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Define Requirements to be auto created at time Request record is created.
We use standard pre-approval Requirements. We should be able to define them so they are auto-created when the Application is Considered in the Applications module. It's less work to Delete an unnecessary Requirement than to add a new one.0 Reviewed: Voting Open
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Ability to change contacts on requirements in a batch
We often need to change the contact on requirements as they receive automated notification of upcoming and late requirement submissions. It would be helpful to have the ability to do this in a batch as we have some organizations that have between ...0 Reviewed: Voting Open
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Search for codes containing search terms (instead of "starting with" search terms)
When editing the coding sheet on a record, and adding a value to the selections, you can search. For example, you can search the word "Child" to find the codes "Childhood illness" or "Children 10 and older". However, right now it only finds terms ...1 Reviewed: Voting Open
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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Add 'Withdrawn' or 'Canceled' as an option for Requests, in addition to 'Approved' or 'Denied.'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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Allow me to enter a grant start and end date so that I can approve a new grant request.
Sky View won't save the grant start or grant end date on a new request. When I enter these dates, and hit save, it removes the start date and shows an error message telling me me I need to add the start date (which it won't accept). It also gives ...2 Already exists
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Generate Write-Ups in batch and have the ability to save them as individual documents to each record.
When creating multiple write-ups using the batch function, it would be helpful if the individual documents could be saved to each individual record for future reference versus creating each write-up separately. If we can create via batch, why not ...1