-
Project title included with Name on only report for Budget Module
The standard (and only) report available with the Budget Module has the Org name - Project Title in a single field. This is problematic, as it causes the report to appear messy and hard to read. Being that it is a Budget report and not a Grants re...1 Reviewed: Voting Open
-
organization name issues: function words like "for", "and" "the" are capitalized
After having to manually correct generated donor lists because the organization legal name has all function words (the, and, for, etc) capitalized, I inquired about whether there was a global way to make them lower case I learned that there is not...0 Reviewed: Voting Open
-
Re-Used Request Fields Generate List of Identical Respones
If we use the same field/question in another request (same form) it adds on to the original answer in this endless line of text. For instance, the agency's Mission Statement - I now have 4 identical responses to the same field and it's ridiculous....0 Already exists
-
Unpinned items should automatically unpin when starting a new session
This is our 2nd year using system. When we login it says we have grants pinned and I am sure they are from last year but they are no longer visible to unpin. How do I access old grants to unpin? we would really like all the pinned items from Sessi...1 Reviewed: Need Further Info
-
API call resets key to 0 on each page retrieval
Hello Grantmaking getRequests API call recommends retrieving 20 records per page (per call) in response. One has to put the call in a loop to get all records. The issue is that each API call regardless of its page number, puts its auto-generated _...0
-
Add the option to make a required field on the first page of the applicaiton form required to be filled out before going to the next page
No description provided0 Reviewed: Voting Open
-
Permissions: Restrict approving 'declined' requests and vice versa
Currently the button allowing you to approve a request shows on a declined request and vice versa for declined requests, where the button to decline a request shows on an approved request. It'd add an extra layer of security if these buttons didn...0
-
Being able to review the notes/history of budget transfers.
When you transfer funds from one budget from another, you are able to enter a note. However, you're unable to review the notes after you've entered them... The point of entering a note is to go back and see why you did something - which is especia...0
-
Export an entire Dashboard, not just one part at a time
We would like to distribute a formatted dashboard on paper at our board meetings. Currently, each Dashboard part must be exported or copied separately and reformatted into a cohesive document outside of the system. A simple option to export all pa...0
-
Dollar Limits for Approvals
Client has users that can approve grants up to a certain dollar amount. It varies by approver, but example would be John can approve up to 5k, Jill can approve up to $250,000, Jen can approve up to $1,000,000 - Different people in different depart...1