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10 results found

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

    3 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Admin →
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    Joshua Feist supported this idea  · 

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

    7 votes

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    Feedback Needed  ·  2 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Joshua Feist supported this idea  · 

  3. Allow reports to display multiple addresses from address book

    1 vote

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Admin →
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    Joshua Feist shared this idea  · 

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

    19 votes

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    Under Consideration  ·  5 comments  ·  SmartSimple Idea Lab » Documentation  ·  Admin →
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    Joshua Feist supported this idea  · 

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

    2 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Joshua Feist shared this idea  · 

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

    7 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Joshua Feist supported this idea  · 

  7. Improve Notes to allow tagging people and threaded conversations

    9 votes

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    Planned  ·  2 comments  ·  SmartSimple Idea Lab » Communication  ·  Admin →
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    Joshua Feist commented  · 

    It would be great if a note that pertains to a user shows up as a notification in that user's portal Notifications area. Ideally it would be clickable too to take the user to that note. I have not figured out how to configure this and wondering if it's not possible currently.

    Joshua Feist supported this idea  · 

  8. Batch Update to Remove Assigned Contacts

    5 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Joshua Feist shared this idea  · 

  9. Keep Report Builder window open when saving.

    11 votes

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    Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Admin →
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    Joshua Feist supported this idea  · 

  10. Global Search Functionality

    19 votes

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    Under Consideration  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Joshua Feist supported this idea  ·