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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 ...2
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Edit System Email Templates in New Grants Portal
Certain system email (form emails/communication) templates cannot be edited. For example, template GC-16: Invitation to GrantsConnect.This is very confusing for an applicant to receive an email about the YourCause GrantsConnect System. We should b...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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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...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... -
Consolidating Requests Report/Tracking
We aim to keep our system organized by consolidating all requests from the same individual under a single ID number. However, the current process for combining records (what we refer to as "Organizations," but which represent individuals in our co...0
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Don't auto-send email when requirement added
Let me choose when to send an email to grantee! In the Legacy Portal, I could add requirements to a request and I had the option to generate correspondence (or not!) This was helpful as I batch publish the reporting requirements, but the dates var...0
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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...0
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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...