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Default classification on individual forms instead requiring all forms to match
This addition would allow for speedier request entries when creating multiple of the same. The cumbersome process of selecting each classification field would be negated. -
Manage Dashboards - Order users by Group Type
Desired Functionality: Client would like the ability to arrange the Manage Dashboard user list by "Group Type" rather than showing the list Alphabetically. Current Functionality: in Manage Dashboard, all users appear alphabetically with no a...Reviewed: Voting Open
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On Requirements Tab - Eliminate in Progress
The drop down menus for requirements confuses grantees. I recommend instead of having an in progress section you just have new and submitted. This way they see the reports they still need to submit as soon as they click on their requirements tab. ...Reviewed: Voting Open
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Preview correspondence generated from templates
•Brief Description: Client requesting ability to Preview Correspondence with Templates •Current Function: Currently, in order to view Correspondence that uses Templates, you must Generate the Correspondence (be it Letter or Email) to confirm that ...Reviewed: Voting Open
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Client would like a way to specify in grantee account what organization the application is for
Desired functionality: Client would like an additional column on grantee account page to list the organization the application is for. Current functionality: There is no column specifying organization. Reason: for the ease of applicants who ...Reviewed: Voting Open
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Reduce the size of the CC and BCC boxes in the Email windown when Generating Emails in GO.
These boxes are taking up too much real estate in the email window. They are so large they could probably hold 20 or more email addresses. And the fact that the "Previous" and "Next" arrows and the "Skip" box are at the bottom of the window doesn'...Reviewed: Voting Open
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For new requests, enable primary contact information to be pulled through from what is provided on the application form, rather than default to an existing contact if the organisation is already on Gifts.
When an application is retrieved and the organisation is matched to an existing one through the IGAM duplicate checker, the request automatically affiliates with the organisation’s primary contact, which is not necessarily the primary contact prov...Reviewed: Voting Open
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We need access to payment details on a progress report form when it's tied to a payment requirement
We should be able to add the payment amount and due date fields, for example, on a progress report that is published for a payment requirement. -
Allow letter templates to be selected when using 'Email from template' with default recipient 'Applicant Account' selected
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. -
Add Budget Endpoints to API
There have been frequent requests to add API endpoints for Budget related data. Allowing for updates, appropriation, etc. from an external source would help many clients achieve their goals.Reviewed: Voting Open
