Feature Requests

We want to have the option to run a scheduled automation on demand during development-/testing-phase. Otherwise it is very annoying to find a date and time to let it run for testing purposes, as the schedule intervall is at least 15min. Even for a one time execution.

When working with records that have required fields, it can be easy to overlook missing information, especially if the required fields are not visually distinct. This can lead to errors and frustration when saving the record, as it will not be saved due to missing required data. To improve the user experience and prevent errors, it would be helpful to implement a pop-up notification that appears when a user attempts to save a record with unfilled required fields. The pop-up should clearly indicate which fields are missing and prevent the user from saving the record until all required fields are completed.

The beautiful and helpful Grouping provided by SmartSuite is lost when you go to print it to share it with anyone else. This request would be to maintain that grouping when you print to PDF. Screen shots below for what's on screen vs. what's printed to PDF currently.

In addition to CSV imports, it would be invaluable to have a user-friendly import wizard (with step by step prompts) to allow you to easily migrate your data into SmartSuite. This might include wizards for platforms like: Airtable, ClickUp, Asana, Notion, etc... For an example of this, see the "Import from Popular Apps" section on ClickUp's documentation ( https://help.clickup.com/hc/en-us/articles/6311099045783-Importing-Into-ClickUp ).

Our customer wants to be able to export a contact to a vCard format to be able to fulfill their used workflow.

Master calendar View for all solutions instead of having to hop around. Maybe include a calender view in the My Work View. ClickUp has an Everything section where you can filter your entire workspace. This is helpful to get a quick overview of what you have going on, be it personal or clients.

For many, a work management platform can be a way to eliminate email internally. To embrace that, it'd be helpful to split up the "Send Email" Action. Currently, this action requires you to both "Send an Email" and "Send a Notification". Suggestion: Make only one of the two types of alerts required (so you could send an email, send an notification, OR send both) Make "Send a Notification" as a separate standalone Action

Automations are complicated. After spending time setting up and testing, I want to be able to save a "point in time" for later reference. I don't need to be able to import, I just want to see and reference how they were set up. I'm taking screen shots now of each section but that's slow and tedious. Any kind of export would be appreciated.

I would like to be able to organize Solutions into folders with similar solutions on the home page. We have a lot of solutions and I would like to have them look neat and clean. I don't like to have to search through a sea of solutions.

Would be awesome to trigger automation by pushing a button (the ones in smartsuite...)