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Allow functionality on single records/payments
Allow for single payments to be put on hold or to be paid without having to go into the payment/click the hold or pay button and then save. You can choose multiple payments and click the hold or pay button - there is no reason why a single payment...0 Already exists
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to create a new application form from within an applicants account.
Applicants often get very confused between the 2 URL's and quite honestly it doesn't make a lot of sense that an applicant cannot create a new application from within their online account, that they once logged in can't start an application form t...0 Reviewed: Voting Open
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Tax Status Verify feature to update 509 level status
The Tax Status Verify feature needs to update at the 509 level, not just for 501(c)(3) because 501(c)(3) is not enough anymore. Beginning in 2013 the IRS began requiring on the 990-PF that private foundations list the status of the charitable orga...1 Reviewed: Voting Open
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Send emails, retrieve applications, and generate reports from GO Mobile app
NEW FUNCTIONALITYClient would like GO Mobile app to include more functionality built into full site, including sending emails, retrieving applications and generating reports CURRENT FUNCTIONALITYThe mobile app offers limited functionality and most...0 Reviewed: Voting Open
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Review resubmissions in batch
NEW FUNCTIONALITYClient would like ability to allow review resubmission in batch CURRENT FUNCTIONALITYReviews can only be allowed for resubmission by opening each individual record -
Generate Scheduled reports button
Classic view has the ability to generate scheduled reports using a button (not just on the schedule). To ensure the reports are being sent properly we need to have the button for testing or one-off purposes0 Reviewed: Voting Open
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Expand text fields over multiple rows in Blueprint forms.
Idea: Text fields expand over multiple rows like Long Text fields. Reason: In Alta custom forms we could expand short text fields so they displayed on-screen across multiple rows. In GO we cannot do that and they show on a single line making it cu...1
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Fields: Copy contents of one field to another
Idea: Users can click a button and the contents of one field are copied into another – similar to how "Delivery address is same as billing address" works on websites. Reason: We have ten budget categories that applicants can apply for and when the... -
Dashboards: Show number of records and value.
Idea: Chart dashboard parts should always show a total number of records and value. Current: Only a summary part shows you X records totalling Y – it would be useful for every part to have this as standard so that you didn't need to add up individ... -
Warning message on advanced searches that fail because they span 2 record types
I was trying to build an advanced search over 2 record types in Sky... it let me perform the search and run it, yet nothing loaded in the workspace Out of interest I went into classic and re-built it there - but this time I got a warning message a...0 Reviewed: Voting Open