1072 results found
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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 -
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 -
mergeable fields based on specific request installments
Include mergeable fields based on specific request installments (currently this is all installments or the first installment). This will enable us to easily create a cheque request form based on the upcoming installment that needs to be paid.
2 votes -
On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be
On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions could be a merge field in email templates.
2 votes -
Approve all payment installments through UA Related Opportunities tab
It would be more efficient if UA scholarship installments could be approved from the Related Opportunities tab rather than having to click into each opportunity separately and navigate to the award details tab.
2 votesHello,
Thank you for your feedback! I also want to make sure you know you can batch approve installments from the payment tracking page today.
-sammie
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Budgeting Tool
Add the Budgeting Tool for opportunities in the Universal Application in SLM.
2 votes -
Additional options for viewing uploaded documents
In our organization, we ask for applicants to self-report information and to also provide an uploaded document or image that shows proof of what has been entered. In the current configuration, the document viewer window is stationary and does not allow administrators to move the viewer to the side in a way that allows them to also view the application in a side-by-side format. Below is a copy of what I see that needs to be relocated while remaining visible. Is this movement able to be made possible either by opening docs in a new tab or by moving the…
2 votes -
Increase number of columns in tables
To effectively use Tables as a shared question in a Follow Up (as stated in documentation, very helpful for Budget and ongoing grantee progress statements) - being limited to only 5 columns does not allow for multi-year grants especially
2 votesThank you for this feedback. We currently have the limitation to making sure tables easily appear on screens and print packers but are continuing to evaluate ways to expand this functionality.
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2 votes
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visibility of forms
We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.
Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.
It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…
2 votes -
Business Titles
Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.
2 votes -
Applicant Filter
From the SLM Dashboard we have the ability to Filter by Processes. In the same way it would be great to be able to Filter by Applicant.
We do not use universal application so this filter would allow us to group, screen and use Batch options based on an applicant name.
2 votesWe recently introduced Filters to the workload grids. Through these filters, you can narrow down the list by applicant name. Reach out to support@foundant.com to learn more, and please let us know if this helps you manage your workflows.
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SLM UA - Share Evaluations
The share evaluation function, with anonymity option, needs to be added to each UA opportunity as it exists in non-UA processes.
2 votes -
copy request
Could we make the "This request was created as a copy by..." message more prominent? It would help if it jumped out at us so that we can do the required cleanup after a request has been copied.
2 votesCan you please share the message you are referring to.
Also, it would be helpful to understand the clean up need because that might give us the idea for other opportunities to make the tool easier to use.
-the foundant team
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email history
It would be helpful to be able to build a report that demonstrates the status of an application based on email. For example, an application that has been denied, whether they have been emailed and the status of the email (ie whether they have opened it). Right now we are tracking that outside of GLM. Thanks!
2 votes -
copy without uploads
It would be helpful if there were an option to copy applications without uploads. Often we only want the basic info and not the uploads, especially in a process with branching logic that only requires the uploads based on the answers. It's a problem to change or delete the prior uploads: first you have to answer the branching question with the value that shows them, take action, then change the answer back to the current value.
2 votes -
Batch Deny to Move to Denial Draft
It would be a huge timesaver if there were an option for Batch Denied applications to be move to Denial Draft.
If you have a lot of applications, it takes a a very long time to do this one application at a time.
2 votes -
Suppressing Applicant Name / Project Field in Evaluation
We have 20+ scholarships that want applicant names suppressed from applications in the evaluation process. We have always had the student fill out the "Project Name" field with their name. This year, we had everything setup to suppress applicant details from the evaluators, but did not realize that the "Project Name" cannot be suppressed. We had to manually go in and change every student's name to a code in the Project Name field.
Short of instructing students in the future to not use their name as the project name field, is there any chance the Project Name field could also…
2 votes -
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
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