23 results found
-
Allow to add files linked to Google Drive and MS One Drive
It would be very useful if we could add files linked to either Google Drive or Microsoft OneDrive. Since we currently store our files in Google Drive (will transition to Microsoft soon), we have to download them from there and then add them to GrantHub Pro. That duplicates work and makes it more difficult for us. Thank you!
11 votesHi Everyone,
Thanks for your comments and votes on this idea. We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.
We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.
We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it…
-
Multiple notifications per task
Allow for tasks to be configured per-task rather than system wide. For example, I might have a grant that I know is due in a year and takes a significant amount of preparation so I might want a 3 month ahead notification of the task deadline. Whereas I might have another grant which is simple and I would only want to remember to start working on it a few weeks ahead of it. Some opportunities might require 3 reminders while others might need just one.
10 votesHi Everyone,
Great idea!
We have added this request to our Q3 and Q4 roadmap, depending on how full Q3 gets.
Based on the notes in this idea and follow-up conversations, we plan to keep the system-wide notification settings for bulk configuration, while allowing customization for each individual task's notifications. Please let me know in the comments if this solution addresses the problem identified.
Thanks again for the feedback, everyone!
Thanks, Grant
-
Mark a task complete with 1 click instead of 5
I would love to be able to check a box next to a task to change its status to "Complete." It currently requires 5 clicks to make a task complete: Click on specific task, Click on Edit, Click on Progress, Click on Complete, Click on Save. It could take more time to change the status of the task than to do the task itself.
9 votes -
We honestly need for all of the records (fields) to have hyper link capability
We honestly need for each record/field/page to allow for hyperlinks to be accessible the same way that the website and email field is. When you don't allow the hyperlinks to work and we put hyperlinks on any page, it makes it so we have to cut and paste the hyperlink at the top at the URL and this is not a modern way of storing information.
9 votesHi Everyone,
Thanks for your comments and votes on this idea.
We're excited to announce that we will combine this idea with other requests into a new feature planned for release in Q2. Keep an eye on the release notes, and I'll update this idea lab item accordingly.
We will be adding an HTML editor (similar to the toolbar in Word that allows you to bold, underline, hyperlink, etc.) to the Notes and Task details. This enhancement will enable better formatting of notes and tasks, including the ability to add hyperlinks. For example, you can create a task with a hyperlink to an external document or attach a Zoom recording to the notes for a specific opportunity.
We hope this will address the need for hyperlinking and improve note and task formatting. Once released, if you feel more enhancements are needed, please post another idea, and we can discuss it…
-
Site user access management
I would like to see the invitations I have sent to people to join the site. Currently, I cannot see who has been invited to join the site.
Also, I would like to be able to set access rights to the users I invite. Thank you.
8 votesHi Everyone,
Great idea and thanks for your comments and votes!
We have added this to our plan for the current quarter. In addition to showing who the invite is sent to, we'll be adding the ability to select the permissions you want the invited user to have before you send the email. Additionally, we will include first and last names of users, displaying them throughout the software and in reports, instead of the username.
I hope these added features will help in other ways as well.
Thanks again for the feedback, everyone!
Thanks, Grant
-
Define relationships between individual profiles and organization profiles
The only current way to link individuals and organizations is by designating a Primary Contact. Clients need to know HOW an individual is connected to an organization, or else using the Relationships tab on a profile is not very helpful. For example, employee/employer, board member/organization, student/school, etc.
7 votes -
Face-sheet/Checklist for each grant submission
Something available from draft application to post-award to keep track of what we have done in our process both internally and external from Foundant - with the goal of being able to pull a report like the attached. I made a form in evaluation - but the rules of evaluation make it useless in this scenario.
4 votes -
Make list of opportunities searchable
Allow to search for keywords in the list opportunities.
4 votesHi Everyone,
On the current Grants Opportunities page, there are filters or search options at the top of each column. If you try to search or filter with these fields, it should narrow down the list based on what you input. See the attached image as an example.
I'm hoping this solves for the request, but let me know if it doesn't, or if you're expecting the search to do something else.
Thanks,
Grant
-
Add funders directly from external source (GrantStation) to GHP
Directly migrate/import funders and opportunities from GrantStation or similar service to GrantHub Pro. Ideally this would be something like a button that pushes data over, not a manual import. The searching in GrantStation is helpful but manual work to add the information to GrantHub Pro is not ideal.
3 votes -
Duplicate/Related profiles identifier
We need a way to quickly and easily identify duplicate or related profiles on a regular basis so that we know that ALL the data about our donors/funders is appear in one profile.
3 votes -
Opportunity Custom Field
When creating an opportunity custom field, it would be helpful if you could change the format within the field. For example, if you want the field to contain numbers or a dollar amount, you could change the character formatting as you can in Excel. There are other numbers that I like to track, but it would be easier if I didn't have to remember to put decimal points and dollar signs in every time.
2 votes -
Standardize and alphabetize the list of "assignees" in the tasks
Standardize the list of assignees and alphabetize the list of "assignees" in the tasks section.
Currently, the list of assignees is a mixture of full names and usernames, and they are not in alphabetical order. An alphabetized list of names would be much more helpful and less time consuming.
2 votes -
Customizable, relative sized boxes on individual Grants Opportunity pages
Make the boxes on the individual Grant Opportunity pages relative size to screen, arrangeable, and able to be hidden or removed. We aren't using the Financial side yet and don't plan to, but the Revenue Summary and Expense Summary are at or near the top of the page. I'd like to hide or at least move them to the bottom of the page. I'd also like the Tasks and Notes boxes at the top of the page, and for all of the boxes to be smaller. Currently I have to scroll down the screen to find the Tasks and Notes…
2 votes -
brooke@thereserfamilyfoundation.org
I would like a small number of users attached to a process to have limited visibility so that they cannot view the request history attached to an organization. This would require changing the 'Organization Viewable By Applicant' setting, but when you set it to User-by-User defaults, it will change all of the Users in our account to NOT see the History. Is there a way to update "Organization Viewable by Applicant" as a setting in each process? Thank you!
2 votes -
In Tasks: Send alert email to assigner when task is completed.
Our Grant Specialist team uses the task assignments extensively for items such as Budget Uploads, Budget Revisions, Request for Reimbursement, Request for Funds, Annual Financial Reports, and others. We would find it really helpful to our grant task management if GHPro would send an email alert to the assigner when the assignee marks the task as complete. Currently once a task is created and assigned, the only way the assigner can see the status or updated info is by checking each task individually. Getting a completed alert email would increase efficiency and reduce burden on both the assigner and the…
1 vote -
Customize Grant Opportunity User Permissions
Curious if it has been discussed whether or not it is feasible to add a layer of permissions to "Grant Opportunities" to select which opportunities a User may be able to view or access. It would be nice from an internal controls perspective to be able to limit access due to sensitive info i.e. salary amounts.
1 vote -
Quick Add Individual Profiles from Grant or Organization
It would save time to be able to "quick add" individual profiles from the relationships portion of an organization or from the grant opportunity profiles section.
1 vote -
files
In the Opportunities tracking, can we please have the ability to attach emails as a file? Right now, you support "Files uploaded to an opportunity can include: Images, PDFs, text files, and Word documents. Audio and video files cannot be uploaded. Files must be less than 25mb in order to be uploaded." It would be helpful for me to be able to upload an email as a saved file without turning it into a PDF first.
1 vote -
Make Opportunity Budgets reportable by Program Services
Currently, we create opportunity budgets using account numbers that have limited relationships to the budgets we submit to funders - for example, funders seldom want our Simple 401K account number and FICA number lines separated on our proposals.
We also need to see our expenses by Program service - not by accounts. For example - I have multiple consultants being paid under a grant - and for different services - but they are all paid under the same account code in our accounting department.
I have to create a shadow budget in Google to keep track of all of this,…1 vote -
1 vote
- Don't see your idea?