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Viewing Documents within a Request
Documents should be in the same order when you open a request to view documents and when you click the box for a request to view documents.1 Reviewed: Need Further Info
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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
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Add schools/colleges to Tax Status Verify
Please add schools and colleges to the Tax Status Verify. Their EINs are not currently included in this feature.1 Reviewed: Voting Open
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Online Accounts carrying over to renewed grants
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 ...0 Reviewed: Voting Open
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Display the Project Title at the top of Request pages
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...0 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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Warning message when changing a scheduled payment date changes the Fiscal Year of the payment
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.0 Reviewed: Voting Open
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Merging to PDF should use standard margin sizes
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.0 Reviewed: Voting Open
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Rename attachments added to email templates
When adding an attachment to an email template, it would be great to have the option to name the attachment. Otherwise, the guest receives it and the attachment has a computer generated name of a [very long] series of numbers and letters. To the g...0 Already exists
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Export contents of requirements into an excel spreadsheet
It would be great to be able to select a batch of requirements and download the content of the requirement into a single spreadsheet. Meaning be able to view all the responses to questions created in the requirement in one place. We use requiremen...1 Reviewed: Need Further Info