Settings and activity

32 results found

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

   6 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

2. 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

3. 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

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

   15 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

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

   62 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

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

   8 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

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

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   14 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

8. Type Specific Captions for a Custom Field

   38 votes

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   Monitoring Interest  ·  3 comments  ·  SmartSimple Idea Lab » Application Process  ·  Delete…  ·  Admin →
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   Ryan Godfrey supported this idea  ·  Jul 8, 2025

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

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   11 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

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

    31 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

11. 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

12. Global Search Functionality

    41 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