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3 results found

  1. Ability to get the latest activity with its fields in a report with L1 as parent dataset

    Users who are in financial or compliance would like to be able to report on existing Grants, with the latest (for example), budget amendment, financial report, etc. The report will contain Grant record fields, and latest budget amendment record fields.
    Currently, using the max function in a report column, only gives the max value of that specific column.
    This function or ability will be useful for a lot of clients.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reporting and Analytics  ·  Admin →
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  2. Preview Subject in Communication Center

    When preparing an email in the Communication Center, the "Preview" button previews only the body, not the subject. It would be great to include the subject in the preview as it contains often variables or sslogic statements

    1 vote

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    Proposed Idea  ·  0 comments  ·  Communication  ·  Admin →
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  3. Enable role filters for Contact Association Listviews in the Submission Manager

    We would like to be able to create role filters for contact association listviews in the submission manager. This capability is already available for global contact listviews, and we believe it would be useful to build custom filter settings to make grant contacts easier to navigate. E.g., a list of all reviewers assigned to a grant, communications contacts, etc. This would enable staff members to open a list of contacts and immediately parse the individuals with whom they'd like to interact directly without navigating through several other names.

    The current views are a bit cluttered with, for instance, 8 reviewers,…

    1 vote

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    Proposed Idea  ·  0 comments  ·  Grant Management  ·  Admin →
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