Our team uses both GrantsConnect and CSRconnect and love the idea that we can have at-a-glance views into giving and engagement through Impact Edge. This tool could be especially useful for our supervisor who may want to share the visuals in stake...

The current Payment Processing import template allows users to update payment statuses to Cleared, but it does not provide a field to populate the corresponding Cleared Date. As a result, users cannot fully rely on the template to update payments ...

While the new signature functionality can be helpful for some it doesn't reduce the current effort for our team. Since we still have to download the pdf and upload it is just as easy to sign in Adobe on our end and finalize. If there was the abili...

When charities select their entry from the charity bucket, we would like them to be able to go directly to their charity record rather than OSCR’s main page. We would also like a direct link to their OSCR record on the admin side.

Though we are able to update reporting, there is a flaw in the logic that one must recommend funding anything even at $0.01 when we're in reality recommending $0.00. There are workarounds, it just feels like a flawed logic.

Users can access approved and submitted applications through the Application Dashboard and download the associated data. During testing, we confirmed that the export functionality is currently limited to the CSV format. This creates usability chal...

A drag and drop option to reorder workflow levels would make life easier.

Once all the workflow levels are complete, we have a level 'Closed' But there is no way to ensure the forms being view only for all form types. Progress reports are still available, which makes it difficult to control updates to the application

After submitting a request, there's no intuitive path for submitting another one. It would be great to add a prominent "Submit Another Request" button. While there are work arounds, they are not intuitive and require more steps than they should. T...

We have added some set value and calculated fields to applications and forms. We would like these to calculate on previously submitted forms, it should not need to be edited to trigger these calculations or set values.