Add Notification Email for Funders when Applicant Cancels Application
In the new Grants Portal, applicants have the ability to cancel/withdraw an application at any time. When they do so, they receive an automatic confirmation email if activated (System Email GC-78). However, the grants manager/funder does not receive a copy of this email and is not automatically notified of this action. We only find out if the applicant directly tells us or if we notice their application appears in the Declined records.
We need to be automatically notified of this action as this has budget/docket implications. A very easy fix would be simply to add a BCC option to the GC-78 template, which is not possible at this time.
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Guest
- Dec 12 2024
Related ideas
There should also be an activity record of the applicant withdrawal in BBGM. We are now facing a dilemma where an applicant withdrew and the new applicant owner is not aware of who and when this was completed. We have no way of knowing since there's no record of the withdrawal other than a status change and a declination. There has to be a documentation confirming who and when internally in BBGM.
This needs to be added ASAP. I had a request approved and the payment set up but the grantee withdrew the app after it was approved and I got a not helpful error message (no reason given) when I tried to generate the check payment. After much digging, I discovered on my own without direction from BBGM that the grant app was withdrawn after I approved it.
Also please be aware, the grantee can hit cancel at any time and it will cancel the grant in BBGM even if it is an approved grant with payments!