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Make it easier to Search Payments by State
Clients have wanted more ease of use with payments searches. A common report needed is one in which a list of payments is listed by state of the payee organization, or the grantee organization State, etc. . There is currently one field that can be...0 Reviewed: Voting Open
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Add calculated fields from one record type as a column to a search/report of a different type
Recently, a user was hoping to run a Requirement report that included Calculated Fields created for Request records. Currently, GIFTS Online does not allow this - if the Calculated fields were created for Requirement records OR if the report was f...0 Reviewed: Voting Open
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Add "Subdivision" to the Quick Find options for Requests.
I think it's self-evident. If we make a grant to a public school district, I sometimes enter the name of the target high school, middle school, or elementary school in the Subdivision field. I'd like the Quick Find to search this field as well as ...0
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Be able to perform an Organization search by Classification code "Country" as you can with state, county, etc.
When performing an organization search, many clients like to use specific location criteria. A lot of these are available, such as State, County, Geographical area served, etc. However, there is a system classification code--Country--that is unava... -
Restrict access to specific fields so that users cannot search for them or add them to a view
With Blueprint we can control which fields show on screens but that doesn't prevent any user from searching on ALL fields in the database via Full Search nor does it stop them adding fields to their view. A Board Member user can add wire transfer ...0
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Dynamic Search function for Documents/Activities
I want to be able to search for Activities, Documents, and Requirements. I have a lot of grantees with anywhere from 50-75 documents and I want a better way to search for them in their request.0 Reviewed: Voting Open
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Allow Advanced Query Parser to accept in-line comments
Allowing standard SQL in-line comment syntax in Advanced Queries would be very helpful when reviewing/adjusting complex WHERE clauses. For example Requests.Type_ID = 5306 /*GCF Concept Note*/ AND Codes.Level1_ID = 5600 /*Target Group = Women*/ mak...0 Reviewed: Voting Open
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Saving new views
Previously you used to be able to create a View (and often, that would be adding or removing columns from an existing view) and then have the opportunity to save it. Now the only way to save a new view seems to be to create it from scratch (theref...1 Already exists
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A Query Library
IT is good to be able to share our working queries we are using and their related use case scenario here in community maybe as a separate tab.0
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Format dates to MM/DD/YYYY including leading zeroes
Current Functionality: When there is a single Digit date for DD (Example, 10/3/2015 instead of 10/03/2015), the Date Format will not appear aligned when running reports. Desired Functionality and Reason: To help run a neater report, the option to...0 Reviewed: Voting Open