1092 results found
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View Organization History
Under the View Organization History system setting, it would be helpful to have an option of "Organization-by-Organization". Right now there are three options 1)All, 2)None, 3) User-by-user. It would be helpful to have it an option for Organization-by-Organization for those orgs who have the same EIN# but separate local chapters (or schools, in the case of a school district). For these type of applicants, we only want them to see their own chapter's information; but for all the rest of our nonprofit applicants, with the high turnover of NPO staff, it's helpful for them to see their entire organizational history.
6 votes -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
6 votes -
Export charts from run report
It is possible to add a chart to your data set in "run report", however, this is not the most useful because you cannot export these charts in any way. The only way to use this data visualization would be to screenshot the chart and paste it elsewhere.
I suggest it be possible to download the chart the same way you can download a chart from the metrics dashboard in the run report function.
6 votes -
Enhancing GLM and SLM through ERP Integration
To enhance GLM and SLM, consider integrating more advanced ERP system functionalities into the platforms. By incorporating features like real-time data analytics, automated reporting, and seamless integration with other ERP modules, you can significantly improve efficiency and accuracy. For instance, implementing automated data syncing between GLM/SLM and ERP financial systems could reduce manual data entry errors and provide more accurate insights into grant and contract management. Additionally, incorporating AI-driven analytics could help users identify trends and optimize their strategies based on real-time data, leading to more informed decision-making and streamlined operations.
ERP recommendation: https://www.impactfirst.co/id/erp/software-erp
6 votes -
kbakhshi@fmscleveland.com
When creating a document and when viewing the Merge Docs on the communications page, they are not sortable. I wish the list was alphabetized, or sortable. Right now we have to scroll through dozens of templates.
6 votes -
Export Images
We need a way to export the images in a report/as a batch for our annual reports. These images are uploaded in our final report form.
6 votes -
Evaluations
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 -
Hide Abandoned Applications
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 -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…6 votes -
add alerts/auto-emails for documents when uploaded
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 -
Branching logic in printable form for admins.
Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.
6 votesWhat information would be important for you to be able to easily see.
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rearrange forms in Process Manger
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 votesConfirming you are referencing the general forms tab with in the page.
Please not that can be sorted by the column header, today.
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Automatic emails to evaluators
When evaluators are assigned applications as a batch action, it would be really helpful if an automatic email could go out to each evaluator letting them know they have been assigned applications for a particular process (one email per process, not per application). Currently, the only way evaluators can receive an automatic email is if each application is assigned one by one. That's time-consuming for the person assigning the evaluators, and that would generate a lot of individual emails to each evaluator. Having automatic emails go out to evaluators after batch assignments are made would eliminate the current two-step process…
6 votes -
Batch Assign Applications to Evaluators by Applicant Name Automatically
We have about 60 scholarships, 200 applicants (1,100 applications), and 32 reviewers every year. When I assign applications for review, I want every student to be assigned to 2 reviewers. And I want all reviewers to have roughly the same number of applicants/students (not applications since we use Universal App). So I sort the applications by applicant name, and then manually click all applications for students x, y, z, and then batch assign to 2 reviewers. I have to repeat this process for all 1,100 applications in the system. I would love for there to be an automated way to…
6 votes -
Adding Hyperlink Capability for Applicants
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 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
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Allow for Copy + Paste or Import in Tables
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 -
Automatic Emails for Grant Managers
To avoid sending all automatic emails to every grants manager in a process. It would be helpful to be able to have emails attached to a specific requests be automatically directed to the grants manager assigned to the request?
6 votes -
Request ID Visible
We often have project names that are the same or very similar making it really hard for our Finance department to know if they are making a payment on the right grant or staff to know if we are closing the correct one. We are familiar with the request ID being something we can pull on reports and then hoover over the bottom of the screen to verify that we're in the correct grant when performing of these tasks, but it would be extremely helpful if that request ID could be visible maybe somewhere on the Award Details tab or…
6 votes -
Sharing Evaluation Comments
It would be great if it was possible to have the option to share Evaluation comments with Applicants.
6 votes -
Changing the 'show applicant' a document.
We delay our grantees' ability to see the decision on their application by 14 days. This was set up for us by Foundant. We upload their approval/denial letters into their request documents at the time of the decision, but do not want the grantees to see the letters until after the 14 day period when both the decision and the letter should become simultaneously visible to them. At this point in time, we have only two choices - to never allow the applicant to see their approval/denial letters in their Request Documents, or to wait before posting the letters to…
6 votes
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