883 results found
-
email cc limit
Add more characters to CC within email templates- Currently only 200 characters is about 5 addresses. We need to email at least 12 addresses in the CC field and be able to add more addresses to the to field.
2 votes -
Export Form Questions via Reports
Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.
5 votes -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
3 votes -
Add "Request Amount" into "Organization Request Summary" Merge Table
This one has been previously archived, but when we get the summary of an organization, we really really would like to see the amount they requested, even if their grant was denied. This is one area where Blackbaud allowed us more functionality than Foundant.
Along the same lines, when you look at org request history, it would be nice if it showed amount requested in the summary at a glance.
6 votes -
Search all user log in activity
When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!
2 votes -
export request history slm
Hello! I'm trying to compile a history on a scholarship recipient's requests and awards, and found that this User Summary/Request History is not exportable. I would like to be able to export this data to an excel file to be able to tabulate and manipulate the data. Thanks!
2 votes -
Email Templates: Add a "Next" and "Back" Arrow Buttons to Move Through the Email Templates
Suggestion: When working on updating email templates, it would be very helpful to have an arrow button for “Next” and “Back” to easily navigate the email templates.
Current Process: Now, the process requires that you go back to the email template section, pick the next template from the list, wait for it to open, make changes, save, go back to the email template listings page and then repeat that for every template. I noticed that you already have an arrow that forwards you to the next form in other stages within the dashboard, but not in the email templates section.…3 votes -
'Archive' button in GLM reports?
Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.
52 votes -
Project Name included on Applicant Dashboard
In the new version of the applicant experience (which we are big fans of!), I love that the process is listed up front, our grantees used to struggle with identifying their different grants and which program they were connected to, but now the project name doesn't seem to be reflected anywhere on the new applicant home page. For our grantees/organizations that may have more than one project in a process (fairly common with local universities or hospital systems) the follow ups are indistinguishable unless they click into the form. Is there anywhere or any way that the project name could…
7 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
Manager Evaluations
Currently, once a manager evaluation has been assigned, if the manager reviews it and then realizes it should be reassigned to another manager, if he saves it (even without answering any questions), it locks the evaluation and it cannot be reassigned. This is an issue and has not always been this way. I would like to recommend this be changed so if needing to reassign an evaluation, it can be done without issue by the administrator, even if it has been saved. This has been a very big issue for us during our current grant process and I'd like to…
10 votes -
Universal Application Column Filters
It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.
2 votes -
Internal Notification on Award Approval or Installment Creation
It would be great to be able to set up an email alert to internal staff when an application is approved or when an installment is coming due. If you have one off grants that aren't part of a cycle, it's otherwise very manual to let our finance team know it's time to process payment.
7 votes -
side by side text evaluations
The side-by-side view for evaluations does not properly show all of the text for 'text box' type questions. To see the rest of the text a user must manually select the text to make the box scroll - this is nonsensical or select the application button at the top creating a PDF popup.
Please make all the text show so that the evaluators can just have a side by side comparison and not have to open up multiple documents.
3 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
3 votes -
Payment Graph on Dashboard
On the Dashboard there's the Amount Awarded graph that posts the last 10 years. Our organization would love the Payments graph to show the same (last 10 years vs. last 12 months). Or, we'd like the ability to change the Payments graph by year. Also, it would be so helpful if you could drill down on the graphs to see what grants make up those amounts/payments.
3 votes -
custom fields email
It would be useful to have the inability to use custom merge fields in an email template.
Some background on our proposed use this feature and the need it addresses:
Our foundation was attempting to create an email template which can serve as a digital copy of the scholarship award letter we send to recipients. However, we are unable to create a "master" email template that would serve across all opportunities because there is no way to pull in a description of the scholarship each recipient has won.
It would be nice to be able to utilize custom fields from…
2 votes -
Increase Custom Message Visibility
Custom Message/Yellow Card - In the New Dashboard, the yellow card/custom message card in the upper left corner needs to have the visibility adjusted so more of our custom message can be seen, similar to the other cards. Right now, it is cut in half with a large blank space that serves no purpose.
5 votes -
Grant History
We have had some notes that when in the "grants" subsection of the "Grant Details" tab of the donor portal, the grants do not maintain the same order after using the "copy" function. So, if a donor just wants to run through and copy all the grants they made in 2023 for 2024, it makes it difficult to go through and copy the donees in order
-TCF
7 votes
- Don't see your idea?