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  1. It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.

    I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.

    7 votes

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  2. We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.

    7 votes

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    Proposed Idea  ·  1 comment  ·  Follow Ups  ·  Admin →
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  3. For GLM under website settings, "Warn Applicant of an Existing Request," if this could be for applications submitted by organization. For example, a user from an organization submitted an application but then another user tries to apply for the same grant opportunity. The user trying to submit the 2nd application would be notified that an application was already submitted. There may be instances when there are multiple programs within one organization are applying for a grant, if that's the case, allow multiple programs to be identified under one umbrella organization.

    7 votes

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  4. Add a column 'Donation Advisor' to the donations page on the portal so fundholders can see who advised donations, where applicable.

    7 votes

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  5. I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?

    7 votes

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    1 comment  ·  Reporting  ·  Admin →
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  6. It would be helpful if the amount the organization is requesting would show up in the notification email. That way it's right there and you can look at it quickly rather than having to login.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  7. 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.

    7 votes

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  8. We would love the ability to limit the number of check marks applicants are able to select on certain checkbox questions. We ask folks to limit the number their choices, but often times they over select.

    7 votes

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  9. Would it be possible to also get Adobe Sign integration alongside DocuSign? We use Adobe for everything, but also created a DocuSign paid account so we can have the integration for our grant agreements in Foundant's GLM. It would be great if Adobe was also incorporated so we wouldn't need both.

    7 votes

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  10. Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.

    7 votes

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    0 comments  ·  Reporting  ·  Admin →
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  11. Every download has the same name. It is confusing when you're downloading many different applications/evals/etc for internal archiving. The downloaded file needs the process name and the applicant name and year when I download. I just end up with ApplicationPacket (1), ApplicationPacket (2), etc., I have to rename every single file one by one so I don't lose track of which is which.

    7 votes

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  12. When choosing .doc or .pdf for a merge doc, it would be helpful if that choice was available at the top of the list of templates, instead of having to scroll to the bottom.

    7 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  13. Additional standard merge fields available in email templates and the ability to customize / add your own to the forms. We have information that must legally be included in our approval and denial letters which are not available to be merged into the email, so we need to stop and fill in each manually, reducing the efficiency of automation within GLM.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  14. Is there a way to get direct links to processes/applications to share with grantees?

    7 votes

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  15. When viewing merge documents in the Documents tab of a request, I'd like to be able to view the document (like the Document Viewer in applications and follow up forms) rather than having to download it.

    7 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  16. 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.

    7 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  17. It would be great to allow Follow-up Due Dates to be shared within Decision forms or future follow-ups. For example, within our Decision process and within our Grant Agreements (follow 1), we mention that grantees will need to complete a Final Report (follow-up 2). We would like to auto-populate the Due Date of the follow-up 2 in both the Decision process and the Grant Agreement so that grantees can sign-off that they acknowledge and commit to the final report. Being able to auto-populate this field based on system due-dates would allow for efficiency as well as minimize human error. This…

    7 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  18. Once the student hits submit on the UA, is there a way to change the font color of those opportunities that have additional information pending. Currently everything is black or blue, would like to change the "EDIT APPLICATION" to RED to catch the students eye.

    7 votes

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  19. It would be helpful when reviewing follow ups under a request to be able to tell which follow up you're currently viewing. We have to toggle between follow up sometimes during our review process, and the questions within the forms are mostly the same, the follow ups are tagged for the year it is to be submitted, though as you toggle back and forth it's hard to identify under which follow up you're under to provide approval/recommendations.

    7 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  20. Applicant's often ask me about a Access Code. We never use them.

    It would be helpful if you can include a statement at the end of where it says .... "at the top of this page..." another sentance that says "If you you have not been provided an access code - please click on the home button above.

    7 votes

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    2 comments  ·  UI/UX  ·  Admin →
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