We'd like the ability to add text into a header/footer in the document template. This will allow us to add information that displays at the top/bottom of each page. Currently we have to create documents outside the system and then attach it to sys...

Currently, to build a custom forms report in Ad Hoc Reporting, each field must be dragged over in order (while the form is open in another window for reference). Every form added to the system requires a manual buildout of a report that includes e...

If we could somehow combine routing, users, adding forms, automations, and workflow permissions, all into a visual model, that might be much less complicated for the users to understand. I would also recommend the ability to select multiple workfl...

Many nonprofits select Casey’s Charities instead of their own charity and we request the nonprofit to revise and resend. Casey’s Charities 501c3 is no longer supported which is why the emails are being sent/generated. The emails are redundant in t...

Currently, applications can sit in draft mode indefinitely if no action is taken on them by the client or the applicant. If there was a setting allowing clients to set a date, or X days since application sent, to auto-archive these applications, i...

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.

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...

When using the the Grants/Connect - Yes/No picklist the key for yes or no fills in as 'gcStandard_yes' or 'gcStandard_no' in a report. I am requesting that the key gets updated to 'Yes' or 'No' because it comes across cleaner in a report and doesn...

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

At the moment there is only a filter option for applications submitted by a certain date.