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Grants management List
Create a specific list where grant data can be entered (grants awarded, due dates, submission dates, award notification, grant period, grant reports due, etc). additionally, a way to track reoccurring grants.0
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Put the Save and Cancel buttons consistently in the same place on the screen - left or right - across the new forms manager.
Save should always be on the same side.Cancel should always be on the same side.0
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Received Date for Grant Requirements
I'd like to be able to add the date when a grant requirement has been received, not just done date as they're not always the same date. There is a field for received date but the system does not allow me to save this information - it only allows s...1 Reviewed: Voting Open
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BBGM request tab: Add application questions back in the project description boxes with the corresponding answer.
BBGM Request tab: Add application question to the Project Description boxes (currently it's just the answers but in legacy it had both questions and answers) We need the answers back. It is all on the BBGM side of things for me, my team, and revie...0
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Set the default view for each record type
Brief Description Client would like to be able to set the default view for each record type Current Function Default view is a default with pre-defined columns. Desired Function Client would like to be able define what columns are shown in the def...1 Reviewed: Voting Open
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Improve workflow management capabilities - Dashboards, Views and Blueprint Forms
Dashboards, Searches and Views are powerful tools for creating workflows for comprehensive grant management. Using these tools, task oriented Dashboards can facilitate efficient management of Grants, Requirements and Payments, guiding workers towa...4 Reviewed: Voting Open
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Uploading emails - make 'due date' the date the email was received
In Classic View, using the Outlook add-in, the 'due date' of the resulting Activity would be populated with the date the email was received and the 'done date' would be the day the activity was created. In SKY View, both of these dates are the dat...4 Reviewed: Voting Open
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Resize sections on an individual record form by using the padlock, formerly in Classic view
In Classic, there is a padlock icon for the user to lock expanded/collapsed sections on a record form to suit their viewing needs. Whilst you can expand/collapse sections on a record form in Sky, the padlock to lock and keep the customisation is n...0 Reviewed: Voting Open
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Ability to see if another user is editing
When more than one user is editing a record at the same time you can risk losing your work. Suggestion to create a way where there is an indicator to highlight if another user is editing the record.0
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Create and edit copies of Standard Reports
It would be great if we could use the backbones of the standard reports, but be able to tailor them a little more for each customer's particular use. There is one idea already about being able to edit the Standard Report titles(GIFTSONL-I-414). A...12 Reviewed: Voting Open