I was just talking with an applicant and she was confused as to which application was for which year/cycle. The only indication of this was the submission date. She was screen sharing with me and I had a hard time tracking what was what and realiz...

I reported this as a bug but was informed that it is behaving as expected. I would like to request an enhancement to the notification process. When no actions remain, the grant managers no longer want to receive notifications. I propose a few opti...

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 from My Applications, it's not intuitive to the applicant that, if they want to create a second or third application for the same program, they have to either re-enter the program specific link or know to find the copy application link w...

After applications are tagged, I'd like the ability to remove tags in bulk instead of doing it individually when the tag is no longer relevant or needs to change. For example, I had 100 applications tagged "Round 1" grants, but now I need to remov...

Customer wants grant managers to only have access to view/manage their specific budget; they do not want them to see each other's budgets. Currently, if you have Budget access you can see all budgets, whereas we'd like it to function like workflow...

Admin would like to create a stat for number of organizations awarded - like we have in insights (please see attached).

Would help eliminate irrelevant options from report builder, view on fields in adhoc reporting is already limited.

If an application is canceled, declined, or able to be approved at an earlier workflow level, all forms that are required at higher workflow levels still populate in the "Application Forms" tab when viewing/editing the application. If the forms ar...

If I'm using complex routing rules for multiple custom forms, it would be helpful to have an "Is one of" option with a dropdown list rather than having to type out the form name verbatim into an open field. The open value field requires me to use ...