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Ability to Copy Custom Emails
Currently in the system emails, you have the ability to create copies of the standard emails. Since we often create multiple copies of each type of standard email, it would be very helpful to be able to copy one on the custom emails (copies) we ha...2 Reviewed: Voting Open
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Application download name, include NPO along with application ID
Applications downloaded show default name of application ID - can this include additional detail, ideally starting with NPO name for easy alphabetical sorting of files)? It is taking a good deal of team time to rename files manually.0 Reviewed: Voting Open
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Make application cover pages optional when exporting
Application cover pages are creating additional sheets to sort through when exported - would like the option to exclude cover pages from exports. -
Ability to Export Routing Rules
Workflow Automation is very nuanced and often has many different routing rules associated with a program. It is difficult to look through all the rules to find any mistakes or anything that could be routing applications in unexpected ways. Adding ...1 Reviewed: Voting Open
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Add 'Is Private Org' to Workflow Automation Conditions
When organizations are not in the database, it is likely they will need additional review before a client can fund them. Adding 'Is Private Org' as a condition that can be applied to automation will ensure only these organizations are routed for f... -
Add a "Request Vetting" Option for Grant manager & Status of Vetting on Due Diligence Screen
Currently on due diligence screen it says "Needs Vetting" but only provides steps for nonprofit/NGO to complete their vetting. I want to be able to trigger from the due diligence screen the vetting request to YC. Instead I have to screen shot and ...2 Reviewed: Voting Open
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Clarify in help or on screen the difference between Award and Payment Or change wording in system.
Reporting is becoming more difficult as the product was developed with very different meanings of awards and payments. YC is considering payments as transactions, even if something is voided it's considered a payment, causing reporting to be off f... -
Allow each grant program to have it's own default currency
Our U.S. business units are using GrantsConnect for their grant management process. We would like to implement GrantsConnect in our international business units as well and are starting with our Canadian business unit. However, we keep running int...0 Reviewed: Voting Open
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Include 'Approval Date' on Applications Table
The Updates shown in the 'Applications' page, it would be helpful to show the 'Approved' date, along with Last Updated and Submitted. -
Create permission level between user and applicant (external reviewer)
Some clients require a large number of reviewers, but have to pay for full user accounts. These folks often rotate in and out seasonally, and the permissions of a full users are more challenging to update/adjust. A new level between full user and ...