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  1. Would love to see a shortcut for going between work pages. For example, if I'm on Follow Ups Draft, and I want to go to LOI drafts, or applications evaluation assigned, I have to click the home button to get back to my dashboard, then into the next work page. If there was a dropdown in the navigation bar (perhaps only for administrators?) "Go To...) then a list of pages, we could go directly without bouncing back and forth across the dashboard. Not critical, but (especially on days when the site is running slowly) that extra step really adds up…

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  2. In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.

    10 votes

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  3. When creating a merge document, it would be convenient to be able to choose the "documment type" at the top of the "create documents" box, rather than having to scroll to the bottom every time.

    6 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  4. Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    3 votes

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  5. I need there to be a way to mass update opportunities in a universe. Going in one at a time to 150+ scholarship names to change it from 2023 to 2024 is maddening and not an effective use of time.

    9 votes

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  6. From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?

    6 votes

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  7. Changing American spelling for Australian clients for Organization and Recognized. (S instead of Z) Currently this is on the payment page for a donation but I am sure there are other spellings throughout the platform and GLM. For our Australian clients/donors it looks like we have spelt it wrong.

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. We have three SLM UA's that students can apply to and as it currently appears on a student's dashboard, all UA's are in the color blue. Is there a way that each UA has their own color. This will help with an inclusivity for color blindness.

    2 votes

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  9. On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?

    3 votes

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    Proposed Idea  ·  0 comments  ·  Search  ·  Admin →
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  10. We have ten questions that get scored 1-5 that make a final score for each applicant. It would be helpful if those scores could be added automatically.

    2 votes

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  11. Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.

    I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  12. We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.

    18 votes

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  13. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  14. Please provide a Submit button for Administrators when they are Copying Requests into an Internal Process. Do not make us have to select the option while copying that the Initial Submit Status has to be Submitted. I would like to create a Draft and go in and edit away in fields and then Submit the request when I feel it is ready, it is an Internal process anyway, and I am an Administrator.

    Sure it is fine to go and select the Submitted choice when copying, but maybe I just want to submit it later, not when I am creating…

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  15. It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.

    7 votes

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    2 comments  ·  Custom Data  ·  Admin →
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  16. It would be nice on forms, if the Submit button can be greyed out if a specific answer to a question is selected. Or if we could select rules for the submit button much like branching questions.

    1 vote

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  17. It would be helpful to have more than 2 evaluation options for Universal Applications. Scholarship Opportunities vary vastly in what is important. Being able to have the Internal Evaluation and a choice of either the complex or simple evaluation form for the 2nd choice would be most helpful!

    2 votes

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  18. Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.

    2 votes

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  19. Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  20. My manager and I are looking for a way to track our interactions with non-profit organizations within Foundant. We frequently have conversations, tours, and meetings with these organizations and want to keep a comprehensive history for internal tracking purposes within Foundant.

    I have been told there is no current feature in Foundant that allows us to input and monitor this information. This could be a very helpful feature for donors and their administrations to track and keep a running record.

    1 vote

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