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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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Elizabeth Messerli shared this idea  ·   ·  Report…  ·  Admin →
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  • Rachel commented  ·   ·  Report

    Yes, please clean up these choices and make it easier for our fund advisors. For example, we are promoting a new fund and so donors find it silly to have to click on "Previous Grantee or Fund" when it's nothing they've contributed to before.

    I understand the previous table was a bit busy for the eye, so you are trying to make the steps more clear and understandable, but we're not quite there yet.

  • Taylor Davis commented  ·   ·  Report

    Agreed with what others have said. This is extremely poor UX/UI design, and a marked downgrade from the legacy portal. Please combine the steps and streamline the process. The fewer the extraneous clicks, the better. Thank you.

  • Susan Lotreck commented  ·   ·  Report

    Agree with all the points mentioned. In addition, please update the button label from 'SEARCH GRANTEE' to 'SEARCH GRANTEE OR FUND".

  • Heather Hoy commented  ·   ·  Report

    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 GRANTS

    this 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.

  • Jenny C commented  ·   ·  Report

    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.

  • Jennifer Owens commented  ·   ·  Report

    YES!! I am dreading explaining this page to our fund holders.

  • Melissa Pawlak commented  ·   ·  Report

    This has been flagged by our fund holders and it does cause confusion! I'd love to see this change.

  • Andrea Clements commented  ·   ·  Report

    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.