857 results found
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Sync SLM/GLM users to CSuite Profiles
We have a large volunteer scholarship evaluator team and would love to be able to track the groups year over year via Profile Types or Campaigns in CSuite. It would be nice to be able to easily sync all Users marked "Committee" to CSuite in a similar fashion to syncing Students when awarding scholarships. We are currently manually creating each profile in CSuite, if they do not already have a profile, and we have over 200 reviewers each year.
16 votes -
Board/Community Member Permissions in GLM
People with Board Member/Community Member designations who are in the system only to evaluate grants should only have access to the processes they are assigned to. Right now, they can use the "request and decision" tool and see org history for everything in GLM- this is concerning to us for a variety of privacy reasons.
5 votes -
Table Question - Ability to Edit Read-Only Cells
When building a table question, It would be GREAT to be able to edit read-only cells. I confirmed with Support that at present, read-only cells do not allow you to edit their content other than their label, yet applicants cannot see cell labels. This means that any read-only cell that is not in a summary row will always show up to applicants as a blank cell.
This is confusing because it makes it seem like you have the option to do something you don't, e.g. put readable content in read-only cells. I would love to be able to do something…
4 votes -
Outlook Integration/Tasks
For those of you who work with special projects who need to collect reports from multiple sources it's hard to keep track of when certain report dates are due. My wish item is for the GLM to have an email/calendar integration to mitigate any "through-the-cracks" issues. Kind of like the tasks feature seen in CSuite. I would like this feature in the GLM.
10 votes -
Allowing larger file sizes
Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.
6 votes -
Closing out incomplete final reports
We have a few grantees who missed completing final grant reports from some years back.
It would be great to have the option to close a request that would still show the final grant report as a draft or incomplete somehow in the organization's request history. It could be coded as "incomplete" or something similar. In order to clean up the dashboard, right now the options are to 1. unassign the follow up, 2. submit the follow up on their behalf, or 3. have it show up in the follow up draft bucket indefinitely (ie not clean up the dashboard).…
4 votes -
merge fields from request
It would be great if all fields were available for email merges. Specifically, we schedule in person meetings as part of our review process, and those times are loaded into the application and evaluation so that I can display them for evaluators. I'd love to pull that field into the applicant emails. This is currently the only process email that I have to send outside of Foundant.
4 votes -
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.
9 votes -
SLM Profile Picture
We ask our awarded students for their photo in their initial follow up/award acceptance. I think it would be great to have a photo spot on the profile itself that we could have the kids (or us) add to their profile once they are a scholarship recipient. Would make it up close and personal every time we have to do something in SLM.
8 votes -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
5 votes -
Question Required Type Visibility
When we set up forms, the questions alternate between the required types (required, optional, read only) and visibility (internal, everyone, etc.). It would be helpful if the questions required type was visible at-a-glance similarly to the visibility so that we didn't have to click on the actual question and open it, just to see if its a read-only or optional.
6 votes -
Auto assign follow ups internally
I would love a way to auto assign an internal follow up to the same officer that reviewed the application. Currently I manually assign an internal follow up form to the officer. It gets overwhelming when 20 follow ups come in during the day.
7 votes -
Add Follow Ups Completed Status to Requests & Decisions Page
It would be great to have the completed follow-ups more easily available from the Requests & Decisions page. Currently, from "Requests & Decisions" completed follow-ups are only accessible by choosing "Follow-Ups Assigned" and then selecting each individual request/organization. I think the narrower group of only follow-ups that have been completed would make workflow better for admins using this page to navigate different requests, as well as board members, evaluators or grant managers who want to view completed follow-ups. For us, there is currently no way for our board members to easily get to completed follow-ups on their own, without being…
6 votes -
college addresses available to merge
Two ideas for this... 1 is just making college addresses that are added in follow up forms to be available for merge templates. 2 is to establish a way that all foundant customers can submit confirmed correct college addresses - share the knowledge!
12 votes -
Print Universal Application questions by opportunities
It would be helpful to be able to print just the questions associated with one opportunity in the Universal Application. Currently you can preview, but when you print the questions list it prints the entire UA. Donors like to be able to see their application, and aren't interested in and get confused by seeing more than what they need.
7 votes -
Parent-subsidiary relationships
We repeatedly run into an issue with organization records in which one org (such as a university or community foundation) is the "parent" organization, and a department or sponsored program is a subsidiary or component fund. It would be helpful if GLM had the ability to show those relationships, have different addresses where needed for the subsidiary, and to segregate the subsidiary's contacts and grant history. For example, I am far more likely to need information about the McDonald Observatory (part of UT Austin) than the university overall.
11 votes -
Alphabetize Eligibility Criteria by Opportunity
There is already the ability to alphabetize opportunities within a universal scholarship application. I would like to ability to alphabetize eligibility rules by opportunity.
9 votes -
New tutorial links
Please separate the videos back out to different pages for SLM and GLM as well as the different roles. For example, if I send my scholarship evaluators the link that has GLM as well, it is going to be confusing.
11 votes -
Allow Instruction Questions to be Shared Questions
We input scholarship fund information as instruction questions on our UA application form. We would like to be able to share these to our evaluation forms so that the applicants and the evaluators both have the fund information with staff only needing to update the fund information in one place (currently we have to update in both the application and on the evaluation forms).
7 votes -
Applicant Copy Functionality for UA
It would be great if students could use the applicant copy functionality from processes to the UA and vise versa. We have both stand alone processes and a universal application (different timelines). We have approx.. 250 students who apply to both. It would be great if they could import answers from one to the other.
6 votes
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