Customer would like to have the ability to provide guidance in the org search modal, specifically to address their charity bucket exclusions (e.g. "A, B, and C orgs are not available for nomination through this program because of xyz"). We current...

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

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.

Currently, the Applications view columns are hard-coded and you cannot add columns. Additionally, you cannot export the view. Examples of columns the customer would like to add: Facility name (custom form field), Amount requested, Award amount, WF...

Currently, the forms manager only reflects forms completed in the current workflow. This prevents grant managers from viewing a form if the application progresses into a new workflow. If the forms manager was updated so that it reflected any forms...

Currently, the only emails that can be automatically sent upon entering a workflow are those associated with a form, or an email to the grant manager that applies every time it moves to a workflow. This ask is to enable an applicant-facing email t...

For any users pre-dating standard fields/elements in GC, they tend to have a lot of duplicate elements that can complicate reporting and form building. And example of this is US states - this is now a standard element, but many clients will now ha...

This is helpful when using workflow automation and building a report to show what the pending action is for a grant manager or recipient (review form or impact report is outstanding, etc). If an application is routed to a new level which triggers ...

If an applicant uploads a document that happens to contain sensitive data such as a credit card number or SSN(which is never requested, but is sometimes uploaded by applicant with additional information), could we have a script that reviews inform...

This would be useful because we don't know when an org is eligible or needs vetting until sometimes AFTER a grant has been approved. The flag or needs vetting sign that shows up in CSRconnect could also be used in GC. See my video for more info. T...