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Include To: and Cc: information in Document workspace within the Request
Recently, a client asked why the Notes/Long Notes of an Email Document or Activity do not include the To: or Cc: information, so they are not fully sure who the email was sent to. Having this detail in the Notes/Long Notes would be very beneficial...3 Reviewed: Voting Open
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Enable Add Record in the Search Results tabs
This would facilitate an efficient workflow, for example, adding payments. Search Payments using Quickfind, entering Request ID. You want to do this here as it is the fastest way of listing Payments for a Request, and it enables you to use the pre...0
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Loosing where to do refunds...
Hi We were trying to do some refunds the other day, and we keep on loosing where this is. When in the request screen, and navigating down to related records > payments... The Add Payment button then brings up a box that has add payment or refun...0 Reviewed: Voting Open
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Allow functionality on single records/payments
Allow for single payments to be put on hold or to be paid without having to go into the payment/click the hold or pay button and then save. You can choose multiple payments and click the hold or pay button - there is no reason why a single payment...0 Already exists
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Tax Status Verify feature to update 509 level status
The Tax Status Verify feature needs to update at the 509 level, not just for 501(c)(3) because 501(c)(3) is not enough anymore. Beginning in 2013 the IRS began requiring on the 990-PF that private foundations list the status of the charitable orga...1 Reviewed: Voting Open
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Expand text fields over multiple rows in Blueprint forms.
Idea: Text fields expand over multiple rows like Long Text fields. Reason: In Alta custom forms we could expand short text fields so they displayed on-screen across multiple rows. In GO we cannot do that and they show on a single line making it cu...1
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Fields: Copy contents of one field to another
Idea: Users can click a button and the contents of one field are copied into another – similar to how "Delivery address is same as billing address" works on websites. Reason: We have ten budget categories that applicants can apply for and when the... -
Encrypted emails when sending correspondence via BBGM
If emails sent through BBGM were encrypted, a large portion of the communications sent to our grantees could be done through BBGM. This would allow us to streamline many of our processes. Though we do currently send emails using correspondence tem...0 Reviewed: Voting Open
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Alpha sort the Signer list in Letter and Email Correspondence dialogue
65 names in our Signer list. Not sorted. Should have been sorted in Classic, should be sorted in SKY. -
Replace codes at different coding levels
There used to be a replace feature while editing a coding table in GIFTS Alta and GIFTS Classic. You were able to select the code to be replaced and then select what you would want it to be replaced with regardless of level. I would like to see th...0 Reviewed: Voting Open