1053 results found
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UA- Assign evaluations for a reviewer across different processes
UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).
This is similar to another idea, but I want to make sure it inlcdes UA too.
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 -
When an application is submitted it should include a time stamp of the exact time of submission.
since our deadlines have dates AND times, a time stamp should be included on the application when it is submitted.
3 votes -
Change "Date" to "Decision Date" in Organization History
This is just a minor UI/UX suggestion. I recently had a grantee miss a deadline because they thought the dates shown on past requests in the Organization History indicated the date the requests were submitted, not the date they were approved. Granted, there are plenty of other ways to check deadlines, but I imagine if it's happened once, it's probably happened other times as well. All this would take is changing the Date column to read Decision Date.
3 votes -
Data Vis - Binning
Is it possible to have Autobinning turned off as a default for a site? Rarely would I want to combine IDs in sequential order.
Ex:
Binning will display my funds 1001-1010 rather than each being separated.3 votes -
Comments
I accidentally deleted a comment since I was not use to the new dashboard look and See More is sort of hidden in the preview of the comments. Foundant couldn't do anything to help. Would be great if there was a recently deleted or bold the See More.
3 votes -
Screenshots in Notes
Add capability to include screenshots/images within Notes. This allows you to fully capture what may be needed for reference in the future when accessing a given application.
3 votes -
Primary Contact Descriptor
Could there be a small pop-up when your cursor goes over this field that explains how the primary contact works?
Our applicants often think "primary contact" indicates who will receive communications about their application. They frequently email saying they kept trying to change the primary contact and were unsuccessful.
We would like applicants to know that
1) the primary contact is the executive director/officer
2) site administrators control who is the primary contact
3) all communications are sent to the user that submitted an applicationThanks for your suggestions on how best to make this information clear to applicants!
Kira…
3 votes -
applied button
The "applied (with check mark)" is confusing our grantees. Grantees can make multiple applications to the same process. They have no idea that "Applied" means they have the correct application submitted. Can you change "Applied" to "Apply". The following page warns them of duplicates anyway. Why confuse things.
3 votes -
History for comments under org profile
We keep comments for several organizations in the organization profile. If a comment is accidentally deleted, there is no way to get it back. A history of previous comments would be super helpful, like how the change log shows up for the org.
3 votes -
Indicate Canceled Grants
There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.
3 votes -
Eligibility Quiz - Failure Message
I'd like the ability to customize the failure message within an eligibility quiz to be able to show the applicant what question(s) caused them to fail and provide a bit more context to them regarding those specific items.
Currently, there is only one "Failure Message" option that shows no matter what questions caused them to fail, so it can't be specific and the applicants don't know why they failed.
Using conditional logic to say if Question 1 is answered "Yes," than show this custom failure message could help to provide more context and less back and forth after a failed…3 votes -
training tutorials
In GLM and SLM, when onboarding new staff members who will be administrators to the environment, there is not really a clear way to lead them through training. The training used to be straight forward with Base Camp and the videos were sequential in logic to help build a true understanding of the software tools. Maybe I'm missing something, but I don't find anything like that now in the Learning Center. There's a catalog of videos and FAQs, but unless I go in and hand pick the ones I want my staff person to take, there's no great way to…
3 votes -
Internal Automatic Reminders
Hi! We would love to have the option to either (1) Have internal automatic reminders sent to administrators, or (2) Have an automatic email option in the Follow Ups sent to Administrators as a reminder. We need this because we have included a Membership Process in our GLM portal, where non-profits are given a free membership to coworking space. We don't want to automatically assign a follow-up report that asks if they'd like to renew their membership in case we don't want to renew their membership, but we would like some sort of automation to remind us that their membership…
3 votes -
Minimum Character Count
We currently have the option of a maximum character count, but I would love to have the option of implementing a minimum as well. It would be very helpful on application questions, especially since there are a lot of varying expectations for the length of a "short answer/essay."
3 votes -
timestamp
On the user logon history page, it would be very helpful to see timestamps associated with each login, not just the date and location.
3 votes -
Add Eligibility tab to Organization record
We would like to see the history of Eligibility Quizzes taken for an Organization within the Organization record, rather than having to do a search in the Eligibility Center (which we would have to do for all dates, then sort by Organization, since there's no search criteria for Organization). Our program folks believe this information would be useful in giving a an overall picture of an organization.
3 votes -
Form Completion Indicator configured on applicable questions
Form Completion Indicator. It would be nice if the completions indicator could be configured based only on the questions that are actually applicable or mandatory. Right now it seems the indicator counts every single questions in the form, regardless of whether they are mandatory or not or if they are just displaying a question which can be misleading to the applicant who is applying
3 votes
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