10 results found
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Can we get a "Resend" button in the Emails tab of L1 Grant records?
Occasionally we need to resend grant correspondence to a contact, and it would be a great time and effort saver to be able to do so directly from the listview in the "Emails" tab of our L1 grant records, rather than having to note the contact name/email there, and then go to the Message queue, search in the "Sent" tab, select the precise emails, and resend there.
1 voteNot Planned ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The record you see on L1 is a log, not the actual L2 email so it cannot be resent.
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Maintain the use of collapsible sections in the New Design.
Collapsible sections using title bar are no longer a feature in the New Design. Our team finds collapsible content useful and would like to keep it as part of New Design.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The collapsible title bars were removed to improve clarity, reduce user errors, and create a more predictable form‑filling experience. While they allowed some users to temporarily hide content, they often caused accidental collapsing and led to important information being overlooked. Keeping all sections visible ensures a simpler, more consistent interface where users can confidently see all required data.
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Add Status ID as filter option in advanced search
Status Id as an option to search in advanced search would bypass issues with language translations and status name vs caption. See ticket 268653
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Filter can be made on Status Name instead of Caption. We don't have plans to expose the status ID as a filter option.
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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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Breadcrumb Navigation for Modal Widows
When I click on a record from a section under my portal the record opens up in a modal window. Unfortunately, the breadcrumb navigation does not display when the record in a modal window. I need to open the record in a new tab in order for the breadcrumb navigation to display.
I would like the breadcrumb navigation display of modal window as well.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We intentionally removed this type of navigation as the model window is designed for targeted actions, then closure.
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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.
1 vote -
1 vote
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