1367 results found
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Follow Up Completed by Merge Field
I would like to have a "Follow Up Completed by" merge field. When there is staff change over and a person other than the original applicant completes a Follow up form, it's difficult to create correct documentation. I use Mail Merge to create documents that track the Follow Ups, but I can only list who the original applicant was. If a new user completes the follow up, this information is lost.
Thank you!
4 votesThanks for your time in the idea lab.
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-The Foundant Team
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Adjust Log In Error Message
I received this message today:
I am trying to register to your site. However, when I click New Users:Please click on "Create New Account" to complete the registration process and create your logon credentials, it says "The Login you have entered (your email address) is already in use. "Can we please change the message to say:
You have already registered with that email address. Please log in to continue. If you no longer remember your password, click on the "Forgot your Password?" link.This will redirect users so that they do not simply create extra registrations. Many of my…
4 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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Add ability to edit while in preview rather than having to keep track of your edits and switch to the edit function.
I was working on finalizing an application and switching from preview back to edit is cumbersome. There should be a way to edit a document while in preview mode.
4 votes -
Organization address updates also trigger updates to contact address
When I change the address for an organization (they moved offices), I have to go into each contact and "Copy address from Organization" so they update as well. Very infrequently do any individual contacts have a different address than the main organization, though it certainly does happen. Can we streamline this process? I am imagining this: whenever an organization contact field is changed (address or phone), a pop-up box comes up listing the existing contacts for that org, and you can tick the ones that you want to overwrite with the new address (while retaining the ability to keep some…
7 votes -
Make alerts for questions that don't indicate a character count the same as those that do
When an applicant goes over the amount of characters allowed for a question that doesn’t indicate a character limit, they get an alert right then telling them they’ve gone over. If they don’t fix it at the time the excess of characters remains and the applicant can SAVE.
If the applicant forgets that there is an excess of characters in one of their answers (to a question that doesn't indicate a character limit) they do not get alerted to the fact again until they hit SUBMIT.Is it possible that, in addition to being alerted about unanswered questions when the…
4 votes -
Approval/follow up assign work flow fix
Any thought to adding an email applicant button to the workflow AFTER you save an approval? I'd like to be able to send notification to the applicant after the grant is approved, but before they are assigned a follow up report. The flow doesn't currently allow for this. The follow up report assigned email goes out as soon as it's assigned and it doesn't make sense for them to see the follow up email before the approval notification. Currently, if I send the email after saving the approval, the merge fields don't populate with the information and I have to…
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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question where answers total to 100%
Add ability to ask a question that involves series of answers that must total to 100%. ie: How does your revenue break down between: 1) foundation grants, 2) corporate donors, 3) individual donors, 4) government funding, etc Applicant must enter answers that total 100%.
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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email addressbook
When sending an email without a template, it would be very useful if the "To", "Cc", and "Bcc" fields were connected to the email addresses in the User records. If I need to send a one-time email to a group of applicants, I have to go look up each individual's email address in the Search Users function, copy it to a temporary location, then copy the collected emails to the pertinent address field, rather than simply start typing a name and have it populate automatically with suggested recipients from the GLM User records.
5 votes -
Allow Line Breaks as Separator
When combining fields in the Report builder, allow Line Breaks to be used as a separator, instead of only the comma, semicolon, or space. This would allow for the multiple fields that make up an address to be displayed as a formatted address in one cell. In the example below, each set of brackets contains one field of data, and all 3 lines would export to one cell:
[Address 1]
[Address 2]
[City], [ST], [Zip]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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Internal Applicant Visibility View (Show/Hide)
It would be great to see from the process manager dashboard if an applicant view is show/hide. Right now you can only see if it is Restricted, Public or Internal View. It would be grant to see Restricted(Applicant Show) or Internal (Applicant Hide) rather than clicking into the edit process summary of each process.
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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Application deadline setting default to days after creation
It would great to create a new type of deadline default on a process level per application: "Days after initial start date..."
Right now the applications deadlines are set to a calendar date, independent of the day created. My foundation accepts grants on an ongoing bases our deadlines are 60-90 days from the initial start date of the application, not a specific calendar day for all applicants.
I would love to setting to select 30, 60 or 90 days from the initial application date, uniquely per request. Right now I have to manually assign each deadline.
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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administrator comments in approval or denial
It would be nice to be able to make approval or denial comments visable to the applicant rather than having them scroll through the application for feedback.
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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Print email template summary
I use a lot of email templates in my workflow. I'd like to be able to print a summary of each email template so that I can review them side by side to make sure the language and format is consistent across the collection - I have noticed that I address the recipients in some emails as {Prefix} {Last Name}, and as {First Name} in others, that my signature line differs slightly between them, and other details that are just difficult to manage with the current set up. It would be even better if I could run this suggested summary…
5 votes -
More flexibility in the Eligibility Quiz
We would like to use this feature more as a screening vs. true eligibility quiz. Can you please remove the phrase "Start Eligibility Quiz" to simply "Start".
This would allow more flexibility for users.4 votes -
Active vs. Inactive Tabs
It can be difficult to differentiate the subtle shadow/shading of tabs. Might active tabs become taller, or text bolded, or exhibit some other obvious distinction?
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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Automated Emails
For LOI and application declination. Or just the ability to set up automated emails for each GLM user to integrate the best use for automated emails.
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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App for GLM Phones and Tablets?
It would be great to have an App that can be used on phones.
Thanks!7 votes -
Launch emails from C suite to inform Grantee of a forth coming grant.
We send an email to our grantees to inform them of a grant that is forth coming. We have created three templates that we download from C Suite and then paste into a gmail message. I would like to be able to launch that email from C Suite since our profile contains email address. In C Suite, I believe we can launch a thank you message email for donations. Would like to see something similar for grants/vouchers.
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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Copying text to question instruction field
When I copy text from a word file or pdf and paste it into the instructions field of a question after saving the changes the system adds a space after the text so that the answer box is not directly under the instructions. If I go back and edit the text and make ANY change to the text, the space disappears. Doesn't matter what source I am copying from and I checked to make sure there isn't a secret space I wasn't aware of when copying. It sounds minor, but it adds time, and if I don't fix it, it…
8 votes -
Customer Service Chat
Thank you for the customer service chat feature! It would be nice to be able to start typing my question as I am waiting for a representative.
4 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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