935 results found
-
It would be helpful if Admin could copy a question from one process to the other.
We're updating our form, and would like to retroactively make the changes to 2 closed processes to improve reporting. It would save time and reduce errors to copy a question and add it to another process.
4 votes -
Additional Custom Columns
We really need more than 2 custom columns to be able to accurately sort and filter Applications both for Evaluator assignment by the administrators, and for our Evaluators doing the rating. Even just one more custom column would make a big difference. I've requested elsewhere, but in case there is a connection, we would also appreciate the reverse, which is to hide the default columns we don't need - or at least the Score column, which is just very confusing given the way our process works, so we do the best we can to hide it, but it is very…
16 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
3 votes -
Automatically generated request ID
We have long project names for our applications and an automatically generated request ID (example 20240041) that includes the year, would be helpful to identify and search for a specific request, without needing to remember the project name or organization name.
29 votes -
batch assign follow ups SLM
In SLM, you cannot batch assign follow ups for different opportunities within the same General Application. It is very time consuming to assign the same set of scholarship follow ups to each different opportunity individually. This idea needs to be taken a step further to allow different opportunities within a GA to be batch assigned at once. Thanks!
5 votes -
GLM Admin upload of reports submitted via email
There should be a way for an admin to upload a follow up report without having to proxy as the applicant. Many of our reports are emailed to us rather than the applicant going into the system to upload a document.
21 votes -
Bulk export to include Documents uploaded separately from the application and follow-ups.
In addition to bulk exporting a grantee's application and report, can we include the "Documents" tab where I (the administrator) might be uploading other documents like site visit notes in this download? It would be nice to have all associated documents for the application in the same PDF.
5 votes -
Branching logic rule groups
I use branching logic all the time. Creating groups is not logical. Creating branching logic on the question would be nice without creating a group.
14 votes -
Restrict Inactive Applicants From Receiving Emails
I'd like to propose the idea of restricting applicants who have been set as inactive to no longer be included on emails. Ideally, those who are set to inactive should not continue to receive emails through Foundnat. For example, when I send an email to a user and I cc' the primary organizational contact (who happens to be inactive) he/she is included on the email chain. My temporary fix is to edit the inactive profile and then make a dummy email address and select a new applicant as the primary organizational contact.
5 votes -
Allow an internal process application to be submitted or completed
I would like all grants to go through each status without skipping one. Please add a submit button and a complete button to the internal process applications. This will allow us to choose where we would like the application to move on the dashboard.
TCF
Thanks.
4 votes -
Administrator comment
Please change the color of the Administrator Comment box!
When we provide comments for our applicants, they are constantly complaining that the box blends in with the rest of the white and off-white colors and words on the screen. It's true!
Please change the white box to a colored box or allow administrators to choose the color of the box or change the text color for administrator comments. This small change would improve the applicant experience.
7 votes -
Amount requested included in notification email
It would be helpful if the amount the organization is requesting would show up in the notification email. That way it's right there and you can look at it quickly rather than having to login.
6 votes -
Evaluators able to view follow-ups
Would like to be able to have evaluators review/access last year's follow-up reports for a process. Right now we download them all and put them in a drobox for review.
2 votes -
bulk deactivate users
Would like the ability to auto/batch deactivate old users. For example anyone that hasn't logged in the system in the last 5 years.
3 votes -
GLM when searching for organizations
When searching for an organization in a certain city or state, after you click on the first one you want to look at, it takes you all the way back to the main organization screen and you have to put in the city and state again. It doesn't allow you to just look at the original search list.
4 votes -
Custom Fields on Scholarships
We need to be able to track scholarship specific information (such as associated high school, minimum award amounts, maximum award amounts, criteria, funding use limitations, etc.). Custom fields on scholarships that are REPORTABLE are needed! Custom fields on awards or funds won't suffice because a fund can have multiple scholarships and an award is too far downstream in the workflow. SLM doesn't allow for tracking of this information either so without custom fields in CSuite we are forced to continue tracking this information in Excel :(
3 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
3 votes -
Scoring Questions - Optional or Weighted
I was wondering if anyone would find value in the ability to weight evaluation questions. We are exploring the idea of funding general operating requests and project-based requests, all from one process. If we were able to weight questions or make some scoring questions optional, this would prevent and help us with our evaluation of LOIs and Applications.
2 votes -
Separate, non Follow-Up form to Collect Thank You Notes from Students
The current methods of collecting and delivering specific thank-you notes to donors from students are often difficult. We'd like to see a system where a dedicated thank you note form can be configured and assigned to the student per opportunity and as needed and attached to the request, eliminating the need to use follow up forms. The choice between having fewer common follow ups (general thank you) and a large number of opportunity-specific follow ups (to get a specific follow up) is not a great one. A dedicated way of exporting these or emailing a donor directly would also be…
2 votes -
mrust@sjchf.org
It would be nice to be able to format the “total” row as a currency field in a table question.
5 votes
- Don't see your idea?