1069 results found
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Report for Visibility by Question on Form
It would be extremely helpful to be able to run a report that gives the current visibility status for each individual question on a form. We change visibility on our LOI after our initial review is complete. In addition to needing to change the visibility setting on each question one by one, currently we can only validate that the setting have been correctly updated by manually reviewing each question again, one by one. Thank you for your consideration of this capability!
3 votes -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
3 votes -
deidentified version of the evaluation summary
In Application Evaluation Closed, the PDF Evaluation Summary is wonderful. I was hoping that it might be possible to generate a deidentified version of the evaluation summary, with the evaluators names changed to ‘Evaluator 1, Evaluator 2, Evaluator 3, etc.’ Currently we have an assistant who manually edits each PDF, but this is tedious and prone to human error.
1 vote -
CSuite fields populate for GLM created grants
I would love to see more CSuite fields auto populate when the grant is STARTED in GLM.
Issue is we would like grant advisor field populated in CSuite and GLM. If the grant is started in GLM, this field does not auto populate. Since fund advisor is a fund field, I thought once the fund was assigned in CSuite, the field would populate and push to GLM. That does not happen. I must manually add the grant advisor in CSuite and refresh GLM.
1 vote -
Report Listing Profile Creators
Be able to run a report in Community Suite that returns all of the Profiles created within a set period of time and the name of the user that created each profile.
1 vote -
3rd Party Email Resends by Admins in Email History
Recently in SLM, we've had multiple 3rd party persons reach out to us to have the Request Link email resent to them so they can complete a student's letter of recommendation. To keep track of and know that they were sent, opened, etc., would it be possible to include those emails sent from the administrator's side of the platform in the searchable Email History module in the Communications section? We had a few that we resent tell us that they didn't even receive the ones from the admin. We also told them to look for the administrator@grantinterface.com sender address. Something…
1 vote -
Allow Users to Upload Files to Organization Documents
Currently we request financial audits at the application and report stage in a grant cycle. This often means the same audit lives in two places.
I would be great if users could upload files (audits, in this case) to the Organization Documents tab to keep everything in one place.
4 votes -
Automatic Email to admin for late Follow-up Forms
Admins should have the feature to receive an automatic email when a grantee misses their follow-up deadline. This would help admins with follow-ups assigned at different times to keep track of grantees who don't turn in their reports on time.
11 votes -
Administrator Comments Visible to Collaborators
It would be very helpful if collaborators or others in an organization could see any administrator comments made within an LOI or application. Currently, only the applicant can see the comments. If the applicant is asking for help from a collaborator, it is necessary that the collaborator see our comments.
2 votes -
Integration of Multi-fund Detail
When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…
6 votes -
Process Manager Batch Print
Batch Print blank forms from Process Manager
We have 57 separate application Processes that we manage each year. Univeral application is not an option as each application has specific and varying criteria. Although we work hard to normalize wording of questions while inserting specific and simply things like word counts.
Each year we open each process application and try to analyze anomalies. One way is to print each application, each evaluation, each follow-up form to PDF using "Question List". Once in PDF they may be analyzed as a group with different tools.
The ability to Batch Print the Process Manager…
6 votes -
"AI"
Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!
6 votes -
amcelroy@cfrichmond.org
Improve the new applicant dashboard in SLM. We utilize SLM primarily for our scholarship program but do also have two awards programs that we also use SLM to run the nomination process. Our scholarship processes are all connected with eligibility quizzes, therefore when the scholarship season is closed, our dahsboard now looks like this. Please consider making the yellow card larger to fill the top space so that 1. All the information populates without needing to click 'See More,' and 2. Makes the new dashboard more appealing for a user as the current view is empty and looks incomplete.
One…
1 vote -
GLM New Process Creation Default to NO ASSIGNED USERS
Is there a way to change the default for all new processes created to not have ANY users assigned to the process?
Currently, the default is that ALL users are selected. It’s one of those things if we don’t catch when creating new processes, grant managers for other processes get confused as they see applications they should not.
I did get a reply from Tessa Williamson at Foundant that stated:
I do want to thank you for your previous IdeaLab post in 2021 to gain some traction on a functionality similar to this. Though the team has implemented when grant…3 votes -
initial submission date for the LOI Evaluation/Closed buckets
This idea was submitted before by someone else and archived, bringing it back because this would be very useful for our processes. We tell our applicants that they should expect a response within 6 months, so knowing when that 6 month window is closing would be very useful.
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
10 votes -
UA Opportunity Eligibility Change Log
I would like to request that Foundant implement a change log for the eligibility criteria for the opportunities within a Universe. There is currently no way for us as users or you as the host to track changes made. If there is a mistake or issue, we need to be able to know what was done, when, and by whom.
5 votes -
Delete grant date in the denial process
Is there any way to delete the "Grant Date" field from the denial process? As the request has been denied,there is no grant date.
2 votes -
Custom Merge Fields for Email Templates
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…
3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
4 votes
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