242 results found
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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
8 votes -
Preview Subject in Communication Center
When preparing an email in the Communication Center, the "Preview" button previews only the body, not the subject. It would be great to include the subject in the preview as it contains often variables or sslogic statements
9 votes -
Allow edits to standard message template
We have received user feedback that the standard system message sent when a user is tagged in a Note is difficult to read. Users want italics or quotes to visually distinguish the Note content from the rest of the message. Users would also like the URL to be a clickable link so they can navigate to the Note directly from their email. If SmartSimple cannot update the standard system message, provide the ability to configure a custom template here (without creating a new workflow, which is what Support suggested).
1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you provide an example and call out the specific items that make it difficult to read? Thanks
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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
8 votes -
SmartSimple - export advanced data fields
When you create a listview that includes advanced data table displays, they are nested into a single excel cell. It would be great if there was an easy way to export out data from advanced data tables so they are parsed into individual cells.
11 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest to determine if others vote up the priority.
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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…
6 votes -
Keep original formatting of notes when using @notes@ in email notifications
Currently, when using the @notes@ token in email templates, all formatting (such as line breaks, bullet points, etc.) is lost and the note appears as one large paragraph.
The idea is to preserve the original formatting of the note so that it displays clearly in the email, exactly as it was entered in the system.
6 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking into keeping line breaks in legacy notes for better readability.
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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…6 votes -
Move record locks from record level to tab or field level
Consider allowing concurrent record access as long as same field (or alternatively) same tab isn't being edited. There's good reason to have record locks for many orgs and use cases, but the whole record doesn't necessarily need to be locked.
Applicants and grantees typically wait until the deadline to submit. Suppose two staff members are collaborating simultaneously on different tabs / fields as deadline approaches. With record locks, there's a fair bit of coordination w/ applicant grantee to submit in timely fashion. If record locks were made at field or tab as opposed to record as a whole, it would…
9 votes -
Make the duplication check functionality separate form the record merge functionality
Right now, any users that have access to the duplicate organization check also have the ability to merge organization records. It's too risky to give all of our end users the ability to merge records, but we do want the duplication check functionality. Right now we required them to manually search for an organization before making a new record, but they often forget to do that. If we could split the duplication check from the merge record functionality and assign the access separately, it could make things much easier for us.
8 votes -
Enhance Auto Assignment Feature
It would be nice to be able to use the auto assignment feature as follows instead of having to use workflows and enable this to be used with the contacts tab instead of assigned sf:
1) When a new user is added in a particular role to the contacts tab of an L1, automatically assign them to the L2s in the contacts tab as a particular role
2) When a new L2 is created and users from the L1 are set to auto assign to the L2, the assignment is passed upon activity creation
3) When a user is removed…5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There are multiple parts to this idea. One is that we will ensure the auto-assignment works for single users, this ticket will represent the request to support multiple contacts. We may also consider supporting deletions, but that will be after we deliver this first step of supporting multiple contacts.
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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.
10 votes -
Expand popup for annotation replies
The annotation reply is quite small if you had a multi paragraph write-up that needs to be edited/annotated.
We would greatly value for an ability to expand annotation reply size (field value specifically). Yes, you can change the field length from bottom right corner, but that's quite restrictive for a multi paragraph reply
2 votes -
Link Payments and Reports to support automation
We'd like to link Payments and Reports in a meaningful way to support automated Payment Status updates. We currently have a 'soft link' configured so that you can see required Reports and their approval status on a Payment record. But staff must manually update the Payment status once all associated Reports are in an Approved Status.
2 votes -
Slack Integration
Add a Slack integration for SmartSimple so teams can receive automated messages when action is needed, such as approvals, tasks, updates, or missing information. Messages could include basic details, a link to the SmartSimple record, and buttons like Approve or Reject. Users could take quick action directly from Slack, while SmartSimple saves the response. Admins could choose which workflows send Slack messages and who receives them. This would help reduce email, speed up decisions, and make it easier for users to stay on top of important SmartSimple tasks.
1 vote -
Add a schema builder feature that displays selected objects, their fields, relationships, and included workflows.
See the attached example from Salesforce.
5 votes -
Floating widget integration for contextual support and ticket submission
A system-wide floating support widget in SmartSimple to let users access help, knowledge bases and ticket forms (e.g. Zendesk, FreshDesk, Zoho) from anywhere in the platform.
Support requests would automatically include contextual data such as the grant, application or workflow step the user is viewing, dramatically improving ticket quality and resolution time.
This would create a smoother user experience, reduce email-based support burden and provide SmartSimple with a modern, flexible integration point that many customers can benefit from—especially now that SmartSimple is adopting Zendesk.4 votes -
Pass a Javascript variable to a ReportProperty
Allow to pass a javascript variable to a ReportProperty syntax.
It will be very useful in a SmartCheckValidation.
Example (in SCV):
var sID;
var sResults = @ReportProperty(1234,exportdata,,sID)@;2 votes -
Add resolved status to annotations dataset
Would be really useful to be able to report on whether or not annotations are resolved, as then you could use the report property to create SmartCheck validations and/or have fields display conditionally based on if there are any unresolved annotations or not.
2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the bigger opportunity is to easily validate against unresolved annotations and will consider this in the future.
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Page to last/next page from button of list view list from My Profile
UX on list view differs from profile. From list view, the next/last page sticks to top of page as you scroll. On dashboard, it doesn't and when you scroll down through results you lose the next/back buttons.
Would be good to have similar functionality on "My Profile" that exists for list views
2 votes
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