940 results found
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college addresses available to merge
Two ideas for this... 1 is just making college addresses that are added in follow up forms to be available for merge templates. 2 is to establish a way that all foundant customers can submit confirmed correct college addresses - share the knowledge!
12 votes -
Print Universal Application questions by opportunities
It would be helpful to be able to print just the questions associated with one opportunity in the Universal Application. Currently you can preview, but when you print the questions list it prints the entire UA. Donors like to be able to see their application, and aren't interested in and get confused by seeing more than what they need.
7 votes -
New tutorial links
Please separate the videos back out to different pages for SLM and GLM as well as the different roles. For example, if I send my scholarship evaluators the link that has GLM as well, it is going to be confusing.
11 votes -
Allow Instruction Questions to be Shared Questions
We input scholarship fund information as instruction questions on our UA application form. We would like to be able to share these to our evaluation forms so that the applicants and the evaluators both have the fund information with staff only needing to update the fund information in one place (currently we have to update in both the application and on the evaluation forms).
7 votes -
Applicant Copy Functionality for UA
It would be great if students could use the applicant copy functionality from processes to the UA and vise versa. We have both stand alone processes and a universal application (different timelines). We have approx.. 250 students who apply to both. It would be great if they could import answers from one to the other.
6 votes -
Times Follow Up Forms Are Due
It seems like the functionality to adjust the time when a follow up is due is only available when using an auto-due date. But when manually assigning due dates there is no input for time. Also, the system defaults to 12:01 am instead of 11:59 pm. So if I manually enter 7/1 as the due date, grantees see a notification that their report is overdue when they log into the system on the morning of the 1st. This is very confusing for applicants. Can we add the time functionality to the manual due dates also please?
9 votes -
Create reports by organization in addition to report creation by process
The report builder in GLM and SLM is driven by the grant/scholarship process. It would be helpful to be able to build reports outside of the process framework.
We want a central place to track non-profits and contacts in GLM who are also profiles in cSuite. For example, to figure out who is registered in GLM to submit an LOI or application or follow-ups so we can compare with the information on those profiles (org and contact) in cSuite. Bonus points if the Grant ID from GLM, and the Profile ID in cSuite, could be included in the report!
This…
3 votes -
Organization searches - back to results function
I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.
8 votes -
Relabel 'Text and Upload' Question Type
Change the name of the 'Text and Upload' question type to 'Text or Upload' or 'Text and/or Upload' to better represent the functionality of the question type.
7 votes -
Notification to Administrator of when reports are marked complete by program team
Notifications to Administrator for when reports are marked complete by program staff. Without having this it is making payments go out late due to program staff not sending email to administrator. It adds an extra step.
4 votes -
Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".
It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,
7 votes -
process summary
It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.
6 votes -
Mass Upload and Delete Email Attachments
It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.
8 votes -
Summary report for individual reviewers
Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."
109 votes -
Salutations for Email Templates
It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.
Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.
7 votes -
Collapse branching logic rule groups
I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.
5 votes -
Two contacts assigned to grant applications.
Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.
162 votes -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
9 votes -
Archiving Follow-up Forms
It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.
9 votes -
Pop Up Notification
Raiser's Edge has a feature that allows you to add a note that automatically pops up when you open a record. This would be a helpful way of alerting staff when there are compliance issues or flags.
5 votes
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