1017 results found
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Mass update opportunity names
I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.
13 votes -
Question List
It would be helpful if we could print the question list based on the current preview options. When using the Universal Application there are supplemental questions for specific opportunities. You can preview as a Reviewer and for a specific opportunity, which allows you to see what the reviewer will see when evaluating applications for that specific committee. But if you choose the Question List from that point, so that it can be printed or downloaded, it brings up everything, even the "administrator only" questions. We need to be able to print a Question List to send to our External Committee's…
4 votes -
Metrics Dashboard Date Range
It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.
7 votes -
automatic email order
With the new feature that allows a grants administrator to select which auto-emails should even appear in the auto-email list, it seems to be sorting them in a random fashion. I would like the auto-emails list to be sorted by stage in the follow-up lifecycle. See the attached file for an illustration.
4 votes -
Collaborator feature for Grant Managers
Allow the collaborator feature for grant manager profiles so grant managers can add collaborators to a grantee's profile.
3 votes -
"Document Type" location when creating documents
When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.
8 votes -
Draft Emails
It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.
16 votes -
SLM UA - Share Evaluations
The share evaluation function, with anonymity option, needs to be added to each UA opportunity as it exists in non-UA processes.
2 votes -
Move "Choose File Type" in Create Documents
When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.
16 votes -
Evaluator User Role Should Be Customizable by Process or Permissions
We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.
11 votes -
Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
8 votes -
Assign Follow Up to Reviewer
We would find it very useful to be able to assign a completed follow up to reviewers so that they could see the results of the grant they recommended for funding. Currently we have to export this info and merge it into a Word doc to share this with them.
46 votes -
recall emails when mistakes are made
can we have a way to un send emails when we mess up?
4 votes -
copy request
Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.
2 votesCan you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
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Add "grant manager" assignments report field
Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.
I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.
3 votes -
QR Code to direct applicants to a specific grant/scholarship application
Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.
3 votes -
"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
4 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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Organization Saved Searches
On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?
4 votes -
email history
It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!
2 votes -
Include cc/bcc in template preview when configuring auto emails
When I'm configuring automatic emails for a form, I always click the eye icon to preview the template. For some reason, it includes all the information that's been set up in the template except for the cc/bcc fields. It would save some navigation if those were included along with all the other template information already displayed - I currently have to navigate to the actual email template to review which addresses have/have not been included in the cc/bcc fields in the template, which sort of negates the usefulness of the preview function within the configuration view.
3 votes
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