1000 results found
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initial submission date for the LOI Evaluation/Closed buckets
This idea was submitted before by someone else and archived, bringing it back because this would be very useful for our processes. We tell our applicants that they should expect a response within 6 months, so knowing when that 6 month window is closing would be very useful.
1 vote -
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 -
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 -
Add Eligibility tab to Organization record
We would like to see the history of Eligibility Quizzes taken for an Organization within the Organization record, rather than having to do a search in the Eligibility Center (which we would have to do for all dates, then sort by Organization, since there's no search criteria for Organization). Our program folks believe this information would be useful in giving a an overall picture of an organization.
3 votes -
Multiplication column feature in Tables
We would love to have the ability to create a table that contains a multiplying total column. For example, we would like column D to be the sum of column B multiplied by column C.
1 vote -
Form Completion Indicator configured on applicable questions
Form Completion Indicator. It would be nice if the completions indicator could be configured based only on the questions that are actually applicable or mandatory. Right now it seems the indicator counts every single questions in the form, regardless of whether they are mandatory or not or if they are just displaying a question which can be misleading to the applicant who is applying
3 votes -
ThankView Integration with GLM/SLM
Wondering if this could be a benefit to other Foundation or if others are even using it outside of GLM/SLM. We're in the very early stage in trying to find a way to have Grantee do reporting video or Students submit video as a thank you to donors. As we lookinto the option, we don't really want to have to manage another platform outside of the ones we currently have.
1 vote -
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 -
Condensed List View for New Applicant Dashboard
With the updated applicant dashboard featuring a card/tile layout, applicants, particularly students, can face usability challenges when they’re eligible for multiple scholarships. For example, if a student qualifies for just six or more scholarships, they have to scroll to view all their opportunities.
To improve the user experience, especially for applicants managing several grants/opportunities, please consider adding a toggle option for a condensed or list-style view. This view could reduce the size of the cards or display opportunities in a single row-based layout, allowing applicants to see more at once without excessive scrolling.
This enhancement would make navigating the dashboard…
10 votes -
Make organization profile questions shareable on to forms
Make organization profile questions shareable on to forms. We have agreements and other follow-up forms that reference the organization name and address. Instead of needed to retype them into the form or reference the mini profile that appears above but somewhat separate from the form, we would like to be able to pull in the organization profile answers as if they were shared questions. Since these are universal fields for the organization, it seems like they should be universally sharable on to forms.
4 votes -
images
It would be great if profile images could be included in reports. It would be helpful for our philanthropy team to create pictoral directories of the donors they manage.
1 vote -
Calculating Evaluator Score Column from Decimal Questions
Our SLM evaluators would like to see the Score column populated with the total from the scoring they complete with the decimal question. Our committees prefer having the ability to score using .25, .5, and .75 on our 1-10 scoring scale, so that is why we do not use the provided Score question type on our evaluation forms. Is there any way we could have that column give the option to total that other question type? Our committee members would like to see how their scores compare across the applicants during their review. Thanks!
1 vote -
follow up grant reports should be able to be assigned to all contacts of an org, or at least 2+ contacts
be able to assign grant reports to all contacts or multiple contacts of an org
4 votes -
Bulk Edit Admin Fee Types by SubGroup
Bulk Edit Admin Fee Types by SubGroup - It would be nice to be able to do this, as the functionality already exists for other types of groups, etc. But it is not possible to do this by subgroup (i.e. all nonendowed funds at the same time).
1 vote -
Remove follow up form/popup from process
I am training a colleague on entering grants into Foundant. Unfortunately, we're unable to remove a follow up form from a process once it has been used. And we're unable to remove the popup message for the follow up. So, while training I have to say "Oh just ignore that, we don't use it", which makes training clunky. Please give us the option to remove a follow up form (or at least the popup) we don't use.
1 vote -
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge.
Bring back the option to learn in the SLM Sandbox in a systematic way that builds skills from zero to full knowledge of the Foundant SLM.
The new system - while beautiful - is just random by topic, and unable to walk a person with no experience through the process of learning how to use SLM efficiently.
1 vote -
Use organization domain for email communications
Enable sending automated emails from the organizations actual domain via the use of domain authorization rather than sending everything from grantinterface.com.
Emails from grantinterface.com are confusing, often caught in spam, and it is impossible to ensure that every online customer recognizes and properly whitelists it. This has caused significant overhead on our staff to manage missed communications. In addition, some organizations spend a lot of time and money to build their brand reputation and improve name recognition within the community. The many thousands of automated emails that go out every year should be representative of, and enhance, this investment. While…
31 votes -
Convert Application to another process
I would love an option to convert an application from one process to another (rather than the copy option)
5 votes -
AI
Integrate with learnings from ChatGPT i.e. have ChatGPT conduct a review of the 990; import its findings into an Evaluation
3 votes
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