896 results found
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Funding History in Reporting Tool
We would love to see the ability to pull the funding history of an organization applying to a new process into a form and/or the reporting tool so that we can easily incorporate that data into our evaluation.
Ideally we could access the funding data currently available in the "Print Organization Packet" (# of requests granted, total $ granted, total $ paid), but even a simple Funding History - Y/N available in the reporting tool would be amazing so we don't have to do a bunch of manual work to look up each organization or run multiple reports just to…
1 vote -
UA -Assign evaluations across processes in the "evaluation assigned" bucket
It would be wonderful if you could assign across processes within the universal application after an application is in the "evaluation assigned" bucket. I often have reviewers who are unable to complete their assignments and I have to manually reassign hundreds of individual applications. This functionality is so helpful in the "complete" bucket.
2 votes -
Document viewer
May I suggest a document viewer for those under the documents tab? A colleague states it would be nice to be able to preview a document without downloading it.
4 votes -
Include Applicant Field to Add Third Party Name with the Email Address:
Include Applicant Field to Add Third Party Name with the Email Address:
To help us keep track of Third Party Recommendations and contact those persons if needed, it would be helpful to have a field where the applicant enters the name of the person that they are entering the email for when initializing a Third Party Request. We've added a name field to the Third Party form portion that we can control, but that doesn't help us in the pre-deadline portion of our process. Thanks for your consideration!
1 vote -
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature.
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature. You can select "Hide Memorial Amounts" and "Show History on Portal", but you cannot make a bulk edit for "Hide Amounts". Thank you!
1 vote -
Custom columns for evaluators when assigning to process
Can custom columns be added to the "select user" popup box when assigning evaluators to a process? Helpful column options would be email address and organization name. Sometimes there are evaluators with the same name, or with duplicate accounts from changing organizations and making a new account at their new organization without informing me as the administrator, which makes it difficult to see if I'm assigning evaluations to the correct account.
2 votes -
Committee Names in Reporting
We need the ability to pull committee name in reporting. Each year our team needs to verify with external committee managers who is participating on their committee in the coming year. Since these individuals are volunteers, they often change. Right now, we can't run a report to match users names and emails to assigned committee.
1 vote -
Students using Copy Process are bringing over admin answers
We have renewable scholarships and ask the students to fill out a shortened version of the application for their renewal award. We just had a student fill out their shortened renewal application, but when I went to review it, there were internal admin-only questions that were already answered! I double checked the process and they are listed as internal so the student shouldn't have been able to see those questions so how was he able to answer them?
It turns out the student used the Copy Process feature to copy answers from his original application to help him fill out…
1 vote -
Automated notification to User when Donation comes in from Profile with Specific Relationship Type
We created a relationship type to connect profiles with Board Members. We would love to receive an automated notification email when one of those profiles made a Donation.
1 vote -
Tax receipt number for yearly receipt
In Canada when we issue year end receipts, we need to have one receipt number for the total amount donated during that calendar year in order to create a receipt that CRA will accept. Sending out a summary with multiple receipt numbers is not an option and many donors do not want to receive 12 separate receipts during the year.
Can there not be an option in the system to generate one receipt with one serial number at year end? I see this idea was archived a couple years ago but I feel like there are more Canadian charities joining…1 vote -
UA Opportunity Eligibility Change Log
I would like to request that Foundant implement a change log for the eligibility criteria for the opportunities within a Universe. There is currently no way for us as users or you as the host to track changes made. If there is a mistake or issue, we need to be able to know what was done, when, and by whom.
2 votes -
Returned Checks From the Bank
Returned Checks. When a check is returned due to insufficient funds, etc. it would be great if there is a feature that allows the original bank deposit to show the original amount of the deposit but allows an individual check to be returned so that the transaction matches what happens on your bank statement. Also, when these transactions cross months, the reconciliation isn't as straightforward.
1 vote -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
3 votes -
User Registration
We would greatly appreciate a revamp of the new user registration. Currently, we have a lot of new users at existing organizations in our system creating duplicate organization accounts because of the way the registration ties organizations and users together. We need a way for a new user to be able to register themselves, and then either select their organization and be approved by an admin, or allow an administrator to send a quick invite link to the new user where the organization is already selected for them.
This would cut down on the amount of time internal staff spend…
1 vote -
Randomly Assign Evaluators
In our process each applicant receives at least three reviews from three different evaluators. It would be nice if I could randomly assign evaluators to the applicants. I currently do this by creating an excel file with the applicants on the vertical axis and the evaluators on the horizontal. I assign each applicant a number and use a random number generator to assign the applications each reviewer is expected to review. To be able to do this quickly within the GLM system would be great. I know some of the competitors provide this option.
5 votes -
Reporting
Currently when creating a filtered report (finanicals / account activity as an example). I am creating certain expense reports for different managers and am only showing them their specific expense accounts. All of the filtered accounts show at the top of the report when viewing or exporting and makes the report look unfinished. Can a function be added to hide filters or column group options so when looking at and exporting the report it looks more like a finished report?
2 votes -
Administrator comment
Please change the color of the Administrator Comment box!
When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!
Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.
7 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
5 votes -
Metrics Dashboard - Denied Requests
Thanks again for implementing the metrics dashboard! Seems like it covers all key areas except for a better breakout for denied requests so wanted to suggest adding 2 graphs (maybe for past 6 months and another for past 12) for those that can be drilled into to see more data.
2 votes -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
3 votes
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