Settings and activity

125 results found

1. Batch Update to Remove Assigned Contacts

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

2. Disable formulas on end-state statuses

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

3. T2P Project Based Tool Improvements Needed

   7 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

4. add level 1 id , level 2 id, and level 3 ids to list views / search criteria

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

5. Tracking Recent Actions of Users

   6 votes

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

6. Access report data from Email task type

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Workflow  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

7. Update historyof function - FIELDNAME is brittle

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Workflow  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

8. Rich Text Editor - Add Header option

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   Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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   Brett Otto supported this idea  ·  Mar 19, 2026

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

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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  ·  Mar 19, 2026

10. Message when Excel Parser is still Processing

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    Under Consideration  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Mar 19, 2026

11. Floating widget integration for contextual support and ticket submission

    4 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  ·  Mar 19, 2026

12. Allow configuration of session timeout warning

    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  ·  Mar 19, 2026

13. 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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    Brett Otto supported this idea  ·  Mar 19, 2026

14. Records per page

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    4 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Mar 19, 2026

15. Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles

    10 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Delete…  ·  Admin →
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    Brett Otto supported this idea  ·  Mar 19, 2026

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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    Brett Otto supported this idea  ·  Mar 19, 2026

17. Grant ID numbers sticking at the top of activity forms

    7 votes

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

    The new design is intended to maximize the screen space when scrolling. We see the value of freezing the top. We will monitor interest to see if others have the same concern.

    Brett Otto supported this idea  ·  Mar 19, 2026

18. Add reports to SmartCards

    4 votes

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

    Good suggestion, we have linked this to the report builder workshop sessions occurring over these next few months in order to evaluate the priority against the larger report improvement opportunities.

    Brett Otto supported this idea  ·  Mar 19, 2026

19. Please add the following features to Listview configuration in the revamped Interactions tab:

    5 votes

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

    We've linked this idea to the List View discussion topic currently on the roadmap. We will have several events to dive into this topic and prioritize the related ideas.

    Brett Otto supported this idea  ·  Mar 19, 2026

20. Allow users to copy a system list view without needing edit access

    9 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  ·  Mar 19, 2026