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8 results found

  1. Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!

    3 votes

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    Proposed Idea  ·  0 comments  ·  Batch  ·  Admin →
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  2. Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Batch  ·  Admin →
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  3. Batch add multiple Processes when assigning new Evaluators.

    We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

    So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

    The way things are currently set up,…

    1 vote

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    Feedback Needed  ·  0 comments  ·  Batch  ·  Admin →
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  4. It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.

    3 votes

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    0 comments  ·  Batch  ·  Admin →
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  5. Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!

    5 votes

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    0 comments  ·  Batch  ·  Admin →
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  6. It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.

    With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.

    Thanks!

    50 votes

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    Proposed Idea  ·  25 comments  ·  Batch  ·  Admin →
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  7. Batch Charity Check
    I would love to be able to run a batch charity check. Ideally, I should be checking charity status at the time an application is received (prior to bringing to the board for recommendation) and again once payment is being processed. We have to board cycles a year with approx. 150-175 grants per each cycle. Does anyone have any workarounds they've put in place?

    26 votes

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    17 comments  ·  Batch  ·  Admin →
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  8. I would like to have the option to batch delete abandoned

    requests -- it’s tedious having to delete them one by one. Could this be an

    option listed at the bottom of the “Search Requests & Decisions” page? I

    can understand not wanting folks to accidentally delete other items on this

    page. With this in mind, could it be built to only appear as an option when a

    search is done for abandoned requests?

    2 votes

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    2 comments  ·  Batch  ·  Admin →
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