Feature Requests

I am updating the original request for Document Designer enhancements with the changes we've made over the past several months. As part of the update I'm copying in the remaining requests from the original post here: Feature Requests Drag and drop fields to desired location Option to include title of field when placing on the page layout Undo option Margins around page breaks are not working Set right and left margins Ability to mass edit similar element and field settings View interactive document within SmartSuite instead of creating a PDF Create sections that are collapsible and able to be anchored to each other Ability to anchor fields and elements within a section so that the anchor choices are smaller Add Headers, Footers, page numbers Format text fields as Title, Heading 1, Heading 2, etc Ability to add Table of Contents Add option for Logo like on forms Ability to add a table Ability to add grid lines to linked record table If table is split between pages, restate the heading columns in the top row of the table on the next page Linked record fields split at page break but not Lookup fields Linked records should be clickable hyperlinks in doc Pageless option

A loop action that would enable user to iterate through records returned form a find action and based on the values of each record user can either create/update records elsewhere.

Folk CRM has the ability to export selected leads from LinkedIn or Sales Navigator directly into the CRM. This workflow dramatically reduces the time spent in prospecting new leads. I would like to be able to replicate this directly in SmartSuite. I am aware that SS has the Webcliper extension but it's so limited in terms of features.

Right now only the Title and date field label is shown in the little bubble on the calendar. I'd like to be able to customize it

Ability to switch between dark and light mode is getting more common. It would be great to have that switch in SmartSuite so that people can comfortably work with the product in the nighttime without straining their eyes. Linking the theme to system preferences or even time of the day would be even better.

With every client getting their own Solution. And every 20 clients being their own group for our staff. Grouping the solutions into folders would be a great step in the organization since after about 20-30 Solutions the list will get longer and will take time to search for each client. As well as separating the Solutions we use for our company vs our client Solutions.

format formula fields like in airtable: Format and decimal precision: See image

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.

Currently, the email function in SmartSuite only allows files and images as attachments, which limits its usefulness for our support function. We frequently use screenshots, and the ability to embed images directly into emails would greatly enhance communication efficiency and clarity. It would be beneficial to have support for embedded images and more complex emails, including those with signature blocks.

I need to add (many) external users to interact with specific, limited-functionality Dashbaords ... a portal. Back on Sept. 18, 2024, in the "What's New in SmartSuite: Next Generation Dashboards" Youtube video, Jon Darbyshire said the following (at 1:04:57): "We’re going to have a new role coming towards the end of the 4th quarter that we’ll announce more in the next couple of weeks that will be a hybrid (role), that will allow you to give access to certain information in a single instance, maybe to a single dashboard for a much reduced cost. ... It will eliminate the need for you to think about external portals if you want to keep everybody in the context of your authentication inside of Smartsuite … paid for differently." It's now March, 2025 and there's no sign of this. There's not even an entry for it in the Roadmap / Feature Requests (that I can find). Is this still coming?