Feature Requests

I am having a hard time getting the reporting that leadership wants all on one screen in a dashboard due to the size of the widgets. Much of the data that needs reporting out is just a one or two digit number, and it is taking up a tremendous amount of real estate on the screen. They have shown me dashboards that they have used in other software that they like, and all of them are 8 columns wide vs 4, and it allows for a shorter widget height. This would be tremendously helpful and overcome a lot of objections I'm hearing regarding reporting.

Hello, When I use filter (in Dashboard for widget), I can select Last month and Next month. But not current month. :( It's very difficult, because I have to put from THIS DATE to THIS DATE with two other filters. But it has to be manually upated !!! Very frustrating 😁 Is it possible to have "current month" in the selection ? Many thanks ! Thomas

As part of the Document Designer feature, it would be great to be able to create document templates and use them across different tables within a base. If this is too much to ask, as a minimum, please enable copying documents from one table to another (accepting that individual fields would be lost but the general layout and static components would be carried over). A specific use case would be to reuse a template / design for quotes and invoices sitting in different tables. Currently, this requires a complete rebuild (also noting that somewhat surprisingly, docs do not get copied when a table is duplicated...).

Or at least rename it to just that: "Jon Darbyshire AI Bot" or "SmartSuite AI Bot". Does anyone at SS actually bother to read people's responses to the AI Bot's 3 canned questions? You have to wonder. My sense, based upon some of the webinars, is that Jon Darbyshire is a standup guy. I get the same sense from other SS employees based upon webinars and videos, as well. Why poison the well? There's an old saying you're probably familiar with: You can fool some of the people all the time. You can fool all of the people some of the time. But you can't fool all of the people all the time. Time to get real, SmartSuite.

It would be ideal for a company to have it under their own domain and change logos, etc -ie. white labelling, any plans for it?

A real SmartSuite strength is its ease of use for the end user. However, the Home of SmartSuite feels very Builder-focused. Like Airtable, this Home is focused on features, Webinars, and units of organization (Solutions). Those reflect how the builder of a SmartSuite account might think about work. However, it feels like a missed opportunity to double-down on the ease of use for the end user. (Because, unlike Airtable, the average end user doesn't need to know as much as the builder...which is a huge selling point.) Suggestions: #1 Rework the above-the-fold portion of the Home Page to feel more end user focused by adding: My Work (so I don't have to click on the Check to see it) -- like Todoist and ClickUp Customizable widgets such as a "My Calendar" or "Starred" or "Notifications" or any of the existing widgets available in Dashboards -- like Asana #2 Move the existing Home Contents (Solutions & Learning Resources) down on the page so they're available in case folks don't want to customize Home.

You MUST enhance the record selector search capability. The record selector only searches the Primary Key field. No matter how many other fields you select to be displayed in the record selector, it only searches the primary key. This is almost useless and certainly far less useful than searching a description field than a primary key field which is likely a SKU, Part number, etc.. Use Case: a simple item catalog where primary key is the SKU. A description field also exists, and would be FAR more useful to search upon. Allow ALL fields configured to display in the record selector to be included in the search. Note that I have explored the filter widget also, and for some reason, the text field is not presented as an option to add to a filter, so I can't use that either. Most of us don't memorize invoice numbers, part numbers, PO numbers, etc., but we have other fields that would contain data we could remember and would want to search for.

I would like to be able to freeze the row with the name of the field. Just like in Google Sheet and Excel. I had been hard to scroll down and now sure when field I am looking at as I go down the pipeline.

To be able to use conditional logic around the actions in an automation similar to Airtable, ie not in the trigger but in the body of the auto.

Two form requests: 1) Ability to have certain fields pre-filled based and hidden on form. As an example, we want to send the form to people that registered for a specific event but don't want to display the field since we don't want them to alter or delete the event name since their responses are associated with only that specific event. The form response would show the associated event name that was hidden. 2) Would like to display field information as a static field, to show the name of the event on the form. In both cases, the form responses would associate with the same specific event. As an example, the header area would show "Thank you for registering for the "Event Name"." There would be one standard form used for multiple events.