Right now we can see organization, grant amount and contact. However, we have many grantees who get grants year over year, and we definitely do not have their id numbers memorized. It would be helpful to have the title up there too (or the option ...

There is no way currently (that I know of) to create a document template (correspondence, etc.) and have it available in multiple dispositions. If you want to do that, you have to start from scratch, because even saving a copy keeps it within the ...

When generating multiple emails from the system, we would like to be able select a staff person to be copied, instead of manually adding to each email.

I would like to be able to sort documents in a request (and/or organization) by date, rather than by type. Often we have 100s of documents and finding by date can be cumbersome.

Current Functionality - Contacts always have Office address marked as primary Desired Functionality- An option to choose whether Home, Office, Alternate address is the primary so that clients may make a workflow decision custom to them.

We often will want to consolidate Requests and their subsequent payments into one Request record. If we want to do that as of now, we need to make a new request with new payments, and delete all payments and their parent requests. It is a laboriou...

NEW FUNCTIONALITYClient would like ability to use pre-set project start/end dates when batch approving requests in GIFTS Online CURRENT FUNCTIONALITYClient has to set project start date and then end date is calculated REASON FOR FUNCTIONALITYProje...

We would like to have the option to automatically generate email alerts to grantee's emails when the status of a request is changed. Other than Grantee also to the Approvers if any.

Our org works in whole numbers only. Having 2 decimal places as standard and others that are whole are quite confusing and misleading to the readers. It confuses our trustees when they are reviewing summarized reports for decision making reasons