843 results found
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Allow copy request to Submitted status with unanswered Internal Questions
allow for requests that are submitted by applicants to be copied into a different process as "submitted" even though there are unanswered required internal questions. With our new process, we are trying to copy into the appropriate process requests that are submitted by the applicant, though because we are using internal fields and those are required, it can only be copied into draft, so we have to proxy in as the applicant in order to submit the request, which triggers the automated email and can cause some confusion.
1 vote -
Notification to Administrator of when reports are marked complete by program team
Notifications to Administrator for when reports are marked complete by program staff. Without having this it is making payments go out late due to program staff not sending email to administrator. It adds an extra step.
4 votes -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
3 votes -
Summary report for individual reviewers
Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."
105 votes -
Relabel 'Text and Upload' Question Type
Change the name of the 'Text and Upload' question type to 'Text or Upload' or 'Text and/or Upload' to better represent the functionality of the question type.
6 votes -
Auto assign follow ups internally
I would love a way to auto assign an internal follow up to the same officer that reviewed the application. Currently I manually assign an internal follow up form to the officer. It gets overwhelming when 20 follow ups come in during the day.
4 votes -
Collapse branching logic rule groups
I have some very involved branching logic. When I'm trying to troubleshoot/debug the logic, it would be helpful if I could collapse rule groups that I don't need to work on. I'd like it to behave like Outlining in Microsoft Word - where I can expand and collapse to different levels overall, or expand/collapse individual rule groups. It would allow me to "declutter" what I'm looking and more easily find my way through the maze of rules.
5 votes -
Mass Upload and Delete Email Attachments
It would be very helpful if we had the ability to mass upload documents from file to the email attachments in GLM. It would also be great if we had the ability, with a checkbox, to mass delete the email attachments once we are done with them.
7 votes -
Organization searches - back to results function
I know this question has been raised before, but I can't tell how long ago, so I am resubmitting to indicate continued interest. It would be helpful in Organization Search to have a Back to Search Results function. If I do an organization search with multiple possible matches, I have to redo the search if I happen to pick the wrong one the first time.
6 votes -
Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".
It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,
6 votes -
process summary
It would be so helpful for the Process Summary to easily convert to a pdf, for sharing purposes, just like the Question List for the application. Unless I'm missing some training, the only way I can share/get feedback from my colleagues on that is to copy and paste it into a Word document or email. When I've finalized an application process and want to circulate it for input/approval, the Process Summary should be able to go with it.
5 votes -
Archiving Follow-up Forms
It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.
9 votes -
Pop Up Notification
Raiser's Edge has a feature that allows you to add a note that automatically pops up when you open a record. This would be a helpful way of alerting staff when there are compliance issues or flags.
5 votes -
Two contacts assigned to grant applications.
Having the choice to assign two contacts to a grant application and followups. Small organizations or volunteer-based organizations have turnover, and we've had instances where the contact assigned has left the organization, and reminder notifications about grant reporting are never seen. This could be fixed by having a backup email automatically assigned.
157 votes -
approve installment for Csuite
I always found the required step of clicking the "thumbs up" in GLM, after sending an award to Csuite odd and redundant. Now that thumbs up has become a toggle button, but there's no identification on it unless you hover over it...making it hard to notice. Ideally I'd recommend that step not be required. If needed, at least make it a larger button that says "Approve Installment for Csuite"
2 votes -
Greater space between processes on the Apply Page
I would like to see a bigger space between multiple processes that are open on the "Apply" page. Currently, there is a tiny space between each process' "box", and our applicants frequently click the first blue "Apply" button they see.... which is often for the process below the one for which they actually want to apply. We have instructions saying to click the button at the top-right of the box but we all know people don't read well. If there was greater differentiation between the list of open grants then applicants may scroll back up to the correct Apply button.
4 votes -
Batch assignment of requests to someone with the "Grant Manager" role
Currently, anyone with the "Grant Manager" role needs to have requests assigned to them by an admin. Admins do this by going to a request's summary page and linking the Grant Manager there. However, you need to do this ONE REQUEST AT A TIME. We have over 350 requests that we need to assign to a grant manager (we need flexibility in deactivating privileges, so we cannot make them an admin). That means an admin will need to go to 350+ request summaries and repetitively assign the request to this user.
Please make batch options for that available. Ideally, the…
9 votes -
Salutations for Email Templates
It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.
Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.
6 votes -
GLM/CSuite Salutations
It would be helpful to have the salutation field available in GLM and synced with CSuite.
5 votes -
user roles
It's also about user roles and auto emails attached to F/U forms...
We really need an additional user role for our regional directors. Our program managers (in the Grant Manager role) do 99% of the lift in GLM, but every so often we need to be able to bump a form up to a director. But our directors are also in the GM role, so everyone gets the same email. Our current work around is to assign the form to the director, but that doesn't always catch their attention.
Also, making the payment forms approvable would be great. That way…
2 votes
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