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Stewardship System Admins should not be able to delete scopes created by System Admins or other users.
Stewardship System Admins are able to delete scopes created by other users - including those created by System Admins and other users. Become User for this Stewardship System Admin: https://maryt.academicworks.com/admin/users/64 Note that you hav...1 Reviewed: Voting Open
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Allowing only Stewardship Sys Admins the ability to delete grid views and/or only allowing those who created a view to delete their own view, not allow users to delete grid views that were created by others.
Users should only be allowed to delete their grid own created grid views, not those created by others. Seth Morgan shared on 7/30/19 that this is in the roadmap and should be accomplished by Q4 2019 or Q1 2020.1 Reviewed: Voting Open
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Only allow Stewardship Admin to set default grid view
Best practice to provide users with a default grid view based on feedback but continue to allow others to create their own views. We ask that only Stewardship Admins can set default grid view, not Stew Act users. Seth Morgan on 7/30/2019 shared th... -
Disbursement Grid Shows All Post Acceptance Questions
On Stewardship, when you are looking at a disbursement, we noticed that under Imported Fields, all post acceptance questions show up rather than just the one for the disbursement. I was told that the system doesn't currently distinguish which enab...0 Reviewed: Voting Open
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Real Time Fund Data in Stewardship Management
Problem: CMC's donors periodically ask for fund balances, they would like the balances in BBSM to be updated in real time so donors can log in and see their current financials at any time. Towson also brought this up on our BBAM call yesterday.
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Reviewed: Voting Open
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Ability to Mass Merge Funds in STM
I am working with WISC and they are at the task of needing to mass merge their funds that share portfolios with the same aux code. They have a ton and this cannot easily be done from the grid nor can the shared aux codes be easily identified as th...
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Reviewed: Voting Open
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Allow email addresses for the STM Contact Us field/button
Currently the only type of link you can put in this field is a regular URL, which doesn't appear to be consistent with the footer links on the SM page. For example, I could put a footer in that says Contact us and link it either to a website OR to...
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Reviewed: Voting Open
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Allow Opp Admin to act on donor profiles but not user accounts. (Advance)
Institution allows Alumni Foundation access to administer Donor information, however since it is a 501c3 separate from the university, their data sharing agreement does not allow their users to act on accounts from any of their enterprise systems....0 Reviewed: Voting Open
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Interim workflow status when a change is made in Stewardship
User would like to request an interim workflow status after a post-acceptance question for example has been changed. To be sent to a role that approves and marks for permission to publish. These edits would be in history. It would be helpful if em...
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Reviewed: Voting Open
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Seamless login from BBIS system for donor contacts to get logged into AW
User would like to request a link be embedded on the institution side, possibly within BB CRM/ BBIS systems where the donor logs in once and it takes them into both softwares with a single sign-on. Right now they are concerned their donors will ha...
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Reviewed: Voting Open