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Link additional post-approval grant request form in Applicant portal to a Requirement in BBGM, so when it comes in, BBGM records Received Date and Retrieved Date, and we can mark the Requirement as "Done".
No description provided1
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Highlighting a single selection within a dropdown
My team is having a difficult time highlighting a single selection within a dropdown. We are having to hover around a selection to find the 'sweet spot' to get the selection to highlight. This can take 15 to 30 seconds and never mind if you get it...2
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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...5
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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...7
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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... -
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... -
Customize fields in YourCause view
We allow grantees to submit more than one application per cycle. Right now, there's no way for them to tell which application goes with which project besides application ID number which is not intuitive. Would be helpful to be able to display cert...3
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Sub Folders for Organizing Forms in Forms manager
It would be helpful to have a way to organize the forms we create in the forms manager for ease of viewing. For example, if I could create a folder for Program Type 1, Program Type 2, etc. or group the forms by all eligibility forms, all request f...0
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Transfer grantee accounts
In the new portal we no longer will have the ability to transfer an application from one account to another. We suggest that this function should be reintroduced. If an account is created under an individual user and the individual leaves or if an...3 Planned
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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