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Build a report by selecting rows
In Gifts Alta I could select rows of records and build a report using only the selected rows. Now I cannot. I have to build a view or build a template. Much more work for the user.Reviewed: Voting Open
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Have grantee contacts select gender/salutation when submitting application
It is not always evident by the name of the contact what their gender is and which salutation we should use. Some names are used by any gender (Casey, Taylor, etc.). We also want to account for our non-binary grantees who prefer not to have a gend... -
Document Template Manager compatibility with MAC OS
No description providedReviewed: Voting Open
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Add Code (not Code Description) as merge field in Document Templates
•Brief Description: Client requests Ability for the actual code to be brought into Templates via Merge field •Current Function: Currently, in GO, when a Code is brought into a Template via Merge field it displays only the code Description •Desired...Reviewed: Voting Open
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Client requests addition of details screen when retrieving Requirements in GO
Submitted by: Audrey Kidwell Brief Description: Client requests addition of details screen when retrieving Requirements in GO Current Function: Currently, when Retrieving Requirements in GO, users only see the KB/MB size of all Requirements as the...Reviewed: Voting Open
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Opening In Progress related reviews in the Reviewer Portal
It would be useful to have the option to open In Progress related reviews in the Reviewer Portal. Currently this is only available for Submitted reviews and external reviewers would benefit from being able to see each other's reviews before they ... -
Show timestamp on generated reports
Submitted by: Di Raucci BRIEF DESCRIPTION Client would like to have a time stamp appear when generating reports CURRENT FUNCTIONALITY: Currently, only the date appears on the report REASON FOR NEW FUNCTIONALITY: Client would like the time stamp to... -
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...Reviewed: Voting Open
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Make documents shareable by default
Enhancement requested:When generating a letter/write up, I would like to make documents shareable by defualt Current functionality:All documents default as not sharable, there is no setting to change in order to alter this option Client reason for...Reviewed: Voting Open
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View check-in / version comments on documents
Current functionality:The comments are used in Word only and currently do not exist in GIFTSOnline Client reason for functionality change:Would create an accurate and easy way to view change logs. Keyword Search:Check In Check Out Sharepoint Comme...Reviewed: Voting Open
