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  1. In the Process Manager, I would like to see a button or indication that a scholarship deadline has passed.

    Also, being able to filter scholarships in the process manager would be helpful. This could include filtering by process name, start date, and end date.

    1 vote

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  2. We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.

    Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also…

    1 vote

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  3. 'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  4. It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  5. Would love to have the ability to set a separate due date for third-party responses. For example, student application is due March 15th and the system closes, but third-party due date is March 22nd then automatically closes.

    1 vote

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    0 comments  ·  Dates  ·  Admin →
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  6. It would be helpful to allow applicants to add rows/columns to tables in the event they need more space than we have built out. The function would need to be made so that the admin could lock rows and columns if needed so that the applicant cannot add fields outside of summary rows, for example.

    9 votes

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  7. Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…

    1 vote

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    0 comments  ·  Admin →
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  8. We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  9. In our evaluation forms, we stick rubric tables inside the instruction sections of each question. It displays perfectly online, but when the evaluation forms are converted to PDF, the rubrics spill beyond the page.

    Could you please add an option to generate PDFs in landscape orientation? Or tweak your PDF builder to scale / wrap instructions to fit inside the page?

    Thanks.

    2 votes

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    0 comments  ·  Reviewing  ·  Admin →
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  10. Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  11. It would be nice to have the ability to change the email confirmation sent to a new user. We find most applicants select "Continue without checking" resulting in emails sent through Foundant ending up in their spam folder.

    3 votes

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  12. It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.

    3 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  13. We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.

    12 votes

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  14. Once the student hits submit on the UA, is there a way to change the font color of those opportunities that have additional information pending. Currently everything is black or blue, would like to change the "EDIT APPLICATION" to RED to catch the students eye.

    1 vote

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  15. Changing American spelling for Australian clients for Organization and Recognized. (S instead of Z) Currently this is on the payment page for a donation but I am sure there are other spellings throughout the platform and GLM. For our Australian clients/donors it looks like we have spelt it wrong.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  16. Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  17. For table questions, it would be very helpful to have all text entered into a text field be visible in the field online. Currently, if the table has four columns, the field is quite short and text is not visible to administrators nor evaluators. Either having the text wrap in some fashion, or even having the ability to customize the column width so that text columns are wider than say an integer column.

    17 votes

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  18. Add a pop up window that confirms deletion of a Reporting Data Set. It's far too easy to accidentally hit the delete button instead of the edit button - and per support, it is not possible to recover a deleted Reporting Data Set.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…

    3 votes

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  20. Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.

    Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…

    1 vote

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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