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The ability to restrict the email structure in a contact table
It would be helpful if at the contact table level, we could select the email structure that we want. Right now, you can control the email structure when it is its own field, but not in the contact table area. For example, setting up the validation...0
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Rename Title for Requirements Submitted Through New Grant Portal
Submitting at the request of Merri L from customer support. In the new application system, submitted requirements/progress reports are logged into the request record with the title "Application." It would be helpful if this title could be changed ...0
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Request Revision- Ability to Update Organization Selected
Currently, if an applicant accidentally selects the wrong organization on the first step of their application, when sent back for revision, they are not able to change it. They instead have to cancel and resubmit. It would be nice if that feature ... -
Group pertinent column items together in list for selecting
Scrolling to find every type of phone number...address etc. is a pain. Put them in alpha order ---Address: Home; Address: Office; Address: Program Site...Phone: Home; Phone: Office; Phone: Mobile; Phone: Program Site... less scrolling. FYI--please...0
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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...7
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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... -
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... -
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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Automated email to confirm submission of a revision / revised form
Applicants receive a automated confirmation email when they first submit their application, but if it's sent back for revision, they do not receive an automated email to let them know that the revised form was submitted. We have gotten follow up c...0
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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