Simplify/Merge the Grant Request screens
It would be so helpful to have the Grant Request primary screen be combined with the Grant Request > Choose Type screen. There are SO many screens for our donors to click through on the new Grant Request options. We liked in the legacy portal that you had the options on the same primary page. Also, would be helpful to have the option to edit the Type buttons text.
Elizabeth Messerli
shared this idea
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Jenny C
commented
Agreed. When there are menu items on the left for "Grants" and "Make a Grant Request," one expects that choosing the 2nd will lead them directly to the screen to make that request. Instead it takes the user to a list of Grants (not sure if these are just grants made in the last month or what...) and then the user has to click Create Grant Request button. It's an unnecessary, confusing and annoying additional step.
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Jennifer Owens
commented
YES!! I am dreading explaining this page to our fund holders.
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Melissa Pawlak commented
This has been flagged by our fund holders and it does cause confusion! I'd love to see this change.
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Andrea Clements
commented
Currently, there are two tabs in the Fund Advisor portion of the portal that seem redundant - Grants and Grant Requests. In the old portal, those two had separate functions. "Grants" listed all grant history, etc. and "Grant Requests" allowed those who had permission to request a grant. In the new portal, the two tabs seem redundant due to the new Create Grant Request button that shows on every tab. The only portion I can see on the Grant Requests tab that is unique is grant requests that need approval. Could all grant information be moved to the Grants Tab and the Grant Requests permission be connected only to the "Create Grant Request" button? When Grant Requests permission is "Yes" then the Create Grant Request button shows. All other pertinent grant information is listed under the "Grants" tab.