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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...3
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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 - 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... -
Automated email to confirm submission of a revision / revised form
Applicants receive a automated confirmation email when they first submit their application, but if it's sent back for revision, they do not receive an automated email to let them know that the revised form was submitted. We have gotten follow up c...0
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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...0
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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...0
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New portal: re-instate the 'In progress applications' report please
It appears that it's not possible to use the 'in progress applications' report in the new porta. This means it's impossible for us to predict and plan for the quantity of applications which are in progress and likely to be submitted. Similarly, fo...1
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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
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When checking duplicates, we should NOT have to open the application to see what organization address we're looking for and we should not have to search for an organization to confirm the address of an existing matching organization or to search for an existing matching contact.
We need to see more of the applicant input on the Consider screen. It is now not possible to link an application to the correct organization record in our database w/o opening the application during consideration, in the same window it appears, an...0
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Give us the ability to view submitted documents in the Consider phase.
It would be very helpful to be able to view submitted documents in the Consider phase for pending applications. This would allow us to confirm the documents are indeed what are required and that they come through without any issues. If there are a...