851 results found
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search users/organizations added to grant manger permissions
I would like to be able to turn off the ability to search users (in GLM and SLM) and search organizations (in GLM) for grant mangers.
As a grant manager in SLM, I am able to search and view contact info for students (who are minors) that I am not assigned to.
1 vote -
Re-Arrange Contact List in GLM
It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.
1 vote -
Update branching logic when updating or synching fields
I recently requested that some fields be synched between two processes. The sync resulted in broken branching logic on one of them. I would like for branching logic to be automatically updated when fields used in the logic are updated, i.e. when fields are synced, or when a multiple choice item is renamed. Because the updates often are made outside of the form that has the affected logic, the only way the broken logic is ultimately discovered is when an applicant encounters an issue and reports it. If branching logic can't be automatically updated, then please provide some sort of…
1 vote -
Enable grant reviewers to print their comments for reference
Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.
1 vote -
Opportunity Specific Questions - see the total # of opportunities it applies to
UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.
I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.
1 vote -
date based third party reminder
Someone else requested it, but it was archived, so I would like to bring back into consideration third party reminders based on a due date (the application due date, if not a separate third party due date), instead of the date when the third party response was requested. Our application process opens several months before the application due date, and some requests are made right away. Not only will those recommenders forget by the actual due date, but it has historically seriously annoyed our recommenders to receive a reminder before the actual due date. We love having an automatic reminder,…
1 vote -
Hide "add to cart" button in grant catalog grants
With grant catalogs, we're able to hide the donate button until we're ready to let donors contribute; however, we are not able to hide the "add to cart" button for each individual grant when someone clicks directly into that grant from the grant catalog. For our Match Days, some organizations like to have the unique URL for their specific grant catalog item to promote which bypasses the top level grant catalog. This is where we cannot suppress until "Match Day" starts.
1 vote -
Could AI verify transcripts?
A requirement for our scholarship application is that the student must upload an academic transcript. I am currently having to open over 140 applications, then open the document in the transcript section of the application to verify it is actually a transcript. Could AI be developed to open and interpret the document to confirm it is a transcript? It would be a huge time-saver for staff.
1 vote -
Automatic email triggered by question in application
I'd like to see an automatic email be sent based on a question answered on the application. For example, "Would you like information on the other financial aid assistance we offer?" And if they click "Yes" then an email with more information is sent.
1 vote -
Evaluation "side by side" lock
It would be helpful if Evaluators could "lock" the dotted line that allows them to split the screen between the Application & Evaluation. Having to reset it with each of over 200 applications is both a pain and adds up to a lot of time.
1 vote -
Allow more than 2 Evaluations for a process
Allow for more than 2 Evaluations for a process. We have different groups of reviewers that would evaluate the same applications against a different set of criteria.
1 vote -
Scheduling Visits in Application
I work with three volunteer-led initiatives where grant applicants must schedule a conversation after submitting their application, but before grant decisions. We used to Jotform and embedded Calendly as an application question, which cut down on the administrative burden of follow-up emails to ensure applicants booked their meeting.
Currently, we have a checkbox that applicants check to confirm their understanding that their application is complete once they schedule the conversation. In the application received/submitted email, we provide them with the link to schedule. We ended up having to do a lot of follow-up. We're considering embedding a scheduling link directly…
1 vote -
country
Right now, your Country Code field shows a full country, but then EXPORTS it as a two letter abbreviation. This makes it functionally useless for any reporting because we need to know what country something is in and not the two letter abbreviation which I fail to understand the usefulness of.
1 vote -
Tutorial Pages without Links to Entire Platform Knowledge-base
I would love to see the tutorials for applicants, evaluators, and third-parties hosted on pages that don't link to the entire knowledge-base of the GLM and SLM platforms. I would love to link these pages on each of the dashboards for these roles, but I am currently hesitant because those users could click on links of topics that are not related to what they need to do in the system, which could lead to confusion.
1 vote -
Sharing Questions for the Nested Lists
I don't see this idea listed the way that I'm gong to explain it. I would like to use "Nested Lists" but I don't because I cannot share those lists on decisions, follow-ups, etc. It is a wonderful function but useless when I have to go back to the application to see what the responses to the nested questions. I believe that sharing nested lists throughout the workflow would be a great feature to access.
1 vote -
SLM Merge Field
I'd like to suggest adding a merge field in the email templates that pulls in the email address of the student's parent or guidance counselor.
1 vote -
SLM- Third party account view
SLM request from parents/ caregivers and well as mentors and counselors that it would be helpful if applicants could give them viewable access of the users dashboard. In this request, trusted adults would be able to be added to the account by the user. As third party viewers of the account, they could see which applications have been submitted and when, follow up form due dates and submissions.
1 vote -
amostue@carpenter-foundation.org
Applicants aren't able to access their organization's basic info once the application period has ended. They should be able to go into their account at any time and update their organization's contact info - ie address, phone, website... as well as their organization's contacts. We, as admins, shouldn't have to manage this. Additionally, we have some applicants who have multiple EDs listed in their contacts. They should manage this and remove the outdated ones. Not us. It'd be helpful if they had a tab always available to them in which they can see their organization's contact info and the contacts…
1 vote -
Multiple Tributes for online gifts
When people make online gifts sometimes they are giving in memory of multiple people, but we can't connect more than one tribute to the gift so we have to manually keep track. It would be nice if there was a mechanism to help us track when this happens. Support said there is not and to post here instead
1 vote -
Dropdown Field in Organization and Contact profile
A customizable dropdown "category" field in the contact profile and the organization profile pages would allow for Foundations to create more specific reports. Assigning contacts to a specific "VIP" category or "ED" category could be a game changer for managing contacts in Foundant and pulling these in reports. Same scenario with organizations; having the capability to place them on a hold category, or inactive category would help a great deal in reports.
1 vote
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