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Portal Collaborator Contacts could be excluded during consideration process.
Allow administrators to uncheck or disable the automatic creation of collaborator contact records in the Application Consider process wizard. Currently, collaborator (those given access to their portal by the applicant) contacts are added automati... -
adding a configuration option that only restricts organizations whose applications have been approved and awarded
Would like to add a configuration option that only restricts organizations whose applications have been approved and awarded- in any/all past cycles, while still allowing organizations with denied or unsuccessful applications to reapply. This is f... -
Make Program Area available for Pending Applications
Program Area used to be a visible column for pending applications (yet to be considered). We receive as many as five Program Areas per application per cycle and having that visible enabled us to prioritize the order that we considered requests. We... -
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... -
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... -
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... -
'Add new entry' for more than just contact tables
I have a progress report I am working on that I want organizations to be able to enter in at minimum 3 KPIs, but any others they are tracking, and there is currently no way to do this. The information I want to collect is like a table, with the th... -
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...Planned
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New Forms - Delete button on request record should actually delete the request
As the person tasked with managing our grantmaking software, I am required to do all sorts of tests for our applications, which means creating dozens of request records. Previously, I was able to delete these test requests by clicking the delete b...
