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Allow access to all payment statuses for client-processed payments
We currently only have access to 4 payments statuses within the "Update Payment" box when processing payments. I understand that certain statuses are unavailable to admins when the payments are being processed by Blackbaud so as to not disrupt the...0 Reviewed: Voting Open
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In the applicant portal, add a directive to explain how to start a new application
When new applicants create a log-in, many times they believe the Applicant Portal is where they can start a new application. It's common to have applicants reach out to grant managers because they are in the applicant portal and "can't find" the a...0 Reviewed: Voting Open
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Allow Declined Applications to be Deleted
Declined applications are often archived and not needed for reporting, or have moved to the status of Declined due to testing. Allowing clients to delete these applications would enable them to clean up their GC environment more easily.0 Reviewed: Voting Open
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Ability to use Custom Data Table for Conditional Logic on Forms
We need to be able to have a set of fields visible or hidden via conditional logic based on a value from a custom data table.0 Reviewed: Voting Open
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When sharing a report that you have created, adding the option to notify the individual whom you shared with via email.
Our team often has reports that we might create or adjust to meet the needs of ad hoc requests. As we are still newer in GrantsConnect, we are sharing reports with each other pretty frequently. We think it would be very helpful to have the person ...0 Reviewed: Voting Open
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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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Ability for super admins to impersonate other grant admins/users
Clients often own creating permissions for their teams and being able to impersonate would allow them to know if they set permissions properly and that each user can see what they expect to see. This would also enable admins to better own their pr...0 Reviewed: Voting Open
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Proactive communication to Charity or Client for Stranded Funds
Milliken would like to have a system in place, similar to SFA for CSRconnect, where there is some type of remediation process for voided funds in GrantsConnect. Currently, funds that are voided will remain in voided status until actioned upon. How...0 Reviewed: Voting Open
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Add "not one of" option to Filters to Workflow Levels
There are only currently "not blank" and "one of" as options for workflow levels, but I have a lot of workflow levels. Neither of these is helpful as I am not going to select all but the one workflow level I'm seeking to exclude from that filter.2 Reviewed: Voting Open
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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 ...0 Reviewed: Voting Open