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Add attachments to recurring invoices
Why can't you add attachments to recurring invoices? You can easily add attachments to regular invoices, but can't add an attachment to a recurring invoice until AFTER the recurring invoice is generated. This is not feasible. Please add this as an...0
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Requirements/progress reports submitted in new portal should be identified as such, not as an "Application" in the Documents on the Request record
No description provided1
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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
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Stop populating the Recommended Amount field when an application is considered.
There are several old ideas for this same change, but i'm adding another one. This needs changed. It is very inconvenient for many of us who use the Reviewer portal and ask the reviewers to enter a Recommended amount. Currently I have to zero out ... -
Project title and Requirement due date should be visible in the Grantee Portal
Grantees that submit multiple requests cannot see the project title when opening yourcause and will have to open each request to fin the one they are looking for Also, reuirement form does not show due date in the yourcause summary page and should...5
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Impersonate User Feature to Assist Applicants in the Grants Portal
I’d like to propose an idea for the BBGM/YourCause GrantsConnect roadmap: adding a feature that allows users with Admin roles to temporarily view the portal as a specific applicant or grantee. Other grants management systems offer a similar “imper...0
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Batch consider applicants in new portal like in the legacy portal's "retrieve applications" function.
We need to be able to batch consider more than one application at a time like we did in the retrieve applications function from the legacy portal. It is SO time consuming to have to go through one at a time and not a good upgrade for this new port...1
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Ability to view applicant email address on requests
Currently there is no way to view the applicant email address on the request record. The only way to view this is to click on 'transfer grantee account' to view it there, but this is not very convenient if you want to run a search to view these in...0
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New Forms: Term Length should calculate based on Project Start and End Dates
When an application contains both the project start and project end dates field, the "Term (Months)" field in BBGM should auto-calculate the number of months for the project. Currently it is set to 12 months. There are only two options for this se...3
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Ability to change the order of fields in the contact table
Currently there is no ability to change the order of the fields/columns in the contact table. The custom fields are at the end and in a somewhat random order. For example: we have a custom field for "preferred pronouns", which is the one of the la...2