1004 results found
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Payment Graph on Dashboard
On the Dashboard there's the Amount Awarded graph that posts the last 10 years. Our organization would love the Payments graph to show the same (last 10 years vs. last 12 months). Or, we'd like the ability to change the Payments graph by year. Also, it would be so helpful if you could drill down on the graphs to see what grants make up those amounts/payments.
3 votes -
Delete submitted follow-up without having to revert
It would be nice to be able to delete a submitted follow-up form without having to revert it back to Draft status.
1 vote -
Option to remove "See Opportunities" button
We would like to remove or deactivate the "See Opportunities" button on the left-hand To Do panel. All of our applicants can get to the apply page by clicking "Apply", and having more than one pathway creates confusion.
1 vote -
Accents / Insert symbol
It would be nice to be able to include accents in the response fields, without having to copy and paste from another document.
1 vote -
Turn off ability for applicants to edit their contact information
We would really love the option to turn off applicant's ability to edit their own contact information. We have had problems with applicants changing names and email addresses during staff changes, and it creates huge problems with our record-keeping and historical data.
1 vote -
Unique access codes
We would love access codes that can be made unique for each applicant, so that the code cannot be used more than once, and cannot be shared between potential applicants.
1 vote -
Melanie.Frazier@state.mn.us
Allow information from the organization and user details to auto-fill answers to questions in any form. For example, on the application form if the question is organization submitting an application that information would auto-populate based on the organization the user is linked to. Another example, would be if there is a question on the applicant form that asks who is completing the application, that information based on the user information of the person logged in.
1 vote -
d
Our fund advisors would benefit from an alert that would be sent to our staff when a fund advisor creates a distribution request that would leave the fund with little or no remaining balance. As non-profit organizations experience funding challenges, we do see the potential for more agency fund advisors to request funds for emergencies. An alert would create an opportunity to have meaningful conversations with our fund advisors. It would be great if the alert can be sent via email to the foundation’s key relationship managers. It would also be nice if the community foundation staff could determine a…
0 votes -
Include custom fields on voucher content and grant content
Currently check content provides custom fields so I am using that to send payment notifications. However, I recently discovered this sends a notice to all payment recipients not just the ACH recipients like I was told. A support representative told me that if we use Voucher Content, and Grants Content it will only send notifications to those ACH payees, but there are no custom fields in these areas so I can't include any details about the payment or who the fundholder was that issued the grant payment like I can in the check content area. Please add the custom fields…
1 vote -
custom fields email
It would be useful to have the inability to use custom merge fields in an email template.
Some background on our proposed use this feature and the need it addresses:
Our foundation was attempting to create an email template which can serve as a digital copy of the scholarship award letter we send to recipients. However, we are unable to create a "master" email template that would serve across all opportunities because there is no way to pull in a description of the scholarship each recipient has won.
It would be nice to be able to utilize custom fields from…
2 votes -
reneamuellerleile@rosenaufoundation.org
NEW ADMINISTRATOR DASHBOARD (WORKFLOW MANAGEMENT)
Enhancement to the Dashboard to make it easier to organize the Grants Manager/Program Manager's work - oversight for the entire process, with multiple grant cycles/processes in progress at the same time and a number of reminders and follow up to ensure are completed. Not unlike the Applicant dashboard (which will make it easier to, at a glance, recognize the deliverables) - a new Administrator dashboard would significantly improve efficiency of workflow for all of the staff responsible for the grant processes.1 vote -
Grant History
We have had some notes that when in the "grants" subsection of the "Grant Details" tab of the donor portal, the grants do not maintain the same order after using the "copy" function. So, if a donor just wants to run through and copy all the grants they made in 2023 for 2024, it makes it difficult to go through and copy the donees in order
-TCF
7 votes -
reassigning requests
I would be nice if you could see if a request has been re-assigned by looking in the Request History, or Submission History.
1 vote -
Audit Foundant User hours based on assigned roles
I would like to see a feature where the amount of time spent on on evaluating grant applications can be audited/collected. This would help us measure the amount of time spent reviewing grant applications. It would be super cool if it could be filtered per person (grant evaluator) and per process. Going deeper, even if as an administrator, I could see the total amount of time spent in Foundant would be wonderful.
1 vote -
SLM Student Contact Information - Changes for Consistency
For the screen in which SLM users input their contact information, please add a drop-down menu for the prefix. Additionally, include instructions reminding users to use proper case when entering their name and address. This will help reduce the amount of cleanup work required by the Foundation.
1 vote -
Customizable Collaborator Invite Email
Please allow for the option to edit the invitation email that is sent to the collaborators.
Unlike many of the system emails, the collaborator email is not editable as the template is simply not available to edit. We are asking that you give us the option to edit this template to make it more personalized and seem less "phishy". It is currently unbranded, very simple, and makes some worried that it is an illegitimate email.
4 votes -
Email sent from GLM
Is there a way in GLM when sending an email to have the reply come back into the system so that it is recorded? Currently, I input my outlook email address in the "Reply To" but that does not pull into the GLM. I would like to be able to keep track of responses in a more seamless manner.
14 votes -
Increase Character Count of Evaluator Description
It would be helpful to increase the character count limit on the Evaluator Description of Opportunities in SLM so that we can include more information on required and preferred criteria for evaluators to consider as they are reviewing.
1 vote -
sue.sneeringer@dca.nm.gov
being able to be alerted when an applicant makes a change to their profile/account.
6 votes -
Auto email exception
I would like the ability to override which auto email templates to use at the Request record level. I have a follow up form, "Interim report", that I assign primarily for multi-year grants, but also for the occasional expenditure responsibility (ER) grant and maybe in a few other circumstances. For ER grants, the IRS requires the grantee to submit a report to us as of the end of their fiscal year, and to do so every year until all funds are expended. When we make an ER grant near the end of a grantee's fiscal year, I know they won't…
2 votes
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