We have a customer-directed giving program that allows our customers to nominate a non-profit recipient to receive funds. We are having to manually send bulk emails to nominators at the end of each month to let them know their nominee was awarded ...

Right now there is a vast difference in the Workflow for mass declines and mass approvals. It would be ideal if these had more parity... especially in the fact that they are a single tab (like the mass declines) and emails were enabled by default ...

Payment ID information should be visible next to all Award and Application data wherever possible, necessary for Processing troubleshooting.

Current Limitation: At present, applications must be manually reviewed even when certain responses clearly disqualify an applicant. This creates unnecessary administrative effort and delays in processing. Proposed Solution: Introduce functionality...

Current Limitation: While the platform currently allows importing users directly into workflow levels, it does not support removing users or updating audience assignments in bulk. Additionally, previous requests focused on importing users into Aud...

Currently, Audiences are designed to control users per workflow. However, when adding new users to the platform or updating users due to role turnover, administrators must manually create each user one by one. This process becomes highly inefficie...

When creating a sub-level, and you select "make sublevel rules the same" the routes that are set should be allowed to match the parent level with a click or bulk set routes option.

Allow to pull reporting information from both application side and processing side so that we can pull one report with payment information as well as application details. For example the application id, organization name, payment amount, project s...

We have multiple budgets set up in our system that all feed up to one funding source. Sometimes we need to go over in one budget and account for it by going under in another. There is a pop up box that comes up that says something along the lines ...

As we look to expand communications related to vetting, it would be helpful to acknowledge that the vetting request is received. Just a simple message that notifies them of next steps and ,if applicable, maybe include language that says what email...