1013 results found
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Tag System for Organizations
Similar to a CRM, or email software.. Being able to add "tags" to an organization would be extremely helpful.
Some grant opportunities are specific to certain organizations based on location, the cause they represent (arts, animals, economic development, etc.) or possibly the size of organization/if they are new.. and so on.
Utilizing a tag system would allow us to search for these characteristics quickly and batch email vs. going through our entire organization list and hand-picking who is eligible every time we announce a new grant opportunity.
One argument is to send each opportunity to everyone on our list, but…
6 votes -
Table Question - Ability to Edit Read-Only Cells
When building a table question, It would be GREAT to be able to edit read-only cells. I confirmed with Support that at present, read-only cells do not allow you to edit their content other than their label, yet applicants cannot see cell labels. This means that any read-only cell that is not in a summary row will always show up to applicants as a blank cell.
This is confusing because it makes it seem like you have the option to do something you don't, e.g. put readable content in read-only cells. I would love to be able to do something…
6 votes -
Track usage/traffic
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 -
Add Follow Ups Completed Status to Requests & Decisions Page
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 -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
6 votes -
Applicant Copy Functionality for UA
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 -
process summary
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 -
if a process is turned off, so too is the associated eligibility quiz.
If a process is turned off, so too is the associated eligibility quiz. This is VERY confusing for applicants...they see an eligibility quiz and assume they need to fill it out, even though that process is closed. It makes them think they are not eligible to apply for the open process, when in actuality they were just filling out a form for a closed process and get an error message.
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 -
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…
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 -
Evaluators Viewing Average Score Page
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 -
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
6 votes -
Email Templates - ability to bold/underline/italics
We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.
We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!
6 votes -
Custom Logon Page Message
Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.
My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment…
5 votes -
GLM/SLM Syncing to CSuite - Add Manual Profile Match Option
When syncing GLM/SLM profiles, CSuite attempts to match and link them by suggesting one or more possible matches. If CSuite does not suggest a match, the only current option is to create a new profile. Many times, a matching profile does exist in CSuite, but with a different version of the first name (Will instead of William) or a different email address (personal email versus school/work email).
Please add the option to look up and manually enter a CSuite profile ID when syncing GLM/SLM profiles.
5 votes -
Convert Application to another process
I would love an option to convert an application from one process to another (rather than the copy option)
5 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
5 votes -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
5 votes
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