Settings and activity

16 results found

1. Different colour banner for emulate vs. backup

   6 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brenna McCallum supported this idea  ·  Apr 21, 2026

2. Fuzzy Search Functionality for SmartSimple Platform

   8 votes

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   Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brenna McCallum supported this idea  ·  Apr 21, 2026

3. Grant ID numbers sticking at the top of activity forms

   8 votes

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   0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   The new design is intended to maximize the screen space when scrolling. We see the value of freezing the top. We will monitor interest to see if others have the same concern.

   Brenna McCallum supported this idea  ·  Apr 21, 2026

4. Move record locks from record level to tab or field level

   9 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brenna McCallum supported this idea  ·  Apr 21, 2026

5. Number of records selected visible

   9 votes

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Grant Management  ·  Delete…  ·  Admin →
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   Brenna McCallum supported this idea  ·  Apr 21, 2026

6. SmartSimple - export advanced data fields

   10 votes

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   2 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   We will monitor interest to determine if others vote up the priority.

   Brenna McCallum supported this idea  ·  Apr 21, 2026

7. Ability to Copy/Save As SmartVersions

   13 votes

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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   Brenna McCallum supported this idea  ·  Apr 21, 2026

8. Notifications for users with locked accounts

   13 votes

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   0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   We will monitor this idea, the solution may be an email to the user to let them know they are locked and try after X minutes. Today, we have a setting (policy->account lockout) to define who received a locked out notification, typically to the admin.

   Brenna McCallum supported this idea  ·  Apr 21, 2026

9. Emulate user without resetting everything else

   79 votes

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   6 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Under Consideration  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Top voted item, moving to 'under consideration' for one of the next few releases

   Brenna McCallum supported this idea  ·  Apr 21, 2026

10. Allow images to be deleted from Media Library

    2 votes

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    Proposed Idea  ·  0 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Brenna McCallum shared this idea  ·  Apr 21, 2026

11. Create new field type for URLs, which will display as active links

    38 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Brenna McCallum supported this idea  ·  Apr 21, 2026

12. Drag and drop application builder

    42 votes

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    0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    It is possible to do it in the list, but not yet on the form. We will monitor interest to determine if the priority rises for future consideration.

    Brenna McCallum supported this idea  ·  Apr 21, 2026

13. Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)

    78 votes

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    Planned  ·  11 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Brenna McCallum supported this idea  ·  Apr 21, 2026

14. Update Wiki

    84 votes

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    Under Consideration  ·  13 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Brenna McCallum supported this idea  ·  Apr 21, 2026

15. Allow a Media Library enabled multi-upload field to receive documents

    8 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Brenna McCallum commented  ·  Apr 21, 2026  ·  Edit…  ·  Delete…

    I second this in that I would like for pdfs/docs to be able to be previewed/viewed in pop up the way images are in the media library, rather than forcing the user to download the pdf/doc in order to open/view.

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16. Bring back the Key for Enable/Disable Login Access

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    49 votes

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    4 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    We will consider a way to differentiate and enable/disable the user. We will monitor interest for future consideration.

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    Brenna McCallum commented  ·  Jan 6, 2026  ·  Edit…  ·  Delete…

    I don't mind clicking actions to enable/disable - what I do want is a visible icon of some sort that tells me whether login access (and therefore this contact) is active vs. inactive. Like, gold star = active, gray star = inactive. Or similar.

    We are new in the system and I am telling my staff we don't delete contact profiles, only disable login access, but would like them to be able to visually see that someone is "deactivated."

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    Brenna McCallum supported this idea  ·  Jan 6, 2026