6 results found
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Add a "highlighter" for reviewing text in L1 applications and L2 reports
"Highlights" are exactly what they sound like - background color added to specific selected text.
Permission L1 and L2 form types to accept highlights - application types, report types, etc.
Permission highlighter function for various roles (staff, reviewer, evaluator, etc.) - Permissions should include "Create/view highlight" (user can create and see their own highlights), "View all role highlights" (enable reviewers to see each others' highlights IF this function is invoked on the highlight control menu), "View all highlights" (enable users with this role to see all highlights when invoked on the highlight control menu), and "Highlight PDF" (enable use of…
1 vote -
Shift Click to Select Multiple Items in a List View
The ability to select multiple item in a list view by clicking the first item and shift clicking the last item to select a range of records instead of individually clicking each one would be very helpful.
1 vote -
Hide wf and status updates from Report Builder for non-admins
In system features (global settings), there’s one called “Report – Manager” that allows those roles to access the report feature in system, build reports, export them, etc.
o A subset of these features allow for wfs and statuses updates to be triggered (similar to bulk update)We have a user base that could benefit from self-service reporting, but shouldn’t be able to perform bulk CRUD operations on db.
Suggestion: have a lower perm’d “Report – Builder” that splits off the “Update status” and “Trigger Workflow” features
o This would mirror the personal list view limitations for non-admin users1 vote -
Allow the "Interaction" user interface to send emails to selected contacts using the group emailer.
Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?
Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but…
1 vote -
Records per page
Options for allow for more than 100 but not all on the items per page picker. Often, even when filtered, there are hundreds of results and the option to pick more that 100 but not all is necessary.
1 vote -
Add email standard fields to Archive and MetaData API functions
When a UTA is configured to enable the email activity type, the standard fields “@From Addresssfsffromaddress@” and “@To Addresssfsftoaddress@” that are configurable in list views do not seem to appear in the archive data created by archive feature or the meta data API functions. Can these fields please be added to both the archive feature and the Meta Data SmartConnnect API functions?
1 vote
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