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6 results found

  1. Provide a group message board for all SmartSimple clients

    It would be great for SmartSimple to provide a message board where all SmartSimple clients can exchange and share questions/ideas/solutions. Message board will have a working search functionality where clients can search for solutions before posting questions for help.

    Currently, all we have is the...wiki...

    8 votes

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    Planned  ·  1 comment  ·  Other  ·  Admin →
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  2. Integration with BILL.com

    Currently key grant information directly into BILL.com. After grants are paid, payment information flows into QuickBooks and records the general ledger transactions.

    4 votes

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    Under Consideration  ·  0 comments  ·  Other  ·  Admin →
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  3. Improve Custom Field Type: Text Box - Date

    Improve the Custom Field Type "Text Box - Date" by adding the possibility to enter a range of selected dates. Today it is only possible to add a default value into the Calendar but for example it is not possible to prevent the client from selecting a date prior to the default value date. The proposition would be to have the possibility to add a range of predefined date: the client could select dates only within the specified perid of time added in the range.

    2 votes

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    Feedback Needed  ·  1 comment  ·  Other  ·  Admin →
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  4. Enhance the Word Parser to support updating both standard and custom fields.

    Enhance the Word Parser to support updating both standard and custom fields. Currently it can only update custom fields. We are specifically trying to use it to update address fields on the organization record.

    2 votes

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    Under Consideration  ·  0 comments  ·  Other  ·  Admin →
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  5. Update Wiki

    An up to date reference for the system and its standards please.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Field Change History and Workflow History

    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.

    1 vote

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    Monitoring Interest  ·  0 comments  ·  Other  ·  Admin →
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