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html tags from application appear in Word documents from Template Manager
The html tags from the application fields that populate a Write-Up from the Template Manager should not appear in the Word document created. They are the html tags to create bold text in the application which appear in the Word document and in fac...0 Reviewed: Voting Open
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A Query Library
IT is good to be able to share our working queries we are using and their related use case scenario here in community maybe as a separate tab.0
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Limit who can delete alerts in G.O.
If someone accidentally takes out an alert because they think it is no longer useful, there is no way of telling if an alert was placed in that record in the first place or what it was.0 Reviewed: Voting Open
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API endpoint for Affiliation
Currently, there is no endpoints for retrieving/updating Affiliations in Blackbaud Grantmaking. I suggest the following: getAffiliations where it can take up to 4 optional arguments (role, organization, request, contact) updateAffiliation(Affiliat... -
Note field in dashboard syncs across all users
As the system administrator, I would like to be able to place the "note" on each user's dashboard, then have whatever I type into the master Note box then be pushed out to the dashboard of all users. This way I could use the Note to make system an...0 Reviewed: Voting Open
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Restrict certain users from seeing certain documents on a record
I've been reviewing user roles and user groups recently and restricting record form access/views (in the Blueprint forms library) Users that aren't assigned to a form - either as part of a group (Grants manager or programme officer) or individuall...0 Reviewed: Voting Open
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Summary of Payments - By Month report
Recently, a client commented on the fact that we have Payment Summary reports that pertain to coding sheets, but not by month. The client would find this helpful as an easy way of breaking down the calendar year where her payments are concerned. S...0 Reviewed: Voting Open
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Notify staff when requests are assigned
NEW ABILITYClient would like ability to notify staff when requests are assigned CURRENT ABILITYStaff are not notified when requests are assigned to them0 Reviewed: Voting Open
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Allow Meeting Minutes to be editable when the Request has a Pending disposition
Recently, a client had an issue updating the Meeting Minutes field on a Request because it was still in a Pending disposition. If we allowed the field to be updated while in this disposition, it would give the client the power to track the progres... -
"File No Longer Exists" - Allow Grant Applicant Attachments associated with submitted applications to be Available in their Portal more than 365 days.
MicroEdge currently follows this deletion schedule: Attachments are deleted after 365 days. Applications that are saved but not submitted vary based on type: In progress applications that are 1st stage, and single stage are deleted after 120 days ...1 Reviewed: Voting Open