1092 results found
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Ability to Bulk Update RSVP and attendance in Campaigns
Hi, Currently there is the ability to import profiles to a campaign. It would be extremely helpful if we could also bulk import RSVP and attendance also instead of updating each profile 1 by 1. We currently use a 3rd party app for invites to an event. We build the list in CSuites through campaigns.
6 votes -
GLM when searching for organizations
When searching for an organization in a certain city or state, after you click on the first one you want to look at, it takes you all the way back to the main organization screen and you have to put in the city and state again. It doesn't allow you to just look at the original search list.
6 votes -
Search all user log in activity
When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!
6 votes -
Bulk export to include Documents uploaded separately from the application and follow-ups.
In addition to bulk exporting a grantee's application and report, can we include the "Documents" tab where I (the administrator) might be uploading other documents like site visit notes in this download? It would be nice to have all associated documents for the application in the same PDF.
6 votes -
text boxes cut off
One of our evaluators brought to my attention that when she is completing evaluations – that the response to questions set up as text boxes are being cut off and it does not give her the ability to scroll. This seems to create a less than optimal experience for her and others. I realize to avoid this – I could create all questions as Text Area questions, but would prefer not to have to do this.
6 votes -
AI Summary: Feedback
Please post your feedback on the new AI summary tool below!
6 votes -
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
6 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.
6 votes -
Two types of application submission emails for Universal
Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants
6 votes -
Choose a specific date for a follow up form to be assigned
Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.
6 votes -
Integration of Multi-fund Detail
When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…
6 votes -
Process Manager Batch Print
Batch Print blank forms from Process Manager
We have 57 separate application Processes that we manage each year. Univeral application is not an option as each application has specific and varying criteria. Although we work hard to normalize wording of questions while inserting specific and simply things like word counts.
Each year we open each process application and try to analyze anomalies. One way is to print each application, each evaluation, each follow-up form to PDF using "Question List". Once in PDF they may be analyzed as a group with different tools.
The ability to Batch Print the Process Manager…
6 votes -
Search Function
I have struggled sometimes to find an org or project because I do not type it in exactly as it was done at the outset. Is it possible to have more of a search function that operates like Google to find ones that are closely related?
6 votes -
lcs@bermudafoundation.org
Can you create a question bank so that we can easily copy questions that already exist on other forms??
6 votes -
Ability to Duplicate Search Contacts
When you click into Organizations, you can perform a basic "duplicate search" and easily merge duplicates. I would love to see this same option for contacts.
6 votes -
Add "Request Amount" into "Organization Request Summary" Merge Table
This one has been previously archived, but when we get the summary of an organization, we really really would like to see the amount they requested, even if their grant was denied. This is one area where Blackbaud allowed us more functionality than Foundant.
Along the same lines, when you look at org request history, it would be nice if it showed amount requested in the summary at a glance.
6 votes -
sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
6 votes -
deferral
Add to the Follow Up workflow a Deferral bucket.
We allow most recipients to defer their award for up to one year. It would be great to have this on the dashboard as a workflow option. Of course adding a third function at the bottom of a Submitted Follow-up - "follow-up deffered"
6 votes -
Bulk Copy Applications
At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.
Where this becomes cumbersome is that I have to go into each application individually…
6 votes -
kbakhshi@fmscleveland.com
Add a Search Bar on request history page, within an organization summary.
It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.
6 votes
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