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Assign a Review as "Agreed to Review"
I don't give my External Reviewers a choice to review or not review a grant application. All of my Reviews go out as "Agreed to Review" and I would like the ability create them with that assignment.0 Reviewed: Voting Open
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Request the ability to search within a list of records in the GO Workspace.
In Alta, we are able to search within the record list displayed in the Workspace. That capability seems to be unavailable in GIFTS Online. Would like for it to be returned. -
Request ability to preview a form in the Applications Module while it is open and being edited.
After the form edits have been saved, we should be able to preview the form without closing the form editing window. We should also be able to preview an active form. -
Code table values should display fully when selecting them in a Request record
It seems obvious that when selecting value in a code table on a Request record, the full value should be displayed. Even when the window is expanded using the drag button in the bottom right corner, the full text of the table values do not d... -
After closing a Budget Year Window the screen should return to the main Budget window showing all Budget Years
After closing a Budget Year window, the Budget module closes altogether. Why? It should return to the Budget Module home page listing all available Budget years. Impact: Requires me to reopen the Budget Module to open another Budget Year. -
Control when a request can be rolled back to pending
Client would like to control when a request can be rolled back to pending. Such as when a payment for the request has already been exported. Currently, exported payments do not effect whether a grant can be rolled back to pending. The client had a...0 Reviewed: Voting Open
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Set my own request IDs in GIFTS Online
NEW FUNCTIONALITY Client would like to be able to set request_id value in GIFTS Online Current functionality Only services team can set request_id through admin > preferences REASON FOR NEW FUNCTIONALITY Convenience, client would like to...0 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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Batch-update Request Primary Contact
When you transfer a grantee account to a new contact, all requests from the old account transfer ownership. However, this action does not update the primary contact for the requests. It would be great for this information to automatically update w...0
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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