For one of our charitable giving programs, our desired reviewer workflow is dependent on a number of factors inclusive of the total amount of the grant application on an individual application basis, and - relevant for this Idea - cumulative grant...

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...

As the lead grant processor at Applied Materials, notifying Executive Directors is a legal requirement by the IRS and our legal department.

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...

Have the workflow level description visible on the application view when you click on the workflow level name to show the users and the description.

We use GC for employees to apply to put on volunteer events that involve supplies that come out of our budget as part of our partnership with Foster Love. Employees submit the application in GC to secure budget and supplies and then must create an...

Ability to add forms to multiple workflow levels if they have the same permissions in Program Setup.

In the new Email Log, it would be very beneficial to be able to do the following: Grant Program-Level Filtering: Enable users to filter and search emails by specific Grant Program(s). This would allow admins to quickly locate communications tied...

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 ...

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.