951 results found
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Changing American spelling for Australian clients for Organization and Recognized
Changing American spelling for Australian clients for Organization and Recognized. (S instead of Z) Currently this is on the payment page for a donation but I am sure there are other spellings throughout the platform and GLM. For our Australian clients/donors it looks like we have spelt it wrong.
2 votes -
SLM UA Color
We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.
2 votes -
Move the Copy Request option of Select Initial Status to the top of the list of Process selections
Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.
Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…
2 votes -
Organization Viewable by Applicant - Primary Contact
Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.
2 votes -
document viewer indicator
It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.
2 votes -
SLM: customize Evaluator dashboard view by Process
We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.
2 votes -
Batch add multiple Processes when assigning new Evaluators.
Batch add multiple Processes when assigning new Evaluators.
We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.
So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.
The way things are currently set up,…
2 votes -
It would be helpful if the evaluation scores for each section could be added to give a total score for an applicant.
We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.
2 votes -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
2 votes -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
2 votes -
follow up due date entry field
It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.
2 votes -
kbakhshi@fmscleveland.com
Request ID number
We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).
I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.
2 votes -
EIN Prepopulating Organization Names
Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!
2 votes -
Remove "Rating" as a required field for Evaluations
Remove the Rating system from Evaluations as a required field.
Our Evaluations never show as Complete even when they are because we do not use a rating system to evaluate grants.2 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
2 votes -
Evaluator profile linked to conflicting org profiles
We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with
2 votes -
Evaluator Discussion Forum/Bulletin
currently have an evaluator bulletin where reviewers can post questions to foundation admin that they need to ask the applicants. Questions are linked to a project, other reviewers can see all the questions and the answer. Staff receive a notification when a question is posted, all evaluators get a notification when a response is submitted by staff.
2 votes -
2 votes
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Add a link to Organization Summary from Request Summary
Since the contact information was moved to a tab, when you click into the request you are defaulted to the "request" tab, and have to click to the "contact" tab in order to get back to the organization summary (or tell what organization you are looking at). I am generally back and forth to different things and it is frustrating to not be able to look at the request summary screen and a) know what organization I am looking at a request for without clicking the "contact" tab and b) be able to navigate back to the Organization summary without…
2 votes -
Copy Process without attached follow-ups
When we copy a process we would like the option of whether or not to attach the follow-ups that are a part of the process. Our grants are 2 to 3 years long and the follow-ups will never be utilized in the same format. Current format creates a lot of extra work to delete all the follow-ups.
2 votes
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