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Keep record title, and potentially some other key info, visible when scrolling down on a record
Keep some key information visible on a record while scrolling. E.g. Org name, Request Type, Request Status. Perhaps on some kind of status bar. This would save needing to scroll back to the top of the record for a reminder of key details.0 Reviewed: Voting Open
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When creating a new affiliation on a request, don't automatically default it to the contact that is already the Primary Request Contact
•Brief Description: Client requests that Primary Contact not appear as default when creating new Affiliation for a Request •Current Function: Currently, when going to New>Affiliation from a Request record, the affiliation contains the Primary C...0 Reviewed: Voting Open
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Notification of grant amendment when opening a request
NEW FUNCTIONALITY Client would like notification of grant amendment when opening a request in GIFTS Online CURRENT FUNCTIONALITY No notification of amendment to a grant request when opening a request in GIFTS Onlne REASON FOR NEW FUNCTIONALITY Con...0 Reviewed: Voting Open
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Custom File Names For Email Generated Attachments
When generating attachments when sending bulk emails, file names should be created based on select merge fields. At the moment, the random string of numbers does not seem professional. Also being able to determine the file type would be nice as we...0 Reviewed: Voting Open
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Request Views: Include additional Contacts according to Contact Role
In a Request View it is possible to show the Organization Primary Contact and the Request Primary Contact. We need the ability to be able to show selected affiliated Contacts. The Contact to be displayed for a particular view column would be speci...0 Reviewed: Voting Open
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Enable bulk downloading of selected documents
We ask for and then need to download void cheques from all our grantees. When we are approving 100s of grants, having to hand download each cheque is very time consuming. If we could select them all and hit one button that said "download all" that...0 Reviewed: Voting Open
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Return date fields to same behavior as is available in Alta.
F3 should enter the current date in the field. Should be able to enter dates without typing the "/". Should be able to use up and down arrows to increase the value of the day, month or year by one. -
Don't populate Recommended Amount when Request Amount is updated
If a request amount is updated in the Request record, the recommended amount automatically populates. This is something I've never understood since it may not be recommended just because a request amount is changed. We then have to go delete the r...0 Reviewed: Voting Open
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Giving history table needs more display options
When a giving history table is generated, there needs to be more options on how it is sorted and displayed - for example, sorting by ascending or descending order, grant amount, and we should be able to pick and choose the columns.0
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Set multiple display names and 'reply to' email addresses with email autoreplies
Being able to set multiple display names and 'reply to' email addresses with email autoreplies0 Reviewed: Voting Open