1004 results found
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Sharing Questions for the Nested Lists
I don't see this idea listed the way that I'm gong to explain it. I would like to use "Nested Lists" but I don't because I cannot share those lists on decisions, follow-ups, etc. It is a wonderful function but useless when I have to go back to the application to see what the responses to the nested questions. I believe that sharing nested lists throughout the workflow would be a great feature to access.
1 vote -
SLM Merge Field
I'd like to suggest adding a merge field in the email templates that pulls in the email address of the student's parent or guidance counselor.
1 vote -
brooke@thereserfamilyfoundation.org
Hello,
Our grantees are receiving automated reminder emails attached to their grants at 2am. This is leading to confusion and overlooked emails because folks assume they are not legitimate emails. Is it possible to adjust the time that automated email reminders are sent to during business hours? Thank you!
2 votes -
Password Reset
I would like the Reset Password feature reinstated. The new way is not a time saving enhancement.
2 votes -
SLM- Third party account view
SLM request from parents/ caregivers and well as mentors and counselors that it would be helpful if applicants could give them viewable access of the users dashboard. In this request, trusted adults would be able to be added to the account by the user. As third party viewers of the account, they could see which applications have been submitted and when, follow up form due dates and submissions.
1 vote -
Add Progress Bar for Student's View and Submissions
I'd love for students to be able to see a color coded progress bar on their full submission, similar to the evaluator's progress bar. I have so many students who do not submit the additional applications they are eligible for because they think their application is complete. Since the Universal Processes show up on their page random/alphabetical, they do not see the "Assigned/Edit" and "Submitted/View" which I am trying to explain in emails to both counselors and students.
9 votes -
amostue@carpenter-foundation.org
Applicants aren't able to access their organization's basic info once the application period has ended. They should be able to go into their account at any time and update their organization's contact info - ie address, phone, website... as well as their organization's contacts. We, as admins, shouldn't have to manage this. Additionally, we have some applicants who have multiple EDs listed in their contacts. They should manage this and remove the outdated ones. Not us. It'd be helpful if they had a tab always available to them in which they can see their organization's contact info and the contacts…
1 vote -
Multiple Tributes for online gifts
When people make online gifts sometimes they are giving in memory of multiple people, but we can't connect more than one tribute to the gift so we have to manually keep track. It would be nice if there was a mechanism to help us track when this happens. Support said there is not and to post here instead
1 vote -
2 votes
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SLM - Limited Eligibility Quiz Information using Reports
You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.
6 votes -
Permissions for Grants Managers to upload shared files
Giving the permission to upload shared files/documents to Grants Managers.
2 votes -
Dropdown Field in Organization and Contact profile
A customizable dropdown "category" field in the contact profile and the organization profile pages would allow for Foundations to create more specific reports. Assigning contacts to a specific "VIP" category or "ED" category could be a game changer for managing contacts in Foundant and pulling these in reports. Same scenario with organizations; having the capability to place them on a hold category, or inactive category would help a great deal in reports.
1 vote -
candid
Would love for Candid to automatically check/verify applicants 501c3 status prior to them submitting a Letter of Intent/Application or at least showing on their submitted application what the status of the organization is.
It would be nice to see all submitted applications and the status of their organization right there on the Dashboard all at one glance or at least within their application.
1 vote -
eligibility quiz
Ability to reassign an edibility quiz already submitted to a different person in the organization, just like other forms.
1 vote -
Universal Application
Create a way to export processes from a universe without having to individually create them in the process tab? Like, if you have a universe full of application opportunities, you would have the ability to move each application opportunity to an individual process by copying every process into its own. This would then move all eligibility requirements, application, evaluation, and follow ups to the new process. Then in each process, you are able to edit out the eligibility requirements that are no longer needed.
1 vote -
GLM/QBO Integration Chart of Accounts
Our GLM site is linked to QuickBooks Online through the new integration. In the Account drop down list on the Installment Form, the one Chart of Account account we charge grant payments to is not included in the list. There are 46 accounts that we can select from....just not the one expense account that we charge all grant payments to!
I would like to be able to have our grant account added to the list of available accounts and the other accounts deleted.1 vote -
Allow "Committee Evaluators" to view all applications in a process- not just the ones they are assigned to evaluate
It is impossible for every committee member to evaluate every submitted application, yet all the committee members are making the decisions when it comes time to vote on grant approvals and declinations. Instead of creating and sharing a report with everyone, it would be great it they had access to "view only" or "read only" all the applications that were submitted but not assigned to them to evaluate so that they aren't hearing about an application for the first time at the grants meeting when it's time to make decisions.
1 vote -
contact email history-- download capability
It would be excellent if the Contact Email History messages could be exported. I often copy and paste them into word documents to be able to send them to contacts with questions about their award histories.
4 votes -
Email template logic
It would be so useful to be able to incorporate logic into email templates. If I could have one sentence if a certain condition is true, and another if it's not, would save me from having to create (and maintain!) a multitude of templates.
3 votes -
Admin Editing of LOI/Application Form Fields During Evaluation Process
We'd be grateful if there was a way for the admin to edit LOIs/applications from within the evaluation process (ie. the double-pane view), without having to back out into the org's overview and click in from there to edit the form (and then click back into evaluation mode to get to the next form). We have some internal review fields attached to the LOI, rather than to the LOI evaluation, so that we can carry those fields forward to subsequent parts of the process and have them copied into subsequent processes. We use these fields for tracking demographic and sector…
2 votes
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