Settings and activity

15 results found

1. Emulate user without resetting everything else

   92 votes

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   10 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

   Emil Gehin supported this idea  ·  Aug 10, 2026

2. Enable standard fields as a reference date when setting up reminders.

   5 votes

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   Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Workflow  ·  Delete…  ·  Admin →
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   Emil Gehin shared this idea  ·  Aug 5, 2026

3. Improved SmartSimple–Word Integration for Collaboration and Version Control

   11 votes

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Emil Gehin supported this idea  ·  Aug 5, 2026

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

   87 votes

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   Planned  ·  13 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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   Emil Gehin supported this idea  ·  Aug 5, 2026

5. Rich Text in Email Templates

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   14 votes

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   0 comments  ·  SmartSimple Idea Lab » Communication  ·  Delete…  ·  Admin →
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   Monitoring 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.

   Emil Gehin supported this idea  ·  Feb 18, 2026

6. AI-Powered Configuration Assistant

   22 votes

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   Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Artificial Intelligence  ·  Delete…  ·  Admin →
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   Emil Gehin supported this idea  ·  Feb 18, 2026

7. Strip HTML from Rich Text Fields on List View or Report Export

   35 votes

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   Monitoring Interest  ·  6 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Emil Gehin supported this idea  ·  Feb 18, 2026

8. Be able to add more DocuSign fields in Merge Templates

   9 votes

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   2 comments  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Emil Gehin supported this idea  ·  Feb 18, 2026

9. The ability to batch update Notes

   6 votes

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   5 comments  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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   Feedback 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

   An error occurred while saving the comment
   Emil Gehin commented  ·  Jan 12, 2026  ·  Edit…  ·  Delete…

   A use-case which happens quite often in support when we batch-update a list of records and want to write the same note for traceability.

   It is quite a manual task to open each record (sometimes 30+) and manually have to input a system admin note.

   Save Submitting...
   Emil Gehin supported this idea  ·  Nov 19, 2025
   An error occurred while saving the comment
   Emil Gehin commented  ·  Oct 13, 2025  ·  Edit…  ·  Delete…

   What kind of feedback is needed?

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   Emil Gehin shared this idea  ·  Sep 30, 2025

10. Fiscal Year

    31 votes

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    Monitoring Interest  ·  4 comments  ·  SmartSimple Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Emil Gehin supported this idea  ·  Aug 21, 2025

11. Ability to cancel List View Loading

    10 votes

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    0 comments  ·  SmartSimple Idea Lab » Performance and Scalability  ·  Delete…  ·  Admin →
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    Planned  ·  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.

    Emil Gehin supported this idea  ·  Aug 21, 2025

12. Ability to change information in the invitation window on an application once an invited person has accepted

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    13 votes

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    Monitoring Interest  ·  3 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Emil Gehin supported this idea  ·  Aug 21, 2025

13. Add an upload option to the Notes section

    66 votes

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    Under Consideration  ·  5 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Emil Gehin supported this idea  ·  Aug 21, 2025

14. Global Search Functionality

    46 votes

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    Planned  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Emil Gehin supported this idea  ·  Aug 21, 2025

15. Update Wiki

    98 votes

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    Under Consideration  ·  14 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Emil Gehin supported this idea  ·  Aug 21, 2025