14 results found
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PRINT IN BATCHES
Grant Interface, Shared Documents - Please provide an option to print all these documents in Batches and not one by one!!
18 votes -
Batch Create Merge letters from Approval Buckets
For our GLM Processes, we typically create all of our Merge Grant Letters once the applications are moved into the Approval Buckets. Once these are in the approval buckets and we go to create the letters we have to go into each application one by one > create word docs > export > update > save etc... It would be awesome if we could batch create our letters by selecting the checkboxes on the approval bucket page and export 1 word doc with each letter having it's own page on that doc. This would allow us to create, export and…
9 votesThis workflow today can be completed from Request and Decision.
-sammie
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Batch Edit Report Deadlines
We typically have multiple organizations who miss the deadlines for our grant reports. We would like to be able to batch edit deadlines for those reports so we can more quickly make them available for completion and don't have to go into each report to edit individually.
4 votes -
Ability to Bulk Export Evaluations
We use Evaluations in GLM for ED Approvals. We then have to save a copy of the ED Approval in a sharepoint file and in CSuite. It would be nice to have a bulk export option in the Evaluations bucket so we can export the ED Approvals all at once.
7 votes -
Export batch as separate documents
Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.
2 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…
1 vote -
Customize Batch Evaluator Packets
Would there be a way to customize what is shown on an evaluator packet? We typically allow board members to view a folder of evaluator packets, but they get long and we want to make it easier for board members to quickly digest a grant. Is there a way to either customize what we include in the packets or easily batch download the executive summaries for all of our grants in a given cycle?
1 vote -
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.
15 votes -
Automatic emails to evaluators
When evaluators are assigned applications as a batch action, it would be really helpful if an automatic email could go out to each evaluator letting them know they have been assigned applications for a particular process (one email per process, not per application). Currently, the only way evaluators can receive an automatic email is if each application is assigned one by one. That's time-consuming for the person assigning the evaluators, and that would generate a lot of individual emails to each evaluator. Having automatic emails go out to evaluators after batch assignments are made would eliminate the current two-step process…
3 votes -
Batch add multiple Processes when assigning new Evaluators.
Batch add multiple Processes when assigning new Evaluators.
We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.
So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.
The way things are currently set up,…
2 votes -
Batch email recipient
Please add deleting a recipient from a batch email before sending, with having to exit the email template altogether. Thanks!
6 votes -
Batch Approval
It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.
With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.
Thanks!
61 votes -
batch charity check
Batch Charity Check
I would love to be able to run a batch charity check. Ideally, I should be checking charity status at the time an application is received (prior to bringing to the board for recommendation) and again once payment is being processed. We have to board cycles a year with approx. 150-175 grants per each cycle. Does anyone have any workarounds they've put in place?38 votes -
batch delete abandoned applications
I would like to have the option to batch delete abandoned
requests -- it’s tedious having to delete them one by one. Could this be an
option listed at the bottom of the “Search Requests & Decisions” page? I
can understand not wanting folks to accidentally delete other items on this
page. With this in mind, could it be built to only appear as an option when a
search is done for abandoned requests?
4 votes
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