The letter template is available to be selected when 'Primary Contact' is chosen as the default recipient in 'Email from template'. I believe this functionality used to be available.

Submitted by: Shelly Smith Current Functionality: Clients can only enter plain text in email messages Desired Functionality: Client would like to be able to include HTML functions in emails such as embedded images and the ability to include hyperl...

We send many of our amendment letters, etc. via email through BG, and often have to attach a revised budget form, etc. However, when we attach the file to the email, we then also have to upload the file into BG, because only the text of the email,...

When generating emails through the system via templates, give us the option to request & record read receipts (or have this as standard) This can then give us evidence of emails successfully reaching the contact, or lets us know if there's an ...

At the moment, fields must be added to Blueprint forms one by one which can be cumbersome when building new forms from new. Please can the same functionality behind 'Edit Columns' be introduced into the Blueprint forms so that we can tick multiple...

Keep some key information visible on a record while scrolling. E.g. Org name, Request Type, Request Status. Perhaps on some kind of status bar. This would save needing to scroll back to the top of the record for a reminder of key details.

Enhancement Brief Description Client wants the ability to search by Coding Sheet where the field "IS NOT". She actually wants this ability for all criteria, just as "IS" is available. Current Function When searching Requests by "Coding Sheet", "IS...

NEW FUNCTIONALITY Client would like ability to batch edit documents in GO   CURRENT FUNCTIONALITY Client can check out multiple documents, but can only edit one at a time REASON FOR FUNCTIONALITY Convenience - Client is frequently updating mu...

Currently can save an Advanced Search result as a Saved Search. But cannot add an Advanced Search filter as a default filter. It would be usefult to be able to save as filters to save time going thru Advanced Search choices again to reset the sear...

Currently in order to perform certain functions (eg. deleting a document), you have to click into the document record, whereas in GIFTS Classic you could do this from the workspace (which also allowed you to perform tasks as a batch). Impact: Some...