1109 results found
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Close Request pop up after marking report complete
Add option to "Close Request" after marking final report complete. Right now you have to go back to the request to do it, or do it in bulk.
11 votes -
Follow Up Forms in Org History
Add an option for Follow Up forms to be shared to all users within an organization.
For new users, even if the system is set to share all organizational history, follow up forms are not shared unless manually added using the collaborate feature. With the high turnover in nonprofits, for multi-year grants, reports may be filled out by a different staff member on each report & need to see what was previously submitted on follow up forms/reports, not just the application. With over 100+ grantees, this can become a huge time burden to manually add new staff to each past…11 votes -
Add the ability to print Sent Emails from GLM
I would love to have the ability to print or download Sent Emails that were sent through the GLM system. Currently, the only option is to open the email, copy it, and paste it into a new document.
11 votes -
Close request without marking a follow-up complete
I work in GLM and would like to be able to close an old request with an incomplete follow-up without marking the follow-up complete. When the request is closed and an incomplete follow-up is marked complete, I cannot reassign the old follow-up when the same organization submits a new request.
11 votes -
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
11 votes -
Add ability to edit the subject line for email notification
Could we please add the ability to edit the subject line of the email notification? This would allow us to include a French translation where needed.
11 votes -
Public Fund Name
I have noticed in multiple template field lists that the use of the Fund Public Name is not an available option. To not have the Public Name available for all templates that have the Fund Name option defeats the purpose of the Public Name. It would be nice if the Public name was the default name used on templates or at least an option on all templates.
11 votes -
Nonprofit Directory Visual Experience
Currently, when viewing listings in the Nonprofit Directory by category, there is a large blank space on the left hand side of each listing where it appears the uploaded logo of the organization should go (see attached image).
I have been told by Foundant that this is not a bug, so they will not fix it as such. Visually, it is very out of place and looks clearly designed for the organization logo especially given that this space is occupied by logos for fund listings.
I would like to suggest that this space be utilized for the organization logo in…
11 votes -
"AI"
Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!
11 votes -
Grant History
We have had some notes that when in the "grants" subsection of the "Grant Details" tab of the donor portal, the grants do not maintain the same order after using the "copy" function. So, if a donor just wants to run through and copy all the grants they made in 2023 for 2024, it makes it difficult to go through and copy the donees in order
-TCF
11 votes -
Duplicating questions
Please can we have the ability to duplicate a question? It would make it so much faster!
11 votes -
Automatic Email to admin for late Follow-up Forms
Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.
11 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!
11 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
11 votesThis workflow today can be completed from Request and Decision.
-sammie
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Allow sharing of question group to a form
In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.
11 votes -
Evaluator User Role Should Be Customizable by Process or Permissions
We have many users with the roles of Evaluator and Applicant, which poses a problem because we cannot restrict their Evaluator role by process nor can we modify the permissions of the Evaluator role. We just had a user with dual roles answer the "internal visibility" questions on their own grant application.
11 votes -
Show Password to user logging in
It would be helpful to have the ability for the user to click "Show Password" when they are logging in. I've spent a lot of time this year with users (evaluators) struggling with sign in and it's always user error. "Show Password" could help.
11 votes -
11 votes
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Universal app confirmation page
I find the language on the Universe confirmation page confusing. It says the applicant is eligible for the following opportunities, it's not 100% clear that the applicant must continue to apply. I'd suggest moving the blue "Continue" button to the top, or changing the message to read: "Based on your answers, you may apply for the scholarships listed below. Click the blue Continue button at the bottom of the page to complete the applications."
11 votes -
Table-Style Questions: Ability to apply regular expressions (REGEX) to a field in the table
Request: Ability to apply regular expressions (REGEX) to a field in a table-style question.
Use Case: Applicants are asked to assign percentages (%) to demographic questions about the population served. The total at the bottom must add up to 100%.
Example:
* 20% -- A
* 20% -- B
* 20% -- C
* 20% -- D
* 20 % -- E
* 20% -- F
TOTAL: 120% <-- would be rejected because it is not 100%11 votes
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