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  1. I'd like to be able to add "admin only" visibility fields to the organizational summary, in such a way that they can be reported on. This would be helpful as a way to code organizations and their work as e.g. "healthcare" or "legal support" without having to add that to every single application.

    2 votes

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    Proposed Idea  ·  1 comment  ·  Custom Data  ·  Admin →
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  2. Please give an option to allow Collaborators to have the ability to see the Administrator comments. This causes many problems within our application process. Maybe include the option for admin to click a box that either allows visibility to ONLY the primary applicant OR the primary applicant AND collaborators. Same with uploaded documents.

    2 votes

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  3. It would be great to be able to bulk edit the a table in GLM/SLM to change cell content, visibility etc without having to open, edit and save each cell individually. It's time consuming and a tedious process. Being able to edit the table, change all the fields, and then save, would be awesome to see!

    2 votes

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  4. Have 2 Score Fields in Reporting - one for LOI Evaluation Scores, and one for Grant Application Evaluation Scores. For Example, this would eliminate the need to filter out the scores when creating Reports for a process that has an LOI (because the current "Score" field combines the scores of the LOI and the Grant Application). Once the grant applications move onto the Evaluation stage, Board Members prefer scoring on the grant application because it's more current, and for Foundations like ours, we conduct in-person site visits, and Board Members are completing the Application Evaluations based on our site visit…

    3 votes

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    Planned  ·  2 comments  ·  Reporting  ·  Admin →
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  5. In light of increasing concerns around student privacy, we would like to be able to show student names to evaluators but not all of their personal contact information (mailing address, email address, phone, etc.).While we do not use a blind review process, it does not feel appropriate to share such sensitive contact details with the large number of volunteers and potential donors involved in the review process.

    27 votes

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    1 comment  ·  Admin →
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  6. We need a more efficient way to track which references students have requested, including contact information and submission status, without having to open each individual application. This is especially important for third or fourth references, which are only required for certain scholarship opportunities or unique situations.

    Additionally, there should be a way to automatically notify a reference if a student changes their selection, so the original reference knows they are no longer required to submit. Currently, a significant amount of time is spent responding to emails and manually confirming when reference requests have been withdrawn.

    2 votes

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  7. Hello - I am finding myself a little frustrated this time around when attempting to update my logon page message (for both SLM and GLM portal login pages). Even if I format outside of the page and copy to paste it in as I'd like it to display, it is now pulling everything left and not holding the formatting.

    My bigger ask to help solve this is can we have better rich text tools in the editing of the Logon Page Message under settings in both SLM and GLM? I'd like the ability to first and foremost choose the alignment…

    8 votes

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  8. Right now, when our grantees apply for renewing grants, they see a pop-up box that tells them have already applied. Eventually there is another button to "apply again" but overall it's a very confusing process and we are spending a lot of time walking applicant through it. Is there a way to streamline this or make it easier? Feels like the older system worked better.

    2 votes

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  9. I wonder if there is a way to create a report that shows certain information by Organization. For instance, if I wanted to see which organizations are in a certain area, I could run a list with addresses. If I wanted to see Board information for a particular Organization (or Organizations) I could run a list that would have the Organization name along with a list of the board members they included on their most recent grant request. Or maybe I could go to a certain grant cycle and run a report on that one cycle that shows addresses or…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  10. We receive approximately 600 applicants through our universal application each cycle. It would be great if certain components of the application could be automatically scored such as GPA or SAI from FAFSA.

    Automating these purely objective metrics would significantly reduce the time burden on reviewers and administrators. Most important to me is minimizing the need for follow-up corrections due to scoring inconsistencies.

    3 votes

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  11. I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.

    It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  12. When creating a merge doc, it would be convenient to be able to access the choice box for .pdf or .doc at the top of the merge template list, rather than having to scroll to the bottom of the list to make that choice.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Merge Docs  ·  Admin →
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  13. It would be ideal if "due date" was changed to "payment date" or an option to select from both.

    Also, being able to chose from "payment date" (executed) to "payment confirmed (cashed/etc) would also be helpful.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Payments  ·  Admin →
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  14. Please allow admins the option to edit user fields. While Foundant Support is generally very responsive to requests, it seems unnecessary to have to bother the team every time we would like a change made to our registration page. thank you!

    3 votes

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  15. When third parties are assigned letters of recommendations for scholarship applications, sometimes they are not able to upload the letter themselves. Instead, a member of the scholarship administration team will upload the letter (which was emailed to us) on their behalf. Even when we upload the letter for them, it is still marked as incomplete from the applicants view of the application. It would be helpful if it was marked as complete if the letter was uploaded, whether or not it was uploaded by a third party.

    [Repost of an archived idea, hoping to get traction!]

    3 votes

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  16. I would love an option to batch generate AI Summaries from the dashboard. I have 65 grants right now for my spring grant cycle, and rather than individually clicking into every form to generate a summary, it would save me a lot of time in my workflow to batch generate and then go in and copy over!

    26 votes

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    1 comment  ·  Batch  ·  Admin →
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  17. Add capability to include screenshots/images within Notes. This allows you to fully capture what may be needed for reference in the future when accessing a given application.

    7 votes

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  18. With the new organization view, email history is hard to find. I did find out you can get to them with multiple steps that seem time consuming and awkward. Please put email history link either on the left side of the front page or on the blocks of info. Right now, they are buried.

    5 votes

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    Proposed Idea  ·  1 comment  ·  Email  ·  Admin →
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  19. Hi. I think a good idea would be to add another automated email option after the evaluator does his/her evaluation. It would be nice for the administrator (me) to get notified that the evaluator has finished the evaluation. Thank you.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  20. It would be awesome to be able to assign a default answer to a multiple-choice question (radio button or checkboxes). maybe a check box in the list for "Make this the default answer", if unchecked, there is no default answer. If checked, that selection is the default.

    This would be helpful when we have an internal question that is required, but will not need to be answered unless a change is needed. For example, "Does the board require an amendment to consider this grant for approval? Y/N." The grant manager doesn't need to answer this question until after the board…

    2 votes

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