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Automatically save Charity Check report as a document when using Research Guidestar
Client using Research Guidestar feature would like the Charity Check report to be auto-saved as a document record associated to the Organization. As a workaround, they've been clicking into the Guidestar site > download/saving report > uploa...0 Reviewed: Voting Open
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HTML image of calculator icon shown next to calculated fields should be designed as a .jpg, not as a .html image
Current Functionality: When an application containing a calculated field is submitted by an applicant, the applicant receives an HTML copy of their application which includes an HTML image of a calculator found next to their entry into a calculate...0 Reviewed: Voting Open
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Batch Update Functionality should work like GIFTS Classic & GIFTS Alta
We've got another chunk of functionality that works fine in the installed version of GIFTS and isn't present in GIFTS Online, and that's batch updating requests. I want to be able to take a whole batch of requests, check the checkboxes for them, a...0 Reviewed: Voting Open
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Format State as abbreviations in exports
NEW FUNCTIONALITYClient would like ability to format state fields in export in GIFTS Online CURRENT FUNCTIONALITYState fields cannot be exported as abbreviations0 Reviewed: Voting Open
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Add Custom Fields in the same fashion as additional Tax Status fields are added
•Current Function: Currently, users can add custom fields to a form, but if they want multiple entries in the same field, they will have to add new custom fields to accommodate. •Desired Function: Recently, a client asked if we could have Custom...0 Reviewed: Voting Open
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Client would like to publish Payment Requirements to Web from the parent Request record
•Current Function: Currently, users may publish Requirements from the workspace for the Payment that the Requirement belongs to or from the Requirement record itself •Desired Function: The client is asking that the Payment Requirements allow for... -
In a Report Column, Client would like Zero Value to be omitted or display as Refund Value
When pulling a Report for Total Payment Amounts for a given year, Client would like value to automatically display "Refund Amount" if there are no Payments given for that said year. This feature is requested to provide a neatly presented report.1 Reviewed: Voting Open
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Viewing other Reviews
Client requests when viewing other Reviews and they do not use the Decision button (Yes/No) that the decision is not shown on the Review record. It looks like the other reviewers have not decided. See attached screenshot.0 Reviewed: Voting Open
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Make Online Help more visible to clients
Currently, the Online Help feature is only available if you click the arrow icon next to your name and select Help from the menu that appears. To make this easier to access, my suggestion is to make it far more visible - perhaps make Help a link i... -
Client would like the ability to change the font for links on the account page
The client ran into some issues with applicants who were not noticing the New Applicant button and had no way of changing the font size0 Reviewed: Voting Open