135 results found
-
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.
7 votes -
Improve Global Search Functionality in Donor Portal by incorporating fuzzy search and typo tolerances
The search functionality for the end users is far too strict, to where you will get different results when using an apostrophe versus not using one. Being able to incorporate AI into this search or another method to simulate a fuzzy search will vastly improve the end user experience when using the search functionality.
7 votes -
Ability to cancel List View Loading
The List View now loads asynchronously with the rest of the page, which is beneficial because if there is a slow loading List View, it is possible to escape to another page (such as the List View settings). A further improvement to the use of List Views would be to be able to cancel a List View that is currently loading. This would allow for the editing of search terms, filters, and the number of records being displayed in order to speed up searches and system navigation.
7 votesPlanned ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The October release is targeting a smart search feature to improve performance on list views; however, this initial release has limited availability and is targeted for GA in the February release.
-
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…
3 votes -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
6 votes -
Role names in report
We would like to review on a regular basis (1 or 2 times per year) that all users having a privileged account in the system still need such access. We would like therefore to generate a report listing all users with their current role. Unfortunately, only "Role ID" can be added to report. Not "Role Name" or "Role Caption"
8 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.
5 votes -
Fix the left hand column in report builder
Fix the left hand column in the report builder which tells you which row is the dataset, field, field ID etc. so if you add multiple columns and have to scroll to the right, you can still see what each row is for
6 votes -
User Emulation - Add granular role-based privileges
At present, the settings for user emulation do not allow for granular role-based permissions. For example, there is no feature to restrict which other roles a user role can emulate. It would be incredibly useful for our staff to be able to emulate grantee user accounts. Unfortunately, we currently cannot enable this feature for them, as it allows them to emulate all other roles which includes higher-level users.
Something like "Roles this role can EMULATE" (reference attached image) would be incredibly useful.
2 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Met with Ryan, need to revisit request
-
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.
7 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.
3 votesWe recognize the need for flexibility in choosing email addresses beyond the default or the user’s own address when sending templates or group emails. While we would not reinstate the ability for individual users to set any “From” address as a personal preference, we are open to introducing an instance-wide setting that provides greater control and options for “From” addresses.
If this functionality is implemented, all email domains would need to align with the primary service in use. For example, users would not be permitted to send emails from unrelated domains such as Gmail or Amazon.
- If not using SMTP relay: All addresses would need to use @smartsimplemailer.com or an equivalent domain based on client jurisdiction.
- If using SMTP: The domain must match the one configured on the organization’s SMTP server.
-
Version is reports
When a UTA is using SmartVersioning, I would like to be able to add the @version@ information in reports (similar to what you can do in list views)
5 votes -
Advanced Data Table Dynamic Sections Options to Hide the Plus and Minus Buttons without Scripting
Currently if columns in an XML should be updated in say a progress report, but rows shouldn't be able to be deleted or added, the +/- buttons on the dynamic section have to be hidden with custom script. Instead it would be great if there was a setting on each dynamic section to hide the +/- buttons based on status and/or role - perhaps a visibility condition like we have for edit conditions on the column? This would make initial configuration and ongoing changes easier.
4 votes -
Map Advanced Data Tables - Static Sections
When a static section is required in an advanced data table, clients still want to be able to query the data across records. While technically they can in a report, the only way to make this more user friendly at the moment is to create hidden fields that are populated with template formulas or try to make the section dynamic and map to L2s.
It would be much more user friendly and make configuration easier if you could just map each applicable cell to a field on the same record level. This would reduce template formulas that have to run…
4 votes -
Org and Contact Profile Verifications
Currently to have any sort of verification process on org profiles and contact profiles being up to date one has to use statuses and workflows to push them back and forth and this is the best practice for verifying these are up to date when submitting an application.
Many clients request the ability to check whether these have been updated recently by the applicant as part of the application submission process. It would be nice if there was a way to enforce that applicants confirm their org/contact profiles are up to date without having to configure statuses. Similarly with the…
4 votes -
Advanced Data Table - Total Row Validation on dynamic advanced data table sections
Often times clients want to enforce a minimum or maximum amounts on certain columns such as request amount or match amount on an advanced data table total row. This currently isn't possible without passing the data to a static section. This makes validation tedious and time consuming to configure, but also more complicated for a client to edit and update later.
One should be able to use validation in the amounts in the total row only such as:
-Comparing the amount in one column to a field on the grant or linked cycle
-Comparing the amount in one total column…4 votes -
Advanced filtering and search on workflows/tasks
The list view search and filter criteria far exceeds the workflow search (which only allows 1 condition). Would love to see the functionality that is currently available in UTA searches be applied to workflow and task searches
5 votes -
Revamp the Person to Person relationship menu
I have a couple of clients that are using the person to person relationship in SmartSimple. This is an older feature that hasn't gotten a lot of love/updates and it would be nice if we could update the UI to match the UI we have for Associations. Right now the UI is pretty out dated and it feels clunky to navigate.
4 votes -
Add alternative signatory to sign while using Adobe e-sign
In Adobe e-sign, a user is able to assign a signatory and an alternative signatory (proxy signatory) to the same signature spot, but only one can sign. Would it be possible to do the same in the Smart Simple platform, as Adobe eSign is used as the interface?
7 votes -
Ability to Search Lookup - Autocomplete Field Options in Batch Update
When using the batch update for a Lookup - Autocomplete custom field having the ability to search the list of options is helpful when navigating a long list of options. Currently you must scroll through the alphabetical list which is time consuming and prone to errors.
8 votes
- Don't see your idea?