927 results found
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Reports - Lock Column Headings
Would be helpful if column headings locked so you could see them as you scroll down the report, like you can in Excel.
33 votes -
Ability to set a time and date for a process to automatically toggle on
It would be helpful to be able to set a time/date for a process to toggle on.
20 votes -
Delete Questions
The capability to delete a question within an active application.
19 votes -
Sync Sandbox with Live
Wouldn't it be great to "Sync Dev" as we do in CSuite in order to test proc esses with up-to-date information, forms, reports, etc. ? This could be extremely helpful to those of us who are just getting used to GLM and all the nuances!
24 votes -
Collaborator Receive Emails
I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.
29 votes -
Batch "add installment" and "make payment"
It would be handy to be able to add installments in a batch as well as make payments in a batch. We just distributed 53 checks and the last thing I want to do right now is have to manually update the amount and date of each of those checks. What would be handy is to have a list of all payments due and a batch payment option to indicate their completion.
29 votes -
Adding shared questions
Selecting multiple questions when adding a shared question. Also,when creating a question field maybe a prompt could appear alerting the question already exists and if you would like to use that one instead.
14 votes -
Allow Adding Custom Columns to All Pages - Especially Organization Summary
The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we…
20 votes -
Dropdown Menu for State and City
Create dropdown question for locations (State, City) when organizations are creating their profiles on Foundant. As we run reports, I have noticed that organizations will misspell cities, write city names in ALL CAPS, abbreviate state names, or write state names in ALL CAPS. This presents a problem when generating reports and having to go back and clean all that. It would be great if organizations had the option to select the state where they are located from a drop down menu, then choose the city they are located in from a drop down menu as well. This would generate clean,…
37 votes -
Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
8 votes -
Reminder for Multiyear grants
The system does not notify me when the next payment is due and I was just wondering if that could be something added as I tend to forget. I thought this would be a nice feature especially for Community Foundation who have multiyear grants/installments throughout many years.
We also grant some funds in three year cycles as they are smaller funds with highly specific designations. I would love a way to check each grant and what year they are in using the installment form. It would be great just to schedule a reminder for ourselfs.
33 votes -
Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I
Copy groups and Questions
78 votes -
User Search Query Options
I would like to see the user search criteria section for the scholarship database have the functionality to query the last logon date (i.e. > 1/1/17). I deactivate users who have graduated from our district or who have never used the system. Also, it would be nice to be able to do a batch option to deactivate multiple inactive users.
1 vote -
Primary Org Contact to view follow up reports and due dates
Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.
37 votes -
Add custom columns feature to the Request History page
We'd like to be able to see the Request Amount next to the Grant Amount on the Request History page. Adding the custom columns feature to this page would be very helpful.
24 votes -
3rd Party Confused
We had a lot of problems this year with 3rd party individuals being confused by the fact they received an email from the student and an email from us for the same request. Is there some way to streamline things so that the 3rd party recipient would only receive one email? I would prefer our template email to the student's email, as they often don't include all or the correct information. Or maybe possible to add the students email wording to the start of the auto-generated email? It became even more confusing for students who were requesting documents for multiple…
9 votes -
duplicates
Duplicate organization Fix - For all new User accounts I would like to suggest that the organization be available as a pop-up selection options vs initially creating the organization. This could cut down on the many duplicate fixs still be experienced in the system.
21 votes -
Attachments in the grant application - build on until size limit has been met
Allow the grantees to add multiple attachments until the size limit has been met per attachment item. As it is only one attachment at a time. Any added after the first cancels out the first attachment.
16 votes -
Suggestions for Custom Columns
It would be helpful to see the amount awarded from the All Open Approvals screen.
From the Organization Summary page on the Request History tab, is there a way to change the column header "Date" to say "Decision Date", since that is what that column is showing us?
Finally, it would be helpful if the primary user column were visible on the Organizations page.
12 votes -
Close Request - Batch
It would be helpful if you could use the batch Close Request function when their are still open follow ups. We terminate students who have submitted their follow for the semester but have to go individually in to the request to close it. Since you can close a request with open follow ups on an individual basis you should be able to do it by batch as well.
8 votes
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