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1012 results found

  1. When evaluators are assigned to grant applications making sure the mandatory fields are completed, if not, giving them an alert before they can submit/finish.

    6 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  2. A site (or process) wide setting that allows us to hide abandoned applications would be helpful. Our board/evaluators are confused if they see this information in the request history tab or in print packets. We delete it but would prefer for it to show on the applicants' side and remain as a historical record.

    6 votes

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    1 comment  ·  Admin →
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  3. 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.

    6 votes

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    3 comments  ·  Reviewing  ·  Admin →
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  4. 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.

    6 votes

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  5. 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…

    6 votes

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    Proposed Idea  ·  0 comments  ·  Payments  ·  Admin →
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  6. 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.

    6 votes

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  7. The standard columns for the tables are not optimal for our program, so we've assigned project numbers to each funded application. I would like to be able to see this number in the payment tracking table, but can't add it to the installment form as a shared question. Woiuld this be valuable to others?

    I would also like to be able to delete some of the standard columns--project titles take up a lot of space and are not that useful!

    6 votes

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  8. It would be wonderful if we could rearrange the forms in Process Manager to have them alphabetical or whatever arrangement makes most sense for each user

    6 votes

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  9. In line with Trust-Based Philanthropy, more and more foundations are completing verbal reporting with grantees, where the foundation staff completes the written follow-up form based on a conversation with a grantee. We have been doing this as an internal follow-up form, but would like the option for the grantee to view what we've typed into the form and confirm that it is accurate and complete before submitting the report and marking it as complete. Other than downloading each follow-up form packet as a PDF and emailing it to them for their manual feedback, is there a way to either:
    1.…

    6 votes

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  10. You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  11. 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.

    6 votes

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  12. Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student. This is still not possible with the new update if a student has already been assigned to evaluators. This is the message that is received: One or more selected request(s) has an evaluation already assigned. If they are in the assigned bucket then of course they will already have evaluators assigned to them so…

    6 votes

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  13. I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.

    For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!

    6 votes

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    Proposed Idea  ·  0 comments  ·  Budget  ·  Admin →
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  14. 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.

    6 votes

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    2 comments  ·  UI/UX  ·  Admin →
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  15. Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    6 votes

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  16. It would be great to customize which columns show on the Requests & Decisions search screen like it does on the workload pages.

    6 votes

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  17. It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.

    Totals from tables carrying over to a budget summary table would also be useful.

    6 votes

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  18. Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.

    6 votes

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    1 comment  ·  Admin →
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  19. Currently, if I copy a table in another application like Excel or a web browser, it pastes all the values into the destination cell. It would be great if I (and our grantees!) could paste or upload table data from other sources.

    6 votes

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  20. Currently, SLM has no "delete committee" functionality, so every committee you ever set up stays visible and junks up the view. I would like to delete one year's committees and set up the new year's committees, as personnel change from year to year. Thanks!

    6 votes

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