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  1. Hi --

    When I log into your support site, I always have to completely type my username and password. I thought maybe this was just a setting on my PC, but doesn't seem to be. (I checked my settings, and also most other sites, incdluing our regular login to GLM, DO suto-complete my username & password.

    Would it be possible to have a "remember me" box we can check at login, or have the site attempt to auto-complete once we start typing?

    Thanks,

    Meredith

    posted July 18, 2012 by Meredith Huffman, Genuardi Family Foundation

    1 vote

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    7 comments  ·  Email  ·  Admin →
  2. The "Saved Reports" Tab in Reports Beta could be improved. I created a report, saved it, then made some changes to the formatting, and saved it again (with the same name). I expected that it was overwriting the original report format file. Instead it saved my multiple versions of the same report. Now, that I want to look at my final version of the report, how do I know which one to choose?

    My suggestions:

    1. On the "Saved Reports" tab, list the date & time that the report file was saved (like you might see in Windows Explorer).

    2. When you…

    1 vote

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    6 comments  ·  Reporting  ·  Admin →
  3. Background: Applications can only be reviewed (changing report fields, marking the application complete or sending it back to draft, etc) if you click the Review icon (pencil and paper). If you instead click the project name, then the View icon (paper only) beside the application, you will see the application but will not have these functions available.

    Could there be a link or button added to the latter application to bring you back to the Review mode - like "Toggle to Review Mode" or "Review This Application"?

    posted September 16, 2013 by Mary Giraulo, United Arts of Central Florida

    0 votes

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    Implemented  ·  7 comments  ·  Admin →
  4. In both Reports Beta and Data export the boxes for the fields in the lists are all checked. Since I generally want to use no more than 5-10 in any given report, it would be far less time consuming to check the boxes I want than to uncheck all the one's I don't want. Or is there a way already to uncheck all the boxes at once?

    Joan

    posted January 26, 2012 by Joan Alway, Icicle Fund

    1 vote

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    Implemented  ·  4 comments  ·  Admin →
  5. As we were reviewing our grants for the first itme, we realized that the ability to highlight specific areas of the proposal for other evaluators to see would be very helpful.

    Idea posted April 5, 2012 by Becky Andler, The Crowell Trust

    2 votes

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  6. It'd be great to be able to change (or Foundant to be able to change) the description for the Applicant Follow Up Reminder to match the actual set number of days/weeks for the reminder. For example, I had a Foundant staff member change my reminders to be sent 30 days prior to follow ups, but the description still says "2 weeks", which may cause confusion for others in my organization.

    Thanks!

    Idea posted July 22, 2013 by Thai Ha-Ngoc, Henry P. Kendall Foundation

    1 vote

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    Implemented  ·  4 comments  ·  Admin →
  7. I have approximately 130 evaluators to assign to 40 processes. With so many scholarships and so many evaluators, it would be a great help to be able to alphabetize the list so I can more easily find the names to assign to the processes!

    Thanks!

    Idea posted February 5, 2013 by Beth Heller, East Tennessee Foundation

    1 vote

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    Implemented  ·  1 comment  ·  Admin →
  8. When you register, you have to enter all contact information. I think that this group of fields should be a question that we can include in our forms. Some of us request more than two contacts. Also, it would be nice to choose which fields of the contact question that we want to use. For example, I may only want their name and email address for the Dean and want the name, email, and phone for the financial officer.

    1 vote

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    Implemented  ·  1 comment  ·  Email  ·  Admin →
  9. Would LOVE to see conditional logic available in form builds!

    1 vote

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    Implemented  ·  2 comments  ·  Admin →
  10. When navigating through the Communications dropdown to Email History, the page takes an inordinate amount of time to load since it loads all email history within our site before allowing a search to be performed. Oftentimes my web browser times out prior to the page finishing loading, then I have to close the window, log back in, and attempt to wait out the loading of our entire email history once again. We've been using the system for almost two years now, so I can't imagine the time this will take as our email history grows.

    If this page could load…

    1 vote

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    Implemented  ·  1 comment  ·  Email  ·  Admin →
  11. I like the save button that is available when I edit an applicant-entered field on a follow-up. However, on internal fields on the follow-up (exclusive to the follow-up, not shared between forms), there is no save button. And... there is no save button at the bottom of the form. If I type into the internal field then leave the page, it deletes the text. So I have no options, other than to wait for the auto-save to invisibly kick in. To make sure this happens, I have to then refresh the page (hoping that it doesn't delete what I typed)…

    1 vote

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    Implemented  ·  1 comment  ·  Admin →
  12. The "skin" takes up a large part of the screen. Once logged in, I would like the "skin"/logo banner to be reduced. As an administrator, when editing it takes up too much of the screen.

    1 vote

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    Implemented  ·  1 comment  ·  Admin →
  13. We'd love to see the option to include conditional questions/skip logic in the LOI/Application questions which would allow the users to skip questions they answer "no" to.

    9 votes

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    Implemented  ·  1 comment  ·  Admin →
  14. Is there a way to force applicants to change their password after I have done a reset for them? I usually give them a very generic password if I have to create a profile or change a user. I tell them to change the password once they have logged in, but I worry that no one actually makes a change.

    6 votes

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    Implemented  ·  0 comments  ·  Admin →
  15. Since we can't assign a grantee the same follow up form multiple times in one request, we have copied our Follow Up Forms to have a number of same forms in one process. It works great, but then when we go to reports, we are notified that report fields cannot have the same name. SO, we either have to change the names of all the fields in the actual process, or rename every field when we're in the reports section. Could there be an easier way to this?

    Ideally, it would be nice to be able to assign a grantee…

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
  16. 1 vote

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    1 comment  ·  Admin →
  17. It would be nice to see at a glance, the area that a request is coming from for those of us that work large geographical regions.

    1 vote

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    1 comment  ·  Custom Data  ·  Admin →
  18. It would be great if we could see which contact is associated with each request or see a list of the requests assigned to a contact when clicking on a contact's name. We just had a contact leave an organization and I had to click on every request that had a follow-up draft to know whether I had to reassign the request and/or follow-up. There are different programs at this organization that are run by different people, so we have multiple active contacts

    14 votes

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    Implemented  ·  0 comments  ·  Admin →
  19. You recently changed how application and grant history is listed on dashboard. It used to be listed with most recent on top. Now I have to click at least 3 times to get it to be most recent on top. Please go back to the way it was. Very frustrating.

    1 vote

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    Implemented  ·  1 comment  ·  Admin →
  20. During the 5.20 release, the UI changed on the Organization Summary page. With that, we are able to filter the request history table on all fields. This is a great feature for organizations we have given a large number of grants to, and will help find specific grants more quickly. However, the default order of the requests has changed from newest at the top and oldest at the bottom to the reverse order with oldest requests on top and newest on the bottom. I prefer to have requests sorted with the most recent on top, allowing us quicker access to…

    1 vote

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    1 comment  ·  Admin →
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