940 results found
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23 votes
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multiple reminder emails
Increase the number or make customizeable the number of reminders that can be sent. Our leadership prefers 2 reminders BEFORE the due date rather than 1 before and 1 after. :-)
57 votes -
Batch Create Merge Docs AND Attach to Request
Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.
17 votes -
Batch Approval
It would be incredibly helpful and MUCH more efficient to have the option to batch approve requests. We are currently having to do single users each taking about 5-6 steps to complete. When we have dozens of applicants to approve this is terribly inefficient and frustrating.
With a batch approval option I could do the step once for dozens of applicants a time saving my team hours of time and repetitive work that should be automated.
Thanks!
71 votes -
Make the email templates list more readable
We have a number of GLM email templates and sometimes it is quite confusing to choose the correct one, especially if sending out numerous emails. There are two ways that possibly it would be easier to distinguish among the numerous templates. One being, being able to assign templates to folders, so the list is smaller. Secondly, to make the background colour of each of the shaded templates darker or a different colour, so when scrolled over it is more apparent what is being chosen.
11 votes -
Administrator to submit for applicant
It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.
Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.
8 votes -
Request Status Name and Additional Options
It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.
145 votes -
Use the merge fields in email templates
I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…
42 votes -
sort email templates
It would would be very handy if we could have the sorting feature added to the header on the email templates list.
51 votes -
Folders for Reports
It would be nice to create folders to organize all the reports created.
107 votes -
Check/Uncheck All in Data Sets
When building a data set to run a report, it would be great to have a check all/uncheck all box. When I'm building my general data set to build my individual scholarship reports from it's very time consuming to have to check every single box for each question in the data field step.
30 votes -
Reports - Lock Column Headings
Would be helpful if column headings locked so you could see them as you scroll down the report, like you can in Excel.
34 votesAs we look to implement our new Data Visualization tool this will be a new functionality.
-The Foundant Team
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Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I
Copy groups and Questions
87 votes -
revert question to no answer
Unclick a radio button answer.
18 votesWould this only need to be an admin function or would you want the ability for your end users as well?
-sammie
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Collaborator Receive Emails
I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.
34 votes -
Batch "add installment" and "make payment"
It would be handy to be able to add installments in a batch as well as make payments in a batch. We just distributed 53 checks and the last thing I want to do right now is have to manually update the amount and date of each of those checks. What would be handy is to have a list of all payments due and a batch payment option to indicate their completion.
32 votes -
Delete Questions
The capability to delete a question within an active application.
20 votes -
Mark Applicant Opportunities by Question Group SLM
Right now, when you create a new question in the universal application, you have go to each question and change what opportunities this question applies to. This can be very time consuming as there are over 45 opportunities linked to the universal application. It would make sense to be able to mark the applicant opportunities by question group as the default then if you need to make individual changes to some question, it would be much less time consuming. I set up my question groups to directly correlate with the the applicant eligibility and selection criteria for each scholarship.
For…
9 votes -
Primary Org Contact to view follow up reports and due dates
Can you add the follow up report view to the primary contact of an organization? I am getting requests from ED's asking if they can please be able to view all of their following reports from various applicants within the organization.
40 votes -
Follow-Up Auto Reassign
It appears that when a grant application is reassigned it does not also reassign the follow-up forms. Is this always the case or am I simply having an issue? It would be very helpful to not have to click through and reassign those forms as well.
9 votes
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