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2053 results found

  1. Third Party Emails

    If a student enters an incorrect email address for a third party request, the system tells the student the email was sent. We would like to see if there is a way for the system to notify the student the email address was incorrect/invalid.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  2. Question Visibility List

    please restructure the question visibility list to mimic the list of roles possible on the User search page. We have a multiple approval Grant Agreement and have had to spend hours today reverting, reassigning, resubmitting and then marking the forms complete. Either we did it wrong, or we need a little more flexibility.

    1 vote

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    1 comment  ·  Admin →
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  3. Eligibility Quiz

    Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?

    4 votes

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  4. Organization History Quick Export

    I would love a "quick export" option from the Organization's Request History tab. So many ways this could be valuable.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Reporting  ·  Admin →
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  5. change colors pie/bar chart

    Would like the ability to change the colors of the pie/bar chart outputs

    4 votes

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  6. Remember selection in Copy request window

    It would save time and clicks if the Copy Request pop up window remembered the last process selection so that you don't have to scroll and select it again each time when copying multiple applications.

    3 votes

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  7. Ability to Highlight

    As a reviewer, it would be great to be able to highlight sections of applicants' text. It would save so much time in terms of board meeting prep. Even better would be the ability to add notes.

    4 votes

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  8. Add "Primary Contact Last Logged On"

    I'm wondering why there isn't a "Primary Contact Last Logged On" option in report creation. I appreciate that that feature is available for "Contact Last Logged On," but why not for Primary Contact too? Thanks!

    1 vote

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  9. So many places to log in!

    The one complaint I have is that there are sooo many places to log into. Sandbox, live site, base camp, maybe smartsheets for traininings. It would be nice that if I got logged into one place I would then have all of my possible logins listed. If I need base camp, I can click "here." If I need my sandbox, I can click "here." Etc. Kind of like a hub of locations.

    6 votes

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  10. dark mode

    Add the option to switch to dark mode.

    3 votes

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  11. Option to show document in a project to a specific Evaluator or Evaluators or individual users

    In a project we have the ability to show a document to an applicant when we upload a document to their project. In our case, the donor advised process may have specific family donor advised evaluators, who are interested in the final reporting on the project or thank you letters/cards received regarding a project. Currently, we have to create the follow up final report pdf, then save to a separate Google Drive where the specific users have access. Or, in the case of something sent to us, scan and upload to Google Drive. It would be so much simplier to…

    1 vote

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  12. Email History by Process

    Be able to filter email history by Process.

    12 votes

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  13. Add Attach a Note to Recurring Grants

    Make same option as regular grants where you can Attach a Note.

    1 vote

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  14. Alpha by Organization Sort Name within Buckets

    Alphabetize organizations using their "Organization Sort Name" field when displaying them in buckets. For example, when I open the LOI Evaluation Closed bucket and click on the organization column to sort the applicants, they are sorted by "Organization Name" and not the sort name field. So groups who's name starts with "The" appear in the T's instead of where they properly belong alphabetically. (I feel like Foundant used to do this...perhaps it was overridden during an update?)

    1 vote

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  15. Check/Uncheck All in Data Sets

    When building a data set to run a report, it would be great to have a check all/uncheck all box. When I'm building my general data set to build my individual scholarship reports from it's very time consuming to have to check every single box for each question in the data field step.

    24 votes

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    9 comments  ·  Reporting  ·  Admin →
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  16. Reports - Lock Column Headings

    Would be helpful if column headings locked so you could see them as you scroll down the report, like you can in Excel.

    32 votes

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    1 comment  ·  Admin →
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  17. SLM-Edit Deadline Batch Option

    It would be nice to be able to select a process and then be able to edit the deadline in batch rather than go into each individual application to do so. Would speed it along if needing to extend the deadline for a group of students in a process.

    1 vote

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  18. SLM Evaluation "Summaries" to be made available to the evaluators

    It would be very beneficial if the evaluators for SLM could see all the evaluation summaries for each scholarship applicant (like the administrator can see) instead of the administrator emailing them a screenshot of rankings and attaching the overall summaries for each applicant.

    I have asked this before from support but was told not part of the evaluation stage or available at the time.

    4 votes

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  19. Need an option for third party AND evaluators to be able to read recommendations.

    Recently, my foundation opted to not use letters of recommendation for our scholarships and we updated it so that the recommendation is a combination of quantitative (rankings) and qualitative (a text box where they explain and expand on the reason for their rankings). But because this is all in the system and not something that they upload on their own, because it is a third party, evaluators cannot see the recommendations that were submitted. We do not want students to see their recommendations, so changing visibility to everyone is not the ideal solution. There should be a way for only…

    1 vote

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  20. Report generation for Giving Circles (role)

    We would love to provide our Giving Circles the ability to run their own evaluation reports so when they meet as a group they can discuss their own evaluations for submitted grants. Much easier for them to do it than staff. If this needs to be a new role assigned that would be fine.

    1 vote

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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