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Add "Not Done/Closed" Requirement Status Option Outside of "Done" & "Not Done/Open"
Without additional status options, it's difficult to track why requirements are "not done." Many are incomplete but "open" and still need to be collected. Many others, however, are incomplete but closed: they no longer need follow-up, yet we want ... -
Add "Total # of Requirements" as a Column Option in Manage Views on Request Level
This would allow me to ensure I created the correct # of requirements for a large batch of requests all in one glance. -
Auto email confirmations for review
Reviewers often email us directly to ensure that everything is properly submitted in the Reviewer portal. It would be great if we could send an automated confirmation email when they have completed all reviews of a certain stage/form/due date. Whi... -
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... -
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... -
Customize fields in YourCause view
We allow grantees to submit more than one application per cycle. Right now, there's no way for them to tell which application goes with which project besides application ID number which is not intuitive. Would be helpful to be able to display cert...
