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Sharing Dashboards by piece and between user groups
Two ideas for the community's consideration: 1.) Can we please have the option of copying over specific pieces of a dashboard instead of an all or nothing? That way, if somone comes up with a great idea for a dashboard report it can be shared to ...0
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Allow Document Templates to be available across multiple dispositions
There is no way currently (that I know of) to create a document template (correspondence, etc.) and have it available in multiple dispositions. If you want to do that, you have to start from scratch, because even saving a copy keeps it within the ...0
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Add ability to copy yourself on email correspondence.
When generating multiple emails from the system, we would like to be able select a staff person to be copied, instead of manually adding to each email.0
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Total Display in Pie/Chart Graphs
When running reports for histories of giving based on division territories and focus areas impacted, it would be very helpful when creating pie and/or graph charts that the total is displayed, otherwise, it defeats the purpose of its use.0
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Use additional funds from reserves for payments
If you would like to apply a balance to the reserve on the fly like you used to in Classic view, I would suggest creating an IDEA on our Community page. Our Product Management team uses a variety of methods to determine new features in Grantmaking...0
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Review Sent Date should appear on the Review screen in Sky. It should not be "intentionally hidden" until the Review is submitted.
Apparently Review Sent Date and Review Received Date are "intentionally hidden" on the Sky Review screen until a Review is submitted. Makes no sense for Review Sent Date. If I add it to the Blueprint Review form, please make it appear there for me...0
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To show calculated fields in Submitted Applications/Requirement HTMLs
When exporting o partners/funders they are then able to see the full details of the submission.0
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Notification email sent to internal staff when a report requirement is submitted
When a report is submitted, it would be very helpful to have an automated email sent to the assigned (internal) staff notifying them of the report awaiting their review. This would alleviate the grants manager of sending reminders manually, and wo...1 Reviewed: Voting Open
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Sort documents in a request by date
I would like to be able to sort documents in a request (and/or organization) by date, rather than by type. Often we have 100s of documents and finding by date can be cumbersome.1 Reviewed: Voting Open
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Create a simple listing of all available codes and fields.
The old report was an easy way to show new employees an outline of the coding/fields and the how and why we set them on a new request. New employees learning the codes & fields. Current employees creating new applications or report forms would...0 Reviewed: Voting Open