1020 results found
-
Searching for users with NO assigned role
Would be helpful to be able to search for users with NO assigned role so that someone can easily identify them and then assign them roles. Currently, the search function only allows to search by Role--obviously that omits a whole group of folks who were never assigned roles when their user account/contact was created. Ideally they would have been assigned a role at the beginning, but when a new GM comes and wants to clean up the system/make sure everyone is rightfully assigned, there's currently no way to do so without individually accessing THOUSANDS of user accounts to check.
1 vote -
Add Cause/Category Filtering to the Public Giving Hub Fund List
We manage over 900 funds, and donors visiting our Giving Hub have no way to filter by cause area, grant type, or service area. For a donor interested in Animal Welfare, Arts & Culture, Education, or Disaster Relief, browsing an unfiltered list of 900+ funds is not a workable experience.
The data already exists in CSuite — grant type is assigned to every fund. We just need it surfaced as a filter on the public portal.
Some foundations have built custom fund directories outside the Giving Hub to solve this. At our scale, that workaround isn't feasible — it would…
1 vote -
Add Request ID to search criteria
We print the Request ID in most of our reports. It would be very handy to be able to search for a request using this unique identifier.
1 vote -
Make it easier to sort fields in reports
It is incredibly difficult to sort the selected fields for a report. Every time I am trying to change the order of combined fields around other combined fields, it only allows me to combine that field with the other field. It won't let me put the combined field next to the other combined field. This has made it almost impossible for me to order my columns. I've had to find a workaround by separating the combined field and then recombining.
One way that might help is being able to change the order of columns in the report itself. But in…
1 vote -
beth@cincinnatischolarshipfoundation.org
When an applicant submits multiple applications because they change their mind about which school they plan to attend (because they can't edit their submitted application) it would be really helpful to be able to add a column in the view of the profile summary to see the school so that we can abandon the UA and its associated opportunities that are no longer their chosen school.
1 vote -
Recognize US territory postal abbreviations (PR, GU, VI, etc.)
My organization's grants are open to applicants in US territories, but one in Puerto Rico is having trouble with their account.
1 vote -
Bulk Download
We would like the ability to bulk download print packets after they have been moved forward. As it stands now, there is no alternative workflow for batch downloading the print packets once the evaluations have been completed.
1 vote -
Assignment grid - making it more user friendly
When assigning applications to reviewers in the Meeting Manager, there used to be a super helpful feature that allowed you to 'pin' a reviewer to the far left of the table to more easily assign them to applications. Now, if you even have more than 2 reviewers (which is always the case!), it's very hard to have to scroll all the way to the right and then all the way back to confirm you're assigning the right person to the right application!
1 vote -
Collaborator and Upload Questions
It would be nice to give applicants the option to share or not share file upload questions to collaborators. For instance, if the applicant is uploading sensitive documents, ie. pay rates, a collaborator may not need to see uploaded document information.
1 vote -
Collaborator added Functionality
With the collaborator feature, it would be nice to be able to have the option to have a check box to share admin comments to the collaborators if needed. Now that collaborators can assist applicants, admin comments are only visible to applicants.
1 vote -
Add Field Visibility in Reporting
I would like to be able to pull the visibility of a field into a report. I've come across a field that is on several of our processes and it's supposed to be an Internal visibility field, but on some processes it's visibility is set to Everyone. It would be so much easier if I could run a report to see which processes or forms that field has the incorrect visibility so I know which one's I need to correct versus having to manually click into each process and verify one-by-one.
It could be a great tool to confirm that…
1 vote -
k.morris@mhjf.org
Duplicate Search - I need to list organizations by Organization name, when conducting duplicate searches. I think that used to be an option.
1 vote -
k.morris@mhjf.org
Merge multiple docs to applications: It would be helpful to be able to choose multiple requests and have the option to create a merge doc and save to the request for each one, all at once. This would give the option to create merge docs and save to requests in batches.
1 vote -
k.morris@mhjf.org
When creating a merge doc, it would be helpful to be able to dictate what the document will be named when it the docs are downloaded, or just make the default the Organization name. Right now, the default is process name and applicant name, which places the documents in alphabetical order by applicant. This creates a lot of work when creating zip merges. I create dozens and dozens of files that I have to rename with the organization name.
2 votes -
Automatic email for LOI/Application when moved from Submitted to Complete
When we move from LOI or Applications from Submitted to Complete - an automatic email to be sent would allow an applicant to know where the application was in the process. It would be an efficient way for us to communicate with applicants.
2 votes -
Evaluator Scores
It would be helpful on under the Committee tab to see evaluation status. Being able to add a column on the main committee list that shows 2/10 evaluations complete. Then when you click into that committee, you could get more details on who hasn't completed their scores or their status. Currently the only way we see this is by going into each process separately. This is time consuming when we just need an overall whole number.
1 vote -
Fundraiser Campaign Enhancements
Love the fundraiser campaign functionality but would like to see some additional options/updates to further customize the donation page and receipts that it creates including:
- Option to hide tribute fields on donation form (or have it be inherited from the fund which it is associated with)
- Option to customize giving levels son donation form (or have it be inherited from the fund which it is associated with)
- On the receipts generated from donations that come in via fundraiser campaign can the word "fundraisers" be removed from the start of the description merge field?1 vote -
Option to give collaborators access to admin comments
Please give an option to allow Collaborators to have the ability to see the Administrator comments. This causes many problems within our application process. Maybe include the option for admin to click a box that either allows visibility to ONLY the primary applicant OR the primary applicant AND collaborators. Same with uploaded documents.
2 votes -
Follow up tab on application - admin view
It would be great to have a follow up tab in the application (admin view) so outstanding follow up reports for an organization can be noted quickly. We don't allow organizations to apply for a grant if they have an outstanding report. Having a way to quickly check this (like the charity status) while in the application would be handy.
4 votes -
Settings: Show Decision Status: Option by School
It would be nice to be able to customize the decision status viewability by school (and to select a specific date, rather than a set number of days after the decision has been made).
I have a healthy selection of schools that would like us to hold notifications to the students until they host their own award ceremony. These schools want to make the initial announcements of awards to the students (keeping the awards a secret until then).
I need to be able to accurately pull reports for my board, but I can't if I can't enter all of the…
1 vote
.png){kind=link}
- Don't see your idea?