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Search for contacts that have one code, but not another (on one mailing list, but not another)
You can have contacts added to multiple mailing lists. But, for example if they are on the "General Mailing" list code and the "Neighborhood Success" mailing list code I would not like them to show up in my search - Only the "General Mailing" list...0 Reviewed: Voting Open
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Associate more than one organization with a request
This would make reporting and evaluation much easier for grant programs that have an explicit goal of, say, many community partners.4 Reviewed: Voting Open
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All Long Text Fields should have the option to view in a separate window
With Alta, all the long text fields had the option being called out so that you could read the all the data entered easily. Now only certain fields seem to have this option randomly. Please add this feature as simply adding the scroll bar does not...0 Reviewed: Voting Open
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Allow raw numbers to be entered for each code selected in Coding Sheet and totaled
Recently, a client wanted to allow her applicants to enter raw numbers for each code selected in Coding Sheet and totaled. This would benefit the client by allowing her to see the breakdown of beneficiaries of her pending grant. I suspect this cou...0 Reviewed: Voting Open
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Retain 'Other' Payment Address details
Currently, if users select the Other option for the Payment Address, they can add address details. If they select another option, the details from Other are lost. A client asked that we retain this data for their records; it allows the client to t...0 Reviewed: Voting Open
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Generate Word docs from templates without adding additional line breaks
When creating a document using a template, the resulting word document often has additional spaces between paragraphs. When I am creating a document to present to the Board this requires extensive clean-up before it can be presented.0 Reviewed: Voting Open
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Reminders should throw a message that a record has already had a reminder issued for it
When using Reminders, if you 'Manual Retry' you receive a message for a reminder with valid criteria which won't run stating "Reminder Manual Retry completed. Please use the View Last Run action to view details regarding messages generated for thi...0 Reviewed: Voting Open
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Write-up function in Requirements/Reports
A write-up button/function linked to the completed Requirements/Reports would be very useful. We use the write-up button in proposals. I'd imagine the same functionality would be easy to provide in Requirements? Thanks for the consideration.0 Reviewed: Voting Open
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Formal Salutation - improve logic behind automatic creation in Contact record
In most instances, the setting for Formal Salutation will be Prefix and Last Name. It has become more commonplace for applicants to decline to specify a Prefix, in which case the Formal Salutation defaults to Last Name only - not such a good look....0 Reviewed: Voting Open
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Generate Payment email should show only contacts/affiliations associated to the particular request
I generate many emails to grantees letting them know they will be receiving an ACH deposit soon for their grant payment. I use a template email on the payment record. The primary contact for this record is in the TO: field but ALL primary contacts...0 Reviewed: Voting Open