1367 results found
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board voting
Our board would like to see a Request History tab when they click into a review. Currently they have to go into the org and then request history to see historical information. Then they have a hard time making their way back to their evaluation. Could the Request History tab that is now on the organization's homepage be duplicated onto the evaluation pages?
3 votesThanks for your time in the idea lab.
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-The Foundant Team
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hard deadline
For those of us who use the follow-up due date function but don't need to set a hard deadline, it would be great not to have to set a "due time." Setting a specific "due time" adds an unnecessary extra step to our process as administrators, even if it doesn't affect our grantees.
2 votes -
Separate files in Create Documents option
When you click on multiple requests in a status and then click Create Document, and choose something, it puts all files into one Word document. It would be nice to have the option to have them as separate files if we wish. For example, right now to get the Write Up template for all 18 requests, I either click on all 18 grants in closed evaluation status and create the Write Up Template merge document, then copy and paste each org's write up into a separate document to save, or I have to create a separate template for each of…
1 vote -
CC and BCC Emails; option to email to multiple addresses
When emailing to students, it would be great to include all of the parents' emails in the BCC line so they receive the email too.
Right now, it needs to be completed one at a time for each student to add the parent's email address.
2 votes -
Batch delete emails from "email history"
It would wonderful to be able to delete emails in batches from "email history" instead of one by one.
Deleting them individually in cases where numerous emails need to be deleted to save space is really onerous.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Advanced - Test Branch Questions on Eligibility Quiz
Hi all!
On the advanced license, if you are utilizing branches on your eligibility quiz, you cannot test a rule that has a question that's in a branch. For example, we have eligibility question 1:
Application Type*
Please select the option below that most closely describes who you represent.
Nonprofit Organization
School or School District
Individual VolunteerIf they answer "Nonprofit" a new section comes up that has the question:
Grant Type*
Please indicate the type of funding your organization is seeking, where Impact Fund Grants are significant, multi-year allocations from United Way's Impact Fund(s) with more stringent eligibility requirements,…2 votes -
Assign Grant Managers/Administrators to a specific grant
As it stands, we currently have to separately track who is assigned to which grant. It would be wonderful if we could after an LOI is received or grant application submitted to assign that grant to a grant manager or admin. who will work with that group all the way through the process. If this could be visible to the applicant, that would be helpful to the process because they would know who to contact if they have any questions.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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"Show Contact Info" setting
The name and description of the “Show Contact Info” setting (found in the Process Summary section of in the Process Manager) is misleading. From what I read, I thought unchecking it would remove the contact information (address, email, phone, EIN, etc.) from the top of an application -- I didn’t think it would take away the organization/applicant names from the evaluators' dashboards. That makes it difficult for evaluators to work through their list of applications. It would be more helpful to have this called something like “Show Applicant/Organization Name” and have the description talk about keeping the applicants anonymous.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Organization Merge Page Sort and Ignore Bucket
More sort options on the Org merge page would be helpful. Also a different bucket for merge candidates that will always be ignored they are tracked separately - university departments, Red Cross Chapters, etc. - would be really helpful. I'd still want a way to merge in the future if needed, but just the ability to hide those for now.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Revised Date for Email Templates
It would be helpful to have a revised date column on the email templates list so it's easy to see which have been recently used/updated, particularly when making a common change to all currently used templates.
3 votes -
shared documents rename
Rename shared document titles
2 votes -
Draft Workload Pages - "Last Opened" Custom Column
I appreciate seeing the due date on these pages, but it would be so helpful to see the last time the applicant opened or worked on their application or follow-ups. If I could see this at a glance it would prevent me from having to open every document to see if they are progressing with the form or need a nudge.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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A Way to Track Repeat Applicants
We have about 150 applications a year, and I'd love to know how many are repeat applicants. We've had the GLM platform since 2012, so we have lots of data.
I see value in understanding how frequently organizations and individuals apply for grants, and how that may correlate with the number and amount of grants they have received. This would also help me quickly understand which and how many are first-time grant applicants, which is currently self-reported, but because of organization applicant turnover, can be erroneous.3 votes -
Multiple Request Warning Message
We like the idea behind the multiple requests warning message, but when viewing how it actually works, we're concerned applicants may get confused seeing the entire grant history for the process they're applying in.
It would be SUPER helpful for us if the warning message was geared around multiple DRAFT applications in a process. They could click the existing draft application from the pop-up warning to prevent duplicates.
Thank you for considering!
2 votes -
Password Reset - Redirect as logged in after Reset
When a user forgets their password, they click on the "Forgot Your Password?" link. They enter their email address, and receive a reset email. They follow the link in the email to create a new password. At this point, they have to log in again with the new password.
Is it possible to shorten this process for the system to log them in with their new password once it is created?1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Alphabetize Organization Contacts / Users in Assignment Dropdowns (by Last Name)
It would be super-useful if you could sort the users by last name, especially in the user assignment drop-downs (e.g. for reassigning requests, assigning follow-ups, etc.). One of the organizations we work with currently has over 40 users, and I anticipate we'll be adding more as time goes on. With that long of a list, it gets very cumbersome to find the right person (or, in my case this morning, someone from the org who didn't have a login is taking over the request, and I spent about five minutes going through the user drop-down before I realized the person…
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Third Party Dashboard Cleanup
There needs to be a way to clean-up third-party dashboards. This is our third year using the program for scholarships and our counselors' dashboards are overwhelmed with current and old requests going back to when we started using the program. Applications that were abandoned still show up and there does not appear to be a way for them to clearly differentiate between active and abandoned requests without clicking on them.
3 votes -
Assign follow-up due dates on a per-applicant basis rather than per process
We have some complex scenarios with processes and really need to be able to assign follow-ups on a per-applicant basis.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Easily move applications from one process to another
If an applicant applies for a graduate (someday wants to be a doctor) but is 18 and really applying for an undergraduate, it would be great to have a quick easy way to move from one process to another.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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proxy
When I have a process selected and then proxy as an evaluator, those settings affect what I see as that evaluator. For example: I had a process selected. At one point I needed to proxy in as an evaluator for a different process. When I did so, none of their pending evaluations showed up on the dashboard, because their pending evaluations (they had 10) were not part of the selected process. When I went back (as me) and deselected the process I had selected and proxied in as the evaluator again, all of their pending evaluations showed up again. To…
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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