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.

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Susan Lotreck commented
Agree with all the points mentioned. In addition, please update the button label from 'SEARCH GRANTEE' to 'SEARCH GRANTEE OR FUND".
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Lori Trenholm, DCCF commented
Agreed all around! The Grants page is a mess and not organized well at all.
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Heather Hoy commented
Here is an additional suggestion! Once someone clicks the "Create Grant Requests" button (the one at the top of multiple pages) -
provide the following option tabs:
Previous Grantee
Search Grantee
Manual Grantee
COPY PREVIOUS GRANT RECOMMENDATION
EDIT OR CANCEL RECURRING GRANTSthis makes more sense than asking fund managers to go to a completely different tab on the left side navigation to complete what is essentially all the same task.
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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.