Settings and activity

21 results found

1. Make the duplication check functionality separate form the record merge functionality

   5 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

2. Improve Custom Field Type: Text Box - Date

   6 votes

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   Feedback Needed  ·  1 comment  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

3. Preview Subject in Communication Center

   6 votes

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   Planned  ·  1 comment  ·  SmartSimple Idea Lab » Communication  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

4. Dynamic Visibility should copy over to new System Versions

   6 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

5. Red Lining/Track Changes

   9 votes

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   Feedback Needed  ·  2 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

6. AI-Powered Configuration Assistant

   11 votes

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   Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Artificial Intelligence  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

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

   12 votes

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Oct 7, 2025

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

   4 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Aug 19, 2025

9. Field Change History and Workflow History

   6 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Ryan Krause supported this idea  ·  Aug 19, 2025

10. Add alternative signatory to sign while using Adobe e-sign

    7 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

11. Defining reply-to email address at email template level

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    8 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Communication  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

12. Add an upload option to the Notes section

    22 votes

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    Under Consideration  ·  2 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

13. Type Specific Captions for a Custom Field

    23 votes

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    Monitoring Interest  ·  3 comments  ·  SmartSimple Idea Lab » Application Process  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

14. Provide a group message board for all SmartSimple clients

    17 votes

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    Planned  ·  3 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

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

    36 votes

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    Planned  ·  8 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

16. Permission Quick Edit: Security Matrix checkboxes for Fields

    7 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

    We will monitor interest for future consideration.

    Ryan Krause supported this idea  ·  Aug 19, 2025

17. Promotion Rollback for Project-Based T2P Tool

    4 votes

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    Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

18. Ability to Search Lookup - Autocomplete Field Options in Batch Update

    7 votes

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    Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Workflow  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

19. SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)

    11 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025

20. Implement a Visual Risk Indicator for Records (e.g., Grants and Engagements)

    13 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Ryan Krause supported this idea  ·  Aug 19, 2025