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Click & Drag option to reorder fields
This is a universal ask to cover: the merge to PDF option, search columns, ad hoc reports, classifications, etc. It is tedious to manually click each field to get it to the correct position0
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Remove maroon lines in ad hoc reports - they appear by default. Cannot change
When creating an ad hoc report, thick maroon lines appear between records. Client would like to delete them, and / or replace with thinner lines in a different color, similar to classic version of Grantmaking . See attached screen shot of default ...1
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Scheduled reports only sent if search returns values
Scheduled reports are really useful but I think they could be improved by adding an option to only email reports when the search behind them has returned results. That would create improved workflow and allow us to use the reports as 'to do' items...0 Reviewed: Voting Open
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Create Performance Metrics/Data Collection Tool
Subrecipients are required to provide performance metrics but there is no tool within Grantmaking for this. Apparently, there was a tool in the past but no longer exists. We are using MS Forms to collect this data, which is just another system our...0
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Automate Emails
Add ability to schedule automated emails for specific intervals prior to due dates (i.e. Send a reminder email a week before a Progress Report is due).0 Already exists
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Adding "Download Documents to Zip Folder" for Report Review option
When we review a report, we often receive 10-15 separate documents that are uploaded by the grantee at one time in different file formats (word, excel, etc). To view them in their native formats you have to go into each file to download separately...0
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Export option for 'application submitted' emails
We have recently had an issue with an applicant receiving an email to say their application has been submitted, but actually the application is still sitting in their 'in-progress' zone. We don't know if this is an isolated incident, so having the...0
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Permit Field Formatting in Adhoc Reports
We used to have the ability to edit field layout in reports. For instance, the city and state fields could be pulled onto one line to read: Pittsburgh, PA. See attached sample of report form and generation.0 Reviewed: Voting Open
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Reports exported to Excel should use one row per record, rather than multiple rows
Buzzacott Case ID: C-07165 Buzzacott Enhancement ID: ENH-0324 Client: Media Legal Defence Initiative Contact Name: Celine Cornereau GIFTS Version: GIFTS Online 5.2, Patch 2 GIFTS Backend: Brief Description: Client would like GO 5.2 Excel export fr...0 Reviewed: Voting Open
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When viewing Organization Payment history, add export function.
When I review Related tabs of an organization, such as Payments, I cannot export the data. I need this ability almost daily.0