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6 results found

  1. Record Lock Override Notification

    11 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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    Amanda Ryan supported this idea  · 

  2. Keep Report Builder window open when saving.

    18 votes

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    Planned  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Admin →
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    Amanda Ryan supported this idea  · 

  3. Improve Notes to allow tagging people and threaded conversations

    17 votes

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    Planned  ·  3 comments  ·  SmartSimple Idea Lab » Communication  ·  Admin →
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    Amanda Ryan supported this idea  · 

  4. Add an upload option to the Notes section

    16 votes

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    Under Consideration  ·  2 comments  ·  SmartSimple Idea Lab » Documentation  ·  Admin →
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    Amanda Ryan commented  · 

    I agree with the previous poster; it helps to create a complete file for the grant and assists in follow-up audits. Likewise, it would be beneficial if the Administrator could upload an attachment too

    Amanda Ryan supported this idea  · 

  5. Global Search Functionality

    29 votes

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    Planned  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Amanda Ryan supported this idea  · 

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

    33 votes

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    Planned  ·  8 comments  ·  SmartSimple Idea Lab » Documentation  ·  Admin →
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    Amanda Ryan supported this idea  ·