441 results found
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Approve all payment installments through UA Related Opportunities tab
It would be more efficient if UA scholarship installments could be approved from the Related Opportunities tab rather than having to click into each opportunity separately and navigate to the award details tab.
1 voteHello,
Thank you for your feedback! I also want to make sure you know you can batch approve installments from the payment tracking page today.
-sammie
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Related Opportunities tab to list Awarded or Denied and Award Amounts
When reviewing opportunities in UA, it would be helpful to have the award decision and award amount noted on the "Related Opportunities" tab, rather than having to click into each opportunity and navigate to the award details or decision sections.
1 vote -
Budgeting Tool
Add the Budgeting Tool for opportunities in the Universal Application in SLM.
2 votes -
Ability to sort in the Documents folder
I see that someone else had suggested this but the idea was archived. In the documents folder, there is no way to reorder the documents. It puts them in order of the date they are uploaded. It gets a bit confusing when adding documents later into the process and they are out of sequence. The only way to rectify is to delete the documents and reupload them in the order desired. But then if something else is submitted that should be kept such as background information prior to the approval or denial of the request, they're out of sequence again.…
4 votes -
Login Log for GLM
As it stands right now, the login record in GLM just shows the last time a user logged in and that includes someone proxying into their record. It would be nice to be able to see a detailed list like we are able to in CSuite.
23 votes -
Email sent from GLM
Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.
5 votes -
Additional options for viewing uploaded documents
In our organization, we ask for applicants to self-report information and to also provide an uploaded document or image that shows proof of what has been entered. In the current configuration, the document viewer window is stationary and does not allow administrators to move the viewer to the side in a way that allows them to also view the application in a side-by-side format. Below is a copy of what I see that needs to be relocated while remaining visible. Is this movement able to be made possible either by opening docs in a new tab or by moving the…
2 votes -
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
5 votes -
New Applicant/User
New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.
5 votes -
Increase number of columns in tables
To effectively use Tables as a shared question in a Follow Up (as stated in documentation, very helpful for Budget and ongoing grantee progress statements) - being limited to only 5 columns does not allow for multi-year grants especially
3 votesThank you for this feedback. We currently have the limitation to making sure tables easily appear on screens and print packers but are continuing to evaluate ways to expand this functionality.
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Payment Tracking by "Payment Date" rather than "Due Date"
I see a number of ideas previously posted in the IdeaLab back to 2015 that ask for this, but all seem to have been closed out. It would be great in the Payment Tracking tab to be able to search and sort by the date the payment is actually made, rather than the installment due date. If we have a payment due January 1 and then pay it in December, for example, it's quite a process to do reconciling later because the due date and payment date are in different years. I know we can find this field when exporting…
3 votes -
SLM Universal Application follow ups
For SLM Universal Application follow ups it would be great to be able to reorganize the list, in alpha order for example. Right now it is in the order of when the follow ups were created.
2 votes -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.
It would also…
8 votes -
add alerts/auto-emails for documents when uploaded
Add the ability to add an auto-email template so users can be notified when a document is added to the documents tab. Especially if applicant facing.
4 votes -
1 vote
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Searching for a former name of an orgnization - not DBA
Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…
4 votes -
New administrator comment notification to applicant
We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!
5 votes -
Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
5 votes -
Custom navigation
I am suggesting that the header area be made editable. It would be worthwhile if we could truly mimic our website header (logo and navigation) so the user thinks they never truly leave our website since there is no option to embed Foundant forms.
1 vote -
"Close Request" button
The "close request" button has caused confusion for our staff. It's being clicked accidentally. As you go through the scholarship workflow, you often click the buttons in the bottom right corner. The Close Request button is located in the bottom right, but is not a button we want clicked. I also think using the word Closed is not the right word to use. Could the button be moved and the name changed to indicate something more drastic? "Close" can sound like you are just finishing this particular step in the process. Thank you!
1 vote
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