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Expand functionality of Affiliations
Currently you can create Affiliations records between a Request and a Contact. However, even if that Contact's Primary Organisation is different to that of the Request, the Affiliation record only allows the Request Organisation to be stored in th...0
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Multi-task while Generating an Email from a template
Right now, when you Generate an email from a template and are working in the body of the email, you can't access anything else in Gifts while drafting that email. You can only perform the one task and you can't access any of the records in Gifts w...0
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In the Applications Module, please consider adding the Street Address to the Duplicate Check linking screen.
When our admins consider applications in the Applications module, they review if the street address is the same or different, between the application and the potentially matching Org in they system. They may choose to update the address, but canno...0
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Would like the ability to export the Foundation Center Report to Excel via CSV format
No description provided0
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Convert time stamp of received applications to indicate PST as the standard timezone.
When posting online solicitations and indicating a due date and time through the forms manager, it would be very helpful to implement PST as the standard time zone as opposed to EST.0
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Create a preferences option to allow Requested Amount field to be updated without also updating Recommended Amount field.
This allows editing of the Requested Amount field for those organizations that might need to edit it, without impacting the Recommended Amount field. Would also be useful for other fields - not all organizations' processes need to have such fields...0
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Add "Formatting" option for "Grant Year Span" column on Organization record workspace view
For the "Grant Year Span" column in a workspace view when running an Organization record search, it would be wonderful if one could filter the requests this column picks up in reflecting the year span (by fund, by reference number, by type of supp...0
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Include institutional memory section
When you consolidate or merge two organizations, all the documents/activities/requirements are renamed under the new organization. It would be better to have them keep the old organization name while being nested under the new organization's recor...0
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Grammar Support
When preparing staff reports to forward to Board Members, a grammar check (similar to spell check) would be extremely helpful.0
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Ability to use org. contact's prefix and last name merge fields on correspondence
GO is intended to be an automated solution, and the inability to use the data fields "org. contact prefix" and "org. contact last name" as merge fields in the document template manager forces users to have to update letters by hand, one by one whe...0