If Admin creates manual file upload type fund fields and they upload a file, they are unable to then delete it. Their only option is to replace it. Admins need to be able to remove files they may have uploaded in error or as a test to see how it w...

When viewing a fund, and then navigating to the contacts tab, it would be great if you could add a new contact record from this screen: https://hcc.academicworks.com/donor/admin/funds/5/contacts Instead you have to go to Stewardship - Contacts, ...

Cover letter only inserts contact name (which is the Display Name) into the cover letter. I would like to insert a personalized salutation field for our cover letter from the dean.

When creating a fund snapshot, the formatting is only suited for short field names and numbers. If a field name is longer than two words or if the value of the field is text as opposed to a number, then the formatting of the page looks messed up. ...

Problem: If a multi-select/checkbox question from a Question Set is used as a Disbursement or Recipient field in Stewardship, the values show with brackets and quotes around them. While the Stewardship Admin could update these one by one, that wou...

Currently Stewardship System Admins can not add a donor profile image on the Styles page. In the case of UW Madison, their roles are very separated - Scholarship Admins do scholarship tasks and Stewardship Admins do stewardship tasks. For them it ...

After I edit a disbursement, I update the disbursement, and the changes are saved. However, if I notice I need to make an additional edit within that disbursement, and I go back to make the change, all previous edits I made disappear, and the disb...

Our KB documentation states that "the History button will show related information regarding the user..." but if you log in as a Stewardship System Admin and click on the History button of a user you have access to view, it says "There haven't bee...

WISC - Similar to the opportunities grid, it would be great if admins had a way to mass add scopes to funds in STM. For those folks who use Act/View they need to scope their users and if different from the portfolio, there is no easy way to assign...

I believe we overlooked allowing the Stewardship Admin permission to edit the field legends in STM. Login as Jodi: https://wisc.academicworks.com/admin/users/473 try editing field legend: https://wisc.academicworks.com/donor/admin/fund/field_legen...