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Settings and activity

361 results found

  1. Custom Column Widths in Tables

    18 votes

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    2 comments  ·  GLM & SLM Idea Lab » Form Building  ·  Admin →
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    SB Levine supported this idea  · 

  2. Admin ability to move a request from draft to submitted - move button to top

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  3. Allow e-mails to be delayed or scheduled in advance

    47 votes

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

  4. Shared Question Across Forms

    3 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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  5. Application Data to Sandbox

    13 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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  6. Ability to link incoming e-mails directly to a request/organization

    15 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  · 

  7. 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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    SB Levine supported this idea  · 

  8. 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  · 

  9. Shared Question across processes

    10 votes

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

  10. Allow Custom Registration Fields for Custom Columns

    12 votes

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    Proposed Idea  ·  4 comments  ·  GLM & SLM Idea Lab » Custom Data  ·  Admin →
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    SB Levine supported this idea  · 

  11. 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  · 

  12. Multiple Automatic Reminders for Follow-Ups

    31 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  · 

  13. 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  · 

  14. Abandon Follow Up

    44 votes

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

  15. 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  · 

  16. 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  · 

  17. Downloads should have unique names

    8 votes

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

  18. archive merge templates

    22 votes

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    1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Admin →
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  19. Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I

    88 votes

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    Under Consideration  ·  38 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

    4 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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