245 results found
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Transfer field formatting (dates, numbers) when exporting list views and reports to Excel
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel.
Adding this functionality would greatly improve Smartsimple's usability.
Often, the fields in list views and reports are date or number fields and when exporting to Excel (xls, xlsx, csv, etc.), these formats are not transferred, requiring subsequent editing of the generated files.2 votes -
API integration for email send (Microsoft Graph, Gmail API)
We currently configure SMTP relays for clients who wish to send email from their own domains.
However, it is often challenging to work with client IT teams to enable SMTP AUTH on the required mailboxes.
In these situations, we are frequently asked whether SmartSimple supports — or plans to support — integration with Microsoft 365 (Graph API) or Gmail API for outbound mail delivery.
We understand that the February upgrade strengthened security by enforcing OAuth 2.0 for SMTP authentication. However, this still relies on SMTP as the transport protocol, which many IT providers increasingly consider legacy compared to modern API-based…
4 votes -
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…
18 votes -
Allow URLs to be opened from Notes
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.
3 votes -
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.6 votes -
Allowing address field's caption customized when 'Enable Multiple Address' is enabled
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 -
Allow reports to have a direct URL
Enable users to link directly to a report when it has been created. This would be incredibly helpful when working collaboratively. Currently we have to describe which folder the report is in and provide a unique ID so they know which report to access. It would be so much easier to send a direct link to the report.
4 votesGood suggestion, we will monitor this, but also link it to the report enhancements for discussion during the report builder workshops to evaluate priority and impact
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AI Powered Support Chat-Bot for Applicants
Want a Support Chatbot for applicants/students, that will answer common questions powered by AI, referencing some kind of document/information repository. Had over 30,000 applicants last year, unable to keep up on emailed questions.
2 votes -
Please add the following features to Listview configuration in the revamped Interactions tab:
Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:
Make the column widths adjustable with mouse drag or in column configuration specification
Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.
For lists in the User tab allow column selection to include selections from the Organization fields
Add Create Date and Last Modified to the column/field selection options
Add Created By to the column/field selection and filtering options
Make it possible to configure listviews to manifest as tabs (so that…
5 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We've linked this idea to the List View discussion topic currently on the roadmap. We will have several events to dive into this topic and prioritize the related ideas.
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Add reports to SmartCards
If you have some reports you are using all the time you should be able to star them to your SmartCards.
4 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we have linked this to the report builder workshop sessions occurring over these next few months in order to evaluate the priority against the larger report improvement opportunities.
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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.
15 votes -
API - Download files from other platforms
We have recently build an integration with our eSign provider (not natively supported by SmartSimple), using workflow tasks to send the contracts for execution, updating signee data on contracts already sent to the eSign platform, and monitoring via a Scheduled report the current status of the contract once per day.
However, there is one webservice from eSign platform that we have not been able to use although we really wanted to... Which is to get the signed file from the eSign platform to SmartSimple. This is due to the WF Type Task Web Service - RESTful Request not supporting the…
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We support a number of e-signature vendors. Can you provide more details on which vendor you are looking at and the reason why you can't leverage any of the existing e-signature vendors we support?
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Allow the "Interaction" user interface to send emails to selected contacts using the group emailer.
Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?
Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but…
5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are targeting an Outlook integration in an upcoming release. This will allow a user to create and store an email in SmS from Outlook. The additional scope for this idea is to support the same process from SmS to Outlook.
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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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Replace Hashtags with Hierarchy-Based Categories and Sub-Categories
Hashtags are a nice way to simply categorize records in SmartSimple. I think we can deliver more value if we can provide a UI for setting a hierarchy of categories and sub categories that allow you to categorize applications and also add any number of related sub categories as well.
It would also be nice if this could be an AI-based feature that allows for automatic categorization dependent upon the application data. Categories and subcategories should also be addable to list views and reports.
Value Add: This would allow you to create list views and reports that filter by categories…
2 votes -
Report management
Improve the list view in the reporting module so that the listview is more like the advanced search list views on UTAs and can be configured locally. It should allow sorting and filtering on whether export is enabled, Category, UTA association etc
2 votes -
See record version history
We would like to know the record version history. In the past we were able to do this by report, using the Audit Log data set but nowadays this option is not visible.
We would like to know the person who change the version and when (by record).3 votes -
Enable other users to delete from the Message Queue without making them Global Administrators
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 -
French punctuation spacing
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 -
The ability to batch update Notes
It is possible to batch update for status, institutions, associated contacts (etc), but it is not possible to do it on Notes.
Is there something I am overlooking? :)
6 votesFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Emil - sorry for the delay, can you provide examples of use cases where you need to batch update notes? Thanks
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