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Primary codes should appear first in the Workspace and in the Request record.
In one of my coding fields, I have two values. I changed which one of them is primary. The new primary code, while it is bolded and is flagged as primary, it still appears below the secondary code both in the Request record and in the workspace. T...0 Reviewed: Voting Open
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Client would like to change what payment schedule date default
Brief Description Client would like to change what payment schedule date default Current Function Payment Schedule date is set based on project start date Desired Function We would like it to default to the approval date (or at least no default va...0 Reviewed: Voting Open
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Alert when a payment is made for an unapproved request
* Brief Description Client would like to get an alert when a payment is made on an unapproved request * Current Function No alerts are sent when a payment is made on an unapproved request. * Desired Function The client would like to have alerts se...0 Reviewed: Voting Open
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Client would like Request codes "required upon approval" to have some visual indicator in Pending Request forms in GIFTS Online
• Enhancement requested: Client would like Request codes "required upon approval" to have some visual indicator in Pending Request forms in GIFTS Online • Current functionality: You aren't notified that a Request code is required until you actuall...0 Reviewed: Voting Open
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Census Geocoding for GIFTS Online
This would be most appealing to bank's using GIFTS online but if we could have similar functionality as to what exists in AngelPoints CRA to Geocode organizations to US Census information. This would save us a significant amount of staff time and ...0 Reviewed: Voting Open
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Duplicate Reports should compare first and last names, home addresses
Duplicate Reports should compare first and last names. Also, to have a report that compares home addresses so we can catch duplicate individuals.0 Reviewed: Voting Open
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Skip to previous and next year quickly in date fields
Current Function Search for Events Advanced Search From and to Calendar has only Month arrows to move by month. Desired Function Double angular brackets should be present for year selection in From and To date field Reason For Function Double angu...0 Reviewed: Voting Open
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Wire transfer details should be editable in the Payment record and not require a new window to open.
Opening a new window to add wire transfer/bank information to a Payment record means we can't copy and paste it from the Request record. I have created custom fields on the Request record to collect bank information in the application. In Classic ...0 Reviewed: Voting Open
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Mark grants Complete in batch
Would help to cut down on repetitive task that is having to be completed per application prior to batch approve status being changed0 Reviewed: Voting Open
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Merge duplicates and keep information from both contacts
We'd like to be able to merge duplicate records but keep information from both contact records. For example, each of the duplicate records may have a different email address; one may be a business address and the other a personal address. It would...1 Reviewed: Voting Open