915 results found
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batch charity check
Batch Charity Check
I would love to be able to run a batch charity check. Ideally, I should be checking charity status at the time an application is received (prior to bringing to the board for recommendation) and again once payment is being processed. We have to board cycles a year with approx. 150-175 grants per each cycle. Does anyone have any workarounds they've put in place?45 votes -
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
45 votes -
Easier report user interface
Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.
Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..
But also keep the ability to customize a report if a standard report does not give you the information you require.
43 votes -
Abandon Follow Up
Abandon Follow Ups
It would be helpful to have the option to Abandon a Follow Up form. Right now, that is not an option and the only way to remove the Follow Up from the dashboard is to Delete it.
Our foundation assigned a Follow Up form for a survey after our giving day. The survey Follow Up is not required, so we are not chasing down nonprofits to complete the survey once we got past the due date. However, we now have a number of those incomplete Follow Ups on the dashboard, which I will have to Delete. The…
43 votes -
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…
41 votes -
Allow for weighting of different evaluation questions
At this point, we are having to use an external, web-based tool called Jotform to do our quantitative evaluation of proposals because of that programs ability to weight different criteria more heavily than others. This is creating a good amount of double work as we then need to move scores and program officer summary content from Jotform back into Foundant to maintain historical memory. We'd love to see the day when we can shed Jotform altogether. Any chances of that?
40 votes -
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.
39 votes -
Include email responses in Contact email history
The contact email history would be a much better tool if it included all correspondence with the applicants. Only being able to view emails sent to the applicant and not seeing responses makes it an incomplete history.
38 votes -
Would anyone else like to see Declined grants in the Dashboard?
I love the quick Dashboard view to see what has been submitted, granted, etc. but would also like the same info at a glance for the number grants which have been declined. There doesn't seem to a be a "one click" way to view this info.
posted August 5, 2011 by Alison King, The Ron Joyce Foundation
36 votes -
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.
34 votesAs we look to implement our new Data Visualization tool this will be a new functionality.
-The Foundant Team
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One place to view all documents
As it works now, we can upload documents to an organization or request and applicants upload documents into our letter of inquiry, application and follow-up forms. The downside is that when we go to look for a document, we have to know exactly where it was uploaded.
It would be amazing to have one place on the Organization Summary page where we can see all uploaded documents for that organization in one place, with columns showing when the document was uploaded, which Project Name it is associated with, which form it is located in, etc. It would also be amazing…
34 votes -
Custom Content on New Applicant Dashboard
Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.
33 votes -
SLM/GLM ability for Applicants to Chat with Foundation staff
A Chat feature to be able to help students in the moment could be very helpful.
Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.
I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)
It…
33 votes -
Collaborator Receive Emails
I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.
33 votes -
Sending Follow-Ups to Multiple contacts at an organization
Often with our grantees, we typically have multiple people working in tandem on different aspects of the report. While they are set up as collaborators, only one person is getting the reminder when upcoming reports are due. We would like to ensure that folks from departments such as the finance or program teams are all receiving the same advanced notice!
32 votes -
Spelling/Grammar Check Tool in SLM Scholarship Applications
It would be helpful for SLM to include a spelling/grammar check tool within the scholarship applications for students to use when writing their essays or short answer responses. I know that some internet browsers have a spell check included, but it might be helpful from the student side to have a more comprehensive tool to help with spelling, grammar, etc. as they write their responses.
32 votes -
Report Creation and Distribution Automation
We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.
Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.
32 votes -
GLM Evaluator portal Process filter and sort order
When an evaluator uses the Process filter on the dashboard, completes and saves an evaluation form, then clicks the Next Pending Evaluation button, the next one may not be from that filtered Process. Please make it so the Process filter pulls through to when the evaluation forms are advance to the next request.
Also, it would be much better for evaluators if the sort by organization on the dashboard would pull through to when they go into evaluation forms so Next Pending Evaluation button takes them to the next request that is alphabetical by organization name.
31 votes -
Duplicate Org Search/Merge Help
When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.
31 votes -
Batch "add installment" and "make payment"
It would be handy to be able to add installments in a batch as well as make payments in a batch. We just distributed 53 checks and the last thing I want to do right now is have to manually update the amount and date of each of those checks. What would be handy is to have a list of all payments due and a batch payment option to indicate their completion.
31 votes
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