844 results found
-
Make collapsing groups optional/a setting
Not sure if this should be form building or reviewing, but the default now when editing or reviewing the UA and other processes is when you open one question group, the other collapses. I would like to ability to have multiple or as many question groups open as I want at the same time, in case I'm trying to review items/questions between them. I understand some people may want to only see one at a time, so making this a setting would give admins an option to decide which way they prefer.
2 votes -
data validation
I wish i had a way to confirm existing vendor ids that are hand entered. If my grant managers make a mistake here, the wrong people get paid.
I looked at using a branching question. But there is no way to see if the answer to Q1 matches the answer to Q2...
In my form it's set up as:
Does your school have an existing THR Vendor ID? (Y/N)
Branch Group: Yes
Enter school's THR vendor ID: __________ (integer, limited to 15 chars)
Confirm school's THR vendor ID: _________ (integer, limited to 15 chars)I want the next section to…
2 votes -
bulk update
Howdy! We are trying to increase our usage of electronic payments for grantees and are updating tens and hundreds of profiles at a time.
As it stands now, updating ACH settings in CSuite require two separate bulk updates - one for ACH settings to add account and routing number, and the second for changing the default payment type. That means culling two reports to 'match' the profiles ID (which is the most labor intensive part of the process).
2 votes -
LOI Close
We really need the ability to close an LOI and NOT HAVE IT APPEAR on the Board Members' Dashboard. The only way to remove it is to - delete the LOI, Abandon it or Decline. Those options are confusing to the applicant, because we may be considering this grant for a future grant in a different process. There should be a way to keep it on the Admin Dashboard and remove it from the Board Members' Dashboard - because it confuses Board Members - who may not be very computer-savvy, but are doing their best in this digital world.
2 votes -
It would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
2 votes -
Badge-like notification when new submissions/follow-ups appear on dashboard
We often have dozens — if not hundreds — of LOIs, approvals, applications, and follow-ups on our dashboard at once. It would be wonderful to have a visual indicator any time a new LOI, application, or follow-up is submitted. For example, let's say I log in at 9am and my dashboard indicates 133 follow-ups in the "Submitted" bucket. I come back to my desk at 10am, refresh the dashboard, and there are now 135 follows-ups in the submitted bucket. "135" now glows with a different color and a "+2" alert. Once I click into my Submitted follow-ups, that alert resets…
2 votes -
Export batch as separate documents
Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.
2 votes -
Project URL in Evaluations
It would be great if we could click on a Project URL during an evaluation and it be a hyperlink to take us to the URL. Instead we have to copy the URL and paste it in another browser window to view it.
2 votes -
Report Complete Automation
It would be helpful for our grantees to receive a message when a previous report was accepted (completed on our end) so they can move onto the next report that’s due. The only notification they receive is if the reports are sent back as incomplete.
2 votes -
Password Reset
I would like the Reset Password feature reinstated. The new way is not a time saving enhancement.
2 votes -
Permissions for Grants Managers to upload shared files
Giving the permission to upload shared files/documents to Grants Managers.
2 votes -
Admin Editing of LOI/Application Form Fields During Evaluation Process
We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…
2 votes -
elizabeth@oshkoshareacf.org
Adding a description field under the Vouchers tab in the new or old Fund Advisor Portal (similar to how it is listed under the Donations tab).
2 votes -
Amicable Divorce for Eligibility Quiz & Process
We have a number of pretty straightforward eligibility criteria that apply for all potential grantees. We would like for grantees to be able to take the eligibility quiz at any and all times. A quiz is a more dynamic option than asking people to read through a bunch of text which they often choose not to do.
If their results lead them to a custom pass/fail message, according to their answers, and the road ends there, we will be thrilled.
For our administrative process, the scenario where a potential applicant fails and still chooses to submit an application is easier…
2 votes -
Limit Primary Contact Selection to Administrators
We would like to prevent applicants from selecting the primary contact.
We love that applicants can now invite their colleagues to join their org. If we can make a small tweak so that they cannot select who the primary contact is, that would be really helpful.
Our specific usage example: We use the primary contact to indicate who is at the helm of the organization (ex: this allows us to use the primary contact as a merge field in documents that address the ED/CEO). The word "primary" is confusing to applicants - they think it indicates who is the primary…
2 votes -
sort by last name in SLM
It would be very helpful to be able to sort by last name withing SLM. Being only able to sort by First name is a challenge.
2 votes -
GLM : make the organization name visible throughout a form
It would be useful to see the name of the Organization at all time when working in a request. When we have long forms, the name is not visible as we go down the form.
When we go back and forth between other applications, it could be practical to be able to see the name without going up the page.
2 votes -
project management
What would really help us (and I'm not sure in which category to include this idea) would be a tab that allows for a project management view for administrators & reviewers. More specifically, to visualize where we are in the different steps of the process after approval of the proposal: recommendation sent to Board; Board approved; grant agreement prepared. This would really help our team to see where in the grant management process we are. Or is this already available and haven't I found it yet?
2 votes -
mergeable fields of internal staff members
Include mergeable fields to be used in templates and reporting based on the staff member assigned to the request. Currently, there are only merged fields for the applicant assigned to the request, not the internal staff member.
2 votes -
Popup or alert system
A popup or alert system to add notes on the request and organization side for evaluators would be helpful.
2 votes
- Don't see your idea?