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Make a copy of a Dashboard
Provide the option to make a copy of a full Dashboard from year to year. We use GrantsConnect for three separate grant programs and have annual dashboards for each program. Every year, I have to manually create a new dashboard for each program in ...0 Reviewed: Voting Open
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Add option for reports to be scheduled to run on the last day of the month.
Currently reports can be scheduled for any day of the month through the 28th. In order to work around this for the months with more than 28 days when they care cumulative and run monthly, we set them for the 1st of the following month at 5 am. How...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.0 Reviewed: Voting Open
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Trigger automated step to send grantee email when their payment is dispersed.
We had a bunch of ACH payments this month and no one knew where they came from or what they were associated with even after I had sent them a notification. They all circled back asking if it was the same. Is there some way to add an automated step...2 Reviewed: Need Further Info
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Ability to Download a Fillable PDF of a Form for Offline Completion
It would be helpful to be able to enable downloaded PDF versions of a Custom Form preview that are a fillable form so that applicants may prepare offline before submitting. Additionally, it would be great if eventually folks were able to upload a ...0 Will not implement
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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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AI Form Filler
It would be helpful if AI could pre-fill fields on Impact reports and other forms. For example, an Impact Report being sent to a grant awardee could be pre-filled with information from the application like estimated impact or basic details they al...1 Already exists
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Add Parent Charity Details to Ad Hoc Reporting
There are multiple child listings for organizations where we send funds to the main parent organization. An example is American Heart Association. The profile used may be a child charity, but the money goes to the main headquarter location. We nee...0 Reviewed: Voting Open
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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 ... -
Usability of Ad Hoc Reporting
For drag and drop make the two lines a plus sign to add them with one click to the report (they automatically go to the end of the report) Make an X or - to remove them from the report (instead of the two lines and dragging to remove) Remove the l...2 Reviewed: Voting Open