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1009 results found

  1. We create merge documents of scholarship applications for our selection committees. Unfortunately, the only place to do this in bulk is from the Request & Decisions page. This page doesn't allow for any additional columns to sort or filter by so we are required to create a filtered report and manually go through the R & D page to manually select each student we want included in the batch. This is very tedious and time consuming. I would love to see the ability to create documents from the workflow buckets that allow for custom columns and filtering or add that…

    7 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  2. Allow Instruction Question type to be shared. We use this to provide external links to guidance documents at the top of each form. It would be VERY HELPFUL to be able to update the link once, rather than in every form.

    8 votes

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  3. I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.

    9 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  4. Right now our process is that when a grant is approved, we add the installments and then when I sync to CSuite I have to manually select what funds the grants are coming out of.

    It would save me a lot of time if I could select the funds in GLM and then when I sync the grants, they are automatically assigned to the funds I picked in GLM.

    7 votes

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  5. I would like to see how old an idea lab entry is. Can you please show the date it was created? TCF

    14 votes

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  6. There are several ideas around the apply page, but I didn't see this one addressed specifically.

    Please make the "Apply" at the top of the page more prominent. With the new applicant dashboard, everyone's eyes seem to be drawn only to the columns and cannot locate the apply button. Make it larger, a different color, or something to make it stand out.

    6 votes

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  7. I would love to have a way to trigger a thank-you email to evaluators who have finished submitting their evaluations.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  8. Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!

    13 votes

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    0 comments  ·  Reporting  ·  Admin →
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  9. Allow admins to add manual grants directly from the dashboard with a single click. Currently, manual entry requires searching for an organization, opening the record, and then selecting “add,” which is inefficient when entering multiple grants.
    A dashboard‑level “Add Grant” action would significantly reduce clicks, save time, and streamline workflows for users who regularly enter grants across multiple organizations. TCF

    5 votes

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  10. The new header search bar is currently only available to Administrators and not the Grants Manager role. We would like to see it available to both rolls as it's almost more critical/useful for the Grants Manager roll than the top Admins.

    Additionally, my testing of the search bar has shown it to be inconsistent so far. Once I type a word into the search bar, often times nothing happens. I have gotten it to work, but it's been hit or miss. It might be helpful to have the magnifier icon clickable so that we can manually click it or hit…

    4 votes

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  11. since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.

    12 votes

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    Proposed Idea  ·  0 comments  ·  Dates  ·  Admin →
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  12. Please allow evaluation fields to be shared as read-only fields across forms.

    We use evaluation forms for internal review and coding, with one reviewer per request. Our first evaluation captures the initial review prior to the Grants Committee discussion, and a second evaluation is used to carry forward key information for the board docket and final decision. Having read only shared fields would prevent re-entry, reduce errors, and ensure consistency between evaluations.
    While this may not apply to workflows with multiple evaluators per request, it would be extremely valuable for organizations using evaluation forms for sequential internal reviews.

    Thank you.…

    4 votes

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  13. A way to incorporate private foundation logos or branding colors with LOIs and Applications.

    5 votes

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  14. I want to be able to edit two processes side by side without having to go back and forth.

    6 votes

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  15. It would be great to be able to run reports on comments!

    4 votes

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    Proposed Idea  ·  1 comment  ·  Custom Data  ·  Admin →
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  16. It would be nice if we could assign visibility to entire groups of questions, so we could have an "Internal Use Only" group of questions that our applicants can never see. And every question in that group would be "Internal" by default.

    4 votes

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  17. Can we have checkboxes for "All" and "Page" selections at the bottom of an application list (right above Batch Action button)? Right now they are only at the very top of the list. After taking a batch action the page refresh still has the same things selected and to de-select it I have to scroll all the way to the top and then ALL the way to the bottom again to move to the next page of data.

    4 votes

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  18. The Problem: Currently, evaluators can only see the total percentage on their dashboard after submission. While filling out a form, they have no way to see the cumulative raw score unless they calculate it manually. This adds unnecessary cognitive load and leads to "scoring blind," where evaluators aren't sure if their individual marks align with the final grade they intended to give.

    The Solution: Add a "Total Score Counter" at the bottom of evaluation forms (or as a sticky header/footer). This counter should update in real-time as the evaluator selects scores for individual questions.

    Key Benefits:

    Accuracy: Evaluators can immediately…

    5 votes

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  19. When a student submits their General Application in the UA, you can only see a true number count by pulling a report. It would be helpful if those individual students would show up as submitted, since they have submitted a General Application. The drafted students shows correctly, but it shows 0 for submitted when that it not accurate. Right now they just get moved to the individual opportunity immediately instead of showing in the submitted bucket.

    4 votes

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  20. Reposting from

    https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/39352042-show-character-count-to-applicants-on-text-boxes#{toggle_previous_statuses}

    Unfortunately, the text boxes do not show a character count while the applicant is filling them in so they are forced to guess and test their content over and over. This becomes frustrating and causes headaches.

    Consistency is key to ease.

    6 votes

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