Settings and activity

15 results found

1. Include Object Name in Reports

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   3 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

2. Type Specific Captions for a Custom Field

   19 votes

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   Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Application Process  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

3. Custom Fields Permission Quick Edit - freeze top/left headers for Role and Status; add in field Caption

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   6 votes

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   Under Consideration  ·  1 comment  ·  SmartSimple Idea Lab » Administration  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

4. Permission Quick Edit: Security Matrix checkboxes for Fields

   6 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.

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   Brett Otto commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

   This would allow us to re-align user roles to better handle security. We currently want to create some new roles to be more granular, then de-commission some broad roles. Because we need to make changes at the field level over a large number of fields, we have not started this initiative. This should address the issue we have and allow us to make role changes much easier.

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   Brett Otto supported this idea  ·  Aug 20, 2025

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

   3 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

6. Global Search Functionality

   28 votes

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   Planned  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

7. Role names in report

   4 votes

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   Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » Security and Compliance  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

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

   15 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

9. Keep Report Builder window open when saving.

   16 votes

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   Planned  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Aug 20, 2025

10. Ability to cancel List View Loading

    4 votes

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    0 comments  ·  SmartSimple Idea Lab » Performance and Scalability  ·  Delete…  ·  Admin →
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    Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

    The October release is targeting a smart search feature to improve performance on list views.

    Brett Otto supported this idea  ·  Aug 20, 2025

11. Provide a group message board for all SmartSimple clients

    16 votes

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    Planned  ·  3 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Aug 20, 2025

12. Update Wiki

    26 votes

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    Feedback Needed  ·  10 comments  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Aug 20, 2025

13. Red Lining/Track Changes

    8 votes

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    Feedback Needed  ·  2 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Aug 20, 2025

14. Add an upload option to the Notes section

    13 votes

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    Under Consideration  ·  1 comment  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Aug 20, 2025

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

    32 votes

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    Planned  ·  8 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    Brett Otto commented  ·  Aug 20, 2025  ·  Edit…  ·  Delete…

    This feature would improve system performance, since users could see a preview and make sure they need to download the entire file.

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    Brett Otto supported this idea  ·  Aug 20, 2025