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Search results page
On the Search Results page, it would be helpful to know if the "Preferred address" on file (to the right of "Name") is inactive/undeliverable/has no valid address or not. So, for example, if the address appeared in green, it would be easy to deter... -
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... -
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... -
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... -
New Forms - Need to be able to use the same report form for multiple requirements on the same request.
Currently, we use a single report form for a specific program, activating it multiple times throughout the year for awardees to report their progress. However, New Forms is requiring me to create multiple versions of the form instead of reusing th...
