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Field Masking on upload and text area fields
Right now field masking is only available on date, external API, number, picklist, radio, select boxes, and text; requesting to add that functionality to Upload boxes and text area fields as well.
Created 26 Oct 21:32 by Beth Wolfgang
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Make Table fields & functionality available for grant manager review forms
The Table functionality is currently only available as an Applicant field and we would like to use this field type in grant manager review forms, as well. In International Paper's use case, they want to display columns for PO Number & Final Pa...
Created 22 Sep 17:05 by Jeanne Whitesides
Grant Managers
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Dashboards - Drill into Pie Chart and Show Amounts when you export
on the dashboards it would be great to drill into your pie charts and export the data AND also show the amounts of the pie chart when you export.
Created 08 Sep 13:57 by Guest
Grant Managers
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Global Giving - Search Database
We are thinking about implementing globabl giving. The issue is that we don't know if an organization is available until we search for it. We would love to have an export of eligible organizations by country to send to our other locations to pick ...
Created 08 Sep 13:37 by Guest
International
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Add payment transaction ID to GrantsConnect Awards tab info
I have found that when researching a missing check or voided check, I need to provide the transaction ID. This is not something that is currently visible, as far as I know, in GrantsConnect associated with grant awards. It would be a great idea to...
Created 16 Aug 01:59 by Lisa Maloney-Vinz
Grant Managers
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Workflow Automation: Remove inactive rules from Sequence Routes modal
Currently, when sequencing automation rules, ALL rules surface. When there are hundreds of rules, it makes it difficult to locate and move them when there are inactive rules in the view. Screen grab attached. Thanks!
Created 03 Aug 20:53 by Beth Wolfgang
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Ability to resend award emails/communications or to extract them to resend
In the current world where there are too many emails, it is not infrequent that a grantee reaches out to say they can't find a copy of the email or never received the email that was sent with award info. Right now, in order to 'resend' it, I have ...
Created 08 Jul 15:05 by Lisa Maloney-Vinz
Grant Managers
4
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1
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"Total recommended funding for approved" Report Field for Custom Forms
This would allow grant managers that are reviewing applications for an organization that has multiple applications see the total amount recommended funding for approved applications. This would NOT include total recommended funding for awarded. Th...
Created 02 Nov 16:20 by Guest
Program Setup
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Add tag search to home, applications, nomination sections
Being able to quickly see how many grants/nominations are tagged in a certain category would improve search functionality. Currently, you have to pull a report to look at items that are alike (education grants, for example)
Created 25 Oct 16:53 by Sara Jatcko
Grant Managers
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Reporting - Add Audit Trail fields to the "Budgets - Open" Template
Make Audit Trail columns from the Edit Budget flow below available in Ad Hoc reporting (all Budgets templates) Date Detail User Impact Additional request: Add a column to specify which program(s) a budget is assigned to - https://dev.azure.com/bla...
Created 18 Oct 04:13 by Jeanne Whitesides
Reporting
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