645 results found
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Sending Follow-up Reminders to Multiple People associated with an organization
It would be great if there was a way to send the follow-up form reminders to multiple people within an organization. For example to the person assigned to the form plus the executive director.
22 votes -
Summary Column in Tables
I love the addition of tables and the summary row but I also would like to see a summary column so we can have totals automated on both ends of the table.
21 votesFor Summary Columns is "sum" the only function needed or would their be others?
-sammie
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follow up page
On the Follow Up page it would be helpful if there was a column for "Form Submission Date". Currently their is a "Due Date" column but no indication what date the form was submitted. This would be helpful so we can see on one page an overall summary of how timely the Grantee is on submitting their Follow Up forms and which forms are past due.
21 votesHi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
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21 votes
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Customize file download name
When using a merge template to create word or PDF documents, it would be really helpful id the file name included the organization name or project name. For example, when having to download multiple PDF applications individually (from the Request & Decisions page), the file name used for all is the name of the merge template file. I then have to go back and rename each application form which is very cumbersome.
Hopefully, this is an easy fix:)
21 votes -
Proxy landing page
When you are finished using proxy as an applicant, and you "stop proxying as ___" it would be great if you could remain on the same screen, but with your view. Or, at least go back to the screen you were on before you began to proxy.
21 votes -
duplicates
Duplicate organization Fix - For all new User accounts I would like to suggest that the organization be available as a pop-up selection options vs initially creating the organization. This could cut down on the many duplicate fixs still be experienced in the system.
20 votes -
Timing of Automated Emails
Hi there. I notice that some of the automated emails I have set up in my processes are sent out by the Foundant system at odd hours of the night. Recently I had a batch of reminder emails that were sent through the Foundant system at 2:00 AM. It would be wonderful if I could set a time for those emails to go out, or at the very least to have the system send automated emails at a more reasonable hour. My concern is that if grantees have email and notifications set up on their phone, my reminder email might…
20 votes -
Naming a Follow-Up
It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.
20 votes -
Application Packet: only print sections applicant filled out
Currently, the application packet is super long. It would be so much better if the packet only printed out the sections for which the applicant provided an answer.
20 votes -
Ability to view additional fields on the Request Summary
It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.
20 votes -
Improve application with icon sections and progress toolbars
View for students needs updating. We previously used a different software. Each section (family, academics, essays, etc.) had it's own customizable icon with a picture and a progress bar to show what % of that section was completed. SLM UA looks so daunting for students.
19 votes -
Table-style questions: Allow calculations across more than one table question
We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.
19 votes -
Jump applicants to part(s) of application that are incomplete
When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?
19 votes -
"Withdrawn" option
Hi- not sure if others have requested this but any possible
way you guys can add a "withdrawn" option just like:
"Denied", "Abandoned" and "Approved". Thank you!19 votes -
Update Time Stamps - Re-submitted Follow Ups
The submission date does not update on follow - up forms that were re-submitted after being reverted to draft status. It would be great to have the most current date of submission.
18 votes -
Ability to Copy Universe in SLM
We would like to have the feature of copying Universes so we don't have to go back to Sandbox, edit, and then port over to the main site. We made many changes in the live site hoping we could copy for next year, and realized that functionality doesn't exist.
18 votes -
Shared Documents - batch upload and download / batch checkmark
I'd like to be able to batch upload files into Shared Documents. Currently I need to sit there and upload each of my 50+ files individually one after another and it's very tedious, with lots of clicking.
Relatedly, I would also like to see a batch download function where I can download all documents in a Shared Documents folder, instead of clicking each one.
I would also like to reiterate an idea posted by my colleague Billie Pandy in a former post - it would also be very helpful if we had an option to check "all documents in this…
18 votes -
put a search box on the dashboard
A large percentage of the time, when I log in, I'm doing so because I want to check something about a particular organization. I wish that there were a search box on the dashboard - this seems like a standard thing for most websites. Right now, there's an extra step in that I have to go to the organization search page. I don't know if you can do this with the current software architecture, but it would be great to have just one box that would search all fields for both organizations and contacts - and then if I need…
18 votes -
Deleting an organization entirely
I'd like to request the ability to delete an organization entirely, even if the organization had an application previously. I am unable to permanently delete the organization, even though the request has been deleted because the system still thinks there is an application attached to that organization. We have several organizations that began requests but have either left them blank or partially filled in. I've deleted the requests but would like to delete the organizations altogether as they are not eligible for our grants and will not be able to apply.
18 votes
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