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Turn off NPO Connect for Organisations without a Tax ID/Charity Number
We work with a number of grantees who are not registered Charities and this screen is providing us with lots of issues as the Tax ID is mandatory to complete in order to add an Organisation. There is no ability to bypass this and there is nowhere ...9 Planned
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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...3
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Make system emails deactivated by default
Currently system emails are active by default. It would be easier if all system emails where deactivated by default and we could then choose which emails are relevant to the form and activate them at that time.0
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Classification table in new portal should be able to show Tier 1 and only when an option is selected, show Tier 2 options
We have a classification table with 10 options on Tier 1 and each of these options have up to 5 sub options on Tier 2. When adding the question to the new application form, they are offered a drop down menu showing all the 50 options, which is vis...0
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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... -
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...2
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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... -
Option to select fields that get updated when pulling in new applications (in new system)
In the previous application system, there was an option when downloading applications to select/deselect which fields were updated when the applications were pulled into the system. In the new application system this function no longer exists. Add...1
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Allow tick boxes for classification fields in YourCause
Currently, classification fields can only be dropdown menus. If applicants want to select more than one option they have to keep going into the dropdown menu to select multiple options. This makes the question/answers unclear for applicants and is...0
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Transfer grantee accounts
In the new portal we no longer will have the ability to transfer an application from one account to another. We suggest that this function should be reintroduced. If an account is created under an individual user and the individual leaves or if an...3 Planned