839 results found
-
Admin Editing of LOI/Application Form Fields During Evaluation Process
We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…
2 votes -
Enhancing GLM and SLM through ERP Integration
To enhance GLM and SLM, consider integrating more advanced ERP system functionalities into the platforms. By incorporating features like real-time data analytics, automated reporting, and seamless integration with other ERP modules, you can significantly improve efficiency and accuracy. For instance, implementing automated data syncing between GLM/SLM and ERP financial systems could reduce manual data entry errors and provide more accurate insights into grant and contract management. Additionally, incorporating AI-driven analytics could help users identify trends and optimize their strategies based on real-time data, leading to more informed decision-making and streamlined operations.
ERP recommendation: https://www.impactfirst.co/id/erp/software-erp
1 vote -
elizabeth@oshkoshareacf.org
Adding a description field under the Vouchers tab in the new or old Fund Advisor Portal (similar to how it is listed under the Donations tab).
2 votes -
commas in budget table
I like the embedded tables for the most part but I really need commas in those integer cells and the sum total cell.
5 votes -
operations account aggregator
We would like an account aggregator that feeds directly from our main bank account into our general ledger (or someplace). We have missed transactions (due to human error) and this would prevent us from missing transactions that occur in our checking account.
1 vote -
docusign
Is it on the radar for enabling the DocuSign to be sent to the primary contact instead of the applicant?
1 vote -
kbakhshi@fmscleveland.com
When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.
4 votes -
Export Images
We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.
4 votes -
Evaluations
When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.
5 votes -
Hide Abandoned Applications
A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.
6 votes -
Amicable Divorce for Eligibility Quiz & Process
We have a number of pretty straightforward eligibility criteria that apply for all potential grantees. We would like for grantees to be able to take the eligibility quiz at any and all times. A quiz is a more dynamic option than asking people to read through a bunch of text which they often choose not to do.
If their results lead them to a custom pass/fail message, according to their answers, and the road ends there, we will be thrilled.
For our administrative process, the scenario where a potential applicant fails and still chooses to submit an application is easier…
2 votes -
Limit Primary Contact Selection to Administrators
We would like to prevent applicants from selecting the primary contact.
We love that applicants can now invite their colleagues to join their org. If we can make a small tweak so that they cannot select who the primary contact is, that would be really helpful.
Our specific usage example: We use the primary contact to indicate who is at the helm of the organization (ex: this allows us to use the primary contact as a merge field in documents that address the ED/CEO). The word "primary" is confusing to applicants - they think it indicates who is the primary…
2 votes -
Request History as an Internal Form Field
The request history table in the print packet is so helpful. Board members and evaluators really like to have a quick snapshot of this information.
It would be great if we could
1) pull this table into application or evaluation form as an internal field or
2) create a field with the option to make request history pop out as an external window
or any solution that offers a simple way to have eyes on request history to those folks who spend little time in the database and don't feel comfortable with extra clicksThank you!
6 votes -
automated email
It would be great to set up an automated email sequence for applicants that was timed around incomplete draft applications. For example, one week after an application is started, an automated template email is sent with a "thank you for starting an application, if you have questions or need help please reach out to....don't forget the application deadline is X"....and similar. I try and send reminders to our in-progress draft applicants regularly; having an automated sequence would be really great--similar to what you see in email marketing packages.
3 votes -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…4 votes -
Donation email body content
Allow for merge fields to be used in Donation email body - currently only name & salutation are available, however more merge fields are allowed in Donation notify email body
https://support.foundant.com/hc/en-us/articles/5626818564375-Donations-Content
1 vote -
reneamuellerleile@rosenaufoundation.org
Enable administration of a "blinded" review without having to update Application form multiple times (i.e., visibility of questions for Applicant, visibility for Evaluation 1 blinded review, visibility for Evaluation 2 unblinded). Since there is one Application form ("master") this is very challenging and presents potential for errors.
1 vote -
reneamuellerleile@rosenaufoundation.org
Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.
3 votes -
drop downs for personal information
Would it be possible to add a drop down for students wheen filling out personal information. ie Mr., Ms. and that when a student types street or St. it would auto change to Street? this would save us so much time in making corrections.
3 votes -
sort by last name in SLM
It would be very helpful to be able to sort by last name withing SLM. Being only able to sort by First name is a challenge.
2 votes
- Don't see your idea?