844 results found
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More detailed budget planning tool, including a provisional budget option
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!
4 votes -
track response to evaluation question
Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.
I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.
4 votes -
UA Opportunity Printing
In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.
4 votes -
Metrics Dashboard Date Range
It would be great if you could customize the date range you see when looking at the metrics dashboard. For example, the decisions show the last 12 months, but I only want to see January 1 to today's date. I do not want December of 2022 bulked in that data.
4 votes -
Pop Up Message when clicking on Apply buttons
Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…
4 votes -
Copy responses in follow ups?
I recall there is a feature where applicants can copy responses from one application to another if we turn this on. Would you consider adding a copy feature for follow ups so applicants who need to complete multiple follow ups can copy responses from one follow up to another?
4 votes -
Filter Processes
I would like to be able to filter the list of processes in Process Manger by 'Process Name', 'Visibility', 'Start Date', and 'End Date' (like it is possible to filter columns in an excel workbook)
4 votes -
evaluator
Maybe this exists already....it would be so helpful to be able to filter evaluators by process - we have a committee for each grant and clicking through each time while referring to the original committee list is cumbersome. If I could filter evaluators to only show the ones who would score a particular grant program, I could get through assignments much quicker.
4 votes -
4 votes
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metrics dashboard - permissions
It would be great if administrators could permit other users (eg board members) access to the metrics dashboard. It is a great summary of the foundation giving and would be helpful for others to view
4 votesWould you give them access to all of the metrics? Do they need any filtering or can they have the same view as you?
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Option to turn off ability to create a print packet and download attachments for evaluators
Want the ability to remove the "Create Print Packet" button from the evaluator's screen and remove the ability to download documents that have been uploaded into an application. Concerned that evaluators can download sensitive information such as transcripts, FAFSA, etc.
4 votes -
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.
4 votes -
delete slm committees
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!
4 votes -
Including attachments when creating Word merged documents
When creating merge documents, it would be really useful to be able to include attachments that are uploaded to applications into a Word document. Currently this can be done when creating PDFs but not Word docs.
4 votes -
mmathews@sistersofcharitysc.com
add a pop up when you click Application Incomplete to say "are you sure? this will revert the application to Draft" or a popup similar to when you merge an org. and have to type MERGE to confirm.
4 votes -
Copy functionality
We have over 50 applicant processes, rather then make 1:All other processes that have Copy functionality enabled, could we have a group by function with the Copy Functionality?
IE Process 1 - 10 are of one group and they can copy between each other then 11-15 are of another group and they can copy between each process.4 votes -
Ability to mark Ineligible Universe Requests in Eligibility Center as "reviewed/resolved."
The Ineligible Universe Request tab is helpful, but it would be improved if there could be a way to mark each one as reviewed/resolved. I periodically check this tab, but am having difficulty tracking which ones are new and yet to be reviewed.
4 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…
4 votes -
Closing out incomplete final reports
We have a few grantees who missed completing final grant reports from some years back.
It would be great to have the option to close a request that would still show the final grant report as a draft or incomplete somehow in the organization's request history. It could be coded as "incomplete" or something similar. In order to clean up the dashboard, right now the options are to 1. unassign the follow up, 2. submit the follow up on their behalf, or 3. have it show up in the follow up draft bucket indefinitely (ie not clean up the dashboard).…
4 votes -
merge fields from request
It would be great if all fields were available for email merges. Specifically, we schedule in person meetings as part of our review process, and those times are loaded into the application and evaluation so that I can display them for evaluators. I'd love to pull that field into the applicant emails. This is currently the only process email that I have to send outside of Foundant.
4 votes
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