Settings and activity

39 results found

1. Export custom field list with visibility permission settings

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

   We see the value and need to provide a way for customers to have a documented view of their system. We will monitor to see how much others are interested.

   Ryan Godfrey supported this idea  ·  Nov 4, 2025

2. List Display : freeze the first row

   38 votes

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   0 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

   We are looking at a number of user experience improvements with list views and will include this idea too

   Ryan Godfrey supported this idea  ·  Nov 4, 2025

3. Emulate user without resetting everything else

   72 votes

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   Monitoring Interest  ·  6 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Oct 24, 2025

4. Toggle Left-Hand Navigtion list between full width and icons

   4 votes

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Ryan Godfrey shared this idea  ·  Oct 17, 2025

5. Enable deletion of non-relevant categories in the system

   5 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Oct 14, 2025

6. Integration with BILL.com

   5 votes

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   Under Consideration  ·  1 comment  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Aug 22, 2025

7. Update Wiki

   81 votes

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   Under Consideration  ·  13 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Aug 22, 2025

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

   8 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Aug 22, 2025

9. On Full Flow Diagrams, the jumbled boxes showing Status, Workflow, and Buttons relationships should start in an initial arranged order

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   6 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Aug 22, 2025

10. Update objemail from uuid to a user-friendly syntax

    3 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Aug 22, 2025

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

    16 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jul 23, 2025

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

    72 votes

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    Planned  ·  11 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jul 15, 2025

13. Allow for accounts to be created/accessed with either a Username or Email Address

    9 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Ryan Godfrey shared this idea  ·  Jul 15, 2025

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

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    15 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Communication  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jul 15, 2025

15. Type Specific Captions for a Custom Field

    42 votes

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    Monitoring Interest  ·  4 comments  ·  SmartSimple Idea Lab » Application Process  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jul 8, 2025

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

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    12 votes

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    Monitoring Interest  ·  3 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jul 8, 2025

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

    33 votes

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    Monitoring Interest  ·  5 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jun 23, 2025

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

    9 votes

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    Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Workflow  ·  Delete…  ·  Admin →
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    Ryan Godfrey shared this idea  ·  Jun 23, 2025

19. Global Search Functionality

    42 votes

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    Planned  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Ryan Godfrey supported this idea  ·  Jun 18, 2025