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2053 results found

  1. Apply Page Appearance

    It would be great if the apply page could be shown in a grid or have a sort of table of contents on the side/top of the page -- we had several applicants apply to the wrong process because they clicked on the first opportunity (which takes up most of the screen). It seems some of them did not realize they could scroll/did not realize that there were multiple opportunities on the apply page.

    50 votes

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  2. Grant Refund

    Add grant refund to payment option or something to note that it has been refunded partially or entirely

    50 votes

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  3. Board Member Access to Follow Up Reports

    The process to access Follow Up reports for our board members is certainly cumbersome, and discourages board members from using the online data (read this as I have to produce paper copies of each follow-up). A folder on their Dashboard would be helpful; and at a minimum, it would be useful to have a "Return to Follow Ups Submitted" option, so that they don't have to go all the way back to Requests and Decisions to pull up each report.

    50 votes

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    Proposed Idea  ·  24 comments  ·  Reviewing  ·  Admin →
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  4. Batch Approval

    It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.

    With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.

    Thanks!

    49 votes

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    Proposed Idea  ·  25 comments  ·  Batch  ·  Admin →
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  5. update templates versus delete templates

    It would be nice to have the feature to update a word merge template, versus deleting and re adding the word merge template.

    48 votes

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  6. Total Award Amount

    On the back end of SLM, we can see a total dollar amount for all scholarships awarded to an applicant in the request history. It would be helpful for scholarship applicants to see a total dollar amount as well. Right now, they have to select "View Details" and then "Award Details" to view the amount they have been awarded. This means they have to go through all those steps and manually calculate the total scholarship award amount.

    44 votes

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    1 comment  ·  Admin →
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  7. 43 votes

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  8. sort email templates

    It would would be very handy if we could have the sorting feature added to the header on the email templates list.

    42 votes

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    3 comments  ·  Email  ·  Admin →
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  9. multiple reminder emails

    Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)

    41 votes

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    Planned  ·  1 comment  ·  Email  ·  Admin →
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  10. Additional contacts

    Got a great idea from one of my grantees in their eval today:
    "While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
    So think about that as an option!
    Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,

    41 votes

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  11. Show "date last modified" in workflow list for draft LOIs, applications, and followups

    It would be helpful to show the date last modified on the workflow page that lists applications, LOIs, or followups that are in draft form. (Much as the date submitted is shown for submitted applications, LOIs, and followups.) This way I could tell at a glance whether applicants are progressing on their drafts. https://d2r1vs3d9006ap.cloudfront.net/s3_images/975796/Image1.jpg?1382554177

    39 votes

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    Proposed Idea  ·  16 comments  ·  Dates  ·  Admin →
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  12. Remove evaluator

    We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.

    We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.

    38 votes

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  13. Assign Follow Up to Reviewer

    We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.

    37 votes

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    6 comments  ·  Follow Ups  ·  Admin →
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  14. Notification for Payment Installment

    I would like to have the ability to program a notification so I'm alerted when an installment payment is due. I see this working the same way as follow-up reminders work for grantees, but it would be an internal notification set up to remind an administrator that a payment is coming due on an installment grant.

    Thanks for your consideration.

    37 votes

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  15. Dropdown Menu for State and City

    Create dropdown question for locations (State, City) when organizations are creating their profiles on Foundant. As we run reports, I have noticed that organizations will misspell cities, write city names in ALL CAPS, abbreviate state names, or write state names in ALL CAPS. This presents a problem when generating reports and having to go back and clean all that. It would be great if organizations had the option to select the state where they are located from a drop down menu, then choose the city they are located in from a drop down menu as well. This would generate clean,…

    35 votes

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  16. Primary Org Contact to view follow up reports and due dates

    Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.

    34 votes

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  17. Adding Pronouns

    I know there is a place to add fields to user forms, which we've done. But to actually see the pronouns, you need to be in the user record or editing the user field information. It would be useful to have the pronoun information show up on the Contacts tab of an organization record and/or on the Contact Info tab on a submitted request. As it is now, our board has no way of seeing this information because they can't go into user records. We're really hoping to make respecting individual identity a top priority and this change would make…

    33 votes

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  18. Use the merge fields in email templates

    I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…

    33 votes

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    10 comments  ·  Email  ·  Admin →
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  19. Reports - Lock Column Headings

    Would be helpful if column headings locked so you could see them as you scroll down the report, like you can in Excel.

    32 votes

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    1 comment  ·  Admin →
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  20. Reminder for Multiyear grants

    The system does not notify me when the next payment is due and I was just wondering if that could be something added as I tend to forget. I thought this would be a nice feature especially for Community Foundation who have multiyear grants/installments throughout many years.

    We also grant some funds in three year cycles as they are smaller funds with highly specific designations. I would love a way to check each grant and what year they are in using the installment form. It would be great just to schedule a reminder for ourselfs.

    32 votes

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    1 comment  ·  Admin →
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