9 results found
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Improve Notes to allow tagging people and threaded conversations
The Notes feature is widely used throughout the system for various purposes, including recording ad hoc information, providing clarification, and facilitating internal communication. Each of these actions are done without modifying the original record.
Notes can also serve as an audit trail, used for reminders, comments, and instructions.
When notes are used as a communication tool, there are several limitations:
Notes are presented in a linear format with no option to reply to specific entries, which can make conversations difficult to follow.
There is no way to tag users that you want to assign actions to, and no easy way…
4 votes -
Strip HTML from Rich Text Fields on List View or Report Export
When exporting a reporting that includes rich text fields, the export includes unrendered HTML. This HTML then needs to be stripped out to make the content of the report readable.
Suggest to add an option on the report and list view export to strip html from the export. Include a tooltip to advise that this will impact formatting.
3 votes -
Keep Report Builder window open when saving.
Keep Report Builder window open when saving. This used to be the case but someone decided to "fix" this and close the report builder window when you save. I use multiple screens and every time I save the report builder window and open it again after viewing the report, I have to reposition the pop up window to the other screen each time.
3 votes -
Global Search Functionality
Implement a global search feature that enables users to search by grant name, user name, or organization name. When a user is searched, the results should include:
A direct link to the user’s profile
Links to all organizations the user is affiliated with
A list of all grants associated with the user
This enhancement would streamline navigation and improve access to relevant information across the platform.
This search may be surfaced in the header and should take advantage of the OpenSearch work being done to ensure the fastest performance.
3 votes -
Install "Open in Edit Mode" option for Level 2 List Views and Records
Level 2 activities need an "Edit/View" button toggle. Currently, only Level 1 records and Organization/Contact Profiles have the "Edit/View" capability. We need this on Level 2 to enable our Program Managers to open an External Review form in View mode and then select "Edit" in the upper left to open the form for edits.
2 votes -
Expand options for Dynamic Field Visibility Builder
The Dynamic Field Visibility Builder could be expanded to include the following:
• a larger window
• an expandable window that scrolls
• auto-zoom that allows the text on the screen to be readable at all times
• Save As functionality
• Restore option if a condition is accidentally deleted1 vote -
ability to separate linked UTAs on the left hand side menu
Goal
Goal ability to separate linked UTAs on the left hand side menu (see 1.png).Current state
At the moment linked UTAs are enabled using standard fields visibility. (2.png)This is working as expected from the technical perspective (as UTAs they are grouped by the provider type). (3.png)
From the business perspective it often doesn’t make sense as those groups consist of mixed content e.g. Funding, Meetings or Budgets, Calls.
Proposed solution
We need ability to separate those groups.I think we should have the toggle to do it just like on the Activity List standard field. (4.png)
And on…
1 vote -
Toggle On/Off Custom Field Type
A new Custom Fields type that uses a binary control to toggle on/off. Same as the toggle used in "Track Changes" or "Mandatory" but for Custom Field Types.
1 vote -
Implement a Visual Risk Indicator for Records (e.g., Grants and Engagements)
Introduce a visual indicator, similar to a stoplight system, to represent the risk level associated with records such as grants or other engagements. This would allow users to quickly assess the likelihood of success by viewing the associated risk level at a glance:
- Green – Low Risk
- Yellow – Medium Risk
- Red – High Risk
- Grey – No Value/Not Assessed
Key Features:
Display Locations: The indicator should be visible on the individual record, within list views, and be accessible for reporting purposes.
Data Representation: In addition to the color-coded indicator, the corresponding textual value (High, Medium, Low, or None) must…
1 vote
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