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  1. Hi --

    When I log into your support site, I always have to completely type my username and password. I thought maybe this was just a setting on my PC, but doesn't seem to be. (I checked my settings, and also most other sites, incdluing our regular login to GLM, DO suto-complete my username & password.

    Would it be possible to have a "remember me" box we can check at login, or have the site attempt to auto-complete once we start typing?

    Thanks,

    Meredith

    posted July 18, 2012 by Meredith Huffman, Genuardi Family Foundation

    1 vote

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  2. It would be nice to have the "Log In As User" button appear consistently when looking at a user's details.

    Right now, when you choose "Edit Contact" from the page summarizing an application, you can edit contact details but not log in as that user. However, when you choose "Edit" from the organization summary page you can edit contact details and log in as that user.

    My suggestion would be to put the "Log In As User" botton any place you can edit a user's details.

    Aaron

    Idea posted August 10, 2011 by Aaron Spevacek, Foundant Technologies

    1 vote

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  3. Each year for our Form 990 we have to supply information on our grantees including their "Reason for Public Charity Status" (Schedule A, Section 1 on the Form). Currently we request that information in the Grant Agreement, but it would seem to make more sense to have potential grantees provide that along with other organizational information. What do you think?

    1 vote

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  4. Hello:

    The "red X" that is showing up in the file upload section is causing much confusion among our applicants. They think this means that the file has not been uploaded, or there is an error. I understand that it is to delete the uploaded file. Perhaps a different icon could be used? Or a Delete icon? We are now receiving the attachments via fax, email etc as so many applicants are stating they cannot upload documents...when in fact they have been uploaded.

    Thanks!

    Emily Bronson

    Program Coordinator

    Berkshire Taconic Community Foundation

    1 vote

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  5. The application page for our users has been a source of confusion even among, presumably, sophisticated users who are neuroscientists. In particular, the question we get is, "Where do I click to apply?" (We add a number of links to our process description which, admittedly, does not help.)

    Currently, there is great (now even greater) flexibility in how the process descriptions are formatted. However, there is no similar love for the process title. It would be nice to make the process title – ultimately, the link to the actual process application page – to stand out by being in bold…

    1 vote

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  6. I like being able to see which staff last modified a form... that is, I would like it if it were accurate. The "Modified By" column does update when you move questions, but not when you edit the question text within.

    1 vote

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  7. Because we have many repeat grantees, it would be useful for them to be able to copy one of their old apps into a new one and then make the minor necessary changes as needed (date and amount, for instance). This would keep them from having to re-enter a lot of information every time they apply for a grant. Thanks!

    Idea posted September 26, 2011 by Kendra Hendren, Dietel Partners, LLC

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  8. It would be helpful to be able to preview a process' report fields without going into a form and attaching the process.

    Maybe where we have "Save Process", "Cancel" and "Copy Process" we could have "Preview Report Fields". Then when a person clicks on "Preview Report Fields" we would be shown the same thing we would see if we attached it to the process' application.

    I don't know if this is possible. It was just a thought.

    Angie

    posted July 22, 2013 by Angie Boecker, Central Minnesota Arts Board

    1 vote

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  9. Is there a way to exclude or select multiple processes from
    the drop down list menus? Instead of selecting one process at a time for say
    "applications submitted" I would be elated to have either a “select
    multiple processes" option (Shift click?), or an "exclude
    process" option. Thank you!

    1 vote

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  10. It would be helpful to add one more field as an option for reports and that is sort name. I use organization name, but those agencies with a The in front of their name throw off my alphabetical list every time! And I too think it would be helpful to have an uncheck all box in table layout.

    Thanks.

    Laura

    posted March 12, 2013 by Laura Duty, Carl B. & Florence E. King Foundation

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  11. In addition to the "Not Included," "Included," "Required," and "Internal" states, add a "Locked" state to report fields. This would allow them to appear on the selected forms but not be editable. For any content to show in these fields they would have to be included on a previous form in an editable state, and then that information would be used as a reference on future forms with the locked state. For example, I have a "Grant Conditions" field in the "Included" state on an approval form, and want it shown in the "Locked" state on a follow-up form, so…

    1 vote

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  12. Our board finds that when completing Evaluations, the organizations who are unlucky enough to have names starting with the later letters of the alphabet get less reviewing attention (because you need to scroll down to see them on the screen). If there was a way to adjust the sorting and display of organizations during the evaluation process, it might help level the playing field among applicants being reviewed.

    Sorting by date the application was submitted, geographic area or program area would all be helpful, in addition to alphabetical. I'm picturing a drop down box where the Evaluator could select how…

    1 vote

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    3 comments  ·  UI/UX  ·  Admin →
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  13. The new box for selecting multiple processes is great, but
    can we get one Deselect All button at the top of the page? As it stands now, we
    have to click the box, then click box at the top of each list twice to deselect
    all before then clicking to select the ones we want. That's a lot of clicking!

    Also, maybe have the Archived processes deselected as a default?

    Thanks,

    Mary

    1 vote

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  14. We use the same basic set of email templates each year. I would like the ability to copy each template, so I can edit it with the correct dates for each year. I thought I was doing this when I opened an email template and changed the name to 2015 LOI Invitation. Unfortunately, all that did was delete the template for 2014 and change the template name in the email history for the Organization.

    Helen

    1 vote

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  15. It is a great feature to be able to toggle column labels to adjust sorting when viewing the open request dashboards, e.g., by process or organization name. However, I think great improvement would be to change the applicant name sorting to be by the Last Name and not by First Name as it is currently implemented.

    1 vote

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  16. When I added our new CEO as an administrator to our site, he was automatically added to all email notifications that go to administrators. With the 5.0 release, it requires a lot of work to go into each folllow up form and each step of each process to remove him from the notifications. It would be great if there were either a way at the start to indicate whether you want a new administrator to be added to all or none of the notifications (and then they can be added specifically where applicable) or a way to see which notifications…

    1 vote

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  17. It would be helpful to be able to add follow ups from the decision\approval page.

    1 vote

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  18. Email notifications for both administrators and evaluators should be controllable from the profile. Currently, you can control which notifications administrators receive from their profile, which is much easier and faster than clicking through all the forms and processes to turn them on or off. The same control (in the profile) should be possible in evaluators' profiles too.

    1 vote

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  19. My organization uses Foundant for scholarships opportunities and we have a variety of different scholarship fund applications in the system. I'd like the ability to direct applicants right to the application they're interested in after they log on, yet still have the ability to go back to the Apply page and see all of the scholarship opportunities. I asked this question to my client rep and received this response as a work around, but it doesn't seem like it would work well for us:

    "There is not a way to link directly to an application. The system must always
    be…

    1 vote

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  20. Excited about the chance for applicants to edit their organization info!

    I realize that the release notes say the standard email to the applicant "Organization Information Updated" cannot be
    edited by individual foundations. But it's so tech-speak and doesn't include any instructions for what to do next.
    From: "United Arts Grants" administrator@grantinterface.com

    Date: November 18, 2015 at 6:25:17 PM EST
    Subject: Organization Information Updated

    Reply-To: noreply@grantinterface.com

    Changes for United Arts-TW TEST made by Mary G :

    / Old Values /

    State : FL

    / New Values /

    State : FloridaCan Foundant make the standard email a
    little more clear? Something…

    1 vote

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