1040 results found
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UA -Assign evaluations across processes in the "evaluation assigned" bucket
It would be wonderful if you could assign across processes within the universal application after an application is in the "evaluation assigned" bucket. I often have reviewers who are unable to complete their assignments and I have to manually reassign hundreds of individual applications. This functionality is so helpful in the "complete" bucket.
2 votes -
Ability to Duplicate Search Contacts
When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.
4 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 -
Submit New Idea
It would be good for users to be able to edit/change the button text description in the grant request portal for fundadvisors. Our donors have found it confusing after entering their grant request to land on the page with the button "REVIEW GRANT REQUESTS" that needs to be clicked in order to land on the next page to then "SUBMIT GRANT". Possible change text from Review to Submit. The button on the next landing page can read "Confirm or Process Grant Requests
1 vote -
more characters for instruction questions
Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!
3 votes -
evaluation
It would be great if the evaluators could add a live link in the evaluation comments section to highlight, for example, a link from the organization.
1 vote -
Autopopulate Emails Addresses
It would be great if emails sent from Foundant would autopopulate as you typed the email addresses from the Users stored in Foundant
4 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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Make the graph sizes smaller in the fund history part on portal
The graph size on the fund portal is very large. I would like to see the option of changing the size of the graphs.
1 vote -
executivedirector@valleyfoundation.ca
When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.
7 votes -
commas in budget table
I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.
8 votes -
Historical AP Aging
This has been posted before and marked implemented, yet it wasn't actually implemented. Community Suite has an AP Aging report when you select Accounts Payable. Looks great, is exactly what one expects when running an aging report. But if you select Historical Aging, then the output is completely different. The report is sorted by fund, and has absolutely no aging aspect to it at all. It also throws out a bunch of weird items that don't show up on a normal aging, described as "unknown". Please, create a historical aging that functions the same way that the current aging does.…
1 vote -
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 -
search special characters
searching for an organization named St. Vincent only returns results if the punctuation/special character is included. searching St Vincent should also return the results.
12 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 -
Assign Primary Contact as Default "Applicant" for Grants Synced from CSuite to GLM
There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.
However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…
3 votes -
Ability to sort in the Documents folder
I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…
8 votes -
Profile Fund Relationships - alphabetize Categories
Fund names are alpha order which is great. But we often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
Address Autocomplete during Registration
During the registration process, it would be very helpful if the address had an autocomplete option similar to how many online retailers do these days.
When filling in the address 1 line, the system would automatically start showing the full street address based on what the applicant has input so far. Then, they'd be able to select their address from the drop-down list and this would automatically populate the remaining address fields on the registration form.
This is a common practice with online retailers today and would be incredibly helpful in GLM/SLM as many applicants don't correctly input their address…
2 votes -
Create Subfolders for Files
Please allow for the addition of Folders and Subfolders for uploaded files on the donor portal. Currently we upload documents for the "Documents and Resources" section on the donor portal with no way to organize files at all. The additional organization would enhance the experience for both the internal and external user.
1 vote
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