-
Applicant able to log off after saving their application
Please consider adding an option for the applicant to log out completely from the application form. Currently, the applicant selects "save and finish later" and is directed to their Summary Page.2 Shipped
-
1) DTM Audit column does not reflect Changed date and user after uploading .docs; 2) Having a Template Last use date would be helpful for maintenance as well
1) After downloading, editing and uploading an existing .doc template, the Changed date/user does not update in the Audit column. It does work when creating new or copying templates. 2) Would like to see the addition of a template last use date (i...2 Shipped
-
Keep action buttons visible at bottom of Related Records list
When working with, for example, a Request with a large number of payments in Related Records view, you have to scroll down to the bottom of the list to access the buttons after selecting the payment you want to work with. It would be helpful to ha...0 Shipped
-
Add Summary function to Payments in Related Records view
When viewing the list of payments in Related Records view, it would be very convenient to have the Summary function available. -
do not allow additional text to be added on application form when word count max and counter are set
currently, applicant is able to continue typing and exceed word count and that text in excess of that max word limit is omitted from the application during submission1 Shipped
-
Change configurations on charts - dont reset the groupings
Im having issues with modifying charts. A chart that I already have built on my dashboard, if I go in to modify the search criteria behind it - it no longer keeps my 'Group by' Options. we basically have to reset everything everytime we want to mo...2 Shipped
-
Provide updates on dashboard screen
Both Raiser's Edge and Financial Edge NXT provide updates right on the home screen. Why not do the same for BBGM? It would save everyone a lot of time.0 Shipped
-
UK Customers to be able to view dates in the UK date layout
Please can you allow your UK customers to set their SKY view for UK - so all dates display in the UK format of DD/MM/YYYY - like it does in classic for us. -
Saving Documents generated through BBGM - should not require every user to check that box; Admin should be able to do that globally.
Every user has to individually check the "Create Activity Record" box when first generating emails/letters/writeups, otherwise the document will not be attached to BBGM and there will be no Document Record. We should not have to ask every user to ...1 Shipped
-
Send documents for e-signature through GO
We often send internal and external approval documents for e-signature that are originally generated in GIFTS. It would be helpful if we didn't have to take that process offline since the signed document needs to be uploaded back into GIFTS. This ...2 Shipped