940 results found
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Third party email bounce notifications
Someone else suggested, but the idea was archived, so want to reiterate that we also would strongly appreciate a notice being sent to applicants if a third party email address bounces. We were again spending a lot of staff hours identifying bounced third party emails one by one, and notifying applicants. Unfortunately, this made for a very tight turnaround in some cases.
5 votes -
dark mode
we need a working dark mode.
5 votes -
Downloads should have unique names
Every download has the same name. It is confusing when you're downloading many different applications/evals/etc for internal archiving. The downloaded file needs the process name and the applicant name and year when I download. I just end up with ApplicationPacket (1), ApplicationPacket (2), etc., I have to rename every single file one by one so I don't lose track of which is which.
5 votes -
Bulk Copy Applications
At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.
Where this becomes cumbersome is that I have to go into each application individually…
5 votes -
kbakhshi@fmscleveland.com
Add a Search Bar on request history page, within an organization summary.
It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.
5 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
5 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
kbakhshi@fmscleveland.com
When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.
5 votes -
Evaluations
When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.
5 votes -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…5 votes -
Searching for a former name of an orgnization - not DBA
Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…
5 votes -
Adding shared questions to installment forms to improve information in payment tracking table
The standard columns for the tables are not optimal for our program, so we've assigned project numbers to each funded application. I would like to be able to see this number in the payment tracking table, but can't add it to the installment form as a shared question. Woiuld this be valuable to others?
I would also like to be able to delete some of the standard columns--project titles take up a lot of space and are not that useful!
5 votes -
Branching logic in printable form for admins.
Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.
5 votesWhat information would be important for you to be able to easily see.
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Branched question to be red when they have not been assigned rules.
Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.
5 votes -
Quick access to recent searches
It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.
5 votesHello Katy,
have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference.
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Integrate bill pay to payment tracking
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.
5 votes -
copy application - applicants
It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.
5 votes -
Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…
5 votes
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