927 results found
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Mail Merge for Follow-Ups
I would like to see follow-up questions and attachments available in mail merge. I imagine this is not currently available because we're generating mail merge fields for a specific process (follow-up forms not being "connected" to a process, and thus not included in the mail merge). Is this something that could be added?
posted September 27, 2013 by Mary Giraulo, United Arts of Central Florida
3 votes -
Closed Applications Bucket
Have you considered creating a closed application bucket on the dashboard?
3 votes -
AI Summary: Feedback
Please post your feedback on the new AI summary tool below!
2 votes -
Quit proxying - stay on the application page
When you quit proxying as an applicant, the system throws you out of the application in which you were working back to the dashboard. You have to then hit Search-Organization-type in the name-search/click for the request in which you were just working-and again for the part of the application. This is an onerous process when you have to upload a report for a less than techy applicant. Couldn't the system be constructed so that the admin returns to the application on which he/she was working?
2 votes -
Grant Request Button OPTIONAL
Please make the Grant Request button that appears on Grants AND Scholarships on the new Giving Hub OPTIONAL. The button is not needed for scholarships as they have an application process already (in most cases).
2 votes -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
2 votes -
Reporting
Currently when creating a filtered report (finanicals / account activity as an example). I am creating certain expense reports for different managers and am only showing them their specific expense accounts. All of the filtered accounts show at the top of the report when viewing or exporting and makes the report look unfinished. Can a function be added to hide filters or column group options so when looking at and exporting the report it looks more like a finished report?
2 votes -
Two types of application submission emails for Universal
Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants
2 votes -
Profile Fund Relationships - alphabetize Categories
Fund names are alpha order which is great. But we often have more than one relationship per fund. Can you also put the Categories in alpha order? It would greatly help readability.
2 votes -
caroline@pccf.gives
I saw the idea below had been submitted but was archived. I would like to submit this same request again.
Staying logged in to GLM and SLM at the same time.: Please make it so you can be logged into SLM and GLM at the same time. Many of us work with both scholarships and grants and not being able to stay logged into both is very inconvenient.
2 votes -
User Email History
Could the user email history tab, for a user that is not admin, show up when they log in? Having it easier for them to locate would be wonderful.
2 votes -
"AI"
Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!
2 votes -
Login Instructions auto-email
Why does the system 'Login Instructions" auto-email go to an Administrator? It really needs to go to the user that just created their account! I've just been on with chat and apparently there's no way to edit this, no event type to send directly to the user, and orgs are working around it by having to post all the login instructions on the Login page itself? This makes no sense. It really would be so much more useful if it went straight to the user who just created their org in the system. Thank you!
2 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
SLM FOLLOW UP DATES
It would be very slick if we could select a group of students and change or extend their follow up due dates in a batch rather than at one at a time.
PERHAPS IT IS POSSIBLE TO DO THIS ALREADY?
Many thanks for looking into this.2 votes -
Shared Questions - consistent language
I would like an established set of questions (or ability to establish a system set for our org) within the SLM to choose from when building applications so that they can more easily become shared questions (meaning that information can prepopulate in other forms once established on a foundational form like a scholarship application). Particularly, a student's institution name and student ID is needed for us on multiple forms - I need a cleaner way for that to populate across the board (especially when coming into a position and working through different word choices on questions from one year to…
2 votes -
Rich Text Experience for Applicants
Rich Text improvement ... please allow hyperlinks/URLs to be added by applicants in their text area responses. We would like applicants to show us where and how they are recognizing the Foundation for funding. By allowing them to include hyperlinks in their answers it would give easy access to the Trustees to view.
2 votes -
Big Boys vs Foundant: or - Why Delete button better in RED
The red Delete button is often considered better for critical actions like "delete" for the following reasons:
Color Association with Danger:
Red is universally recognized as a warning or danger color. It draws attention to the gravity of the action, such as permanently deleting an item, which may not be reversible.
This can prevent accidental clicks by making users pause and reconsider their decision.
Increased Visibility:
Red contrasts strongly with most user interface backgrounds, making it highly visible and easily distinguishable.
This ensures users notice the button, especially in high-stakes actions like deletion.
Emphasizing Criticality:
Using red communicates the critical…
2 votes -
lcs@bermudafoundation.org
Can you create a question bank so that we can easily copy questions that already exist on other forms??
2 votes -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
2 votes
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