650 results found
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Primary contact
Hello, I know that this has been proposed once. I'd like to be able to have an option of not choosing a primary contact for the organization. In cases where different departments are involved with different projects a primary contact sometimes creates confusion on follow-up/reporting forms. Appreciate your advice. Thank you
1 vote -
Hide applicant followups on evaluator dashboard
We have quite a few users who act as both applicants and evaluators at different times. There is a lot of confusion when they log in and see their applicant followups (grant contracts, reports) on their evaluator dashboard. Many then end up filling out the forms from the evaluator dashboard, but then find they don't have an option to submit. Is there a way to just not have these followups show up on the evaluator dashboard?
1 vote -
One collaborator for multiple organizations' requests
We have a very hands-on grant committee who wants to walk the applicants through the process with support to help them be successful in the grantmaking process. We're using the "collaborator" feature so the grant committee can provide feedback to the applicant before they submit their grant proposal. When Proxying in as the collaborator, the dashboard only shows the name of the project/program and does not show the name of the applicant organization until you click Edit to get into their application. My request is that the Dashboard shows the name of the organization per request also.
1 vote -
access code
Add the ability to add an access code to a universal application
1 vote -
Evaluator profile linked to conflicting org profiles
We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with
1 vote -
Add User text restrictions
Please remove restrictions on "Add User" information fields!! Only allowing certain formats for phones/addresses/postal codes restricts inputting accurate information. (Can't input extensions for phone numbers, international phone numbers, international addresses.)
1 vote -
Automatically send an email to Applicants with the comment that is left on the Final Report
Automatically send an email to applicants with the comment that has been entered when the "show comment to applicant" box has been checked.
1 vote -
notification when there is a new log-in
Is there a way to receive notification when a new applicant creates an account?
1 vote -
Allow "Approve Request" to be toggled on or off in the process summary
It would be great if we could toggle the "approve request" feature on and off - especially at the LOI stage, but really at either. It is concerning that someone could approve the request accidentally. Right now we have turned off any automatic emails so that if this does happen the applicant isn't alerted, but it would be nice to simply turn the feature on only when needed.
1 voteHi Paula,
would you turn this off for specific users?
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Allow copy request to Submitted status with unanswered Internal Questions
allow for requests that are submitted by applicants to be copied into a different process as "submitted" even though there are unanswered required internal questions. With our new process, we are trying to copy into the appropriate process requests that are submitted by the applicant, though because we are using internal fields and those are required, it can only be copied into draft, so we have to proxy in as the applicant in order to submit the request, which triggers the automated email and can cause some confusion.
1 vote -
copy process to same form rather than first form of the process
It would be great to have the ability to select when copying a request into a new process, in which stage we want it to be - LOI vs Application. We are using LOI Forms in all our processes, though sometimes the LOI gets approved under a process (Inquiry) and the actual application to be completed by our grantee is under a different process. We use the inquiry process to collect basic information to see if we would fund them and identify the type of application they need to complete.
We're having to re-approve the LOI and complete the LOI…
1 vote -
Regular Expression - Project Request Field
Limits on Project Request Field
Please allow us to enter regular expressions for the project request field or impose limits in any way. Currently, we use this field for scholarship applications as Initials and Last 4 Digits in an attempt to reduce as much bias during evaluation season. However, despite an 8 character limit, students will forgo their initials, etc. It would be great to have a unified type of answer.
Example: IAS 4777 or IS 4777
Regular Expression provided by Foundant Support would solve this - ^([a-zA-Z]{2,3})((\s)([0-9]{4}))?$1 vote -
Prepopulate Answers in Decision Forms
It would be helpful to prepopulate answers in decision forms in the process manager, similar to how you can prepopulate follow up dates. That would allow for much easier approval and denial; it may even allow for batching.
Example: There may be a generic 2022 Approval Form that I could use across several processes. But in the process manager for a specific process, I could indicate the Board date, the program officer, the grant type, and any other filed on the form that is the same across all awards/denials for that opportunity. This would allow for consistent answers and greatly…
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1 vote
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Batch Upload Document in GLM
We regularly upload committee minutes or other documentation to support grant awards to the individual project in GLM when we approve a grant. It would be great if we could upload those docs as a batch. It would save us a lot of time!
1 vote -
Application Field Options
How about a Text and Currency option?
AND
a currency list adding option?I am working on an application where the scholarship donor wants an accounting of projected expenses and anticipated contributions/income, to which they ask for a bottom line "Amount needed to balance school budget for the upcoming year"
See uploaded image for that section of their paper application that I am working on to move online. Thanks!!
1 vote -
Color Option for Question Selections
Hello!
It would be great if we use a drop down/multiple choice/check box to be able to change the colors on these choices.
Ideally it would be great to change/alter color/style/font for the question itself, but I understand that might take awhile to get to.
Thanks!
1 vote -
collaborator role
When an individual is added as a collaborator, they seem to skip the registration process? They are not tied to an organization and don't have a role assigned. I'm getting emails from people that have been collaborators and think they have access to the system but don't. I'd also like to assign follow ups to a collaborator without having to add them as a user first. Can they automatically be granted applicant status?
1 vote -
Exclude a process
The filtering tool is really handy for seeing only specific processes, but I would really like a way to exclude one process from the total list. Currently, the only way to do that is to apply a filter selecting everything but that process, which feels a little cumbersome. It would be nice to have an additional switch added to the filter for selecting "include/exclude" and then being able to make the filter selection.
1 vote -
User Search Query Options
I would like to see the user search criteria section for the scholarship database have the functionality to query the last logon date (i.e. > 1/1/17). I deactivate users who have graduated from our district or who have never used the system. Also, it would be nice to be able to do a batch option to deactivate multiple inactive users.
1 vote
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