1034 results found
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Show number of users assigned to process
Add an icon or label to or near the 'Assign Users' button (on the Update Process page) to indicate how many users are currently assigned to the process.
4 votes -
follow
We recently implemented a quarterly report for one of our grants - it would be great if there was a way to assign the same follow up more than once rather than creating a copy of the report for each quarter.
4 votes -
custom fields on evaluator dashboard
GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.
4 votesHello,
You can add to two custom field on the evaluator dashboard. Do you need more than that?
If please explain what you are sharing and if there are standard fields that would not need displayed.
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Customize Project Name Field
I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"
4 votes -
Third Evaluation Option
It would be helpful to have more than 2 evaluation options for Universal Applications. Scholarship Opportunities vary vastly in what is important. Being able to have the Internal Evaluation and a choice of either the complex or simple evaluation form for the 2nd choice would be most helpful!
4 votes -
Transfer of info to next year's application
Some of our scholarships are available to students already in college, so they can apply multiple years in a row. It would therefore be nice to provide a feature in the SLM universal application in which they can transfer certain items/ answers from one year's universal app to another. This would save them time. Perhaps we could determine what we would allow to be transferred when we set up each new universal app, or what questions MUST be answered by all. Again, time saver for returning applicants.
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 -
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 -
Collapse blank table rows in packet PDFs
Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?
(Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)
4 votes -
Include Applicant/User Registration information as a shared question
It would be helpful for grant agreements to be able to have the organization and user registration information available to populate the agreement form. Otherwise they need to be entered again to have a stand-alone document.
4 votes -
Telephone Number
It would be nice to have a 'phone number' question type to select when creating an application so that the applicant doesn't have to worry about how to format their phone number when entering it. Something like --xxxx would be great so that every phone number entry followed the same formating.
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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Application Start date in application drafts bucket
Often times we extend the application for only specific students (however, this can range from 50 ot more or less students). I do not know the names of the students since the school cannot divulge that information. I was hoping to look at the start date of their drafted application in order to identify the students I am extending the opportunity for based on the donors request. A start date in the drafted applications would be very helpful for this purpose.
4 votes -
Payment Tracking - custom columns options
The Payment Tracking page could be globally more useful (e.g. replace workflows requiring the Reports tool) if more filters and views could be added/used on that page.
Custom Columns:
- view process name as a column
- view decision date as a columnSearch:
- search by decision date... just a start to the ideas
(Payment Tracking could be used to look back at activity, and look ahead to actions needed.)
3 votes -
Prevent Grants Managers From Viewing Data From Processes Not Assigned to Them
We can limit the processes a user with the Grants Manager role can access; however, this does not prevent them from seeing data from other processes when viewing organization dashboards or running reports. It would be helpful to prevent Grant Managers from seeing data they do not need access to.
3 votes -
Customize Merge Document File Names
When creating a merge doc, it would be helpful to be able to dictate what the document will be named when it the docs are downloaded, or just make the default the Organization name. Right now, the default is process name and applicant name, which places the documents in alphabetical order by applicant. This creates a lot of work when creating zip merges. I create dozens and dozens of files that I have to rename with the organization name.
3 votes -
Automatic email for LOI/Application when moved from Submitted to Complete
When we move from LOI or Applications from Submitted to Complete - an automatic email to be sent would allow an applicant to know where the application was in the process. It would be an efficient way for us to communicate with applicants.
3 votes -
Affiliate Access to CSuite
We have 13 affiliates. Right now, we do not allow our affiliate staff to have access to CSuite to update CRM data, but we would LOVE to be able to do that. They all have to use a third party software to do so because we do not allow them direct access. Our concern is with donor privacy and we do not want affiliate staff members to be able to see contacts that have not donated to their affiliate funds. Will it ever be possible to setup affiliates users so they can only see donors that donate to their specific…
3 votes -
Changes to Shared Documents
In Shared Documents, add feature to change file name after upload. Also add feature to allow movement of old files into new folders.
3 votes
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