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Store external attachment file when emailing from GO
Super happy about the new functionality of being able to attach external documents to Emails from templates within GIFTS. This would be perfect with the following addition: I would like the attached document to be saved/uploaded with the activity ...2 Reviewed: Voting Open
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Change the name of a merge template before it's attached to an email
Currently, the generated file name is a random sequence of numbers / letters. This looks unprofessional and may confuse the recipient. Enabling a user to edit the file name before attaching, or for mass communications keeping the original template...1
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8. Secondary Staff should carry over from previous Request the same way as the Primary Staff is
No description provided0 Reviewed: Voting Open
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Phone numbers no longer auto-format
It would save time and be easier to read0
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Ability to attach more than one Document from Document Template when creating Email Template
I have noticed you can only attach ONE document from the document template when creating an Email. I have needed to include more than one document on quite a few occasion so would find this really helpful moving forward. I have had to work around ...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