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Link Request records to other Request records
•Current Function: Currently, Requests can be linked to Organizations and Activities can be linked to Requests •Desired Function: Being able to link a "Parent" Request to "Child" Requests •Reason for Function: Recently, a client wanted to link...0 Reviewed: Voting Open
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Generate writeup, email, letter template should have separate permissions
It doesn't make sense to me how correspondance and writeups are the same permission in GIFTS. Program Officers should be able to generate writeups but not have access to award and decline letter templates. Anyone in the system should be able to se...0 Reviewed: Voting Open
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Automatically save Charity Check report as a document when using Research Guidestar
Client using Research Guidestar feature would like the Charity Check report to be auto-saved as a document record associated to the Organization. As a workaround, they've been clicking into the Guidestar site > download/saving report > uploa...0 Reviewed: Voting Open
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Batch Update Functionality should work like GIFTS Classic & GIFTS Alta
We've got another chunk of functionality that works fine in the installed version of GIFTS and isn't present in GIFTS Online, and that's batch updating requests. I want to be able to take a whole batch of requests, check the checkboxes for them, a...0 Reviewed: Voting Open
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Format State as abbreviations in exports
NEW FUNCTIONALITYClient would like ability to format state fields in export in GIFTS Online CURRENT FUNCTIONALITYState fields cannot be exported as abbreviations0 Reviewed: Voting Open
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"Set Alert" or "Edit Alert" on any record type from the Workspace grid.
Would save a lot of time to be able to set or edit a record Alert right from the Workspace grid, instead of having to open the record just to complete this simple and usually very quick task.0 Reviewed: Voting Open
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Email merged Payment Template documents like in Alta
NEW FUNCTIONALITYClient would like the ability to email merged documents like in Alta CURRENT FUNCTIONALITYClient cannot mail merged documents directly in GIFTS Online REASON FOR NEW FUNCTIONALITYClient has payment templates they'd like to mail to... -
Client would like the ability to batch import requests in GIFTS Online
NEW FUNCTIONALITYClient would like ability to batch import requests in GIFTS Online CURRENT FUNCTIONALITYRequests cannot be imported at this time REASON FOR NEW FUNCTIONALITYImport module was part of admin module in classic GIFTS and Alta -
Disable warnings about required codes when saving requests
NEW FUNCTIONALITYClient would like the ability to disable warnings about codes that are required upon approval when creating or saving requests CURRENT FUNCTIONALITYThese warnings cannot be disabled REASON FOR FUNCTIONALITYThese warnings are often... -
Client would like ability to show declined requests info in organization view in GIFTS Online
Submitted by: Yuki Cheung NEW FUNCTIONALITY: Client would like ability to show declined request info in organization view in GIFTS Online CURRENT FUNCTIONALITY: Client can add last grant amount and last grant date but they do no include declined r...0 Reviewed: Voting Open