850 results found
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Pop Up Notification
Raiser's Edge has a feature that allows you to add a note that automatically pops up when you open a record. This would be a helpful way of alerting staff when there are compliance issues or flags.
5 votes -
Collapse branching logic rule groups
I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.
5 votes -
Apply Page Language
We would love to have the access/freedom to edit the language on the apply page on our own, as opposed to having to go through support!
5 votes -
Add Custom Columns to Requests & Decisions Page
There are additional fields that I would like to see when I search for grants without having to open the request and then the application and then scan for it, etc. For example Grant Amount, Decision Date, and a few of our application questions.
5 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?
5 votes -
Number of Characters
Please make it very clear that characters include spaces. This is a basic definition of a character for Foundant that is different from other definitions. It took way to long for me to find that the character number limits include spaces, while the less useful information about the number of characters in a page was readily available.
5 votes -
Merge Templates and Charity Check
I would love to see the ability to merge charity check data fields into merge templates. You can do it in reporting, but not merge templates. This would be very helpful for me.
5 votes -
Administrator Comments vs Applicant Viewing Administrator comments
In the past few months, I've seen a high increase in applicants emailing and calling saying they cannot find the "Administrator Comment" when I revert back to draft, so I logged back in as the applicant to see what the sudden confusion is - it's incredibly hard to find in the applicant view! When I MAKE an administrator comment, there is a blue highlighted strip across the top. When I log in as the applicant, there is just a little vertical bar, with text smaller than regular instructions. A lot of our applicants are elderly, and it's been very time…
5 votes -
Dear Foundant:
Can we add to the Greeting page language to add “Administrator administrator@grantinterface.com” to their address book so that our emails will be sure to land in their inbox! Put it in a different color font so that it will be noticed when they open this software.
We continue to have problems delivering emails to our grantees and creates duplicate work for us. Thank you.
5 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…
5 votes -
Allow more characters in the phone number extension field
Hello! The ability to add telephone number extensions is great, but it assumes all extensions are three digits. Perhaps you could make this more flexible to accommodate all extension lengths.
5 votes -
Evaluation Summary - for staff evaluator role
(Suggested by fellow grants staff Trudy Wild)
Currently there is an attractive summary of all panelist scores and comments (Dashboard / Application Evaluation Open / Summary) - but only staff can access this (Our evaluations are anonymous and un-shared). This is available per application, with questions down the left hand side and staff evaluator names across the top.
We'd like for a single staff evaluator to be able to view his own summary. This should encompass all applications in one view - with questions down the left hand side and applicant organization names across the top.
posted September 16, 2013…
5 votes -
Application Comments for Evaluators
Hi Chris,
We're enjoying the comment field enhancement within the application - great update! In fact, we're enjoying it so much, we're wondering if there's any talk of having this enhancement extended to the evaluators as well? We'd love it if our evaluators could make comments within the application while they're doing their review work. This would serve as a useful tool when we're on our committee conference calls and during site visits.
Thanks for your consideration.
Idea posted July 30, 2013 by Kristen Cullen, Carolyn Foundation
5 votes -
Read only reports for board members
I would like the board members to have read only access to reports. Standard reports and saved reports would be great. At this time board members are also administrators and the chance for them to accidentally blow something up is too risky.
5 votes -
Organization Merge History
A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.
Thanks,
Mary
posted April 25, 2013 by Mary Nicosia, GMA Foundations
5 votes -
Allow applicants to delete old drafts
From what I can tell, applicants are unable to delete application drafts. I realize as admin we can delete drafts but I am wondering if applicants would delete drafts is they were able to. We have many draft applications that seem to be abandoned. I was going to make a practice of deleting draft applications once a year so they don't pile up. I wonder what other do
Idea posted April 18, 2012 by Erin Baird, Allegany Franciscan Ministries
5 votes -
AI Summary
I would love an option to batch generate AI Summaries from the dashboard. I have 65 grants right now for my spring grant cycle, and rather than individually clicking into every form to generate a summary, it would save me a lot of time in my workflow to batch generate and then go in and copy over!
4 votes -
Amount requested included in notification email
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.
4 votes -
Wrapping text in Short Answer Questions
It would be great if text boxes wrapped in the application like the tables do now.
4 votes -
Document viewer
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.
4 votes
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