895 results found
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copy application - applicants
It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.
4 votes -
GLM Linkage to QuickBooks for Grantee Organizations
There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.
1 vote -
Evaluator view grid
I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
Also - this same…3 votesWe plan to do research on reviewer needs in Q2/Q3 of 2024 we will follow up on this idea lab item with specific question, or to step up discovery conversations.
-sammie
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Make Advance Option tab always visible for Applicant Visibility changes
Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.
1 vote -
redirect to main page after password reset
Redirect to login page after password reset.
Can you please have the system automatically redirct to the main login page after a password reset has been completed? This seems like an easy fix and should be automatic but currently users have to then go back in and locate the login page after they just reset their password.
In a perfect world, we could also have the system automatically send folks a password reset when adding new users to an organization vs. having to tell them to go reset themselves or manually having to send them an email reset link.
2 votes -
visibility of forms
We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.
Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.
It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…
2 votes -
Allow Grant Managers to add/remove users to Multiple Organizations
With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE
1 vote -
Pull Opportunity Info or Flag Questions into Follow Up Forms
When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)
Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.
To take it…
2 votes -
Hide Score Column on the Evaluator Dashboard
We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…
1 vote -
We are part of a Regional Association of Grant Makers. Most of us use Foundant. one master login would be ideal.
One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.
1 vote -
Printing application & Returning to saved application
From one of our grantees:
When saving application DRAFTS, it would be easier and save us time if the application returned to the question that we were last writing rather than to a separate page where we then need to return to the top of the application page and find the question where we left off.
Also, if we could print the DRAFT applications directly, rather than downloading a PDF first, that would again be a timesaver.
1 vote -
Submit button for Internal Process for Administrators
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…
4 votes -
Business Titles
Is there any way to have the applicant's business title, as well as the primary contact's business title, listed on the cover page of the application and follow-up forms? Their other data, such as address, phone #, etc. is there and it would be nice to have the business title listed as well so you don't have to go back into contacts to find it. This would be especially helpful for the evaluators when it is a new or unfamiliar organization applying for a grant.
2 votes -
Customize Project Name Field
I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"
4 votes -
Adding Hyperlink Capability for Applicants
Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.
6 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
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copy previous answers
We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…
3 votes -
Change Check # to Payment # in Installments
Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.
7 votes -
Add Primary Contact Filter to User Search in GLM
It would be helpful to be able to do a user search that pulls all users marked as primary contacts.
4 votes -
operations account aggregator
We would like an account aggregator that feeds directly from our main bank account into our general ledger (or someplace). We have missed transactions (due to human error) and this would prevent us from missing transactions that occur in our checking account.
1 vote -
Remove evaluator
We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.
We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.
46 votes
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