91 results found
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amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
3 votes -
Attach Files to multiple Journal Entries at one time
Each month, our organization has dozens of journal entries that are imported for payroll and other month-end close items. Importing these entries is great as they spread across multiple funds. However, after importing, it's a pain to attach the same file dozens of times for documentation purposes. It would be extremely helpful if there was a button on the "list" journal entry screen (the one that shows all pending or approved entries) to attach a singular file to all selected entries.
I think this could work similarly to the "Post all" feature available so you don't need to post each…
1 vote -
Process Manager
In the process manager, there is currently 2 buckets for processes to live:
-Available
-ArchiveWe'd like to see a third option for processes to live for historical management:
-Available/Active
-Unavailable/Inactive
-Archive/HistoricalWe have processes that have gone through several updates over time. It would be nice to keep what we need in Available/Active and Unavailable/Inactive buckets but older version in Archive/Historical that are not so forward facing. Not available on the immediate search area/filter area. A place for historical process to go and live instead of deleting or saving a PDF version on our internal drives.
It would also…
12 votes -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes -
Draft Due Dates Update Automatically w/New Process Due Date
When extending the due date for a process, the LOIs that were already in draft status didn't update to the new due date. This caused confusion for the applicant when trying to submit the LOI. The solution was for our team to go into each draft individually and change the due date for drafts created before the process extension. (Drafts created after the extension showed the new due date.)
2 votes -
Shared Question across processes
We have a question used in several processes. I propose a question maintained in the process manager than can be added to multiple processes. We would have one location to maintain the response options for simplicity/authority. It would also streamline reporting metrics with uniform answers for comparison.
8 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes -
Request to make visual layout of LOI, App, Follow-ups, Documents Uploaded easier to follow
Documents: Forms and Files - challenging layout
In the new applicant experience, it appears the applicant will click on "Documents" to access their LOI, Application, follow-up forms, and any documents uploaded by the administrator. It seems confusing for the word "Documents" to encapsulate all of those aspects of the process. And then
it seems odd that "Forms" includes the LOI, the Application, and any of the follow-up forms. Perhaps it's just that I'm accustomed to thinking of those as separate parts of the process and thus should be put into their own buckets.
In the old experience, it's much easier…2 votes -
View Organization History
Under the View Organization History system setting, it would be helpful to have an option of "Organization-by-Organization". Right now there are three options 1)All, 2)None, 3) User-by-user. It would be helpful to have it an option for Organization-by-Organization for those orgs who have the same EIN# but separate local chapters (or schools, in the case of a school district). For these type of applicants, we only want them to see their own chapter's information; but for all the rest of our nonprofit applicants, with the high turnover of NPO staff, it's helpful for them to see their entire organizational history.
6 votes -
SLM/GLM ability for Applicants to Chat with Foundation staff
A Chat feature to be able to help students in the moment could be very helpful.
Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.
I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)
It…
33 votes -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
5 votes -
preferred gender pronouns
It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.
10 votesHello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
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New administrator comment notification to applicant
We believe the administrator comment function is valuable. Its impact could be even stronger if given the option to notify the applicant that a new administrator comment has been added to their application. This seems to work well for the Idea Lab!
9 votes -
Preview Button on New Applicant Dashboard
For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.
3 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
Turn Preview Off
I'd like to suggest there be an option to remove the "Preview" button for an upcoming process that isn't open to apply to yet.
We have a few applications coming up that I have turned the availability on for so that they show up in the applicant portal and applicants are able to see when they open, but we are still finalizing some of the formatting and questions/prompts that we don't necessarily want the applicant to be able to see quite yet.
Having the ability to hide or remove the "Preview" option while still having the process/application show on the…
2 votes -
GLM Application Form - Preview Mode Very Confusing
Unfortunately, I’ve had a couple of organizations inadvertently fill out the questions on the application after clicking the “Preview” button on the Apply page instead of the “Apply”. This is super confusing and I was wondering if there is a way to “grey out” the fields in the preview version so that they cannot fill out the form. Or have clear warnings at the top or next to the questions. It’s been very time consuming for those thinking they have almost completed the application form only to realize it can’t be saved.
1 vote -
Rich Text Experience for Applicants
Rich Text improvement ... please allow hyperlinks/URLs to be added by applicants in their text area responses. We would like applicants to show us where and how they are recognizing the Foundation for funding. By allowing them to include hyperlinks in their answers it would give easy access to the Trustees to view.
2 votes -
Include Applicant Field to Add Third Party Name with the Email Address:
Include Applicant Field to Add Third Party Name with the Email Address:
To help us keep track of Third Party Recommendations and contact those persons if needed, it would be helpful to have a field where the applicant enters the name of the person that they are entering the email for when initializing a Third Party Request. We've added a name field to the Third Party form portion that we can control, but that doesn't help us in the pre-deadline portion of our process. Thanks for your consideration!
1 vote -
New Applicant/User
New applicants should have the ability to copy applications from previous users. As of right now, new applicants/users can see the history but have to completely reapply instead of copying previous information over. Nonprofits will not always have the same person applying for funds year after year and if a new user is assigned as an applicant to an organization/nonprofit, they should have the same abilities as those before them.
6 votes
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