Feature Requests

I need a way to merge duplicate contacts without relying on the automations feature. This would allow employees with general access to manage duplicates more efficiently, as they currently do not have access to the automations function. A simpler, more accessible method for merging records would greatly enhance usability for all team members.

Add an option to select from an existing single select, multiple select or linked record during a csv import. As an example, when importing credit card statement data files, assign the import to the specific credit card linked record.

The current limitation of having only 3-5 super users is restrictive for my team. It would be beneficial if the tool allowed more super users to accommodate larger teams and enhance collaboration.

Not being able to export useable information out of anything other than Grid View is a huge functionality gap. All the 'visual' View options like Calendars, Timelines, Maps, Charts etc should be able to produce an output that retains the information displayed.

I find it frustrating that there isn't a desktop version of SmartSuite available for download from the Windows or Apple store. Currently, I have to use a third-party app to access it, which is inconvenient. Having a native desktop version would enhance usability and accessibility.

When a linked record field is used as a dynamic filter in a dashboard filter widget, the dropdown shows every record in the linked table. There's no way to apply a base filter that limits which options appear. SmartSuite already supports this kind of control elsewhere — lookup fields can filter returned values, and linked record fields can filter selectable records. The dashboard filter widget is the gap. Example: A dashboard filtered by a linked "Clients" field shows every client ever created. I'd like the widget to only show Active clients (or clients with an event this year, etc.), so users pick from a relevant, manageable list.

Allow Mixing AND/OR Conditions in automation. so, we can do "a and b" or "a and c"

We would like the ability to create our own custom roles that can be linked to users when using the Advanced Permissions option in a solution. We would like the ability to enter a name and description and also select the specific read, write,update and delete permissions. In addition we need the ability to control access to specific records using the Assigned To field. The newly created role should then be displayed in the Advanced Permission Role Selection menu. Please note that products like Stacker and Bubble provide this type of capability and it is very useful.

I’m building a master calendar that shows scheduled jobs from several departments, each living in its own solution. I need the events to be highlighted/coloured based on a specific field (in my case field team), so I can’t just overlay several calendars using the multiple-calendar option in the calendar view settings. That option doesn’t give me the colour-coding and sorting I need across sources. What I’ve tried and why it falls short: Automation creates a duplicate record in a central calendar table, with a lookup field pulling in the date and the field the highlighting depends on. The source date field is a date range, and a lookup of a date range doesn’t show up on the calendar view. Copy the source date range into a real date range field on the central table when the record is created. This displays correctly, but the date is now stored in two places. If someone edits the range in only one record, the two get out of sync, and for scheduling jobs that’s too risky. Formula to convert a looked-up date range into a true date range field. I couldn’t find one. My questions: • Is there a way to make a lookup of a date range display on a calendar view that I’m missing? • Is there a formula or other method to turn a looked-up date range into a real date range field, so the source stays the single point of truth? • Is there a better pattern for pulling records from multiple solutions into one calendar with conditional colouring? • If none of this is possible today, I’d like to suggest it as a feature request: either support for lookup date ranges in calendar views, or colour-coding across multiple overlaid calendars. Thanks in advance.

I will start with my use case: I have an automation that I need to run on X day every week, but I need it to only run for Records in Y Status. Currently I can not add Conditions to Recurring automations. I do not have a solution to this problem besides potentially having a separate automation that every X day of the week updates all records to todays date, then having a second automation that has the conditions of if the record is this status and the formula is X day -> create a record. But that uses multiple automations to achieve the same result of adding conditions to recurring automations.