321 results found
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Applicant Merge
Orgnaization Merge is the best feature you have introduced yet. How about applicant merge? Seems like it would work on the same principals.
Thanks
Idea posted April 11, 2013 by Laura Kurzrok, Eastern Bank Charitable Foundation
9 votes -
Have grantees update/confirm contact information before they can submit a new request/report
I would like grantees to be directed to a page where they have to update or confirm their organization and contact information before they can proceed to submitting a new LOI, grant, or report. This would put updates on the shoulders of the organizations rather than me.
posted April 19, 2012 by Amy Moore , last edited May 23, 2012, O.P. & W.E. Edwards Foundation
9 votes -
remove opportunities
We utilize the universe for the majority of our scholarship applications. We have an issue with scholarships that don't receive any applications and then have to build a stand-alone process to extend the deadline for those scholarships. It typically happens in the first year of a new scholarship. It would be nice if we could extend the deadline for specific opportunities. Also being able to delete or turn off an opportunity would be a great option.
8 votes -
Please let people know that if they assign follow up forms, applicants can see this info even if they haven't been notified of their award.
I asked tech support about submitting approvals and denials ahead of sending letters out to applicants. They said that I should go ahead and assign follow up forms after submitting installments. I did this, and now I've had two applicants who haven't been notified about their awards email me asking about the forms and why they haven't received a letter. The reason is b/c the letters haven't gone out. We don't want applicants to know about their awards until the letters have gone out because we don't want them announcing their awards until a later date. This has been rather…
8 votes -
Administrator Notification when New Accounts are Created
We have just launched our GLM site and asked our grantees to register in the system. I wish there was a way for the administrators to be notified when a new organization creates a new account in our system. I can see the benefits of this for our invitation-only foundation, but even more so with other foundations so they can learn who is interested in their foundation to help foster new relationships.
8 votesA new organization created email was introduced in the January 2024 Release. Review the support hub to learn more.
-sammie
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Organization Search
It would be nice when you click on Organization Search if the cursor would automatically go to Organization and you could tab to another box if you were searching by Tax ID, city or state. And to be able to click enter and not having to click your mouse down to Search.
8 votes -
Make all parts of the GuideStar profile available as "GuideStar Question" fields for application forms
SOME GuideStar fields are available, please add all.
Old / outdated? These don't drag anything into the application.
Organization Blog
Bridge ID
Geographic Areas served (narrative)
Payments to Affiliates
Other Revenue DescriptionGood / keep
Organization Website
DBA
Incorporation Year
AKA
Formerly known as
Fiscal Year Start / End
Financial fieldsNeed
Programs and results
What we aim to solve
Our Sustainable Development Goals
Organizational demographics
Demographics Information for Board, Staff and Programs
Goals and Strategy
Financial fields – include the year the $#s refer to.
Any other information available in GuideStar that isn't a Foundant GuideStar Question already.7 votes -
It would be great if there was a way for administrators to toggle between viewing as admin to viewing as an applicant and as an evaluator.
Currently, we have had to create test accounts as an applicant and as an evaluator and then have to sign in and out of each one to test how I processes will look and work.
7 votes -
Ability to customize grant print packet
It would be great if you could "customize" what pieces of the grant packets you could include in one PDF instead of only being able to create a separate PDF of the Application, Decision Form, Follow Up Form and never being able to include any of the uploaded documents in the "Documents" tab. It would be helpful to have a "Print" option that allows you to pick and choose all of the "printable" pieces for a single grant in one pdf.
An example, our auditors wanted to see the Application, Decision Form and Follow Up Forms (some grants had up…
7 votes -
decision comments
Make decision comments a merge field.
We use the decision comments as a place to store language for the notification letters. I'm so over the copy and paste!7 votes -
Add import capability from Guidestar
If an organization isn't in my system and I use the link to Guidestar to look up their EIN and address, etc, I'd like to have the opportunity to click a button that says "Would you like to add this organization to your database?" rather than having to write down all the info and type it all in.
7 votes -
Change question type
I could see a situation where I create a question of a certain type, and then realize later that I want to make that same question a different type. (The first thing that comes to mind is making a radio box a check box, or vice versa.) Right now, I have to create a new question, rather than just changing the existing question.
7 votes -
Allow decimals for integer questions
Integer questions should accept decimals, at least to one digit. We use this field for percentages that need the additional info.
7 votes -
Including an attachment with an email template
It would be really nice to have the capability to add an attachment to an email template. We have set up a "Follow Up Reminder" email template to be used when final reports are due. We request that budget summaries are presented in a specific format. I think it would help our grantees if they had an example to follow.
posted February 6, 2013 by Dee Ann Harris, Leightman Maxey Foundation
7 votes -
Email merge from Foundant
It would be great to have the capability to execute an email merge for our decision notifications from within Foundant. Currently we have to generate a data set from Foundant and use that data set externally in Word to do an email merge.
7 votes -
Applicant count
I like to check and see how many applicants are currently active for a scholarship application. I go to users and the only way I see to find that number is to scroll down to the bottom of the page after doing a search for active applicants. Am I missing something? Can you put that count at the top of the list? Or on the dashboard?
6 votesHello,
You should be able to see this stat now from the metrics dashboard - Unique Applicants. If this is not the data you are looking for please follow up!
Best
sammie
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Force Password Change
Is there a way to force applicants to change their password after I have done a reset for them? I usually give them a very generic password if I have to create a profile or change a user. I tell them to change the password once they have logged in, but I worry that no one actually makes a change.
6 votes -
metrics
We are excited about the metrics dashboard and how it could help us analyze funding for our organization. In addition to changing the timeframe option to view the data by fiscal year (instead of calendar year), we would like the different download options as well (i.e excel and .csv). Thank you.
5 votesYou can now change the timeframe for metrics dashboards to reflect your Fiscal Year!
If you have additional date filtering needs please create a new idea.
Best
sammie
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Assign a Scholarship Fund
SLM/Scholarship Processing:
The way our current universal application functions is that when we go in to award scholarships to our students, we have to find their application for that specific scholarship opportunity. From there, we can award x amount of money to that student, from that fund.
This can be tedious and can cause the system to load slowly, as we have over 4000 applications loading at a time, one for each scholarship opportunity match.
I would love it if we could implement something like a dropdown or similar feature, where I can select a student and then assign them…
5 votesHello,
With our January 2024 Release we implemented a new workflow to add the scholarship fund on the opportunity so that it moves forward when syncing to communitysuite. We hope this helps streamline your workflow and encourage you to create a new idea lab item with additional items.
best
sammie
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SLM Universal Application follow ups
With different follow-up forms for each process within a Universal Application, it would be very helpful to be able to delete unused ones and move them around in the list.
5 votes
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