Settings and activity

16 results found

1. Export custom field list with visibility permission settings

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   Proposed Idea  ·  0 comments  ·  SmartSimple Idea Lab » Administration  ·  Edit…  ·  Delete…  ·  Admin →
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   Jamie Neel shared this idea  ·  Oct 31, 2025

2. Add cross-search pivot capability

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

3. Stacked Bar Chart Portal Chart

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

4. Need to be able to attach an organization to L2 payment records

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   1 comment  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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   Feedback Needed  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   Would the Level 2 account association be sufficient to meet your needs?

   Jamie Neel supported this idea  ·  Oct 31, 2025

5. Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

6. Version is reports

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

7. Integration with BILL.com

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   Under Consideration  ·  1 comment  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

8. Role names in report

   6 votes

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   Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Security and Compliance  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

9. Fix the left hand column in report builder

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   Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Jamie Neel supported this idea  ·  Oct 31, 2025

10. Advanced Data Table Dynamic Sections Options to Hide the Plus and Minus Buttons without Scripting

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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    Jamie Neel supported this idea  ·  Oct 31, 2025

11. Drag and drop application builder

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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.

    Jamie Neel supported this idea  ·  Oct 31, 2025

12. Add option to display data as percentages on charts.

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    6 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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    Jamie Neel supported this idea  ·  Oct 31, 2025

13. Enhance Auto Assignment Feature

    4 votes

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    1 comment  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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    Monitoring 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.

    Jamie Neel supported this idea  ·  Oct 31, 2025

14. Ability to Hide/Sort/Freeze columns in the Assignment Grid (Reviewer Assignment Grid)

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    10 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Jamie Neel supported this idea  ·  Oct 31, 2025

15. Custom Fields Permission Quick Edit - freeze top/left headers for Role and Status; add in field Caption

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    Under Consideration  ·  1 comment  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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    Jamie Neel supported this idea  ·  Oct 31, 2025

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

    19 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jamie Neel supported this idea  ·  Oct 31, 2025