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Batch move schedule date of existing payments
We would like to be able to change the schedule date of existing, previously scheduled payments in batch. Our funding is paid depending on cash flows and subject to change, and so it is not uncommon for schedule dates to change 3-4 times before fi...1 Reviewed: Voting Open
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Application in Progress Report: Sort by date updated or coding
We use the Applications in Progress report often at our foundation. It is very hard in my opinion to read. There should be a way that we can sort the report by the last date updated and coding.1 Reviewed: Voting Open
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Form Designer - Edit Codes
If the 'Require entry at lowest level' checkbox is ticked for a multi-level code via Classifications in BBGM and the code is included in a online application form, the 'Edit Codes' function in the Form Designer allows you to not include the lowest...1
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Add calculated fields from one record type as a column to a search/report of a different type
Recently, a user was hoping to run a Requirement report that included Calculated Fields created for Request records. Currently, GIFTS Online does not allow this - if the Calculated fields were created for Requirement records OR if the report was f...0 Reviewed: Voting Open
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Ability to change the status of a review record
Currently, the review status has two states: In Progress and Submitted. In order to track review progress across multiple review meetings we rely on this review status. However, reviewers have not always 'submitted' their reviews although they are...2 Reviewed: Voting Open
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Upload scanned documents directly to GIFTS Online
Unfortunately there is no way at this time to upload scanned documents directly to a specific grant within GIFTS online without first saving the scanned document to a file within the computer and then uploading it into GIFTS. It would save a lot o...0 Reviewed: Voting Open
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Please make the password reset email more legible.
When a grantee or applicant resets their password for their online portal, they receive a message similar to this: "Per your request, your account password has been changed to {P!]40H{. For security reasons you will be asked to change it when y...0 Reviewed: Voting Open
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Add "Subdivision" to the Quick Find options for Requests.
I think it's self-evident. If we make a grant to a public school district, I sometimes enter the name of the target high school, middle school, or elementary school in the Subdivision field. I'd like the Quick Find to search this field as well as ...0
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In Sky, selecting CC contacts on email correspondence needs corrected to only select the checked contact and not two contacts at once.
This seems like a flaw. Two contacts are selected at the same time, when I am only trying to select one to be copied on the email. Subsequent to that, when I try to delete the unwanted contact, the wrong contact is deleted. I one I did not want is... -
Edit records and generate write ups from iPad
I would like for gifts online to be able to be accessed from an ipad. We have a cloud based mobile program that we cant access...mobile. We can't do write ups on site visits without having to take a bulky laptop or travel and be able to access our...0 Reviewed: Voting Open