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67 results found

  1. With the Smart Simple October 2025 Update to the Rich Text Editor, the window is no longer resizable.

    The specific field type for the Rich Text Editor is: Special - Rich Text. It would be ideal if the window has the ability to be resized both vertically and horizontally.

    An example of text windows that are fully adjustable are those with the "Text Box - Text Multiple Lines" field type, and the Width is set to "Full" under the display options (Width), allows for both horizontal and vertical adjustment

    14 votes

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  2. Add the ability to hide specific columns in the global user lookup list view settings. This would allow admins to include fields (e.g., a unique ID) in the lookup view so users can search by them, without displaying those fields in the list view.

    1. Go to Global Settings
    2. Users > Lookup List Views
    3. Edit the default user lookup list view
    4. Select a column and add a toggle button to “Hide Column” here (similar to List views)
    4 votes

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  3. On the L2 view within the L1, there are two scroll bars on the right and then a bottom scroll bar below all the L2s. if there are many L2s on the list, one would have to scroll all the way down to move the scroll bar to the right. It would be nice to have the bottom scroll bar be static on the page.

    13 votes

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  4. We are currently using the Notes feature to add instructions to reviewed reports in order to allow for replies between reviewers and grantees.

    Often times these notes will include links to support documents. While these URLs appear as hyperlinks, when clicked they open within the SmartSimple UI and are blocked.

    I suggest automatically adding the _blank target to all URLs added to notes to allow them to be opened directly.

    4 votes

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  5. The annotation mode user interface while viewing a record in split screen is not user friendly and makes the annotation mode feature unusable. Previously, annotation mode allowed flexibility with collapsing the annotation pane, but now the annotation pane has a fixed width, which makes the record virtually nonfunctional.

    2 votes

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  6. While in an active SmS session, we can pass "&uselocalcompany=1" to the User Signup page URL to allow a new user to register under the session/record organization.

    A similar variable/approach is missing when we send a Invite (Invitations Feature) to a new user, and the Signup page URL (Acceptance Redirect) is accessed outside an active SmS session.

    Currently, if we want to invite a new user within the same Org on record, we have to configure an Org and User signup page. The new user will have to search and select the Org, and then fill in the User details…

    4 votes

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  7. I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.

    Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.

    My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.

    So, I would like users to be allowed to copy a system list view without needing edit…

    11 votes

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  8. Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:

    1. Make the column widths adjustable with mouse drag or in column configuration specification

    2. Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.

    3. For lists in the User tab allow column selection to include selections from the Organization fields

    4. Add Create Date and Last Modified to the column/field selection options

    5. Add Created By to the column/field selection and filtering options

    6. Make it possible to configure listviews to manifest as tabs (so that…

    6 votes

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  9. Currently, non-Global Admins can only view Personal filters on UTAs/People/Org Filter dropdown. They can see and select the system filters on a list view.

    Requesting an enhancement to make the system filters be role permission-based (Example: "Search Filters and Email Templates - Manager") and remove the global admin requirement.

    Expected behaviour: System filters available to non-Global Admins under the Filter dropdown. See Attachment

    4 votes

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  10. Add field level configuration to allow disabling of annotations so read-only and display fields aren't annotated inadvertently

    7 votes

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  11. Options for allow for more than 100 but not all on the items per page picker. Often, even when filtered, there are hundreds of results and the option to pick more that 100 but not all is necessary.

    5 votes

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  12. Problem:
    Current flat menu structure lacks information hierarchy. As feature set expands, navigation becomes cluttered and difficult to scan.

    Suggestion:
    Support Level 2 nested dropdowns in global navigation for a cleaner information architecture, to reduce cognitive load, and to improve accessibility for keyboard navigation.

    Example: Reports
    - Level 1: Track Reports
    - Level 2: Processing (Reports Pending Approval, Overdue Reports)

    2 votes

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  13. Currently: When 'Enable Multiple Address' is enabled (on org or user profile), the Address field's caption remains locked to "Primary Address"; updating the standard field caption for Address or Address Type doesn't change it.

    Use Case: Client might set a different default address type, such as "Mailing Address" (which they can configure in Address Types), and they want the caption to display as Mailing Address.

    Request: To allow the address field caption to be customized when using the Multiple Address feature.

    4 votes

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  14. If you have some reports you are using all the time you should be able to star them to your SmartCards.

    4 votes

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  15. In SmartSimple, list views apply defined status colours to a field showing that dataset's own status, but when a list references a status field from a parent or related dataset (as seen with "Application Status" pulled onto the Activities list), the colour formatting doesn't carry over, the field just renders as plain text regardless of its assigned colour. This creates an inconsistency where the native "Status" column is colour coded but a referenced status from a related record isn't, even though both represent the same type of field.

    The ask is for referenced status fields to inherit the same colour…

    1 vote

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  16. SmartSimple should allow to enable other user roles to delete from the Message Queue without making them Global Administrators. This way other users will be able to delete emails that they accidentally triggered so that they won't be mistakenly sent out.

    8 votes

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  17. In French, there should be a space between a preceding word and a colon. For example, "Last name:" in English would be translated as "Nom de famille :"
    However, when I add a space after "famille" in the translation field, the system does not save it and places the colon right beside the word famille, e.g., "Nom de famille:".
    How do I get the correct punctuation in French with a blank space before a colon?
    Support suggested I raise this issue in the Idea Lab.

    2 votes

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  18. The annotation reply is quite small if you had a multi paragraph write-up that needs to be edited/annotated.

    We would greatly value for an ability to expand annotation reply size (field value specifically). Yes, you can change the field length from bottom right corner, but that's quite restrictive for a multi paragraph reply

    4 votes

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  19. In the old version, our grant ID numbers would stay at the top of the screen as we scrolled down activity forms. Now they do not. I'd like this one feature to go back to the way it was. In the new look grant ID numbers should stay at the top of the screen as we scroll down the page.

    8 votes

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  20. I've recently seen great improvements to the grantee user experience when I've utilized the Linked Record List Custom Field "Simplified Association Interface" toggle for Contact Associations, but this option is not currently available for Organization Associations as well as some other list types.

    Please consider adding the "Simplified Association Interface" option for Organization Association list types, as well as all other list types, if possible.

    3 votes

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