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More detail in pie charts in GC widgets (merged)
Clients who will benefit from this are Iron Mountain and Sony Adding in more options to show numbers/amounts/sums within the legend of pie charts, when creating a widget. Client doesn't feel the pie charts are useful as either way they need to use...0 Shipped
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Ad Hoc Reporting - field selection by Label
Currently, in Ad Hoc reporting, fields are labeled/identified by their field name. We'd like to be able to search for field by their label. Issue: many fields were copied/pasted during form creation. In order to find the fields in reporting, I mus...0 Shipped
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Edit "Go to Grants Connect" button in emails
“Go to Grants Connect” text and URL is hard coded into communications.2 Shipped
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Applicant should be able to delete 'Cancelled' application
Most of the time, the applicant is cancelling the application because they want to get rid of it. I don't know if this is for the client benefit, but I have had a few client contacts now ask why they cannot delete 'Cancelled' applications since th...3 Shipped
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Add Declined Date as filter option in Applications tab
At the moment there is only a filter option for applications submitted by a certain date. -
Add Your Own Org Modifications
Teva is in sixty countries. Some of their countries are reporting issues because they don't have government tax ids for some of the orgs they are adding. As they are disbursing themselves, it's really up to them to vet the org before they add it t...1 Shipped
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Full transparency at all levels where org is listed if it needs vetting
This would be useful because we don't know when an org is eligible or needs vetting until sometimes AFTER a grant has been approved. The flag or needs vetting sign that shows up in CSRconnect could also be used in GC. See my video for more info. T...0 Shipped
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Copy Workflows from UAT to Prod according to settings, not order of creation
Currently, workflows are moved from UAT to Production in the order of creation. This presumes the original set up was 100% correct, which is not necessarily the case.Since workflows are copied to prod in the order of creation:-Reviewing set up is ...0 Shipped
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Change the text on the search organization and add organization screens to make it more generalized and less US-centric
When someone is registering themselves for grants or they are searching for their organization when adding an application, there is a lot of language around "please enter your EIN ...." but every country has a slightly different ID that they would... -
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.