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307 results found

  1. Application Data to Sandbox

    11 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine supported this idea  · 

  2. Add "Abandoned" requests as its own category on the dashboard

    13 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  3. Ability to link incoming e-mails directly to a request/organization

    14 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    We are continuing to understand the  needs and workflows for emails that need to come back into the system. 


    What providers are people using? 

    Are there emails other than responses to system messages that need to live in the system? 

    If an email was sent in relation to a request, example for submitted, where would you want to view that email from? 


    Any thoughts are very helpful

    SB Levine supported this idea  · 

  4. Merge Template - Attach to Email Feature

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  5. Automatic Email to admin for late Follow-up Forms

    11 votes

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    3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine supported this idea  · 

  6. Shared Question across processes

    8 votes

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    SB Levine supported this idea  · 

  7. Allow Custom Registration Fields for Custom Columns

    11 votes

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    Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    SB Levine supported this idea  · 

  8. comment

    5 votes

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    1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    SB Levine commented  · 

    This is important to document any communication that occurs outside of the platform.

    SB Levine supported this idea  · 

  9. Multiple Automatic Reminders for Follow-Ups

    30 votes

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    Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine commented  · 

    Agreed multiple follow-up reminders is a must.

    SB Levine supported this idea  · 

  10. Hide Abandoned Applications

    6 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine supported this idea  · 

  11. File upload as shared question to allow budget files to carry forward

    20 votes

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    Proposed Idea  ·  3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    SB Levine supported this idea  · 

  12. Process Manager

    14 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Admin →
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    SB Levine supported this idea  · 

  13. Abandon Follow Up

    42 votes

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    2 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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  14. Customization of the Organizational Information Form

    10 votes

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    4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    SB Levine commented  · 

    Absolutely, this is critical. We only want 501(c) 3 organizations to register. Ideally, an org that is not should be denied registration.

    SB Levine supported this idea  · 

  15. Deleting an organization entirely

    22 votes

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    7 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine supported this idea  · 

  16. Downloads should have unique names

    6 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine supported this idea  · 

  17. Archiving Follow-up Forms

    9 votes

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    0 comments  ·  GLM & SLM Idea Lab » Email  ·  Admin →
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    SB Levine supported this idea  · 

  18. archive merge templates

    18 votes

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    0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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    SB Levine supported this idea  · 

  19. Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I

    83 votes

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    Under Consideration  ·  37 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    SB Levine commented  · 

    This is a major omission in functionality. The BOAT method is a cumbersome alternative. Copying questions and groups should be part of the workflow.

    In addition to copying, having the ability to add questions as repeaters would be helpful.

    i.e. How many activities would you like to list? (pull down from 0-10) Depending on the answer the group would copy 10 times and append a number to the field name automatically.

    SB Levine supported this idea  · 

  20. Include Applicant/User Registration information as a shared question

    3 votes

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    3 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    SB Levine commented  · 

    This would be very helpful to us as well, especially for the Grant Agreement.

    SB Levine supported this idea  · 
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