321 results found
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Saving Export Data Configurations
It would be helpful if we could save export data configurations with the ability to change process and organizations.
Idea posted June 16, 2011 by Angie Boecker, Central Minnesota Arts Board
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Saving Export Data Selections for future exports
It would be great if you could save the selections you make in a data export so that you can go back and choose the same data export in the future.
posted August 3, 2013 by Diana Rode, Judy Family Foundation
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Admin replacing applicant document after form submitted
When we implemented the 3rd party recommendation functionality in 4.0.0 (November, 2013), some of the input we considered came from the Idea Lab item titled "Recommendation letter upload."
Within that item were a couple other ideas, one of which can be summarized as "providing a way for an administrator to upload an updated document on a form (i.e. application) without have to take the request back to a Draft status". The specific comments from Bob Coakley (Thomas J. Long Foundation) and Don Brackett (Robert and Patricia Switzer Foundation) are as follows:
I would like to be able to replace an…0 votes -
archive report questions
I love the multi-select “checkbox” question. We are
finding this to be a great enhancement especially for some of our internal report fields. We
chose to replace several of the standard “drop down” report questions with “checkbox”
questions. Now that we have outdated standard “drop down” report questions,
I would like to have the option to archive them. Do you foresee this being an
option in the future?
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Re: Reports Beta!
It would be nice to have the Report Title--as we save it--on the report page, and not just the system titles (Commitments etc. )
I'm learning to really think through the report before I start constructing it so that I make all the basic sort, filter etc. decisons before I save it and therefore have a record of those seletion criteria.
If I keep saving the report while I'm constructing end up with many different reports of the same name. Is there anyway to save new changes to an existing saved report?
Thanks,
Joan
posted October 18, 2011 by Joan…
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Reports of Evaluation Scores
I am finding that it is more difficult to export Evaluation scores using the new Reporting tool than with the old Export Data tool. I am trying to create a data set (1 row per Evaluation) that just includes scores from the Application stage with the following fields: Organization Name, Project Name, Amount Requested, Evaluator First Name, and 2 fields for the 2 questions on our Evaluation Form. For each project, I get twice as many rows as needed: 1 set of rows without scores and another set of rows with the scores. I've noticed that even though I select…
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multi-select processes from the "Search Requests and Decisions" page
Would it be possible to add the multi-select process(es) feature to the "Search Requests and Decisions" page? I've been utilizing this feature from the "Payment Tracking" and the "Dashboard" pages and I would like to have this option included here as well. Could this be a possibility for a future release?
Thanks,
Kristen0 votes -
Print Titles on PDF Reports
It would be helpful if the Report Title would be included if I create a PDF version of a report.
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Reorder email templates
I would like to rearrange the order of my email templates. That would allow groupings by process instead of by date of creation.
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Re-order email templates
I join others in wanting to be able to re-order e-mail templates. Thanks
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Email Templates - Option to Archive
I'd like to have the option to "archive" our email templates rather than deleting them permanently. I'd prefer to only see the templates we are currently using while still being able to refererence old templates, if needed. Ideally it would work the same as archiving forms, processes and contacts.
posted April 10, 2013 by Kristen Cullen, Carolyn Foundation
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Changes by IRS to 2013 990 PF
New required changes for reporting grants on tax form.
I recently read the IRS is requiring more detailed reporting (starting January 2013) on the exact nonprofit status of grantees from private foundations. They are asking to include specific codes. The ones that affect us the most are the codes for nonprofits that are 509a1 or 2 (PC) and codes for supporting organizations by type (1, 2, or 3).
I currently run a report for our accounting manager listing the grants which she then uses to complete the 990PF. I am wondering if there is a way to include these codes…
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Reports
Unless I missed something....I have not found a way to delete reports. I noticed that you can delete report data sets. So, I realize that I could just run the report from there; however, then I would have to recreate the filters, groupings, sorts, etc. I would like to the ability to create and DELETE reports.
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Third Party Question - Add Submit Button
Despite providing instructions that using the Save button on the Third Party Question will make the response visible in the database, many who are completing recommendations for our scholarships applicants find this disconcerting. It's not intuitive. They are looking for a Submit button. It would be helpful to us to have a distinction between Save and Submit, because when I look at applications to determine if they are complete, recommendation forms that have been started or drafted, but not complete, appear to me to be complete. There is no way for me to tell if the reference is actually done…
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Shorten list of links on left navigation pane (combine categories)
The list of links on the left navigation pane is really long, with lots of (unnecessary) category breakdowns. It takes longer to find info on the site because you have to think longer about where to look. I would suggest the following category changes:
Move Process Manager into the Grants category with the Dashboard and Payment tracking - it doesn't need its own category ("Process")Move Organizations and Users into the Search category - these are types of search, and don't need to be split out into a separate "Contacts" categoryIt would still be pretty long, but that would help.0 votes -
add Create Documents button to Approval
It would speed things up if the Create Documents button was on the approval screen, so you could go right from approving to creating the approval merge letter. Right now you have to click over to a screen that has the button. Why not have it where you need it?
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Allow applicants to correct org information
It would be great if applicants could go in and correct their own organization's contact and EIN information.
Idea posted June 29, 2011 by Mary Nicosia, GMA Foundations
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If a file type can't be converted, don't allow upload
One of our applicants uploaded an Open Office word processing file (.odt). That type of file doesn't convert in the Application Packet or in Create Documents (merge templates)... so I wish it couldn't be uploaded at all. That way, the applicant would have to convert to a different file type before uploading, and our exported documents would be complete.
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Streamline data entry for discretionary gifts and historical grants for former grantees
When I enter either a discretionary grant or a historical grant, why do I have to go through and enter grant type and a due date? I've already cut the checks and am usually trying to quickly enter the data in the system at the end of the year. Or I may have a former grantee that hasn't been on Foundant before and I need to enter historical information quickly. These two types of payments need to have some sort of streamlined entry,
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Exceeding Character Limits
When an applicant exceeds the character limits set, they should not be able to submit their application/proposal until it is corrected. Currently, the applicant can submit their application but we cannot mark it as complete. But, in our organization,once an application is submitted, it has to be accepted.
Additional suggestion is to not allow them to move forward in their application until the character limit is resolved.
0 votes
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