974 results found
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amostue@carpenter-foundation.org
Applicants aren't able to access their organization's basic info once the application period has ended. They should be able to go into their account at any time and update their organization's contact info - ie address, phone, website... as well as their organization's contacts. We, as admins, shouldn't have to manage this. Additionally, we have some applicants who have multiple EDs listed in their contacts. They should manage this and remove the outdated ones. Not us. It'd be helpful if they had a tab always available to them in which they can see their organization's contact info and the contacts…
1 vote -
Multiple Tributes for online gifts
When people make online gifts sometimes they are giving in memory of multiple people, but we can't connect more than one tribute to the gift so we have to manually keep track. It would be nice if there was a mechanism to help us track when this happens. Support said there is not and to post here instead
1 vote -
2 votes
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Batch Assign Applications to Evaluators by Applicant Name Automatically
We have about 60 scholarships, 200 applicants (1,100 applications), and 32 reviewers every year. When I assign applications for review, I want every student to be assigned to 2 reviewers. And I want all reviewers to have roughly the same number of applicants/students (not applications since we use Universal App). So I sort the applications by applicant name, and then manually click all applications for students x, y, z, and then batch assign to 2 reviewers. I have to repeat this process for all 1,100 applications in the system. I would love for there to be an automated way to…
5 votes -
Permissions for Grants Managers to upload shared files
Giving the permission to upload shared files/documents to Grants Managers.
2 votes -
Dropdown Field in Organization and Contact profile
A customizable dropdown "category" field in the contact profile and the organization profile pages would allow for Foundations to create more specific reports. Assigning contacts to a specific "VIP" category or "ED" category could be a game changer for managing contacts in Foundant and pulling these in reports. Same scenario with organizations; having the capability to place them on a hold category, or inactive category would help a great deal in reports.
1 vote -
candid
Would love for Candid to automatically check/verify applicants 501c3 status prior to them submitting a Letter of Intent/Application or at least showing on their submitted application what the status of the organization is.
It would be nice to see all submitted applications and the status of their organization right there on the Dashboard all at one glance or at least within their application.
1 vote -
eligibility quiz
Ability to reassign an edibility quiz already submitted to a different person in the organization, just like other forms.
1 vote -
Universal Application
Create a way to export processes from a universe without having to individually create them in the process tab? Like, if you have a universe full of application opportunities, you would have the ability to move each application opportunity to an individual process by copying every process into its own. This would then move all eligibility requirements, application, evaluation, and follow ups to the new process. Then in each process, you are able to edit out the eligibility requirements that are no longer needed.
1 vote -
GLM/QBO Integration Chart of Accounts
Our GLM site is linked to QuickBooks Online through the new integration. In the Account drop down list on the Installment Form, the one Chart of Account account we charge grant payments to is not included in the list. There are 46 accounts that we can select from....just not the one expense account that we charge all grant payments to!
I would like to be able to have our grant account added to the list of available accounts and the other accounts deleted.1 vote -
Allow "Committee Evaluators" to view all applications in a process- not just the ones they are assigned to evaluate
It is impossible for every committee member to evaluate every submitted application, yet all the committee members are making the decisions when it comes time to vote on grant approvals and declinations. Instead of creating and sharing a report with everyone, it would be great it they had access to "view only" or "read only" all the applications that were submitted but not assigned to them to evaluate so that they aren't hearing about an application for the first time at the grants meeting when it's time to make decisions.
1 vote -
Email template logic
It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.
3 votes -
Admin Editing of LOI/Application Form Fields During Evaluation Process
We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…
2 votes -
"Close Request" button
The "close request" button has caused confusion for our staff. It's being clicked accidentally. As you go through the scholarship workflow, you often click the buttons in the bottom right corner. The Close Request button is located in the bottom right, but is not a button we want clicked. I also think using the word Closed is not the right word to use. Could the button be moved and the name changed to indicate something more drastic? "Close" can sound like you are just finishing this particular step in the process. Thank you!
3 votes -
redirect to main page after password reset
Redirect to login page after password reset.
Can you please have the system automatically redirct to the main login page after a password reset has been completed? This seems like an easy fix and should be automatic but currently users have to then go back in and locate the login page after they just reset their password.
In a perfect world, we could also have the system automatically send folks a password reset when adding new users to an organization vs. having to tell them to go reset themselves or manually having to send them an email reset link.
3 votes -
Access code
Applicant's often ask me about a Access Code. We never use them.
It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.7 votes -
elizabeth@oshkoshareacf.org
Adding a description field under the Vouchers tab in the new or old Fund Advisor Portal (similar to how it is listed under the Donations tab).
2 votes -
Amicable Divorce for Eligibility Quiz & Process
We have a number of pretty straightforward eligibility criteria that apply for all potential grantees. We would like for grantees to be able to take the eligibility quiz at any and all times. A quiz is a more dynamic option than asking people to read through a bunch of text which they often choose not to do.
If their results lead them to a custom pass/fail message, according to their answers, and the road ends there, we will be thrilled.
For our administrative process, the scenario where a potential applicant fails and still chooses to submit an application is easier…
2 votes -
Limit Primary Contact Selection to Administrators
We would like to prevent applicants from selecting the primary contact.
We love that applicants can now invite their colleagues to join their org. If we can make a small tweak so that they cannot select who the primary contact is, that would be really helpful.
Our specific usage example: We use the primary contact to indicate who is at the helm of the organization (ex: this allows us to use the primary contact as a merge field in documents that address the ED/CEO). The word "primary" is confusing to applicants - they think it indicates who is the primary…
2 votes -
Org Profiles
Automated Data Synchronization:
Establish automatic syncing of relevant data between GLM and our main systems. This would ensure that updates in GLM reflect in real-time, reducing manual data entry and minimizing errors.
Identical Profiles:Ensure that the profiles in C-Suite and GLM Org are identical, containing all the same required information. This uniformity will simplify data management and ensure consistency across both platforms.
User Suggestions for Profile Changes:Allow organizations, grantees, and other stakeholders to suggest changes to their main profiles through their portal accounts. This feature will enable them to keep their information up to date and ensure accuracy.…
1 vote
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