388 results found
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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.
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Application Packet to include uploaded documents
It would be great if the print/application packet included the applicant's uploaded documents.
0 votes
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