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  1. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields  ·  Proposed Idea

  2. Financial report fund filters  ·  Proposed Idea

  3. Set up notifications/reminders for Evaluators, like Applicant reminders  ·  Feedback Needed

  4. Annual grant letter for an organization - customized merge fields  ·  Proposed Idea

  5. Option for Multiple Answers in Application/LOI  ·  Implemented

  6. back date  ·  Archived

  7. Admin Editing of LOI/Application Form Fields During Evaluation Process

  8. export task notes  ·  Proposed Idea

  9. SLM: List of names & emails for those who passed the EQ for a specific Process  ·  Archived

  10. printing reports  ·  Archived

  11. Add Grant Card Fields to Reporting  ·  Implemented

  12. Integrating Email & Phone Notes  ·  Feedback Needed

  13. Assign Staff Members to Funds  ·  Archived

  14. Lock the name field of a user or add pop-up message  ·  Archived

  15. Copy Daf Grants (and others) and then change as needed  ·  Implemented

  16. Inception to Date Report with Fund Balances  ·  Implemented

  17. Print Reports to PDF - Format Options  ·  Proposed Idea

  18. Grant request notification for staff - can they be targeted based on steward designation?  ·  Proposed Idea

  19. Charity Check summary report  ·  Proposed Idea

  20. date based third party reminder

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