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edit merged attachment templates
Being able to attach merged templates to emails is almost nice, but we need to be able to edit the merged document!(like we had in Alta) No matter how well the template doc is set up, almost every template form we send out must be edited, even if...3 Reviewed: Voting Open
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Remove inactive users from Signers listing on Correspondence page
•Current Function: Currently, when generating correspondence from a record type - such as Contacts - there appears a list of Signers in the Signer dropdown menu. This list includes a mix of Active and Inactive users. •Desired Function: The clien...0 Reviewed: Voting Open
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Inactive user has documents checked out
When a user leaves an organisation and they still have documents checked out, a support call has to be logged in order to get them checked back in. Wouldn't it make sense for users with Grant Manager and/or Client Admin role permissions to have th...0 Reviewed: Voting Open
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Documents: Prevent others from editing when someone has a document checked out
No description provided0 Reviewed: Voting Open
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Email documents from GIFTS Online to users
Recently, a client requested the ability to email a document directly from GIFTS Online rather than having to save the document locally and email it from Outlook. This functionality would save the client a great deal of time. -
Search Type should not be a drop-down list
When doing a Full Search, the Search Type is only one of two: Query Builder or Saved Searches. Making the selection box a drop-down list is unnecessary. It could be a toggle button (the default is Query Builder, so if you want Saved Searches, you ...0 Reviewed: Voting Open
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Add organization subdivision field to main request screen
When looking at a Request, it would be ideal to have the Organization subdivision field below the organization name instead of having to click on the on the organization name to see it in the 'fly out' screen.0 Reviewed: Voting Open
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Add the Alert icon to the Organization line in the Request and Payment record headers.
Adding the Alert icon to the Organization line in the Request and Payment record headers will allow us to be "alerted" that an Alert exists for the Organization without the need to "Find Related" records.1 Reviewed: Voting Open
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Updating primary contacts on requests - default for updating related records
When updating the primary contact on a request record, if there are open requirements/activities and/or payments for the previous contact - we get a pop-up box asking us if we also want to update those records. Currently it is defaulted to No - bu...0 Reviewed: Voting Open
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Allow currency fields to display with no digits beyond decimal
Our foundation does not use decimal points in any currency. I have some fields that apparently are outside of the standard and don't show the decimal points and others that are standard fields that do. Messy reporting, irritating to trustees when ...0 Reviewed: Voting Open