194 results found
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Fix the Advanced Search feature
Fix the Advanced Search feature with the following improvements:
- open the search in a modal window so we can see all the criteria in the search
- provide functionality to change the order of criteria
- Include previously used queries dropdown (either customizable or most recent X queries)
- return the closing parenthesis
- add a "power user" option for people to include their own SQL queries16 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good usability suggestions, the only item not under consideration is the last one with the ability to leverage a user's SQL
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Gmail Plug-in
Utilize Gmail for their mail service. Would love to have a plug-in that would allow them to sync emails from their Gmail account into SmartSimple.
6 votes -
How about adding viewing and downloading capabilities to the document upload field in the Interaction L2 form?
Is there a reason you included a document upload field in the "Interaction" L2 form that appears in our Activities list of the L1 application forms, but didn't include any way to view or download documents uploaded there?
Enquiring minds want to know.
4 votes -
Bring back ability to choose different email addresses when using Email Templates/Group Email
It is critical and imperative for our work that the ability to choose different email addresses when using Email Templates/Group Email is implemented again (in the deprecated personal email settings). This has a major impact on the work that we do. We rely on this feature quite heavily. Without this feature we need to email stakeholders manually, which is taking a step back for us.
8 votesWe plan to allow the ability to specify multiple “From” email addresses in a future release. This will most likely be added at Global Settings > Communications > Email Options and Security > From Address
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Querying whole database using AI (Insights)
Would be game changing for us to be able to use AI to extract insights and query every application in Smart Simple. GAME CHANGING
12 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are enhancing our AI capabilities including a data lake and RAG to consume structured and unstructured data to leverage across a wide range of use cases. Can you provide any specific examples for us to consider as we are focusing on delivering specific use cases.
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organization duplicate check
I would love to see the Organization Duplicate Check improved. Currently it won't catch most duplicates unless it is an exact match. For example, if there is a comma in one org name but not the other and they are otherwise the same it won't catch it, same with an "Inc" at the end of one org name. The Person name duplicate check is sooo broad; it would be great for the org name duplicate check to be a little more broad.
5 votes -
Rich Text in Email Templates
If you use syntax like sscal in Rich Text, the text does not appear in HTML View. It would be nice if the syntax showed as part of the text.
10 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This is a known issue that will be addressed soon via a new variable syntax. In the meantime, disable rich text editor when editing emails with sslogic.
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Export custom field list with visibility permission settings
The ability to export the custom field list from L1, L2 or L3, users, orgs or any system object, with settings such as mandatory toggle, description, select values, and including the role, status, and type permission settings, into Excel, or the ability to build a report builder report where you can customize the settings to be exported. The system design summary pulls some of this data into a word table format, which can be copied into Excel, but it is cumbersome and only copies from the core fieldset. Being able to export directly and easily from the custom field list…
10 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the value and need to provide a way for customers to have a documented view of their system. We will monitor to see how much others are interested.
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data lake
It would be very useful to have a separate reporting database or the ability to replicate the database for reporting purposes.
For us this could be useful to have a data lake that could be used externally like with Power BI. We currently run many very complex reports using SmartConnect API's against our live instance (because they are too complex for the built-in reports).
This can cause major slowdowns in the live system with some of our more intense reports.There was a suggestion regarding AI insights where John Fulton suggested a data lake. It would be great if we…
8 votes -
AI-Powered Configuration Assistant
Enhance the SmartSimple platform with an AI-driven assistant that supports developers during configuration by offering real-time suggestions such as field types, AI tools, syntax guidance, and automated script generation. This assistant would analyze existing configurations and scripts to recommend improvements, flag potential issues, and answer natual language questions (e.g., “How do I call an OpenAI function in web page view?”).
Together, these features would create a smarter, more supportive configuration environment that reduces the time and effort for developers to research on resolutions, improves code accuracy, and accelerates development.
19 votes -
Enhancements to the T2P Tool
After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:
- Pagination in "Changes Logged Against This Project"
The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.
Pagination would significantly improve usability and efficiency.
- Promoted indicator should be tied to ENVIRONMENT
We have noted several that the current behaviour is not ideal. The main suggestions would be:
--> The Promoted field should reflect the status of that change…8 votesWe plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.
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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…
16 votes -
Improvement to the API services
The current API services offered by SmartSimple are confusing in the response our team receives when calling them. For example:
- If there are missing variables in the call, it will respond a 200 - OK in almost all circumtances.
- If there is an incorrect variable (for example, report instead of reportid), the API will reply a 401 error in the body of the response - which indicates the user does not have authorization to that report, when the error is that the variable was incorrectly parsed in the URL.As our system becomes more connected with other platforms,…
11 votes -
Autoloaders - Field Change History
Field Change History should be logged whenever data is updated through Autoloader or by workflows triggered via Autoloader, to ensure a complete audit trail. Autoloader should include a configurable setting that enables Field Change History tracking, similar to the existing capability available through API functions.
10 votes -
Bottom scroll bar
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.
8 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this should be considered. We will look at this in an upcoming release.
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Number of records selected visible
It would be helpful see how many records total are selected from a list we are viewing instead of having to manually count. Some of our lists span well over 100 records for different things and if we're needing to select specific records on the list to change the statuses, there is nothing at the top of the page to indicate how many as been selected.
6 votes -
Add option to display data as percentages on charts.
Currently, we only have the option to display data on charts as counted totals. We would like to be able to display data as percentages on these charts for evaluation purposes.
13 votes -
Allow users to copy a system list view without needing edit access
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…
7 votes -
Shift Click to Select Multiple Items in a List View
The ability to select multiple item in a list view by clicking the first item and shift clicking the last item to select a range of records instead of individually clicking each one would be very helpful.
4 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As part of a larger discussion on enhancing the list view, we have linked this to the topic for future consideration.
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Ability to report/extract/import description field in uploaded files
Currently, descriptions for uploaded files can be added. It will be helpful to be able to report on each uploaded files, with their description and upload date/time, and user. It will be helpful for staff/reviewers to be able to have a list of files that were uploaded, with the description at hand, as filenames may not be as descriptive.
Also, since file upload is available thru autoloader, it will nice to be able to add descriptions of files when uploaded thru autoloader.4 votes
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