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Create emails to staff from requests
I'd like to be able to create templates in the Document Template Manager to send emails to staff/board members time sensitive information from grantee's proposals. For example, a grantee submits a proposal that need quick turn around, so I generat...0 Reviewed: Voting Open
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Add printer-friendly option to Tax-Status Verify and Watchlists.
It would be helpful to have the printer-friendly option added to Tax-Status Verify and Watchlists when generating these documents to be able to save them and add to other organization supporting documents. Currently you are not able to Print in PD...0 Reviewed: Voting Open
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Batch delete contact records
It is helpful to be able to batch delete documents, but there are times when we are doing data integrity checks and for Contacts unaffiliated with requests or an organization, we'd like to be able to delete them in batch instead of deleting one by...0 Reviewed: Voting Open
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Client would like htmls to retain their format when doing merge to PDF
Brief Description: Client would like htmls to retain their format when doing merge to PDF Current functionality: When doing merge to pdf with an html, the html loses the format on the file Desired functionality: Client would like the html to retai...0 Reviewed: Voting Open
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Choosing Signer pre-populates fields in correspondence
BRIEF DESCRIPTION When generating correspondence clint would like the signer from a drop down menu which would then pre-populate the Position and Preparer fields for you. CURRENT FUNCTIONALITY In GIFTSOnline these fields have to be ove...1 Reviewed: Voting Open
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CC multiple addresses on requirement submission notification emails
Desired Functionality: When a Requirement is received from the Applicant, the Program Officer who sent the Requirement will receive an automated email notification. Client would like a feature where the Requirement once submitted, can be CC'd to m...0 Reviewed: Voting Open
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Batch update multiple Contact fields at once
Enhancement Brief Description Ability to Batch Update multiple fields in Contacts Current Function Presently, in Gifts Online, clients can only "Batch Update" one field at a time. Desired Function Client would like the ability to "Batch Update" tw...0 Reviewed: Voting Open
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Client would like the ability to chose which email correspondence come from
**Brief Description** Client would like the ability to chose which email correspondence come from **Current Function** Correspondence sent out as email templates use the email of the user who is currently logged in and sending the correspondence. ...1 Reviewed: Voting Open
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Client would like the ability to consolidate Organizations but retain the duplicate organization's information and have it as a sub-entity
**Brief Description** Client would like the ability to consolidate Organizations but retain the duplicate organization's information and have it as a sub-entity **Current Function** There is a way to consolidate organizations in Gifts Online, howe...0 Reviewed: Voting Open
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Delete an Affiliation by checking the box for the Affiliation record while viewing the Request record.
It is a waste of time to have to open up the Affiliation record just to delete it. If we can Close the Affiliation by checking the box, we should be able to Delete it entirely.0 Reviewed: Voting Open