Some clients have multiple funds so the legend shows up on EVERY financial statement in the portal/pdf report which is a little redundant. CSUS would like the ability to remove legends on a fund by fund basis.

We have stewardship standalone. I am looking for a way to better track the status of impact statement submissions for funds that have contacts in the system. We have many endowed funds that do not have active contacts in BBSM but we still want the...

The issue is, in our system, a disbursement does not show up in the Stewardship - Disbursements grid until the post-acceptance is at "Awarded". This is fine if the scholarship doesn't ask for any post acceptance, because the awarded automatically ...

Currently the "name" column in the funds grid is hard coded to display "name". Wisc would like the ability to have this as a fund field they can update to "Portfolio Name" Change "Name" in grid: https://wisc.academicworks.com/donor/admin/funds ...

Occassionaly, PDF reports will appear to be stuck in "pending" when an error occurred, rather than timing out and showing a status of "failed". It'd be helpful to know that an error occurred, rather than continuing to check for the report.

Currently, currency question types always include decimal points, dollar signs, and parentheses for negative numbers. We've heard requests for the ability to round up/remove decimal points while still displaying dollar signs/currency symbols in fi...

Problem: If there are no bulletins, the first thing you see on a donor report is the snapshot date which client says is confusing for donors who have never seen an endowment report before. Client thinks it would be better to be able to be able to ...

Admins regularly export the All Contacts grid in order to make changes to their contact data. This is problematic because the data is not formatted in a way that can be quickly reimported into the system, as the headers are usually different. It w...

I created a user as a recipient for a scholarship that she did not actually receive and I want to un-link the user from the fund. There currently isn't a way to fully remove them from the fund altogether but you can go to the opportunities/XXX/app...