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Improve error handling for contact imports
The error handling for contact imports is unreadable to users. This requires almost every contact import case to get routed to support for review.0 Reviewed: Voting Open
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Deleting Statement Fields
Ability to delete statement fields instead of disabling them. Some statement fields are duplicates and cannot be removed. Even if they are disabled, they are still in the system. You can add as many statement fields as you want, but why can we not...0 Reviewed: Voting Open
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"Also Email from other pages"
Allow "Act on Selected" drop-down button's "Email Users" option apply to all disbursements from other pages. This will let emailing users from the Impact Statements grid be much easier instead of having to manually copy and paste and email to ever... -
Changing available Record Number on Grids
Requesting the ability to change the number of records to more than 50 on every grid view. -
System report for post-acceptance questions should place questions in same order that they are in on the opportunity record.
System Reports | Questions | Post Acceptance Questions don't appear in the report cell in the order than they appear under Opportunities | Post Acceptance | Questions; they run out in reverse order of how they were posted. I use the report to veri...0 Reviewed: Voting Open
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Add Fund Code, Aux Code and Project ID Columns to Portfolio Fund Report
It would be helpful to have these fields in this report so we can easily see which match with the corresponding portfolio fields. Currently we have to download the Funds grid to get a report with this info.0 Reviewed: Voting Open
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Post-Acceptance photo files assigned unique identifier and all in one folder for merging in InDesign
Hello, we are going to use the post-acceptance process this year to collect information and a photo from all scholarship recipients. We want to create a designed printed piece and merge in all the information about recipients and their photos – na...0 Reviewed: Voting Open
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Add Donor or Org Website to Donor Profile
To add a business or individual donor's website to their profile in Stewardship Management, I have to use an html code generator. It would be great to be add to add the website link into the profile using a hyperlink key link in email.1 Reviewed: Voting Open
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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... -
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