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4 results found

  1. 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…

    5 votes

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  2. Please allow Batch Update to handle removal of Assigned Contacts based on role. The way it functions now, a name is required in order for Assigned Contacts to be removed. Doing a bulk removal via batch update based on role alone does not seem to work.

    2 votes

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  3. When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.

    3 votes

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  4. 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

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