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Duplicate Reports should compare first and last names, home addresses
Duplicate Reports should compare first and last names. Also, to have a report that compares home addresses so we can catch duplicate individuals.0 Reviewed: Voting Open
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Skip to previous and next year quickly in date fields
Current Function Search for Events Advanced Search From and to Calendar has only Month arrows to move by month. Desired Function Double angular brackets should be present for year selection in From and To date field Reason For Function Double angu...0 Reviewed: Voting Open
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Wire transfer details should be editable in the Payment record and not require a new window to open.
Opening a new window to add wire transfer/bank information to a Payment record means we can't copy and paste it from the Request record. I have created custom fields on the Request record to collect bank information in the application. In Classic ...0 Reviewed: Voting Open
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Allow Reviewer Portal to View Historical Data associated with Org
If we have external reviewers, I would like to let them see historical data. Say they are viewing an org who was awarded last year and they are being considered this year. I would like a funtionality where they can see the historical data related ...0 Reviewed: Voting Open
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Give applicants the ability to mark an answer on the Coding Sheet as the Primary selection in the field
When a Coding Sheet field allows for multiple answers in the application, the applicant should be able to mark one of them as the Primary value. Currently, the burden is on us to designate the Primary value in the field once we have the applicatio... -
Mark grants Complete in batch
Would help to cut down on repetitive task that is having to be completed per application prior to batch approve status being changed0 Reviewed: Voting Open
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Merge duplicates and keep information from both contacts
We'd like to be able to merge duplicate records but keep information from both contact records. For example, each of the duplicate records may have a different email address; one may be a business address and the other a personal address. It would...1 Reviewed: Voting Open
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edit merged attachment templates
Being able to attach merged templates to emails is almost nice, but we need to be able to edit the merged document!(like we had in Alta) No matter how well the template doc is set up, almost every template form we send out must be edited, even if...3 Reviewed: Voting Open
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Inactive contacts should NOT be offered as an option when checking duplicates for IGAM applications.
Currently a Contact record flagged as "Inactive" is offered as an option when checking duplicates for an IGAM application, and in fact in my situation is offered as the "first", "default" option, which in turn leads me to believe the correct Conta... -
Remove inactive users from Signers listing on Correspondence page
•Current Function: Currently, when generating correspondence from a record type - such as Contacts - there appears a list of Signers in the Signer dropdown menu. This list includes a mix of Active and Inactive users. •Desired Function: The clien...0 Reviewed: Voting Open