1224 results found
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follow up submission dates
It would be really helpful if the submitted date for follow ups showed the last submitted date. Final report submission dates are important for our audit compliance checks and right now the system gets stuck on the first submission date (i.e. a grantee accidently clicked submit/did not correctly complete the form and our staff return the form to draft but when they resubmit the form it still shows the first date which does not accurately reflect when we received the report).
3 votesThanks for your time in the idea lab.
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-The Foundant Team
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Option to use organization's domain name in auto-email communications
It would be great if there was a way for use to use our own email domain and address for emails sent from GLM and SLM (rather than @grantinterface.com as it is today) for emails sent from the system, both automated and user generated.
We believe this would improve the professionalism of the email to have all communications come from our own domain, and allow us to standardize our communications with email recipients, and take advantage of their already having our domain identified as a safe sender.
This approach may not be for everyone, so having this as an optional…
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Comment Tab Indicator
It would be helpful when taking a quick glance at an organization to have an indicator on the comment tab with the number of comments that have been added, much like the indicator that appears when a document is uploaded. This would help to make clear a comment has been added.
12 votes -
Third party response deadline
Our policy is not to accept recommendation submissions after the application deadline. We would like to be able to create a hard deadline for third party submissions.
12 votes -
Automated Reporting
Having a feature to automatically run a report for x amount of time (e.g. monthly) and emailed to x people (e.g. way to insert email addresses)
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Email history
It would be great if email history could be filtered by automated vs. sent out from an Admin.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Email template frequently used language "chunks"
I have many email templates that are only slight variations of each other; they contain substantially the same language, with a few differences specific to the circumstances. Whenever the basic language needs an update, I have to access each template individually and make the update. I would like the ability to set up a "library" of phrases, or language "chunks", that I can insert references to in my emails, similar to how I can insert merge fields. For example the paragraph that I've included in every template related to reports that provides instructions on accessing and submitting reports could be…
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Add Columns to Search Result Pages
It would be really helpful to be able to add fields relevant to our workflows to the Search results pages for Organization, Requests, and Users.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Selecting Evaluators to Assign to processes
We have a listing of about 100 evaluators and 10 processes. When assigning evaluators to a process, I have to refer to a sheet of paper of the evaluators to assign to a process. It would be nice to have a field in the system, or on the user profile, that identifies the person as an specific Process evaluator, then that field can be added to the selection list. Or the possibility of creating an evaluator group for a specific process and assigning a group or an individual person. This would help with batch emailing evaluators also, because then I…
6 votes -
SLM: User Roles - how about one for kids who were awarded a scholarship?
I would think we'd rarely need to include kids not awarded once the application season is over and we're searching.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Side By Side View - Text Box Answers Fix
Side by Side View - 'Text Box' Fix
The side-by-side view for evaluations does not properly show all of the text for 'text box' type questions. To see the rest of the text a user must manually select the text to make the box scroll - this is nonsensical.
Please make the text box answer area appear bigger or auto-fit so this is not a problem!
5 votes -
undo option in email templates
Doesn't anyone ever make a mistake?? Often when I go to back space/delete something, the wonky way the text formatting works inevitably messes me up and changes the font size or color. If that issue can't be remedied, an undo would be helpful!!
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Adding evaluators regardless of role
Currently, once evaluations have begun, if an evaluator does not hold the role that has been assigned for the evaluation (e.g. administrator instead of board member), we cannot add that evaluator unless we add give them that additional role. Is there a reason that the role of the evaluator must be specified at the time the process is configured and that it cannot be changed once evaluations have begun? It would be nice to be able to add evaluators for an application or LOI on the fly from a list of all GLM users within our foundation, instead of being…
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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new application email notification
It is possible to set up an email template to send when someone starts a new application?
Basically, we want to be able to send a welcome email to someone who starts a new application, encouraging them to contact a friendly grants staffer for coaching if needed, and to have our grants outreach specialist notified when a new application is started.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Multi-year Grants: Syncing Installments to CSuite
Please consider adding a warning in GLM that all multi-year grants synced to CSuite will be accounted for in that calendar year regardless of the date the installment is due.
We just ran into a situation where we synced multiple annual installments and had to cancel them. Once we did this GLM would not let us add future installments.
The result is a messy situation in GLM where we had to manually create a request to accommodate additional installments that is not connected to the application, first installment or grant report.
This could have been avoided with a simple flag…
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Please add the process name to the payment tracking area as column too!
Please add the process name to the payment tracking area as column too. That way it can be included in a quick excel export.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Saskatchewan Time Zone Added
Have Saskatchewan Time Zone in GLM Settings
Saskatchewan time never changes so the current site settings do not work for us here in Saskatchewan.
ie. Our site reads 10am when it is 9am in SK.
5 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Allow Evaluators to Batch Download Apps
I love that admins can now batch download apps but it would be super helpful if evaluators could as well rather than relying on admins to create evaluator packets. I have 25 or more reviewers each reviewing different sets of applications. I don't want to have to make 25 different packets (right now, I just instruct them on how to download apps but it would be great if I could say if you want to download them all, just...)
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add permission for users to access other users jobs
When creating payments for scholarships or grants, the letters are downloaded during the payment timeframe. It would be great and super easy if other users can access "My Jobs" and go there for the letters. (This could be either user specific or universal for all users)
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Merge documents produce 1 page per request and does not allow to list requests on 1 page
docs produce1 page per request. It does not allow to list requests on one page. attached is the example. Instead of listing all on page, it produces a page per request.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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