80 results found
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December 2024 Applicant Experience Release Feedback
This is a common idea for all feedback related to releasing the new Applicant Experience: Apply Page and Dashboard.
4 votesHi All,
Thank you for the prompt feedback! We are continuing to review this idea and will keep you updated.
To get started, the Upcoming Tab will sort chronologically in the next couple days!
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GLM: Block new application if grant report isn't complete
Block new application from applicant who hasn't completed a grant report on a previous grant award. This would encourage applicants to complete their grant report and provide another level of due diligence built into GLM
44 votesThank you for the idea.
Would you hope this is implemented across all processes?
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Login Log for GLM
As it stands right now, the login record in GLM just shows the last time a user logged in and that includes someone proxying into their record. It would be nice to be able to see a detailed list like we are able to in CSuite.
32 votes -
Organizational Information Section - that is evergreen
We would really like to have information uploaded to an Organizational page/section. For example - one-time upload of 501(c)3 documents, board members, organizational chart, the reason for non-profit, D&O insurance ect. A place where they can change when needed, but not each grant cycle.
15 votes -
Custom Content on New Applicant Dashboard
Please add the custom content back to the new and improved applicant dashboard. On the old dashboard, we included instructions on filling out the application, contact information for our Foundation, and links to trainings. This is not currently possible with the updated version of the applicant dashboard.
11 votes -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
4 votes -
Follow Up Reports available with past applications under Organization History tab
It would be great if follow up reports showed up along with the past applications under the Organization History tab so all the members of an organization could see this important part of an application. With the high rates of turn over at a lot of these organizations having the follow report tied to the person who submitted the report is very limiting.
4 votes -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.
It would also…
12 votes -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
4 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
4 votes -
SLM/GLM ability for Applicants to Chat with Foundation staff
A Chat feature to be able to help students in the moment could be very helpful.
Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.
I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)
It…
31 votes -
Project Name included on Applicant Dashboard
In the new version of the applicant experience (which we are big fans of!), I love that the process is listed up front, our grantees used to struggle with identifying their different grants and which program they were connected to, but now the project name doesn't seem to be reflected anywhere on the new applicant home page. For our grantees/organizations that may have more than one project in a process (fairly common with local universities or hospital systems) the follow ups are indistinguishable unless they click into the form. Is there anywhere or any way that the project name could…
4 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
4 votes -
Preview Button on New Applicant Dashboard
For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.
3 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
New administrator comment notification to applicant
We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!
7 votes -
View Organization History
Under the View Organization History system setting, it would be helpful to have an option of "Organization-by-Organization". Right now there are three options 1)All, 2)None, 3) User-by-user. It would be helpful to have it an option for Organization-by-Organization for those orgs who have the same EIN# but separate local chapters (or schools, in the case of a school district). For these type of applicants, we only want them to see their own chapter's information; but for all the rest of our nonprofit applicants, with the high turnover of NPO staff, it's helpful for them to see their entire organizational history.
4 votes -
preferred gender pronouns
It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.
8 votesHello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
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Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
2 votes
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