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Correct the information in the "Approved for .... " line in the Request record header.
When a grant amount is Amended, the "Approved for $XX,XXX on XX/XX/XXXX" information in the Request record header is not accurate. That line implies that the Amended amount is what was originally approved on XX/XX/XXXX. That is not correct. The Or...1 Reviewed: Voting Open
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Allow links and HTML in emails generated from document templates
We would really like to be able to include a link to the grantee's log-in page in HTML in the email to the grantee regarding their upcoming requirement that's due. Currently we have to ask the grantee to cut and paste a link into their web browser.0 Reviewed: Voting Open
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Ability to export all fields whilst in a record
It would be very useful to have a quick export function whilst viewing any BBGM record. This would save the need to create views when you just need to export the data contained within that one record. Some records (particularly request and organis...1 Reviewed: Voting Open
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Batch-update Request Primary Contact
When you transfer a grantee account to a new contact, all requests from the old account transfer ownership. However, this action does not update the primary contact for the requests. It would be great for this information to automatically update w...0
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Write up History table expansion
The Write Up feature is vital to our Board members and office operations. We have made over 20 years of grants, some organizations have 20 years of records. The History table must reflect all records. Currently, I am not able to populate a clean t...0 Reviewed: Voting Open
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Locking a Document Record has no effect
This issue was also present in BBGM Classic, but the Check-out feature meant that in effect, you could lock the document itself. There is no Check-in/Check-out facility in SKY. In Classic, a user can check out a document, and it is possible to see...1 Reviewed: Voting Open
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When deleting requirement documents, automatically set the Requirement to "Not received"
Enhancement Brief Description When one deletes a document, and chooses to delete the document and its related activity, it does not truly do that, as GO still acts as if the requirement is received when it is not. Current Function When one deletes...0 Reviewed: Voting Open
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Use Org Address on Contact Record When Missing
Enhancement Brief Description When a contact related to an organization is missing street address information, client wants a way for the GO system to automatically use the organization record address. Current Function Presently, when a contact is...0 Reviewed: Voting Open
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Allow for Longer Declination Notes on Requests
•Brief Description: Client requesting the ability to change standard fields •Current Function: Currently, when Declining a Pending Request record, you are given a window within to write Declination Notes. This only allows for 255 characters, but K... -
Client would like functionality for Affiliation address
Enhancement requested: Ability to add an Affiliation address and indicate whether or not that address should be used ie, a check box on the Contact record, you can check the box to use Affiliation address, then affiliation address can be entered. ...0 Reviewed: Voting Open