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Associate more than one organization with a request
This would make reporting and evaluation much easier for grant programs that have an explicit goal of, say, many community partners.4 Reviewed: Voting Open
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View an audit trail on Rejected Application emails
Currently, the email is sent, but not stored within the system (no records to tie it with), but the client would like some historical information that the emails were sent0 Reviewed: Voting Open
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Contact duplicate search: Match by name separate from organization name
Contacts duplicate check search should not always search on Organization Name. Currently when the customer searches for a contact to match to, their search terms are checked against First Name, Last Name, ID, and Primary Organization Name. Custome... -
Separate permission groups for Board Members and Read Only users
Client would prefer that user group titles are editable. Client has a difference between View Only and Board Members and would prefer the titles not be used interchangeably on the site -
Add Organization History data/past Progress Reports to Review forms
Recently a client asked if there was an easier means of accessing an Organization's information via a Review. Essentially, they are looking for a way to view an Organization 'card' just as with GIFTS Online so Reviewers are aware of the full histo...0 Reviewed: Voting Open
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All Long Text Fields should have the option to view in a separate window
With Alta, all the long text fields had the option being called out so that you could read the all the data entered easily. Now only certain fields seem to have this option randomly. Please add this feature as simply adding the scroll bar does not...0 Reviewed: Voting Open
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Include Bank Code as a search filter
Recently, a client wished to search by Wire Transfer - Bank Code and include a column in her view to display this data in reports. Unfortunately, she could not as the Bank Code filter does not exist. Though currently the data for this field is enc... -
Sum Stacked Bar Charts
Please add the ability to sum the grouped parts of a stacked bar chart. It's frustrating and a bit nonsensical to have to choose between seeing either the total or the subtotals of the 2 parts. Thank you!0 Reviewed: Voting Open
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Display multiple selection codes as separate columns in GO
NEW FUNCTIONALITYClient would like to be able to display multiple selection codes as single columns in GO CURRENT FUNCTIONALITYCodes with multiple selections can only be formatted to show primary or secondary codes, not one column per selection0 Reviewed: Voting Open
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Search upon custom fields via Quick Find
NEW FUNCTIONALITYClient would like to be able to search upon custom fields via Quick Find CURRENT FUNCTIONALITYQuick Find can only be configured to search upon a set selection of fields