Settings and activity

30 results found

1. Global Search Functionality

   29 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

2. 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

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

   16 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

4. Keep Report Builder window open when saving.

   20 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

5. 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; however, this initial release has limited availability and is targeted for GA in the February release.

   Brett Otto supported this idea  ·  Aug 20, 2025

6. 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

7. Update Wiki

   30 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

8. 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

9. Add an upload option to the Notes section

   17 votes

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

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

    34 votes

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    Planned  ·  8 comments  ·  SmartSimple Idea Lab » Documentation  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    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