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Ability to NOT import applicant information at consideration stage
We have some instances where an applicant will enter multiple contacts on an application but put the same email for all of them (usually when a central grant writer is managing an application). We'd like to be able to opt out of bringing those con...0
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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... -
Turn off NPO Connect for Organisations without a Tax ID/Charity Number
We work with a number of grantees who are not registered Charities and this screen is providing us with lots of issues as the Tax ID is mandatory to complete in order to add an Organisation. There is no ability to bypass this and there is nowhere ...11 Planned
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New applicant portal should not require application forms to include project start and end date
We run some grant programmes where applications always open and are assessed as/when submitted. This is because it awards very small amounts of money to grassroots groups and we want the process to be as quick and efficient as possible. This means...0
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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...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... -
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...2
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Allow different form names that the applicant can't see.
We have two forms that we need the applicant to see as the same name. In my view in the Custom Forms list I need to see them by their separate names and NOT have the applicant see the name.0
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Make system emails deactivated by default
Currently system emails are active by default. It would be easier if all system emails where deactivated by default and we could then choose which emails are relevant to the form and activate them at that time.0
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Not allow submissions where word or character counts are exceeded
We have had submissions with alerts about the character limit being exceeded (255 system limit). Can the applicant be prevented from submitting if it exceeds any system limits to avoid us having to request resubmission?1