321 results found
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mmathews@sistersofcharitysc.com
add a pop up when you click Application Incomplete to say "are you sure? this will revert the application to Draft" or a popup similar to when you merge an org. and have to type MERGE to confirm.
4 votes -
Merge just the next installment
We'd like to be able to insert the "next installment" in our letters to grantees vs. a table that shows all installments. At this time the table is our only option aside from merging the total award amount.
3 votes -
Question Library: Show all answers in the same column on reports
Question Library - As an admin, I want to be able to add the same question across multiple forms and have the responses all tie together in reporting. Currently, if I add a new question to separate processes, I have to re-create that question in every single process and then the responses don’t show up in the same column in reporting.
3 votes -
Budget tables
For dollar amounts, commas and decimals to automatically appear when entering amounts.
Allow summing across columns.
Sums should take the same format as what is entered in the fields. Currently, when summed, the dollar amounts appear as just a number with no dollar sign, commas, or decimals.Allow for selecting of the specific fields to sum rather than all fields with the column.
10 votes -
copy request
I would like to see an option to rename a request in the process of copying it. Kind of like a 'save as' process, if I were able to add in a word or two to the end of the Project Name in the process of copying it, that would be very handy.
3 votes -
Sharing Final Grant Reports with Evaluators
Forward Final Grant Reports to Evaluators who approved the request w/o having to create a .pdf...much like we can assign evaluators. Maybe assign evaluators to view Final Grant Reports
20 votes -
Third Party Response Reminder
It would be helpful to be able to customize the Third Party Response Reminder e-mails. We would like to include a deadline for the third party to respond.
8 votes -
Alphabetize eligibility criteria regardless of opportunity
I saw the idea to alphabetize the eligibility criteria by opportunity. I would like is sorted alphabetically regardless of opportunity. When we add a new opportunity, it often has criteria we have already defined but I don't remember for which opportunity. Plus, when you add a new criteria you have no idea where it ends up in the list of criteria. So even finding the newest one again is a scroll-a-thon.
3 votes -
Legal Name Field in GLM Profiles
Nonprofits often run under a DBA or have a common name they use that does not always match their 501 c 3 IRS Designation name. If there was a field in the GLM profile that allowed for a legal name and common name, syncing that over to C-Suite, which already has a legal name field, would be IMMENSELY helpful.
8 votes -
Make it easier to know when to close a request
I want to close a request when all follow ups have been completed and the grant/scholarship has been paid. I currently don't have visibility on these two pieces of info on the same workload page.
Ideas - make grant balance an custom field on follow ups workload page, or grant status (though that's a CSuite only field); have a count similar to third party of follow ups complete on the approval page as a column.
25 votes -
Ability to mark Ineligible Universe Requests in Eligibility Center as "reviewed/resolved."
The Ineligible Universe Request tab is helpful, but it would be improved if there could be a way to mark each one as reviewed/resolved. I periodically check this tab, but am having difficulty tracking which ones are new and yet to be reviewed.
4 votes -
Organizing Universes
It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.
10 votes -
Sync SLM/GLM users to CSuite Profiles
We have a large volunteer scholarship evaluator team and would love to be able to track the groups year over year via Profile Types or Campaigns in CSuite. It would be nice to be able to easily sync all Users marked "Committee" to CSuite in a similar fashion to syncing Students when awarding scholarships. We are currently manually creating each profile in CSuite, if they do not already have a profile, and we have over 200 reviewers each year.
16 votes -
Board/Community Member Permissions in GLM
People with Board Member/Community Member designations who are in the system only to evaluate grants should only have access to the processes they are assigned to. Right now, they can use the "request and decision" tool and see org history for everything in GLM- this is concerning to us for a variety of privacy reasons.
5 votes -
Table Question - Ability to Edit Read-Only Cells
When building a table question, It would be GREAT to be able to edit read-only cells. I confirmed with Support that at present, read-only cells do not allow you to edit their content other than their label, yet applicants cannot see cell labels. This means that any read-only cell that is not in a summary row will always show up to applicants as a blank cell.
This is confusing because it makes it seem like you have the option to do something you don't, e.g. put readable content in read-only cells. I would love to be able to do something…
4 votes -
Outlook Integration/Tasks
For those of you who work with special projects who need to collect reports from multiple sources it's hard to keep track of when certain report dates are due. My wish item is for the GLM to have an email/calendar integration to mitigate any "through-the-cracks" issues. Kind of like the tasks feature seen in CSuite. I would like this feature in the GLM.
10 votes -
Closing out incomplete final reports
We have a few grantees who missed completing final grant reports from some years back.
It would be great to have the option to close a request that would still show the final grant report as a draft or incomplete somehow in the organization's request history. It could be coded as "incomplete" or something similar. In order to clean up the dashboard, right now the options are to 1. unassign the follow up, 2. submit the follow up on their behalf, or 3. have it show up in the follow up draft bucket indefinitely (ie not clean up the dashboard).…
4 votes -
Ability to close 1 evaluation
I would love the ability to close either eval 1 or 2 and leave the other open. We use one eval for staff and one for committee members. If we leave the committee member evaluation open while staff is reviewing, members change their comments and/or scores.
6 votes -
merge fields from request
It would be great if all fields were available for email merges. Specifically, we schedule in person meetings as part of our review process, and those times are loaded into the application and evaluation so that I can display them for evaluators. I'd love to pull that field into the applicant emails. This is currently the only process email that I have to send outside of Foundant.
4 votes -
SLM Profile Picture
We ask our awarded students for their photo in their initial follow up/award acceptance. I think it would be great to have a photo spot on the profile itself that we could have the kids (or us) add to their profile once they are a scholarship recipient. Would make it up close and personal every time we have to do something in SLM.
8 votes
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