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4
Vote
Allow creation of write-ups during batch action on one-to-one basis
Recently a client requested that, during creation of batch write-ups, one document be created per record rather than one document created for multiple records.
Created 17 Aug 21:04 by Guest
Records
Reviewed: Voting Open
4
Vote
Add batch update option for secondary staff
As far as I can see, this is not an option - manually updating this field after some staff turnover is time-consuming. Can an option be added in the same way that you can batch update the primary staff assignment to also be able to update the seco...
Created 04 Aug 17:12 by Megan McCafferty
Records
Reviewed: Voting Open
4
Vote
Change default view in Reviewer Portal
My client would like to be able to change the default view in the Reviewers Portal. Currently the view is set to use the index card view for reviews, and can only be changed by the reviewers themselves. Making the move from paper to the Portal is ...
Created 25 Jul 20:11 by Guest
Reviews
Reviewed: Voting Open
3
Vote
Increase default timeout setting
Can we please increase the default timeout of 20 minutes to 60minutes (or longer) in the Forms manager section. We didn't know about the default when we started our first time and it caused a lot of strife for applicants on our first time around. ...
Created 31 Oct 19:30 by Tyler Demers
Applications
2
Vote
Use additional funds from reserves for payments
If you would like to apply a balance to the reserve on the fly like you used to in Classic view, I would suggest creating an IDEA on our Community page. Our Product Management team uses a variety of methods to determine new features in Grantmaking...
Created 17 Feb 14:49 by Tonya Conaway
Financials and Budget
2
Vote
Review Sent Date should appear on the Review screen in Sky. It should not be "intentionally hidden" until the Review is submitted.
Apparently Review Sent Date and Review Received Date are "intentionally hidden" on the Sky Review screen until a Review is submitted. Makes no sense for Review Sent Date. If I add it to the Blueprint Review form, please make it appear there for me...
Created 10 Feb 14:51 by Carol Greco
Reviews
2
Vote
To show calculated fields in Submitted Applications/Requirement HTMLs
When exporting o partners/funders they are then able to see the full details of the submission.
Created 10 Feb 08:29 by Jonathan Wells
Analysis and Reporting
4
Vote
Add Request fields to Payment filter options
Several Organization and Request fields are relevant to Payment searches. PLEASE seriously consider adding the following fields to the Payment filter list. - grant year - grant amount - approval date - organization country - request type and stat...
Created 07 Jun 17:24 by Carol Greco
Search
Reviewed: Voting Open
2
Vote
Pending Application Add Legal Name and Tax ID check
The duplicate check in pending applications does not check for legal name or tax id. When an organization changes fiscal sponsors or changes from fiscally sponsored to self sufficient, this creates a new legal name and tax id. Since pending applic...
Created 02 Feb 18:54 by Sue Hone
Applications
Reviewed: Voting Open
2
Vote
Make the Request Fiscal Year field available in Requirement form templates.
The Request Fiscal Year field should be available for read-only display in Requirement forms. We should not be limited to only the DIsposition Date field.
Created 02 Feb 18:14 by Carol Greco
Applications
Reviewed: Voting Open
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