1012 results found
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Merge Organizations
When merging organizations, it would be nice to be able to see the information on the organizations selected without having to open up one to see its information and then having to go back to "Search - Organizations - Duplicate Search" to see the information on another one selected. When I try to use the back button it doesn't work. Perhaps I am doing something wrong.
3 votes -
mrust@sjchf.org
It would be nice to be able to format the “total” row as a currency field in a table question.
6 votes -
Allow an internal process application to be submitted or completed
I would like all grants to go through each status without skipping one. Please add a submit button and a complete button to the internal process applications. This will allow us to choose where we would like the application to move on the dashboard.
TCF
Thanks.
4 votes -
Show Decision Status
Show Decision Status: current setting applies to entire site (available under site settings). Moving this setting to the Process Manager and allowing it to be set individually on each process would open up more flexibility to accommodate different foundation's workflows.
Example: two grant programs are open at the same time. one is a rolling basis application process with fast turn around. the other is a quarterly LOI process involving board meetings. the ideal use of "show decision status" for these two programs would be vastly differently; yet the software is forcing one setting for all.
4 votes -
Turn off LOI submissions after a certain number is reached
We only want to accept a certain number of letters of Inquiry. The process we have been using is to turn on submission by setting the Visibility field to Public, and then turning it to Restricted once we have reached the desired number.
This past funding cycle, we received three times our maximum in the first two minutes. The manual approach is no longer working for us.It would be great if the system could be set to accept only a certain number of LOIs and then automatically set the Visibility field to Restricted. Alternately, it could be set to…
2 votes -
Amount requested included in notification email
It would be helpful if the amount the organization is requesting would show up in the notification email. That way it's right there and you can look at it quickly rather than having to login.
6 votes -
Expand organization address fields for international addresses
In GLM, the address fields do not allow for international organizations, and the strict requirements often make it so international applicants have to input incorrect information in order to create a profile. It would be great if these fields could accommodate international addresses.
2 votes -
Stop Applicant from Reapplying
Please add a toggle that admin can switch to Stop applicants from applying for the same process twice. This feels like it should be the default anyway. We had over 400 hundred applications this last round. Duplicates cause huge issues with some getting approved and awarded $ twice. A Warning Message isn't enough; if they can still click that Apply button, they will...
3 votes -
admin comment character count
Hi,
Our team would like to see the character count increase for the admin comment boxes (#4 in the article linked below).
https://support.foundant.com/hc/en-us/articles/20154792908055-Administrator-Comments
Thank you!
4 votes -
reassign request or followups to the primary organisation contact when you delete the assocatied contact
When a staff member leaves an organisation - rather than going through and reassigning the requests and follow ups - it would be ideal if the requests and follow-ups associated with their user were automatically reassigned to the primary contact for the organisation.
8 votes -
GLM grant approval
It would be very helpful to have approval from GLM to CSuite reflected in the approval log for grants.
3 votes -
Rearrange Decisions and Follow Up Forms List
It would be really helpful for the organizer in me to be able to move around/re-arrange Follow Up Forms as well as Decisions. When creating new ones they go straight to the bottom, but if I could group them together in ways that would help my workflow that would be great!
9 votes -
Decision Date
It would be helpful if on approvals, we could predetermine a future date and not have to enter it every time. For example, we issue ALL scholarship payment on 07/02/2025. However, this field auto-populates to the current date. If we could have a date set, but able to change it if the payment needs extended, that would be quite the time saver -- especially when processing 450+ scholarships!
3 votes -
Search all user log in activity
When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!
4 votes -
Merge Template
When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.
Thank you.
3 votes -
AI Summary Expansion & Permissions
Allow other non-applicant roles (Evaluator, Program Officer) the ability to generate AI summaries with the site admin managing this access through permissions that can be set at both a user and role level.
3 votes -
Universal Application Column Filters
It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.
4 votes -
text boxes cut off
One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.
5 votes -
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up ha
We are liking the new Org Summary page and are wondering if any modifications are allowed? For example, for each request if the follow up has been submitted or closed, can it state that instead of them all saying follow up assigned? It is not helpful to have that if it isn't totally accurate info. I noticed that even if all the reports are closed, it still says follow up assigned and that is frustrating.
1 vote -
Evaluations
Our grant committee has multiple times requested the ability for evaluators to have a "white board" type space in the evaluation process that they each can communicate with each other and ask raise questions about the grantee being reviewed so that all evaluators viewing that grantee could see what questions/clarifications are needed for that particular grantee. Right now, they communicate through me as the program manager and cannot communicate with each other through the software.
1 vote
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