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Ability to use custom token from forms in CC or BCC field for award and approval emails.
As the lead grant processor at Applied Materials, notifying Executive Directors is a legal requirement by the IRS and our legal department.1 Reviewed: Voting Open
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Connect GrantsConnect and CSRconnect to Auto-create Events
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...1 Reviewed: Voting Open
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bulk add forms to workflow levels
Ability to add forms to multiple workflow levels if they have the same permissions in Program Setup.0 Reviewed: Voting Open
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If sub-levels on a workflow level, allow same routes to be set to all sublevels
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. -
Enable Nominators to receive system-generated email when Nominee is awarded
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 ...2 Reviewed: Voting Open
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Ability to Permission Dashboards/Roles
For clients with multiple budgets and reviewer teams it would be useful to be able to permission dashboards to specific users. We have created dashboards for our different teams so they can manage their own budgets but do not want the different re... -
Bulk manage more than 10 at a time
The bulk select for routing being limited to 10 at a time is cumbersome for groups who need to work with more than 10 grants at a time on a regular basis -
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...1 Reviewed: Voting Open
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Add Attach External Emails option to the main application level page
I am using the "attach" external emails often. It is time consuming to have to click into the application to pull the link. It would be productive to have it added to the application main page as well so that I can grab it to use instead of clicki...0 Reviewed: Voting Open
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Add a "Request Vetting" Option for Grant manager & Status of Vetting on Due Diligence Screen
Currently on due diligence screen it says "Needs Vetting" but only provides steps for nonprofit/NGO to complete their vetting. I want to be able to trigger from the due diligence screen the vetting request to YC. Instead I have to screen shot and ...