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.

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...

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...

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...

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.

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.

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...