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Text formatting for e-mail templates
When creating e-mail templates would like to be able to select the font. It would also be nice to add bold, italics, colors etc...1 Reviewed: Voting Open
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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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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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Create and edit documents in GO mobile
I can view dockets and site visit reports outside of the office but would also like to edit, add info and create those documents outside of the office on the GO mobile app. Anyone who uses GO mobile for site visits or anything else.0 Reviewed: Voting Open
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During the applicatiions intake process, it would be great to be able to set the Update checkboxes to checked by default during the Duplicate Check. That way all users bringing applications into the system will consistently Update organization and contact records in GO.
No description provided0 Reviewed: Voting Open
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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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Add Century Gothic to possible fonts in reporting
Our Foundation has changed the logo, colors, font etc - re-branding. The font for the Foundation is now Century Gothic but that is not available in the font listing. This means that any reports that I generate must be exported to Excel and everyth...0 Reviewed: Voting Open
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Admin Access To A Reviewer's and Applicant/Grantee's Portal
It would be helpful for an Admin to have access to view a reviewer's, applicant/grantee's portal. We have had a number of these people ask us to look at their portal because they have a question or want us to view what they are working on prior to...0
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Batch Delivery of Scheduled Reports
Submitted by: Annie Duong Brief Description: Client would like GO scheduled reports to be sent in a Single email message Current Function: Currently using scheduled reports - each report is sent in a separate email message. For example, if there a...1 Reviewed: Voting Open
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Allow ODBC connections to connect to GIFTS data to run reporting and analytics
Allow clients who bought the service to use MS SQL server to connect to views created by MicroEdge so that they can automated reporting and analytics outside of the 360 reporting tools. Using excel extracts every month to make our excel reports is...0 Will not implement