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Opt out of sending email notifications for reviews
Client would like the ability to determine if Review notification emails go out to the reviewers. The client prefers to customize each email for the individual reviewers. Submitted on behalf of a client by helpdesk0 Reviewed: Voting Open
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Have an option to have a Requirement contact default to the person who holds the IGAM account
In GO - when a requirement is created the Contact defaults to the contact on the Request record. This is sometimes different than the owner of the IGAM account that created the record. We would like an option to have the Requirement contact defaul... -
Identify the Primary field value on the Review screen in Reviewer Portal.
When a coding sheet field is added to a Blueprint Review form, the Primary value flag (the star) does not appear on the Review screen in the Reviewer Portal. The Reviewer cannot tell which of the displayed values is the Primary one for the field.0
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Ability to change the affiliation default for a contact record
We add a lot more board member contacts for our grant recipient organizations than we do employees. It would save time to be able to change the affiliation default for a contact record. It currently defaults to "Employee". We would like to ability...0
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Need more than 2 levels of relationships in orgs. Parent/child/grandchild
Certain orgs have Territory, Area, Location1 Reviewed: Voting Open
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Make Parent Organization ID column available in the Workspace.
In the Workspace for Organization records, I can only add a column for the Parent Organization Name or the Parent Organization Block. The Parent Organization Block does not include the Parent Organization ID. We should be able to see the Parent Or... -
Reminders can only be sent once
If a record meets the criteria for a reminder to be sent out then this can only happen once even if the record is changed to meet the criteria again at some point in the future. For example, you may have a reminder setup to be sent out one month b...0
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Ideas for Reviewer Portal
I would like to suggest the following for the Reviewer Portal: 1. Have the option to remove Active, In Progress, or Pinned options. Our reviewers do not use Pinned and are confused with difference between Active and In Progress. All they want is...1 Reviewed: Voting Open
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Consider adding the Progress update notes in the file extract when exporting data from Outcomes
The information in the notes are vital and valuable in our analysis and evaluation. Instead of opening each of the grantee's notes to know what's going on, including them in the extract as a field will save time and it's equally important as with ...0
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Report to show IGAM resubmissions that haven't been resubmitted
There are standard reports to show pretty much everything else but this.