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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... -
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... -
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... -
'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... -
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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Display Requirement Form Names in Documents Instead of the Generic Application Title
When applicants submit Requirement forms (such as ACH forms, invoices, W-9s, etc.), the resulting document title defaults to the original application name rather than the name of the Requirement form that was submitted. This makes it difficult to ... -
Allow application extension for select applicants
Things come up! Sometimes we grant application deadline extensions to certain applicants based on their circumstances. However, there is currently not a way to allow deadline extensions for certain applicants only. We would love for the general ap... -
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...
