1012 results found
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foundation assigned grant numbers
We use a grant number that we assign after an application is submitted. The number reflects the year and order received within the year. We have historically used this number to a great extent and have created a field for it in GMS. The place we really miss it is on all of the Open Requests screens where the headings are proscribed and include Process, Organization, Applicant, Project. Does anyone else long for the opportunity to have Number reflected there? Has anyone found a good way to work around that? If we want to get the number to show up…
19 votes -
Exporting Comments
Would it be possible to build in the functionality to to export Organization Comments? (Ideally, I'd find it really helpful if both the Comments & the Organization description could be included in the pdf produced by "Print Organization Packet", but failing that any kind of export functionality for comments would be great!)
The same question also applies for project comments (we just happen to use the organization ones more).
19 votes -
rename LOI
It would be nice to rename LOI since they aren't really letters, but an application. We want to go to a 2 step application process, the first is an application, and the second is all the attachments.
19 votes -
AI Summary
I would love an option to batch generate AI Summaries from the dashboard. I have 65 grants right now for my spring grant cycle, and rather than individually clicking into every form to generate a summary, it would save me a lot of time in my workflow to batch generate and then go in and copy over!
18 votes -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
18 votes -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
18 votes -
Denied applications on Dashboard
On numerous occasions, I have been asked how many organizations were declined for a specific process in a prior year, and which organizations were declined. It would be helpful to see this from the dashboard. Currently, denial drafts are visible, but not denials. Since there is no way to see this from the dashboard, I need to create a report to obtain this information which seems like a lot of effort for something that should be quickly accessed from a dashboard. I realize I could go to Search-->Requests and Decisions, but usually I also need to capture how much $…
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 -
Attachments in the grant application - build on until size limit has been met
Allow the grantees to add multiple attachments until the size limit has been met per attachment item. As it is only one attachment at a time. Any added after the first cancels out the first attachment.
18 votes -
popup reminder to view print packet when submitting application
As mentioned previously by Angie in this suggestion (http://idealab.foundant.com/forums/339786-glm-idea-lab/suggestions/12344550-print-packet-option-by-save-and-submit-buttons), applicants aren't really using the print packet option to check for file upload errors or for changes in the text (which sometimes occur after pasting in and saving the application). I like Angie's idea of a button, or possibly a popup reminder ("Are you ready to submit - have you looked at the print packet to see if there were any errors in text or uploads?"). Either way, maybe "Preview" or "Preview Application" would make more sense than "Print Packet" to the applicant.
18 votes -
Request Documents > Enable > Multiple file upload
Rather than uploading one file at a time, enable batch uploads. Thanks!
18 votes -
Timing of Automated Emails
This idea was posted back in 2019 and had 20+ upvotes. Our grantees receive their automatic email reminders for forms in the middle of the night - about 3am CST! Support says that emails begin sending automatically at 2am, and continue until they have all been sent. There needs to be an option to adjust this. Nonprofit employees shouldn't worry about their phones pinging in the middle of the night. "Hey, it's us! Just popping into your bedroom to remind you that your follow up form is due tomorrow!" LOL
17 votes -
Email to Admin in Evaluation Stage
It would be nice if we could have a notification to administrators when an evaluator has completed their evaluations so you know to move to the next step.
17 votes -
Forward emails from outside of Foundant into the System
Allow "forwarding" emails to each organization file within Foundant. Our lives would be so much easier if we could forward emails from several places into an organization's "file" to keep the history all in one place.
In Evernote, they give an email address, customized to me, that allows me to forward any email/file into Evernote and then tag it within Evernote. Years ago, in Basecamp, they had an email address for each "project" we would set up. If you all could figure this one out and add it as an option, we would truly be able to have EVERYTHING in…17 votes -
Third Party Entry - Include Applicant Name
It would be helpful to have the applicant's name appear on the third-party response form. Currently, it shows the applicant's name on the dashboard, but when the third party clicks on Start to submit the information it only shows the "process" or "award" name. Having the student's name appear at the top of the form would help responders keep track of the student they are working on.
Some of our third parties complete a LOT of responses and I've heard from many of them that this would be really helpful.
16 votes -
Evaluator batch print function
Someone else has already asked to add batch printing to the Evaluations stage, but we really need it to go one further, and to allow Evaluators to batch print for themselves. This is the number one thing all our Evaluators, many of whom are reading over a 100 applications at a time, have been asking for for the last several years, and when we switched to Foundant, we had thought we were giving them that, only to find out after the fact that we misunderstood, and they still have to download one pdf at a time. Adding batch printing to…
16 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
16 votes -
batch emails
It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.
16 votes -
Draft Emails
It would be great if we could either save a draft of an email to an individual or schedule emails to go out at a certain time.
16 votes -
Move "Choose File Type" in Create Documents
When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.
16 votes
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