987 results found
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Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
10 votes -
preferred gender pronouns
It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.
10 votesHello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
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Allow evaluators to track the amount of money they have spent as they are going through applications
We have had several evaluators ask for there to be a way to see the amount of money they have recommended be allocated in total as they are going through all of the applications they have been assigned. As we give them a budget for each process, this would be helpful in seeing how close they are getting to that budget.
10 votesThis workflow can be accomplished today using custom columns with Aggregation. Contact support or success to learn more.
-sammie
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Internal follow-ups viewable by applicant?
In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
1.…10 votes -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
10 votes -
merged templates default
Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.
10 votes -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
10 votes -
Show Password to user logging in
It would be helpful to have the ability for the user to click "Show Password" when they are logging in. I've spent a lot of time this year with users (evaluators) struggling with sign in and it's always user error. "Show Password" could help.
10 votes -
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.
10 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!
10 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.
10 votes -
3rd Party Confused
We had a lot of problems this year with 3rd party individuals being confused by the fact they received an email from the student and an email from us for the same request. Is there some way to streamline things so that the 3rd party recipient would only receive one email? I would prefer our template email to the student's email, as they often don't include all or the correct information. Or maybe possible to add the students email wording to the start of the auto-generated email? It became even more confusing for students who were requesting documents for multiple…
10 votes -
System Administrator Comments visibility checkbox
Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.
Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.
10 votes -
Allow for attachments to be added to email templates
Please add the ability to attach a document to an email template.
10 votes -
Adding Additional Contacts
Perhaps I'm missing something, but I would like to be able to add additional contacts to a request, without assigning them a password to log in. We use the cc/bc option a lot in our letters and the only way I can see to add these additional contacts requires me creating them, which them prompts the assignment of a password and them subsequently receiving an email about their account creation. Can there be a way to just add additional contacts that we can choose to merge with documents when we create them?
10 votes -
sort column on process manager page
It would be helpful to sort processes in alpha order on process manager summary page.
10 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
10 votes -
Shared Questions on Evaluation 1 & capability to use these questions to a merge document
It would be great to be able to use the questions and answers from Evaluation 1 (and Evaluation 2) as shared questions and be able to select these for merge templates.
10 votes -
Customization of the Organizational Information Form
It would be incredibly useful if we could customize the Organizational Information form that organizations fill out when first registering with Foundant. By this I mean not just removing fields, but adding new fields, changing character counts, adding instructions, and changing the layout/order of the fields. For example, it would be very helpful to have organizations include their full legal name/fiscal sponsor's legal name in the organizational information page, rather than having to include that as a question on the LOI/Application each time an organization applies.
10 votes -
Anonymous Review Features
We would like the ability to choose which Contact Fields are visible to the evaluator, with an option to show a Unique Applicant ID (that is not the current system generated one). Having all fields [HIDDEN] and not providing a way to identify each application eliminates the reviewers ability to determine which applications they want to recommend to move forward in the process, as our Foundation does not abide by highest score practices.
We have to implement anonymous review practices based on applicant/evaluator conflict of interest (i.e. Foundation Staff Reviewing applications from Foundation Staff). In order to ensure this is…
9 votes
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