951 results found
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Notification to Administrator of when reports are marked complete by program team
Notifications to Administrator for when reports are marked complete by program staff. Without having this it is making payments go out late due to program staff not sending email to administrator. It adds an extra step.
4 votes -
Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".
It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,
7 votes -
process summary
It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.
6 votes -
Mass Upload and Delete Email Attachments
It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.
8 votes -
Summary report for individual reviewers
Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."
109 votes -
Salutations for Email Templates
It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.
Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.
7 votes -
Collapse branching logic rule groups
I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.
5 votes -
Two contacts assigned to grant applications.
Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.
162 votes -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
9 votes -
Archiving Follow-up Forms
It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.
9 votes -
Pop Up Notification
Raiser's Edge has a feature that allows you to add a note that automatically pops up when you open a record. This would be a helpful way of alerting staff when there are compliance issues or flags.
5 votes -
Batch assignment of requests to someone with the "Grant Manager" role
Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.
Please make batch options for that available. Ideally, the…
9 votes -
Bulk Upload
Just as you've implemented bulk upload for payments, it would be nice to have a bulk upload of individual documents. For example, I'm working on review comments and once I'm done, I have to upload each individual document to each grantee's file so they can download and review them. It would be easier and more efficient if I could do a bulk upload of the documents to each individual file.
7 votes -
Follow Ups all Visible per Project
When viewing a follow up, it shows tabs beside it with the Approval and Application; however, it does not show all follow ups. It would be helpful if each follow up was visible and I could click on all information associated with that particular application. For example, I usually have 2 follow ups with an application. One is the grant agreement and one is the follow up report. I'd like to be able to click between the two.
4 votes -
Collaborators and Admin Comments
It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.
7 votes -
track
Track Changes and Users Making Changes on all Process Forms (Application, Evaluation, Follow Ups)
Right now there's track changes in submitted applications, follow up forms, approval and denial forms. We really needed this on these important process forms to capture when changes are made, so we can follow up on items that go missing, come out edited differently than the last time we downloaded the application or what have you. Change logs are typically standard in databases.
4 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.
29 votes -
Apply Page Language
We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!
5 votes -
2 votes
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Round Robin Assignment for Committee Members
As a scholarship Admin I want functionality to allow the system to randomly assign scholarship reviewrs.
An Example: For Scholarship Committee A, I want the system to randomly split my 8 reviewers into 4 groups of 2, then auto assign 25% of the applications to 1 group of reviewers.
This would reduce my work to evenly and randomly distribute scholarships for review.
3 votes
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