1057 results found
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Save Formulas For Reporting
We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.
We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.
It gets pretty time consuming, considering that we have 150+ reports to…
2 votes -
Save Formulas For Reporting
Our scholarship scoring rubric uses weighted scales for income and GPA. To alleviate the workload for our scoring committees, we don't ask them to score income or GPA because it is a fixed score based on our scale, we use the formulas to calculate those scores and also a total score.
There isn't a way to save formulas within reporting to where I could just copy and paste once or ideally, I would like to save the formula "set" and turn it on and off.
It gets pretty time consuming to copy and paste each of the nine lines of…
2 votes -
Document Viewer for Documents tab and for all Request documents
We would love to have a Document Viewer function for the Documents tab, as well as for all documents connected to a given request. Having to download a document just to see it every time is hugely inconvenient, as is having to go through several forms to look for a given document. More Document Viewer functionality would save a lot of time.
3 votes -
Batch Deleting Follow Ups
Every process, we reuse one follow up form to collect sensitive ACH information. It would be a great to be able to batch delete those follow ups from that years process versus going into each organization's application for each year.
1 vote -
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 -
k.morris@mhjf.org
When creating a merge doc, it would be convenient to be able to access the choice box for .pdf or .doc at the top of the merge template list, rather than having to scroll to the bottom of the list to make that choice.
1 vote -
Let's Encrypt Certificates for custom domains
Ability to enable 'Let's Encrypt', which would allow us to issue our certificates with our url without having to jump through additional hoops.
1 vote -
Sum total in Summary Table
Hey there! Regarding Summary section under any Profile, ex: Profile -> Donor -> Summary -> "Donation Summary (Direct and Advised) (Household and Members)" Section. For some reason, there's no values for the yearly totals for this section, as opposed to the "Donation Summary (Household and Members)" section, which does.
It's very convenient that the Donation Summary sums up the totals of each year, Fund, and all time giving, but I'd if the Advised AND Direct Summary Table also provided those values, as it can be time consuming calculating those values by hand when we need that information when meeting with…
1 vote -
Profile images included in campaign report to review list of attendees
If there was a report for campaigns that also pulled in the image data of the profiles, it would help donor services team members review large attendee event lists and learn donors/businesses/trustees' faces/logos and their names/titles while also recognizing easily who will be in attendance at the event. It would be a great philanthropic tool and overview.
1 vote -
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 -
evaluation deadline reminder
Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!
4 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
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