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  1. An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.

    6 votes

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  2. Could you format the summary row in tables to match the format on the rows above. In particular, use the thousands "comma"? It looks weird now if you use a summary row because the formatting is different.

    6 votes

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  3. If an applicant uploads an iPhone photo (.heic photo) then you will not be able to view it within the system. You will need to download it to your computer first. Would like to be able to view .heic photos within the system.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  4. It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.

    6 votes

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    1 comment  ·  Reporting  ·  Admin →
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  5. Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.

    6 votes

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  6. When we set up forms, the questions alternate between the required types (required, optional, read only) and visibility (internal, everyone, etc.). It would be helpful if the questions required type was visible at-a-glance similarly to the visibility so that we didn't have to click on the actual question and open it, just to see if its a read-only or optional.

    6 votes

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  7. It would be great to have the completed follow-ups more easily available from the Requests & Decisions page. Currently, from "Requests & Decisions" completed follow-ups are only accessible by choosing "Follow-Ups Assigned" and then selecting each individual request/organization. I think the narrower group of only follow-ups that have been completed would make workflow better for admins using this page to navigate different requests, as well as board members, evaluators or grant managers who want to view completed follow-ups. For us, there is currently no way for our board members to easily get to completed follow-ups on their own, without being…

    6 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  8. So I'm working on YR 2 for our UA. Making edits and trying to get a better handle on it all. I'm in now as an applicant. We have sections of questions: shared by all of the scholarships, shared by some of them, and then ones that are only for one scholarship. Question groups are collapsible, right? Going on the scenario that a kid is eligible for several, wouldn't it be good for those shared question sections that they've already completed to be hidden or collapsed? Now I'm old, but it seems clunky and confusing to even have them there…

    6 votes

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  9. It would be great if students could use the applicant copy functionality from processes to the UA and vise versa. We have both stand alone processes and a universal application (different timelines). We have approx.. 250 students who apply to both. It would be great if they could import answers from one to the other.

    6 votes

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  10. It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    6 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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  11. Just as you've implemented bulk upload for payments, it would be nice to have a bulk upload of individual documents. For example, I'm working on review comments and once I'm done, I have to upload each individual document to each grantee's file so they can download and review them. It would be easier and more efficient if I could do a bulk upload of the documents to each individual file.

    6 votes

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  12. Please add a Copy to Another Process button in the Submit Section. I can tell when a request should go to another process but I am forced to mark it as complete and assign an evaluator and then send it back to submitted (which I often miss because the button is at the bottom of the page and I have to scroll down to find it! Move that up while you are adding the new button, please.) It would be much simpler to have a button there as well to allow me to move it to an internal system. Thanks.

    6 votes

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  13. I'd like to see an option "declined by student" available after the scholarship has gone to the approval bin. We've had students that end up being offered full tuition from a school for athletics or academics & they no longer need our scholarship(s). We have a paper form that we've used in the past for students to complete, but I'd like to see an option to mark a request as "denied by student" and then we can have a follow-up or a place to attach the information we collect in the form.

    6 votes

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  14. When I press the Question List button from a follow up form to create a pdf of the form's questions, the form name doesn't appear anywhere on the pdf. It's got the process name, and the word FollowUp, but not the actual name of the follow up form. It would be super helpful to have that included, so there's no question which document I'm looking at.

    6 votes

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    1 comment  ·  Admin →
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  15. "You guys are awesome, and the changes have mostly been positive. However,
    there are a few items that changed away from better, so I just wanted to
    provide some feedback about the latest release...

    Before, when reviewing an application, we could just scroll down. Now, we
    have to click an extra time within the inner scroll bar to move the
    screen. This is a time waster.

    [image: Inline image 2]

    Also, when on the request summary page, there is now no indication of the
    organization on the initial view. Perhaps adding the organization name
    under the project name could solve…

    6 votes

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  16. It would be great if it was possible to have the option to share Evaluation comments with Applicants.

    6 votes

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    1 comment  ·  Admin →
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  17. I would like to have an automated "reminder to submit email" to be generated after 15-30 days to remind them to submit their application.

    6 votes

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    Under Consideration  ·  1 comment  ·  Email  ·  Admin →
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  18. it's great that within an organization, everyone can view all of the applications that were submitted. Unfortunately, they can not see the followups. this is a challenge when a new person takes over a project and they don't use the same account. as well the primary contact which is usually the executive director can not even see the followups to know if they have been complete or what was shared. this would be so helpful for our non-profits so they can easily share application and followups... thanks

    6 votes

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  19. It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  20. Is there a place to enter the check payment address? If not how have others worked around it.

    posted February 28, 2012 by Kyle Castronova, OMeGA

    6 votes

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    9 comments  ·  Payments  ·  Admin →
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