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Batch-create or otherwise duplicate existing Request(s)
Current functionality: to create a new Request that is not a renewal of an existing Request, all the information must be entered in again. Desired functionality: client would like a way to batch-create or otherwise duplicate existing Requests wher...0 Reviewed: Voting Open
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Reduce clicks when editing a document in GO
Enhancement Brief Description Reduce the number of clicks required in Gifts Online to edit a document. Current Function In GO, it takes a total of 10 clicks every time a user edits a document. In Alta, far fewer clicks are required. Desired ...1 Reviewed: Voting Open
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Roll Paid Payments back to Scheduled
• Enhancement requested: Client would like the ability to roll Paid Payments back to Scheduled • Current functionality: You either have to void/reissue a new Payment, or delete/recreate the Payment • Client reason for functionality change: Conveni...0 Reviewed: Voting Open
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Add 'Withdrawn' or 'Canceled' as an option for Requests, in addition to 'Approved' or 'Denied.'
There are a handful of Requests throughout the year that get pulled mid-review. Often it's because the organization couldn't get matching funding for a particular program, or there is a sudden change in leadership or strategy. It would be nice to ...2 Reviewed: Voting Open
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Batch delete/update affiliations
I would like to be able to batch update the affiliation role or batch delete affiliations. Currently updating the roles you have to open each record to update the role.1 Reviewed: Voting Open
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Emails to allow easy CC to staff person and/or a defaut email address, plus ability to add an attachment as part of the email template
CC internal staff person: When we send a grantee an emails we like to cc the internal staff person. Currently we have this mail merged within the template which we then cut and paste into the CC box. This then has to be done with every single emai...0 Reviewed: Voting Open
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Bulk Tax Status Verify and Watchlist Check on Requests
In classic GIFTS, we were able to open all pending applications in our workspace and bulk tax status verify and check watchlist. In Skyview, it doesn't have that option and having to find the matching nonprofit will be very time consuming.0 Reviewed: Voting Open
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SKY - long form fields - hard to visually align
We have quite a few date fields in our forms, so when looking at a request record, and trying to click on the correct calendar widget, it can be visually quite challenging. We want these to be in a column, but we don't want to have to add other fi...0 Reviewed: Voting Open
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Track emails sent via Generate Correspondence
Desired Functionality: Client would like the ability to have an email tracking system when using "Generate Email" for Requests. Current Functionality: When using "Generate Email" for a request, Client can verify email is submitted in Outlook, but ...0 Reviewed: Voting Open
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Change the from email address when sending bulk template emails
Brief Description Client would like to be able to change the from email address when sending bulk template emails Current Function When sending emails generated from a template it selects the email address that is used in your user profile Desired...