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GLM & SLM Idea Lab

GLM & SLM Idea Lab

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  1. It would be great if I can pick and choose which questions can be Copied from Previous applications.

    12 votes

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  2. Are you working on a more robust budget section? It would be nice if the grantees could enter spending to date per line item on our follow-up forms and that could feed into the payment trackers and budget overviews.

    1 vote

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    Thanks 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

  3. Please show the Organization Request History tab to Evaluators

    2 votes

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  4. It would be great if the Administrator could get notification that all the evaluators had completed an evaluation within a process. It would really help in making processing of applications more timely!

    18 votes

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  5. I know this is a function of the company Foundant contracts with on the reporting tool, but I would really like to be able to reverse the direction of a crosstab or sort data within a crosstab. We use a crosstab to show awards by organization, by year, from inception to date. In the old reporting tool, they were shown most recent year on the left, oldest on the right and in alphabetical order. Under this reporting tool I cannot re-organize it to be viewed the same way and thus I have to recreate it all in excel.

    1 vote

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    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

  6. After evaluators have reviewed grant proposals, I would like to give the applicants the ability to edit their own grant applications to incorporate evaluator feedback. However, currently there is no way to do that without deleting evaluations. The only option right now is for the administrator to make the changes after following back up with the applicant.

    3 votes

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    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

  7. Hi - I would really like to see the applicant's due date automatically change when we change it on the process. Currently it is not very intuitive for us as administrators to click the little pencil that only has a "mouse hover" clue. If this is too complicated to change, is there any way there could be a note that comes up when the process date is changed todirect us to to change the applicant's view by clicking on the pencil to the right of the application? Thank you.

    3 votes

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    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

  8. It would be helpful if funder administrators could also manage collaborators on requests. E.g. I would like to be able to change a user to a collaborator. Right now, folks have created their own user and then when invited to be a collaborator, the system gets confused when it is the same email address. Thanks!

    3 votes

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    0 comments  ·  Email  ·  Admin →
  9. In follow up forms that are reports, it would be great to have the option to create question fields adjacent (side-byside) to one another. Eg. this is how you responded in your proposal, and the adjacent field is the reporting text area.

    2 votes

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    1 comment  ·  Admin →
  10. Only allow applicants to send ONE third party email request. Students will send multiple requests and then the links become inactive confusing the third parties.

    9 votes

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    2 comments  ·  Email  ·  Admin →
  11. It would be extremely helpful if administrators could have a "Skip Required Field Validation" option for each required field, and on an individual user basis.

    Prior to switching to SLM, we did not require applicants to enter their middle name and many times they would just enter a middle initial. But it makes so much more sense to require their middle name because of the number of new applicants (around 1000) each year that will use the system the future. This is how we differentiate between applicants with the same first and last names.

    Now that we require applicants to…

    1 vote

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    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

  12. Currently when you update a shared question, the instructions / visibility / required type don't update, but it would be great if you could choose to mass update them.

    This would be useful if you need to make a question that was originally optional on all forms required on all forms, or if the instructions for a question on multiple forms needs to be updated across the board.

    2 votes

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    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

  13. In UA, is it possible when editing the UA application - specific to an opportunity to add the name of the opportunity.
    The question group label added to the end like: Process Manager / 2020 Community Foundation Scholarship Application/Application / Opportunity Name Here

    2 votes

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  14. Would be nice for a way to run a report that shows which scholarship opportunities applicants decline. Some of our scholarships require essays, and I have a feeling that many applicants decline those opportunities. Would be nice to be able to relay that information to those scholarship donors.

    2 votes

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    Thanks 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

  15. It would be ideal to be able to download all of the most recent 990s for the applications in a given process. Currently, each one requires multiple clicks to access and download. Please add the ability to do this with a minumum of clicks, ideally, in a Batch option.

    2 votes

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    Thanks for your time in the idea lab. 

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    -The Foundant Team

  16. Different levels of access for applicants. This is a request from an applicant organization who would like to have multiple contacts but limit their access to view/edit only specific grant processes.

    1 vote

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    Thanks 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

  17. It would be helpful to have additional criteria to search sent emails and be able to apply them concurrently. For instance, querying by date and subject; or date and organization, etc. Thank you fro your consideration.

    1 vote

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    0 comments  ·  Email  ·  Admin →

    Thanks 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

  18. It would be helpful to have the ability to add a column to the Application Evaluation Assigned page that would show who the application is assigned to (which staff member).

    8 votes

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    1 comment  ·  Admin →
  19. It would be amazing to be able to drag documents on the documents tab into the order you'd like them to be in. Right now, the only way to reorder the documents within the documents tab is to delete them and re-upload them in the order you want them in.

    10 votes

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  20. Auto-email when a payment is entered so that it can trigger an email to grantee to expect payment.

    7 votes

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    4 comments  ·  Email  ·  Admin →
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