896 results found
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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 -
Formula Fields Breaking Date Recognition in Reporting
Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…
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 -
Ability turn off automatic e-mails for individual requests
We often have to turn off automatic e-mails for short period of times when we work on individual requests and do not want the applicant to receive a notification.
Sometimes, we forget to turn the automatic e-mail back on in the tool manager and it creates confusion.
It would be great to be able to toggle off (an on) automatic e-mails for an individual request, directly in the request.
4 votes -
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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Give the choice to cc secondary contact in emails
In sending out emails to applicants, in most cases they are already going to the primary contact (grant writer, Dev Director, program mgr. etc.) And the ED or CEO is almost always the secondary contact. It seems silly for the drop-down option to be "cc primary contact"...when it should include the option of "cc secondary contact". We just completed our entire first GLM process, and have only now realized that we've not been cc'ing the ED of most organizations!! This puts the onus on the primary to share. And yes, I guess we should have been adding a cc to…
4 votes -
DocuSign
Is it possible to have SLM integrate with DocuSign with the committee chairs in addition to the applicants?
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 -
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 -
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 -
Notification to Administrator of when reports are marked complete by program team
Notifications to Administrator for when reports are marked complete by program staff. Without having this it is making payments go out late due to program staff not sending email to administrator. It adds an extra step.
4 votes -
Follow Ups all Visible per Project
When viewing a follow up, it shows tabs beside it with the Approval and Application; however, it does not show all follow ups. It would be helpful if each follow up was visible and I could click on all information associated with that particular application. For example, I usually have 2 follow ups with an application. One is the grant agreement and one is the follow up report. I'd like to be able to click between the two.
4 votes -
track
Track Changes and Users Making Changes on all Process Forms (Application, Evaluation, Follow Ups)
Right now there's track changes in submitted applications, follow up forms, approval and denial forms. We really needed this on these important process forms to capture when changes are made, so we can follow up on items that go missing, come out edited differently than the last time we downloaded the application or what have you. Change logs are typically standard in databases.
4 votes -
Administrator Comment Box
In an LOI or Application, when you click on Edit Comment for the Administrator Comment box, you then ALSO have to put your curser in the box and click to be able to type a comment. It would be super helpful if it automatically put the curser in the box to type. That is why you open the box.
Thanks!
4 votes -
Search Bar
Could we keep the search bar and headers at the top (freeze them)? When you are scrolling down (up to 500 rows), it's easy to lose track of the header and I have to scroll all the way up just to search if I can't find what I'm looking for. If the search bar stuck, I could just enter my search criteria and keep moving without all of the scrolling to top to view the header or search.
4 votes -
Sorting
Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!
4 votes -
Eligibility Quiz
Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?
4 votes -
Batch Evaluation Assignments - Split into Eval 1 and Eval 2 processes
We have different evaluators for the Evaluation 1 step. It is dependent on the location, etc. of the applicant. We can have any one of three different evaluators for the Evaluation 1 process.
When we batch assign evaluators for Evaluator 2 process, requests go to all board members. However, when batching Evaluation 2 assignments, all other participants in the Evaluation 1 process (even those not assigned because of request particulars) receive an Evaluation 1 assignment as well. So now all other Evaluation 1 members receive the request in their Staff Evaluation bucket as well as their Board Member bucket (some…4 votes -
have a field that shows an organization's prior request/award
In reporting our board /vetting committee would like to see an organization's prior request/grant amount. We have numerous applicants that are coming back for funds too soon and it would be great if there a field that would show this information.
4 votes
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