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3 results found

  1. Record Lock Override Notification

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

    6 votes

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    Monitoring Interest  ·  0 comments  ·  Administration  ·  Admin →
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  2. SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)

    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…

    3 votes

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    Monitoring Interest  ·  1 comment  ·  Administration  ·  Admin →
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  3. Ability to Copy/Save As SmartVersions

    We build funding applications using SmartVersions. Sometimes we have a minor update to a SmartVersion we would like to make for a future competition but want to keep the original SmartVersion as well. It would be great if we could Copy or Save As a SmartVersion the same way you can Copy or Save As a Custom Field so we don't have to start from scratch each time.

    1 vote

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