988 results found
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Comparative balance sheets with the ability to input comparative date
IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.
2 votes -
Evaluation Closed Date
Ability to pull a report by the date an evaluation was closed
2 votes -
scholarship
When we create a scholarship in CSuite and turn it into a grant the grant description is automatically populated as Fund name :: Student name. We don’t want the student names to be visible in the fundholder portal, which they are if they’re listed in the grant description. Can you create a setting which would only pull in the fund name to the grant description, not the student name?
2 votes -
Being able to toggle between submitted and drafted numbers in SLM under the Applicant Opportunities tab.
In SLM on the Applicant Opportunities tab in a UA, it would be helpful if the Request column could be sorted. Right now, it just shows one number of total students in that specific opportunity. If you could sort be students who are drafted or submitted, that would be a really helpful feature. This could help scholarship providers market those opportunities with lower numbers much easier than having to pull a report each time.
2 votes -
Add Ability to Bulk Delete Email Addresses and Phone #'s from specific profile types.
Add functionality to be able to bulk delete email addresses and/or phone numbers from a specific type of profile. Two options that would help are:
- Add 'type of profile' field to the Download options in Profile Bulk Update
- Add fields 'Email ID' 'Phone ID' in custom report column options.
2 votes -
Table, Labeling Summary Line
A simple 2 column table that ends in a summary row. When building the table, the end summary row on the left hand side can be labeled (e.g. Total Proposed Budget:). But from the Applicants' view, the summary row on the left hand side is blank.
2 votes -
Rank Order Evaluation
We would like the option to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
I posted this idea 5 years ago and it is still an issue for us.
2 votes -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes -
Ability to removed closed bank accounts from Account listing
We would like the ability to remove closed bank accounts from the Reconcile Bank Account module. They just recently made a change to include those and we would like the ability to remove them from that list.
2 votes -
Deleting Questions
This has happened to me twice now. We should be able to delete questions even though we've answered and deleted the responses. This has messed up my applications.
2 votes -
Picture add to contact page
In trying to build relationships with applicants, it would be very helpful to see their photo on their contact page. Could you make a field for the applicant to upload his/her photo on their contact page?
2 votes -
Request to make visual layout of LOI, App, Follow-ups, Documents Uploaded easier to follow
Documents: Forms and Files - challenging layout
In the new applicant experience, it appears the applicant will click on "Documents" to access their LOI, Application, follow-up forms, and any documents uploaded by the administrator. It seems confusing for the word "Documents" to encapsulate all of those aspects of the process. And then
it seems odd that "Forms" includes the LOI, the Application, and any of the follow-up forms. Perhaps it's just that I'm accustomed to thinking of those as separate parts of the process and thus should be put into their own buckets.
In the old experience, it's much easier…2 votes -
Evaluation Score Export for Evaluators
It would be very helpful to have functionality built into the Evaluator role that allows each evaluator to download a quick export of all of their scores for each application. The custom columns feature does not allow for enough columns to be added so that all scores can be seen by each evaluator. Currently, Admins have to run reports of all scores and provide these to each individual evaluator so they can see all of their scores in one place.
2 votes -
Display number of Applicant Opportunities selected
When building anything that applies to specific applicant opportunities (eligibility rules, scorecard questions and groups, application questions etc.) one must open the rule, select the Applicant Opportunites tab and scroll down a potentially very long list (133 and counting in our case) to verify which opportunities and how many have been selected. This allows a lot of room for error and creates uncertainty that the accurate number of opportunities has been selected prompting the builder to scroll up and down the list manually counting several times to verify.
It would be wildly helpful if the rule, group, or question displayed…
2 votes -
Clarify Require Right Digit -actually make it require the number specified
Our GPA question asks for 2 digits after the decimal point and we have "require right digits" turned on, but students are still able to submit a GPA with only one digit after the decimal point.
Foundant support said "I learned from our technical engineering team that the functionality is working as expected. The way the number of digits after the decimal works is similar to a maximum character count. As you've entered it in your application, there can be up to two decimal points. When clicking require right digits it means there has to be something entered up to…
2 votes -
Funding History in Reporting Tool
We would love to see the ability to pull the funding history of an organization applying to a new process into a form and/or the reporting tool so that we can easily incorporate that data into our evaluation.
Ideally we could access the funding data currently available in the "Print Organization Packet" (# of requests granted, total $ granted, total $ paid), but even a simple Funding History - Y/N available in the reporting tool would be amazing so we don't have to do a bunch of manual work to look up each organization or run multiple reports just to…
2 votes -
Automated notification to User when Donation comes in from Profile with Specific Relationship Type
We created a relationship type to connect profiles with Board Members. We would love to receive an automated notification email when one of those profiles made a Donation.
2 votes -
Reporting
Currently when creating a filtered report (finanicals / account activity as an example). I am creating certain expense reports for different managers and am only showing them their specific expense accounts. All of the filtered accounts show at the top of the report when viewing or exporting and makes the report look unfinished. Can a function be added to hide filters or column group options so when looking at and exporting the report it looks more like a finished report?
2 votes -
Metrics Dashboard - Denied Requests
Thanks again for implementing the metrics dashboard! Seems like it covers all key areas except for a better breakout for denied requests so wanted to suggest adding 2 graphs (maybe for past 6 months and another for past 12) for those that can be drilled into to see more data.
2 votes -
Introduce ability to audit user interactions with system
I need to be able to pull a report that shows when my VP signs Grant Agreements. Also, could be useful for security--knowing who is logged in, how long they are logged in, and what actions they took.
2 votes
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