6 results found
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Ability to delete bulk list views
Currently, if we want to delete a list view, we must open the listview first and then delete it. This process is time-consuming when handling multiple listview. It would be much more efficient if list views list included checkboxes that allow users to select one or more records directly and delete them in bulk.
2 votesNot Planned ·AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded
As an administrative action is that not frequent, we prefer to error on the side of requiring 2 clicks to delete as there is not reverting back.
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Default Quick Navigation Menu to Closed
Have the quick navigation menu default to closed/minimized or remember last position.
I am often finding that I need to constantly close it for ever record that I go into because it is cover or narrowing fields unecessarily.
1 voteNot Planned ·AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded
The quick menu has been removed, so this is no longer applicable.
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Create a way for commenters in custom fields using the 'notes entry' feature to be able to edit their comments.
Create a way for commenters in custom fields using the 'notes entry' feature to be able to edit their comments.
1 voteNot Planned ·AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded
The custom field option is designed to log activity/notes. You could use the notes and the special linked record list to achieve this.
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Make Submit button redirects dynamic based on user role
We have two different roles doing reviews - external reviewers with the "Reviewer" role, and staff with the "System Administrator" role. Right now the review "Submit" button redirects to the Reviewer Portal accessible to external reviewers, and throws a permission error to the internal reviewer. It would be nice to be able to redirect to the internal reviewer's Staff Home portal and the Pending Reviews listview there from the same submit button. Let's not proliferate too many buttons!
1 voteNot Planned ·AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded
Two different buttons are required in this scenario. We do not have plans at this time to support dynamic redirection.
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'Save and Close' button for modals
For modals, users have to click save and then close out of the window. A "Save and Close" button would be nice so that users do not have to worry about closing out of the window after saving. This would also prevent instances of users having the modal open in multiple different windows.
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