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72 results found

  1. Adding Hyperlink Capability for Applicants

    Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.

    3 votes

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  2. "Click to Drill In" on Amount Awarded on the Dashboard

    It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  3. Tasks and Reminders

    Please add the "task" feature like in CSuite to GLM and SLM! It is so handy when the workload is shared between people!

    87 votes

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    Feedback Needed  ·  13 comments  ·  Email  ·  Admin →
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  4. 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 votes

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  5. Question List as Word Doc.

    It would be nice to be able to extract an application question list as a Word .doc instead of as a .pdf? We provide this list to our applicants, but it has internal only questions that appear, so it would be very helpful to be able to format this document as we see fit. - Thank you!

    75 votes

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  6. sync awards from CSuite to SLM

    We import awards into CSuite for scholarships where the applications originate outside of SLM (i.e. our education foundation partners who manage their own application processes but we pay awards for them) and then sync them to SLM to be able to use the Follow Up functionality for getting necessary paperwork from the awardees. BUT--- there is no way to de-dupe the users in the CSuite to SLM sync process, so duplicate applicant profiles are created in SLM when we do this if the student already has a SLM profile. It creates a lot of extra manual work to have to…

    2 votes

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  7. Allow "Approve Request" to be toggled on or off in the process summary

    It would be great if we could toggle the "approve request" feature on and off - especially at the LOI stage, but really at either. It is concerning that someone could approve the request accidentally. Right now we have turned off any automatic emails so that if this does happen the applicant isn't alerted, but it would be nice to simply turn the feature on only when needed.

    1 vote

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    1 comment  ·  Reviewing  ·  Admin →
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  8. I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican

    I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.

    7 votes

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  9. GLM Application "Packet"

    We would like to see an option that allows us to obtain a .pdf "packet" of all requests when bulk selecting organization's in GLM. From anywhere in GLM, when you select multiple grants, you should be able to bulk produce one singular pdf with all of the selected applications in on document.

    4 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  10. Group Process Application History

    It would be beneficial to have a place to go and see a history of applications for every process, live and archived with applications that were awarded or denied. It occurs to me to accomplish this it might also be helpful to be able to group processes to gather this history to be able to see all history for say example Family Fund Grant 2022 and Family Fund Grant 2023. Perhaps this could be accomplished through a report of some kind while an integration into the system would be easier and more accessible. We would use this when meeting with…

    2 votes

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    Feedback Needed  ·  0 comments  ·  Statuses  ·  Admin →
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  11. Organization searches - back to results function

    I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.

    6 votes

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    Feedback Needed  ·  1 comment  ·  Search  ·  Admin →
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  12. process summary

    It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.

    5 votes

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    Feedback Needed  ·  2 comments  ·  Email  ·  Admin →
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  13. Two contacts assigned to grant applications.

    Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.

    144 votes

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    Feedback Needed  ·  22 comments  ·  Email  ·  Admin →
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  14. Mass Upload and Delete Email Attachments

    It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.

    5 votes

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    Feedback Needed  ·  3 comments  ·  Email  ·  Admin →
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  15. Collapse branching logic rule groups

    I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.

    3 votes

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  16. Please add a Copy to Another Process Button to the Submitted Section

    Please add a Copy to Another Process button in the Submit Section. I can tell when a request should go to another process but I am forced to mark it as complete and assign an evaluator and then send it back to submitted (which I often miss because the button is at the bottom of the page and I have to scroll down to find it! Move that up while you are adding the new button, please.) It would be much simpler to have a button there as well to allow me to move it to an internal system. Thanks.

    6 votes

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  17. Duplicate Org Search/Merge Help

    When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.

    21 votes

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  18. Alternate Ways for Applicants to Response to Application Questions

    Alternate Ways for Applicants to Response to Application Questions. I recently was made aware of Typeform, which offers multiple ways for applicants to respond to a question (e.g. verbally or via video) within the body of an application. Might this be something Foundant would consider testing in the future? https://www.typeform.com/

    2 votes

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  19. if a process is turned off, so too is the associated eligibility quiz.

    If a process is turned off, so too is the associated eligibility quiz. This is VERY confusing for applicants...they see an eligibility quiz and assume they need to fill it out, even though that process is closed. It makes them think they are not eligible to apply for the open process, when in actuality they were just filling out a form for a closed process and get an error message.

    2 votes

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  20. Collaborators and Admin Comments

    It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.

    2 votes

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