-
Add Document Type field in Blueprint
Hello, At this moment, there is no way to set the "Document Type". The document type dropdown which resides under "Activity Type" classification, is not available to be pulled into the document module. Also, Document record type is missing under...0 Reviewed: Voting Open
-
Associated Affiliates Table in Write-Ups
Just like there is a Grant History Table there should be an Associated Affiliated Table that will show Name, Email, Phone and Role.0 Reviewed: Voting Open
-
Automatically close requirements when requested documents are uploaded
Recently, a client inquired as to whether Requirements could be automatically marked as done after uploading supporting documentation for the Requirement. I suspect this could be made possible so long as we specify the Requirement type and under w...0 Reviewed: Voting Open
-
Option to not automatically update recommended amount in request records
Currently GIFTS will automatically update the recommended amount to match the requested amount in a request record. For some users this is creating extra work as the recommended amount will often vary from the requested amount. I would like an opt...0 Reviewed: Voting Open
-
Notify staff when requests are assigned
NEW ABILITYClient would like ability to notify staff when requests are assigned CURRENT ABILITYStaff are not notified when requests are assigned to them0 Reviewed: Voting Open
-
Allow Meeting Minutes to be editable when the Request has a Pending disposition
Recently, a client had an issue updating the Meeting Minutes field on a Request because it was still in a Pending disposition. If we allowed the field to be updated while in this disposition, it would give the client the power to track the progres... -
Show All Changes to a Record in Red
When you are editing a record in GO, it would be helpful to see all of those edits highlighted in some way, so that before you hit "Save and Close" you can confirm that you did not accidentally make changes you did not intend to. Thanks0 Reviewed: Voting Open
-
Make SharePoint-created documents available to View in the GO Mobile app
We would like to be able to view documents through the GO Mobile app that were created in the desktop browser application through the Write Ups or Generate Letter features. Today, all documents can be seen in a list in GO Mobile, but trying to ope...0 Reviewed: Voting Open
-
Research Guidestar icon
As GuideStar isn't used by non US clients, can the icon in GIFTS Online be renamed to 'Research'? MicroEdge - please refer to 00358365/00358481.1 Reviewed: Voting Open
-
Restrict certain users from seeing certain documents on a record
I've been reviewing user roles and user groups recently and restricting record form access/views (in the Blueprint forms library) Users that aren't assigned to a form - either as part of a group (Grants manager or programme officer) or individuall...0 Reviewed: Voting Open