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Save Button, when adding codes, should be at the top
When I am in a grant request and am adding codes, the Save button is all the way down at the bottom. It is very inconvenient placement. If the save button were instead at the top of the Selection box, it would be very close to the codes I'm select...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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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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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. -
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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Add formatting to email templates in the Template Manager
I see that I can add formatting right here, in this box that I'm typing in - even hyperlinks! - but I can only use plain text in the Template Manager. I'd like to have this functionality in the Template Manager. The ability to add attachments woul...2
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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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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