-
Manage reviews and add new reviews from the Related Reviews view
We shouldn't be limited to doing certain things only when we are looking at the Grant detail. For example, when I'm looking at related Reviews, why can't I either Manager Reviews or add a new Review? This seems like an obvious task I would want to...0 Reviewed: Voting Open
-
Applicant's information from Stage 1 app is not inherited into Stage 2
Enhancement Brief Description "Global" inheritance of Stage 1 application values into a Stage 2 application Current Function A client must manually define on a field-by-field basis if they want each field to be populated with the value entered int...0 Reviewed: Voting Open
-
Send requirements to a different address/ account than primary applicant
•Brief Description: Client would to be able to send requirements to a different address/account than primary applicant •Current Function: Currently when publishing requirements; they are pushed to the account that has submitted the original applic...0 Reviewed: Voting Open
-
Quarter by Quarter Matching Gifts Chart on Dashboard
?Desired functionality: When creating a chart dashboard, Client would like the ability to break down their matching Gifts on a Quarter Basis, versus a Yearly basis. She would like this to be possible in one chart. Current functionality: When creat...1 Reviewed: Voting Open
-
Client would like to be able to sort by secondary codes
Current functionality: When you sort a report by Payment Fund it sorts by primary code but does not group by secondary code. Desired functionality: Client would like to sort by secondary code after primary code so that the codes are in alphabetica...0 Reviewed: Voting Open
-
Client would like functionality for Affiliation address
Enhancement requested: Ability to add an Affiliation address and indicate whether or not that address should be used ie, a check box on the Contact record, you can check the box to use Affiliation address, then affiliation address can be entered. ...0 Reviewed: Voting Open
-
Add Organization A.K.A. field to Quick Find Preferences everywhere Organization Name field is available.
It seems obvious that Quick Find searching should be able to search the A.K.A. field as well as the Organization Name field. The Organization A.K.A. field should also be available in the Filters list for any record type where Organization Name is ... -
Client would like an Enhancment to "not " remove required GO fields form Blue Print forms
**BRIEF DESCRIPTION: Client would like an Enhancment to "not " remove required GO fields form Blue Print forms ***CURRENT FUNCTIONALITY: Currently users are allowed to remove fields from default forms that are required to create new organizations ...0 Reviewed: Voting Open
-
Add more than 2 titles/subtitles to reports in Report Designer
•Brief Description: Client asking for more flexibility in Report Designer •Current Function: Currently, users can only add two subtitles to reports •Desired Function: The client wants to be able to add more titles/subtitles to reports •Reason...0 Reviewed: Voting Open
-
See all reviews when viewing related records in GIFTS Online
NEW FUNCTIONALITY Client would like ability to see all reviews when viewing related records in GIFTS Online CURRENT FUNCTIONALITY When viewing related reviews, client has option to view external or internal reviews via radio button REASON FOR FUNC...0 Reviewed: Voting Open