862 results found
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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.
2 votes -
Auditor Role - Limit Process Access and Add Notification
The auditor role is good for people who need to see and report on a particular grant but they are able to see all the other grant process. It would be great to be able to limit what processes auditors can see. Also, being able to add an auditor to be notified when applications in that process are submitted would be a very handy feature!
1 vote -
Customizable Collaborator Invite Email
Please allow for the option to edit the invitation email that is sent to the collaborators.
Unlike many of the system emails, the collaborator email is not editable as the template is simply not available to edit. We are asking that you give us the option to edit this template to make it more personalized and seem less "phishy". It is currently unbranded, very simple, and makes some worried that it is an illegitimate email.
3 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes -
SLM: Adding Upload Responses to Quick Grid Views
We would like to request that Upload Responses, such as transcripts, be added to the Submitted and Complete bucket Quick Grid Views. Often, we need to pull transcripts or other uploads quickly, and it's difficult to go into each student's application to search, view, and download transcripts. If the uploads appeared in the Quick Grid View, we would be able to view these uploads more efficiently.
9 votes -
Third party notification to administrator
It would be really helpful if admins could opt to receive notification when a third party fills out their portion of the application/form. For example, we have our grant agreement set up for a third party to fill in banking info, it would be great if instead of having to go in and check whether they've filled it out, I would get an email notifying me that they had so I can mark the form complete. This would work the same way as when we set up auto emails for when forms are submitted.
1 vote -
ability to add multiple emails to transfer requests
it would be helpful to have the ability to add multiple email addresses to the transfer request email function. We have to notify the custodian, investment manager and investment advisor - and sometimes there are multiple people at each location.
1 vote -
Multiple Automatic Reminders for Follow-Ups
It would be great if GLM could send multiple automatic reminders to grantees about follow-up due dates. We've found it helpful to give grantees a 30-day reminder about a follow-up, but would love it if GLM could send another automatic email a few days before the due date as well to make tracking easier for our grants administrator.
28 votes -
Can you make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)?
Is there to make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)? Sometimes, log in screens have a picture of an eyeball that you can click on in order to see your password. This would be especially helpful for GLM and SLM, the modules where more people from outside our organization are logging in and have requested this feature. Thanks!
1 vote -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
1 vote -
Third Board Member Evaluator
It would be great if we could add a third evaluator to our processes. We follow the USDA process when reviewing applications, with a primary and secondary reviewer each weighted differently, then a board member reviewer. The board member solely assigns a grade to the application, so there is no need to go through the evaluation form and questions. Foundant Support has been great about helping us with a work around with this but ultimately, the addition of a third evaluator would solve all of our issues.
1 vote -
Request to make visual layout of LOI, App, Follow-ups, Documents Uploaded easier to follow
Documents: Forms and Files - challenging layout
In the new applicant experience, it appears the applicant will click on "Documents" to access their LOI, Application, follow-up forms, and any documents uploaded by the administrator. It seems confusing for the word "Documents" to encapsulate all of those aspects of the process. And then
it seems odd that "Forms" includes the LOI, the Application, and any of the follow-up forms. Perhaps it's just that I'm accustomed to thinking of those as separate parts of the process and thus should be put into their own buckets.
In the old experience, it's much easier…2 votes -
Access Documents Tab in Reporting
We should be able to pull files from the Documents tab from each request in the Reporting tab and have them accessible through clickable links.
3 votes -
Downloads should have unique names
Every download has the same name. It is confusing when you're downloading many different applications/evals/etc for internal archiving. The downloaded file needs the process name and the applicant name and year when I download. I just end up with ApplicationPacket (1), ApplicationPacket (2), etc., I have to rename every single file one by one so I don't lose track of which is which.
5 votes -
Bulk Copy Applications
At BACF we have 11 different committees that review applications based on their funding alignment. Our current process is running a universal application. We then create individual processes for each of our committees, and manually copy applications into the processes for the committees that will review it. For example, we may get a funding request from the American Red Cross that has funding alignment across 3 different committees. I would then manually copy that request into each of the three processes for those committees to review.
Where this becomes cumbersome is that I have to go into each application individually…
5 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!
1 vote -
Search Function
I have struggled sometimes to find an org or project because I do not type it in exactly as it was done at the outset. Is it possible to have more of a search function that operates like Google to find ones that are closely related?
3 votes -
SLM/GLM ability for Applicants to Chat with Foundation staff
A Chat feature to be able to help students in the moment could be very helpful.
Student behavior - Once they leave an application it is hard to get them back to finish it. Students are used to using a CHAT feature when they need help. They often won't pick up a phone for help & are hesitant to send emails.
I would rather help them in the moment then spend time on my Dashboard figuring out why they have some applications in draft, some in submitted and emailing them how to keep going. (Students often don't read emails)
It…
33 votes -
Date Question Type Formatting Options
I do see this was brought up in years past, but was hoping to renew interest in the topic. It would be great when using the Date question type to be able to select the format in which you would like that date provided. It would be great to be able to ask for a month and year, for example, especially when asking for degree conferral dates, where a specific day is often not known.
8 votes -
Display number of Applicant Opportunities selected
When building anything that applies to specific applicant opportunities (eligibility rules, scorecard questions and groups, application questions etc.) one must open the rule, select the Applicant Opportunites tab and scroll down a potentially very long list (133 and counting in our case) to verify which opportunities and how many have been selected. This allows a lot of room for error and creates uncertainty that the accurate number of opportunities has been selected prompting the builder to scroll up and down the list manually counting several times to verify.
It would be wildly helpful if the rule, group, or question displayed…
2 votes
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