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Create Outlook calendar reminders for payment due dates
Submitted by: Michelle Kumi Current functionality: Users cannot export payments to Outlook calendar - i.e: place a date on their Outlook calendars that a payment needs to be made that day. Desired functionality: Client would like to be able to exp...1 Reviewed: Voting Open
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Client needs assistance editing drop down menu
Submitted by: Yuki Cheung Enhancement requested: Client would like to be able to change the wording on the Application/Requirement drop downs in the IGAM Account page Example- Applications/ In Progress Applications/ Submitted Current functionality... -
Batch delete all documents/activities older than a certain time period
Submitted by: Catherine Theriot NEW FUNCTIONALITY: Client would like a way to set up a date to batch delete documents, based on a specified date. Either Quarterly or Yearly. Example on July 15, 2015, delete any document older than July 15, 2005 CU... -
Link an email to a payment record
Submitted by: Carol Greco Should be able to link an email to a Payment record. -
Sort "total" (sum) fields on a report
Submitted by: Pat LaCour BRIEF DESCRIPTION: Client would like the ability to sort "total" (sum) fields on a report CURRENT FUNCTIONALITY: Currently we are unable to sort total fields since they are created dynamically REASON FOR NEW FUNCTIONALITY:... -
Show initial Term requested, in months
Submitted by: Sharon Renz Current functionality: When approving a considered request for a term in months different from the requested term in months, the new term is posted to the request, and the requested term is overwritten. Desired functional... -
Create a report that pulls all fields from all submitted applications on a form
Submitted by: Di Raucci •Brief Description: Client requests an improvement to Reports that allows them to pull unique results for each Application Form •Current Function: Currently, when a user builds an Application, they may use several fields to... -
Client would like the option to further break down payment records into smaller increments
Submitted by: MaryBeth DeGrave BRIEF DESCRIPTION: Client would like the option to further break down payment records into smaller increments CURRENT FUNCTIONALITY: Currently we are unable to do this. REASON FOR NEW FUNCTIONALITY: Client sometimes ... -
Ability to Edit Login Fail Message in Reviewer Portal
Submitted by: Cathy Glover Enhancement requested: Client would like to be able to configure the message that appears when failing to answer security questions in Reviewer Portal Current functionality: the message "The maximum number of answer atte... -
Replies to Reminders emails should go to the assigned staff member
Submitted by: Emily Sapa •Brief Description: Client requesting ability to send/have applicants direct reply to assigned staff of requests and requirements after receiving Reminders •Current Function: Currently, the Reminders allow for one Reply To...