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When considering a RESUBMITTED application, display ALL of the organization and contact details for comparison.
When (re) considering a resubmitted application, only the record ID number appears in the Consideration window. The other organization and contact details are missing, primarily name, and in the case of the organization, the address. Please put th...0
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Have the disposition of Approved/Declined display in the Pending Submissions Historical list
The ability to display Approved or Declined in the status column when looking at the Historical Applications list0
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Then ability to cascade selection when using Create/Edit Payments
When setting up multiple payments using the Create/Edit Payment screen, the ability to select the Type and GL Account once and have the selection cascade to all payment instead of repeating the selection multiple times. -
Change the default font in our Application and Forms.
It would be nice to be able to set the font on my forms in the Applicant & Grantee Portal. I want to use Calibri on my applications so when I download the PDF to provide to the Board for review, it is in the font we use company-wide.0
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New Forms - Need the Ability to Delete Forms Created
There is currently no function to delete a from in new forms after building it. We already have a form that was created in error that needs to be deleted and cannot. This will increasingly become a problem. While we can enter "z" in front of the f...7
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Assign email templates to specific application forms
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We need more control over what gets updated in the duplicate check process when considering pending submissions in the new portal.
When checking for duplicate organizations and contacts in the Consider process for pending submissions, BBGM identifies potential matches but doesn't show what information is being matched and what will get overwritten when the request is Consider...7
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New Forms - Submission Errors Should be Blocked/Caught by Forms Prior to Submission
Forms are being submitted but then come in with an error that certain fields are formatted incorrectly or missing. We would like this to be caught on the applicant end during submission, instead of having to republish the form and request a revisi... -
New Forms - I would like to see the # of Pending Submissions on a Dashboard Tile like I could with the old "Applications waiting for Retrieval"
With legacy forms we had a dashboard tile that said "Online Applications and Reporting" that shows are there are x applications waiting retrieval and x reports waiting for retrieval. I would like to see a summary of how many New Forms pending subm... -
Contacts Format/Viewing for submitted PDF Application
The contact section in applications is squished into one side of the page, meaning contacts can take up pages of room, it would look much better if contact details were spread over the page view and not a third of the page.0