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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
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Ability to copy/Save As on Request records
•Current Function: Currently, users can Renew Requests if they want to "copy" information over into a new date for the same Org •Desired Function: The client wants to be able to Copy details from an existing Request record, then be able to set t...0 Reviewed: Voting Open
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Add Request Balance and Paid Amount fields to Blueprint forms.
This is another very puzzling omission. We can add the Request Balance and Paid Amount fields to Views in the Workspace, but not to a Blueprint form??? What's up with that? Please give us access to both of these fields for use on Blueprint forms, ...0 Reviewed: Voting Open
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Merge to PDF - no picture file types supported
Many applicants attach pictures when submitting requests via IGAM. The 'Merge to PDF' function is very useful when all the attachments need to be sent on via e-mail, but it currently doesn't support any picture formats. It would be very useful if ...0 Reviewed: Voting Open
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Document Template Manager compatibility with MAC OS
No description provided2 Reviewed: Voting Open
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Add Code (not Code Description) as merge field in Document Templates
•Brief Description: Client requests Ability for the actual code to be brought into Templates via Merge field •Current Function: Currently, in GO, when a Code is brought into a Template via Merge field it displays only the code Description •Desired...0 Reviewed: Voting Open
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Make documents shareable by default
Enhancement requested:When generating a letter/write up, I would like to make documents shareable by defualt Current functionality:All documents default as not sharable, there is no setting to change in order to alter this option Client reason for...1 Reviewed: Voting Open
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View check-in / version comments on documents
Current functionality:The comments are used in Word only and currently do not exist in GIFTSOnline Client reason for functionality change:Would create an accurate and easy way to view change logs. Keyword Search:Check In Check Out Sharepoint Comme... -
Update alternate office phone for single contact
Submitted by: Heather Craig Current Functionality: When altering an office phone, a user will receive a pop up to either alter the numbers for all contacts within the organization or just the contact selected. The same pop up does not show when al...0 Reviewed: Voting Open
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Declination Status should not default to blank
When declining a request, the "Status" field defaults to be blank - it doesn't default to the status the request is currently set at. I think the "Status" field in the declination action should default to the current status of the request.0 Reviewed: Voting Open