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Avoid opening records when trying to click checkboxes in workspace
If you check on the checkbox slightly on the edge of the box or in the surrounding field, it will open the record. I do not always need the record to be opened, and find this tedious.1 Reviewed: Voting Open
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Turn off the default to "save email text" when generating an email
I don't save most of the email text because it displays in the document workspace, takes up a lot of screen real estate, and makes scrolling through the documents a real headache. So I'd like to be able to change the default setting.0 Reviewed: Voting Open
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Require classifications on some Forms, but not others.
Client would like the ability for Classifications to be Required on some Forms, but not others. Reason: As their existing default form (Corporate Cash) contains mandatory compliance fields and coding, they wish this not be included in all forms ...1 Reviewed: Voting Open
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Refresh page should appear in the same location
The refresh button is sometimes on the top of the page and other times at the bottom of the page. Please keep it in the same location across the whole applications0 Reviewed: Voting Open
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Toggle between making G/L Account codes optional or required for the A/P Export to Great Plains
•Current Function: Currently, A/P will not commit to the export of payment files to a Great Plains-compatible file unless G/L Account codes are provided in the Payment records •Desired Function: The client would like to be able to toggle whether...0 Reviewed: Voting Open
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Display typeahead or suggested results in Search bar
We would really like the function of the Quick Find bar to have smart search capabilities (similar to what Google can do). For example, if we were searching for Blackbaud in the quick find bar and started typing "Bla", results matching would appea...0 Reviewed: Voting Open
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Select up to 500 records when creating batch payments
Creating batch payments is a great new feature. Client requests enhancement to increase the 100 limit to 500 records since they manage a large volume of grants by region and want to create more than 100 payments at a time.0 Reviewed: Voting Open
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Allow for different time zone options in Forms Manager for Deactivate Time
•Current Function: Currently, users can set Deactivate Times on their applications, but they must adjust for EDT (Eastern Daylight Time) when doing so •Desired Function: The client wants to be able to adjust these times based on time zone. E.g. ...1 Reviewed: Voting Open
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Retain Fiscal Year Field for Declined Request Records
She would like to run a report involving Declinations based on Fiscal Year. Presently, when Requests are Declined the Fiscal Year Field is cleared. -
Add Grant Fiscal Year to the Request table Filter Options.
Currently, to search for grants approved in a specific year (not this year, last year or next year), we have to use the Approval Date field and enter two full dates, usually January 1 to December 31. The Grant Fiscal Year is in the table and is a ...