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Settings and activity

27 results found

  1. Advanced filtering and search on workflows/tasks

    7 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Workflow  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  2. Bulk assignment / reassignment / removal of roles on L1s, L2s, L3s

    4 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Workflow  ·  Admin →
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    Carolyn Bringman commented  · 

    This is related to the idea: Enhance Auto Assignment Feature

    Carolyn Bringman supported this idea  · 

  3. Disable annotations from fields

    5 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  4. Disable formulas on end-state statuses

    4 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab  ·  Admin →
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    Carolyn Bringman commented  · 

    This is a good upgrade idea! Right now there are status triggers to specify which statuses the formula should trigger on, but if you just don't want it to trigger in say one status, you have to account for it in case when syntax on the template formula. Instead it would be nice if you could just add a trigger to specify trigger on all statuses except this list.

    Carolyn Bringman supported this idea  · 

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

    3 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab  ·  Admin →
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    Carolyn Bringman commented  · 

    This would be really helpful! You can get them on list views right now, but have to create a variable on the L1,L2 and L3 to store the IDs accordingly

    Carolyn Bringman supported this idea  · 

  6. Threaded Notes

    2 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  7. Revamp the Person to Person relationship menu

    4 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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    Carolyn Bringman supported this idea  · 
    Carolyn Bringman shared this idea  · 

  8. Create new field type for URLs, which will display as active links

    31 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Other  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  9. Allow impact maps to run off of grant record owner (Primary Contact)

    4 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Admin →
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    Carolyn Bringman commented  · 

    It would also be great to enable geo mapping to designated address fields on the grant record. Right now you can do that in an activity but have to create an activity and pass down data!

    Carolyn Bringman supported this idea  · 

  10. Add option to display data as percentages on charts.

    13 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Reporting and Analytics  ·  Admin →
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    Carolyn Bringman supported this idea  · 

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

    8 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  12. Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report

    7 votes

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    Monitoring Interest  ·  2 comments  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  13. Batch Update to Remove Assigned Contacts

    15 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » User Interface / User Experience  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  14. Fiscal Year

    22 votes

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    Monitoring Interest  ·  3 comments  ·  SmartSimple Idea Lab » Portal  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  15. Add an upload option to the Notes section

    45 votes

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    Under Consideration  ·  3 comments  ·  SmartSimple Idea Lab » Documentation  ·  Admin →
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    Carolyn Bringman supported this idea  · 

  16. Advanced Data Table Dynamic Sections Options to Hide the Plus and Minus Buttons without Scripting

    5 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab  ·  Admin →
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    Carolyn Bringman shared this idea  · 

  17. Stacked Bar Chart Portal Chart

    4 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Portal  ·  Admin →
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  18. Map Advanced Data Tables - Static Sections

    5 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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  19. Org and Contact Profile Verifications

    6 votes

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    Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Grant Management  ·  Admin →
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    Carolyn Bringman shared this idea  · 

  20. Advanced Data Table - Total Row Validation on dynamic advanced data table sections

    6 votes

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    Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Administration  ·  Admin →
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    Carolyn Bringman shared this idea  · 
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