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External Documents should be able to be made searchable in batch (not just all made searchable or unsearchable)
Sometimes not all documents need to be made searchable but some of them do. I shouldn't have to open them one by one to make a decision.Reviewed: Voting Open
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Limit number of times a file is uploaded to an Application/Requirement form
Recently a client wanted to know if there was a means to limit the number of times a Defined Attachment can be uploaded to an Application/Requirement form. This would benefit clients in that it would make application forms more restrictive and les...Reviewed: Voting Open
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Would like to replace codes (same coding level)
Geo code (edit / replace): we can no longer edit replace old codes with new ones so that the records tagged with the old codes map over to the new codes I would like to rename codes in the code table (classifications) but there is not a way to do ...Reviewed: Voting Open
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Search for contacts that have one code, but not another (on one mailing list, but not another)
You can have contacts added to multiple mailing lists. But, for example if they are on the "General Mailing" list code and the "Neighborhood Success" mailing list code I would not like them to show up in my search - Only the "General Mailing" list... -
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.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 sentReviewed: Voting Open
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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... -
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...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...