203 results found
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Bring back the Key for Enable/Disable Login Access
In the new UX design (implemented with the October 2025 upgrade), we lost visibility to the key icon on the Contact Profile showing whether a contact has access or not. Instead, we now have to click Actions and either see "Enable Login Access" or "Disable Login Access" as the only indicator of whether the person has login access or not.
Please bring the key icon back — we relied on it for quick, easy, reliable confirmation of the contact's login capabilities.
59 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will consider a way to differentiate and enable/disable the user. We will monitor interest for future consideration.
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Drag and drop application builder
The current method to change the order of the questions in application is to go into the field configuration and change the display order. This can be a time consuming process and a bit of a guessing game. It would be so helpful to have a configuration mode allow admins to drag and drop fields directly in the records to reorder them.
53 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
It is possible to do it in the list, but not yet on the form. We will monitor interest to determine if the priority rises for future consideration.
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organization duplicate check
I would love to see the Organization Duplicate Check improved. Currently it won't catch most duplicates unless it is an exact match. For example, if there is a comma in one org name but not the other and they are otherwise the same it won't catch it, same with an "Inc" at the end of one org name. The Person name duplicate check is sooo broad; it would be great for the org name duplicate check to be a little more broad.
23 votes -
Dinamic advanced data table: allow add/delete rows by role
In addition to the current permissions to edit the content of a table, we would like to be able to define by role who can add/delete rows in a dinamic advanced data table.
Example: field can be editable by applicant and reviewer, but only applicant could be able to add/delete rows.9 votes -
Advanced Data Table - Column Width Control
The columns on advanced data tables, and other sections of SmartSimple, are limited to Small Medium Large XLarge (or equivalent). This isn't great, and they also regularly don't work because the text fields become the adjustable ones anyway. It would be better to be percentages and all fields in a column/row to follow on from their header. The boxes could then still be adjustable, but start at the relevant size. The aesthetic is quite poor currently.
40 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see this as a usability improvement opportunity and will monitor interest to determine if the priority becomes higher.
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Create new field type for URLs, which will display as active links
Our applicants and grantees have asked for this. They can type in a URL into a text box, but the link will display as a static link. It would great to have a field type like the Web Site field from the organization profile page that displays the link as a clickable URL.
42 votes -
Enable a History for the Dynamic Visibility changes
When editing a Dynamic Visibility, there is no history of what changes were made as the system does with most parts of the platform. Some Dyn Visibility trees are long and we do not have any way to see what changes were applied.
12 votes -
Notifications for users with locked accounts
It would be beneficial to implement a notification system for users who have attempted to log in too many times, informing them that their account is locked for a certain number of minutes. Currently, there is no way to inform them.
Perhaps a 'pop-up' message on the login page would be the most effective solution.
17 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor this idea, the solution may be an email to the user to let them know they are locked and try after X minutes. Today, we have a setting (policy->account lockout) to define who received a locked out notification, typically to the admin.
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Available languages in Type
Here there are two enhancements about available language in type funcionality:
a. From a usability standpoint, we believe that when a application supports multiple languages—and one of them matches the user's selected profile language—the application itself should display in that profile language.b. In the other hand, if user selects one language for one application, system should remind the last selected language for that application. Currently system opens the application in a default language and user always must select its preferred language.
See attached images.
4 votes -
Add inline editing ability to list views
Users often need to make quick, minor updates to individual record fields where batch updates are not practical. The current Quick Edit functionality does not fully meet this need, as it involves multiple clicks and modal windows, creating unnecessary friction.
Introducing inline editing within the list view would allow users to modify fields directly, without navigating away or opening additional screens. This streamlined approach would significantly reduce effort and improve efficiency for small, targeted changes and is a feature currently offered in other software suites
20 votes -
Tracking Recent Actions of Users
We’re wondering if there’s a setting or feature we could enable that would allow a user to see their own recent activity in SmartSimple.
This could be somewhat general (e.g., modified grant ID X on X date/time, modified Organization X on X date/time, etc.) or more granular (e.g., updated field X on grant ID X on X date/time, created a note on grant ID X on X date/time, etc.).
This would be helpful for internal staff members who are adding Notes or making changes to many grant records and want to look back at which grants they've recently edited.
12 votes -
Improved SmartSimple–Word Integration for Collaboration and Version Control
Contracts and collaborative documents across the grant and partnership lifecycle are currently managed primarily through Word documents shared via email. This creates challenges with version control, including multiple document versions, parallel edits, and manual consolidation of changes. Collaboration is fragmented, resulting in limited visibility into document updates, no single source of truth, and limited auditability of changes and negotiations. In addition, the process creates administrative pressure on a small legal function, and contracts are largely managed outside the SmartSimple platform, leading to duplicated documentation and limited traceability.
To address this, improved collaboration functionality is needed. The solution should allow documents…
9 votes -
Different colour banner for emulate vs. backup
I often work in the back-up and prod sites concurrently. I rely on the top orange banner to know that when I am in back-up. However, when I am in the live site and click emulate user, I get an orange banner across the top of the prod site. This makes me nervous that I will get distracted and forget that it is the live site.
Can the emulate banner please be a different colour than the backup banner?
12 votes -
Type Specific Captions for a Custom Field
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.
47 votes -
Fiscal Year
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.
31 votes -
Message Queue: “To” field preserve the recipient email address used at send time (audit) / Point in time email address in the Message Queue
In the Message Queue, the “To” field currently displays the user’s current profile email, not the email address that was actually used when the message was sent. When a user updates their email address, historical messages appear as though they were sent to the new address, even when they were not. This makes it impossible to reliably determine which email address received a message at the time it was issued.
This is an issue for auditability, Freedom of Information (FOI) requests, privacy breach investigations, and resolving disputes about notification, delivery, or non‑receipt. A message log must be able to stand…7 votes -
Expand options for Dynamic Field Visibility Builder
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 deleted42 votes -
Export custom field list with visibility permission settings
The ability to export the custom field list from L1, L2 or L3, users, orgs or any system object, with settings such as mandatory toggle, description, select values, and including the role, status, and type permission settings, into Excel, or the ability to build a report builder report where you can customize the settings to be exported. The system design summary pulls some of this data into a word table format, which can be copied into Excel, but it is cumbersome and only copies from the core fieldset. Being able to export directly and easily from the custom field list…
21 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the value and need to provide a way for customers to have a documented view of their system. We will monitor to see how much others are interested.
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Include Files that have been uploaded to records with new Data Extraction API
I learned recently that files that have been uploaded to records via file upload custom fields can not be extracted using the new Data Extraction API. I can see clients wanting these files included when extracting records into other business insight tools, AI or otherwise.
3 votesBased on client demand, we are interested in exploring support for accessing uploaded documents via the Data Extraction API
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Visual Step-Indicator for Application Workflow Stages
Problem:
Internal users must individually review applications to determine their current approval stage (first approval → second approval → payment generation → payment approvals → paid). No at-a-glance visibility into bottlenecks.Suggestion:
Implement a visual step-indicator (progress bar or workflow timeline) showing where each application sits in the approval pipeline. It will be impactful to improve workflow visibility, for both internal approval users and external applicants.See proposed design attached.
4 votes
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