • Green – Low Risk
    • Yellow – Medium Risk
    • Red – High Risk
    • Grey – No Value/Not Assessed

    Key Features:

    • Display Locations: The indicator should be visible on the individual record, within list views, and be accessible for reporting purposes.

    • Data Representation: In addition to the color-coded indicator, the corresponding textual value (High, Medium, Low, or None) must…

    8 votes

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  11. When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.

    6 votes

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  12. 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.…

    4 votes

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  13. Many clients have fiscal years that are not calendar years. We need an easy way to set the fiscal year (e.g. 10/1-9/30) and be able to use this to filter list views.

    3 votes

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  14. In Adobe e-sign, a user is able to assign a signatory and an alternative signatory (proxy signatory) to the same signature spot, but only one can sign. Would it be possible to do the same in the Smart Simple platform, as Adobe eSign is used as the interface?

    5 votes

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  15. Level 2 activities need an "Edit/View" button toggle. Currently, only Level 1 records and Organization/Contact Profiles have the "Edit/View" capability. We need this on Level 2 to enable our Program Managers to open an External Review form in View mode and then select "Edit" in the upper left to open the form for edits.

    6 votes

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  16. Consider allowing concurrent record access as long as same field (or alternatively) same tab isn't being edited. There's good reason to have record locks for many orgs and use cases, but the whole record doesn't necessarily need to be locked.

    Applicants and grantees typically wait until the deadline to submit. Suppose two staff members are collaborating simultaneously on different tabs / fields as deadline approaches. With record locks, there's a fair bit of coordination w/ applicant grantee to submit in timely fashion. If record locks were made at field or tab as opposed to record as a whole, it would…

    4 votes

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  17. Currently, on a Level One record, the Logs button includes two separate items: Field Change History and Workflow History. Our developer has proposed consolidating Field Change History into Workflow History to streamline the debugging process.

    This would allow developers to view data changes—such as values passed to custom fields—directly within the workflow history. If a workflow fails, this visibility would make it easier to trace what data was modified at each step, improving troubleshooting efficiency without the need to switch between tabs.

    5 votes

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  18. Already available on report header and footers, just need system variable access on name.

    3 votes

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  19. Just like when creating a workflow task allows updating multiple custom fields at once, the same functionality should apply to standard fields. Currently, updating each standard field requires a separate task. So, if I need to update 5 standard fields, I have to create 5 different tasks — whereas for custom fields, all changes can be made within a single task.

    3 votes

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  20. Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.

    3 votes

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