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Settings and activity

6 results found

  1. 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  · 

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

    6 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  · 

  3. Improve Notes to allow tagging people and threaded conversations

    8 votes

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    Planned  ·  1 comment  ·  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  · 

  4. Batch Update to Remove Assigned Contacts

    3 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  · 

  5. Keep Report Builder window open when saving.

    7 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  · 

  6. Global Search Functionality

    15 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  ·