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Expand the Report entry limit for larger data pulls
There is currently a 13-entry limit for reports; this means when we're generating reports with breakdowns for grantees that have a large number of individuals (eg, wage topups per person) we have to set up two separate reports and then combine the...
Created 15 Aug 18:01 by Ron
Analysis and Reporting
1
Reviewed: Need Further Info
4
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Review Rules - Add 'Number of days before/after' to Due Date criteria
The Review Rules functionality would be very useful if we could assign the due date to be a number of days before or after a date field. For example, if we knew every review needed to be completed within 14 days of the request being created we cou...
Created 15 Aug 15:31 by David Slavin
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4
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Default Title field to document name when uploading documents
The name of the file is normally the same as what I use for the Title field. It would save time if the title field auto-populated with the document name, with the ability to edit.
Created 11 Aug 14:21 by Andie Hession
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Reviewed: Voting Open
10
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Ability to unlink views and searches
At the moment if you want to unlink a view and a search you have to delete the search the view is associated with. This is very frustrating as it means you have to set up the search again. There is currently no simple way to unlink a search associ...
Created 01 Aug 10:52 by Laura Read
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Reviewed: Voting Open
5
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Create Dashboard for newly invited users
I would like to have the ability to create dashboards for new starters ahead of them joining. I have created them in the system which would have generated the invite link to their email account, which they wont be able to accept until they physica...
Created 01 Oct 09:26 by Louisa Robinson
Administration / Dashboards
1
Reviewed: Voting Open
8
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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...
Created 15 Mar 19:09 by Guest
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Reviewed: Voting Open
9
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Extend the time out period for the Reviewer Portal
Currently the Reviewer Portal logs out after an hour. Would like to be able to control the time out setting and create a message to warn them of the timeout. Similar idea exists but for using the Reviewer Portal with a mobile device. Idea 522.
Created 25 Apr 17:10 by Guest
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3
2
Vote
Be able to batch change contacts on requests/requirements/org records.
We should be able to batch change contacts on requests/requirements/org records. It would save so much time.
Created 02 Apr 19:08 by Guest
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4
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Include additional SQL functions in Advanced Search: DATEADD, DATEDIFF, EOMONTH
Including access to functions such as DATEADD, DATEDIFF, EOMONTH in the valid SQL scope of the Advanced Search would simplify and empower date-based searches.
Created 06 Jul 20:29 by Justin Finighan
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12
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Client would like typeface in HTML applications to differentiate from responses
Current functionality: HTML of Application shows text of application all as one typeface Desired functionality: Client would like responses to be a different typeface than the questions - bold the answers and plain face the questions or vice versa...
Created 11 Aug 21:49 by Guest
Applications
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Reviewed: Voting Open
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