The drop down menus for requirements confuses grantees. I recommend instead of having an in progress section you just have new and submitted. This way they see the reports they still need to submit as soon as they click on their requirements tab. ...

•Brief Description: Client requesting ability to Preview Correspondence with Templates •Current Function: Currently, in order to view Correspondence that uses Templates, you must Generate the Correspondence (be it Letter or Email) to confirm that ...

These boxes are taking up too much real estate in the email window. They are so large they could probably hold 20 or more email addresses. And the fact that the "Previous" and "Next" arrows and the "Skip" box are at the bottom of the window doesn'...

We should be able to assign a Contingent flag to Request Requirements so that the Request cannot be approved until the Requirement is marked as Done.

Can we please add a formatting option to the requested amount to allow for a grouping character? Currently, when the grantee enters the requested amount, the org has to count zeroes. I think it would be much simpler and easier on the eyes if the c...

When we review a report, we often receive 10-15 separate documents that are uploaded by the grantee at one time in different file formats (word, excel, etc). To view them in their native formats you have to go into each file to download separately...

Back button sends you to Dashboard, thus having to start over with the record - instead of back one screen. The workflow is so disrupted without this useful and common ability.

This is a universal ask to cover: the merge to PDF option, search columns, ad hoc reports, classifications, etc. It is tedious to manually click each field to get it to the correct position

We utilize Blind attachments (via Grantmaking) so our scholarship applicants do not personally see thier letter of recommendation from their recommender. It would be helpful if the student (applicant) received notifications when a recommender uplo...

We used to have the ability to edit field layout in reports. For instance, the city and state fields could be pulled onto one line to read: Pittsburgh, PA. See attached sample of report form and generation.