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 ...

Please add schools and colleges to the Tax Status Verify. Their EINs are not currently included in this feature.

It would be extremely useful if the online account linked to the first application is carried over when using the renewal feature on a grant. At present we have to manually re-attach the online account once a renewal has taken place to be able to ...

Many organizations have multiple requests. It is easy to accidentally enter data into the wrong request. Currently only the organization's name and contact person are displayed in the record header of each page. Adding the field of Project Title w...

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...

A warning message appears when paying the payment and changing the payment date to one that falls on a different fiscal year, so it would be very useful for scheduled payments as well.

When PDFing an application the margins are really large and the body of the document looks squished into the document. It would be better to have both left and right margins 1 to 1.5cm.

Submitted by: Rhoda Beitzel Brief Description: Client requests ability to create Excel spreadsheets as templates and upload them to Document Template Manager Current Function: Currently, users can build templates in DTM as emails or as Printed .do...

Currently, the Budget link in the Payment header section only shows the lowest level selected in the Budget. The whole Budget path should be visible in the Payment header section.

The same option as the mark as done