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Tax Status Verify: better integration and needs to auto update organization information
Tax status verify in classic view automatically updates organization info and verification date. First off, it's difficult to even FIND the tax status verify in Skyview, but then it's a completely separate window so 1) I have to have the EIN handy...Already exists
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When sending correspondence or emails from requests, I'd like to have the option to send to the organisation primary contact
Usually, my organisation sends grant agreements and similar legal documents to the primary contact of the grantee organisation, as opposed to the request primary contact. However, the email options from within the request are only the (request) pr... -
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...Reviewed: Voting Open
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Add a link from within the software to create new cases.
When working in the BB Grantmaking if the user comes across a question or issue they can click a link right there in the program and create a case. This will save them a lot of time and is much more efficient when logging new issues. Currently th...Already exists
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Edit Request records on a mobile device
For my program directors in the field on iPhones/iPads, the mobile app is really the only way they can access GIFTS. Currently, they can't edit request information in the app, which is not very helpful while in a review meeting or on a site visit....Reviewed: Voting Open
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Create Sub-Folders for Documents Reviewers need to see
Submitted by: Pat LaCour I would like to be able to create a folder of documents for Reviewers. I would put all the documents that the Reviewer needs to see in the folder and post it to share with the Reviewer. As reviewers of Approved Requests ne... -
Print Email documents from GIFTS Online as they appear in Outlook
Submitted by: Barbara Smith Brief Description: Client requesting the ability to print Email documents from GIFTS Online as they appear in Outlook Current Function: Currently, users can double-click Mail document records and review the Notes to rea... -
Expand the audit functionality and make it available as a dashboard part.
Specifically they wanted the ability to created a dashboard part that shows all documents that were edited by a particular user even if they were not the last user to make a change for a set period of time. Currently, you can not add audit informa... -
Build ad hoc reports for eligibility quiz results
Submitted by: Alison Mathias •Brief Description: Client requests ability to build ad hoc reports for eligibility quiz results •Current Function: Currently, there is only one means to run the eligibility quiz report - through Standard Application r... -
Fields: Numerical fields allow validation
Idea: Using Blueprint we should be able to add validation to numerical fields. Current: No validation is available within GO – I understand the application forms allow minimum and maximum values. Solution: Set minimum and maximum values on numeric...
