-
Allow tick boxes for classification fields in YourCause
Currently, classification fields can only be dropdown menus. If applicants want to select more than one option they have to keep going into the dropdown menu to select multiple options. This makes the question/answers unclear for applicants and is...0
-
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...0
-
Make YourCause verification optional
We work with small rural churches who do not have EIN numbers and I have heard from other users who work with grassroots orgs that the EIN verification step is also causing them issues. Implement opt-in on this feature.0
-
New Portal - Pending Submissions Columns
On the new portal - when viewing pending submissions if I remove or add columns to the view it would be helpful if I could save them so that I don't have to re add those columns or remove the unnecessary ones each time I am trying to view my pendi...0
-
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...3 Planned
-
New portal: re-instate the 'In progress applications' report please
It appears that it's not possible to use the 'in progress applications' report in the new porta. This means it's impossible for us to predict and plan for the quantity of applications which are in progress and likely to be submitted. Similarly, fo...3 Planned
-
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...0
-
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...2
-
When checking duplicates, we should NOT have to open the application to see what organization address we're looking for and we should not have to search for an organization to confirm the address of an existing matching organization or to search for an existing matching contact.
We need to see more of the applicant input on the Consider screen. It is now not possible to link an application to the correct organization record in our database w/o opening the application during consideration, in the same window it appears, an...0
-
Change how the "application status" is listed for applicants in the new portal
In the new portal, the "application status" that applicants see is really more like the "program status." Even when a request is approved, the status will stay as "In Progress" until all requirements - even reports that may not be due for many mon...6