Currently I am working on WFL that applications will route to without uploaded supporting documentation in GrantsConnect. The client would like to keep this upload fields as "not required" so that the applicant can still submit and come back later...

Our auditors would like to see in the communications about grants not only the name of the organization, but also its registration ID. I am not able to find that token when I go to edit and add it to a communication.

When applicants copy forms, it carries over the original attachments. This allows applicants to submit new forms without attaching new uploads.

Like many funders we sometimes provide multi-year grants to paid out over a few years. However, at the beginning of the pledge grant the nonprofit submits an application. We only need one application for the pledge, but in order to make future gra...

During program set up or edit, when adding the schedule for a form to be sent, add a splash modal/warning when the 'Automatically when the application enters this workflow level' option is chosen alerting that this option will take immediate effec...

Utilize organization information to incorporate in routing rules (e.g. organization EIN, state)

Any applicant facing emails are automatically addressed directly to the individual listed as the applicant. While there is the ability to edit the bcc and cc email addresses, it would be beneficial to be able to send an email with the applicant's ...

When opening the drop-downs to view the rules associated with workflow automation, you can only open one at a time. Sometimes it is best to view multiple to compare where the different routes are going. If we could open one without collapsing the ...

When a user leaves a role and a new user takes their place, the new user must be manually set up with the same roles/permissions, and added to workflow levels and reports. Customer would like an easier/more automated way to replace users in the tool.

It looks like we only offer those Form fields (Created by... and Signed by...) in drill down or as columns for Table widgets. Request that field is supported as a "grouping" / broken down by.