215 results found
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Sequential Grant Numbers
In an effort to more easily find and track grants, it would be helpful for them to be sequential. Even better, it would be great if users could determine the grant numbers. For example, in FIMS we would restart our numbers every year at the beginning of the fiscal year (i.e. 20230001). This way, whenever I see a grant, I immediately know which fiscal year it was awarded. And if I made a mistake on a grant, I could go back in and start the numbering over from where the mistake was made.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant letter sent to pay address
Have grant letters be sent to the pay email marked on a profile, instead of it going to the primary email.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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complete grant summary should be searchable
This very long list of complete/historical grants is not searchable, would be helpful. Thank you!
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Payment Dates for Beneficiary Grants
Can you please allow an option to post beneficiary grants by date? For various reasons, we want to pay out our beneficiary grants in different months but they currently all populate at one time.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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grant catalog donors listed in portal
After completing a recent grant catalog cycle, we have a fiscally sponsored group who likes to send out their own thank you notes. I told them they could find the donors in their portal, however, the grant catalog only comes in as one lump sum grant and does not show the list of donors that gave to their campaign, which I can see on the back end easily in the report. It would be nice to be able to click on the grant amount from a grant cycle in their portal so that they can see each individual who gave.
4 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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multifund grant
It would be beneficial to be able to change the fund on a multifund grant.
Under certain circumstances, we have had to change the fund on multifund grants and it is not an easy thing to do and is very cumbersome.3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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archive past grant cycles
It would be nice to archive past grant cycles that are no longer active or relevant. Or possibly have buckests showing what is active and what is closed.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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wrap text on grant report
Currently when you "print page" in reports, the columns do not wrap text so I need to print this extra tiny or on an extra large paper. The scholarship reports wrap text when printed. Will you please add this format to all reports? Thank you.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Create Spendable Grants with Multiple Beneficiaries w Percentage Option Whole Dollars
We have several funds with multiple beneficiaries based on a percentage. We do not have an option to round the multiple grant to whole dollars. When creating the spendable grants, we have to change each grant total. Note. Our distribution calculation has the option to round to the dollar with an option of rounding behavior "Normal," "Always Up," or "Always Down."
3 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant Approval - Return to Approval List
It would be great if once you have approved a grant, the system returns you to the Approval List. Currently, it returns you to the Grant you just approved and you have to click List to go back to the Approval list to review the next grant. Reducing the number of clicks a user has to do would be much more efficient!
5 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Option to verify the grant amount for Fund Advisor, independent of how they wrote it.
It would be nice to offer fund advisors a second step to confirm their grant amount entry details. This option to double check their grant requests before finalizing the request offers those less versed in database entry an opportunity to double check their data. This could be a confirmation window or something similar. We recently had an issue where a comma was inserted in place of a decimal causing a grant of $500 to display as $50,000.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Ability to track Email delivery in C-Suite just like in SLM
My Colleague, LIsa, who coordinate our scholarship program has indicated she can track system generated emails in SLM. I use the C- Suite capability to send grant notifications to grantees from C-Suite. It is effective and efficient. However, since turnover exit at charitable organization we not have the correct email at times. C-Suite does not provide feedback if an email is not delivered to a valid email. I have attached a report that Lisa has run in SLM which gives her tracking information for emails she has processed in SLM. I would like to see something like this for Grants.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Multiple Grants from one fund
It would be really nice to be able to generate multiple grants from one fund at a time.
"Example Fund" grants out 10 grants in December to 10 different organizations. It would be nice to have a screen to generate these, similar to the Voucher screen
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Process Documents
After you process a grant and print the check, the system shows there are outstanding "documents" to be processed. We have to click "process documents" and mark each one accordingly (print, download,etc.) There is a mark as sent link to select if you've already sent the document. I usually print my letter at the same time I print my check so we don't need the reminder for the letter. I understand some organizations need/want this functionality and I get why it was created.
If you print your grant checks in a batch you can mark the whole batch documents, but…
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Full Filtering Functionality in Grants Paid Bucket
It would be very useful to us to have the full filter functionality that exists in all of the other grant buckets in the Grants Paid Bucket. Currently, there are a very limited number of filter fields available. We would use this to filter grants that we would send to GLM. See the attached example.
9 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Spendable Grants, Designated Grants - Bulk Edit
Bulk add a Grant Letter Template and other fields (even Custom Fields) to designated/spendable grants. At this time, you have to manually edit every one of the designated/spendable grants. It's incredibly time consuming for a process that should be nearly click of a button.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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New grants workflow- document tab
The new check workflow for grants added a "Document" tab in the Grants section of C-Suite. To clear out the number in parenthesis I noticed that you have to click "Send Documents" and then select the batch and then select "Mark Documents Sent" Is there a way you can make this a bulk update for all batches so you don't have to click in each batch separately?
I just don't like seeing a number in parenthesis each time I go into the Grants section because I keep thinking there is something I need to do, but it's just docs sitting…
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add sort to bulk approve grants page, or keep the same sort as the previous page.
In the grant approval bucket, you can sort the columns, but when you go to the approve all screen (where you might want to click the check boxes) the sort order is gone, and appears to follow no particular order. It's not by grant number, not by fund, not by grantee. It might be by date, but that is not helpful because most of the dates are the same. Please add the ability to sort there, or keep the sort from the previous page.
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grant Purpose Dropdown
Our accountant has requested that we have to specifically note if a grant is an operating grant, special grant or capital project. It would be great if we had a drop down (under grant type) that we could select from one of the three types and call it Grant Purpose dropdown. Thanks so much!
2 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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grant category
Grant Category is an option for grant cycles, but then cannot be found in custom reports. Would be great to be able to create a report showing grant categories and their requests (or the reverse).
2 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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