643 results found
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add signatures to emails
I would love it if, when sending an email that's in a template, there was a way to choose a pre-uploaded signature (even if it was plain text). Right now whichever progam officer is sending the email has to go into their outlook email and copy/paste their signature into the email. Is there a way there could be a dropdown menu (or something similar) so that users with admin status could choose a their signature?
12 votes -
Add error message for multiple file uploads
If applicants upload multiple attachments to the same question, they should get an error message warning them that only one file can be uploaded per question (and that each upload replaces the previous one).
5 votes -
evaluation score -
this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)
9 votes -
"Withdrawn" option
Hi- not sure if others have requested this but any possible
way you guys can add a "withdrawn" option just like:
"Denied", "Abandoned" and "Approved". Thank you!19 votes -
Applicant Dashboard Organization
As well as using Foundant GLM as an Administrator, I use it as an applicant. Several of the foundations I apply to use Foundant, which is great. One thing I don't like is the Applicant's Dashboard page. One community foundation in the area is the "mother" to 12 others, and I have applied to 6 of these as well as the "mother" foundation. My dashboard is a cluttered mess of applications in several different stages. Yes, they are arranged in order of application date, but that's the only organization there is. I only have 1 year's worth of applications (11…
5 votes -
Evaluators Viewing Average Score Page
It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.
6 votes -
New preview option
I LOVE THIS !!!! the new Preview option without needing to create an account. and the ability for people to preview the apps when we have them "open" in Fondant.
I'm hoping you can tweak this a bit... hide the boxes so people don't start typing OR possibly boxes all box could have "preview- information will not be save" OR have the error pop up as soon as someone STARTS to type, not after. Thanks :)5 votes -
Add Applicant's name to third party email "Subject"
Add the Applicant's name to the third party email "Subject" line. This will be especially useful for guidance counselors who receive multiple (sometimes tens of) emails. It will make it much easier for our third party responders to organize their responses.
6 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
6 votes -
Improvements to the New Payment Tracking Workflow Page
I like the quick new way to enter payments on the payment tracking page. Here are two things that would make it Better! If the pop up window had the name of the Organization. I am often entering multiple payments at once and sometimes I lose track of what one I'm entering. Having the Organization Name in the pop up window will help me double check that. Whenever I go back to the payment tracking page it defaults to showing all dates. It would be helpful if it would save my last search unless I log out because I have…
3 votes -
Allow more than one application form per process
It would streamline our grant process to be able to have more than one application form per process. This way, applicants can select their area of focus in a more generic LOI form and be assigned the appropriate application form if invited to the next stage.
This means we could ask more in-depth questions in the application that are tailored to the priority area, without needing multiple processes or an incredibly lengthy application form. Thanks for your consideration!
2 votes -
alert that applicant has a active grant
It would be great if... there was an alert for applicants notifying them that they have an active grant. With a few exceptions, we do not allow organizations to have more than one active grant (per program) at a time. Recently, I had a couple applicants submit applications who already had active grants. I did not know they had active grants until I looked at each organization's history. It would be great if the active grant was highlighted on their dashboard or they received an alert when applying for a grant notifying them that they had an active grant. This…
3 votes -
Applicant Details - bring in address line 2 please!
Hello! I would like to suggest that in the Applicant Details that are available to attach to auto emails include the second address line as well as the first address line (they currently only pull in the first address line).
We attach the applicant details to all of our auto emails and request that grantees check the address information and let us know if updates are needed (as just another way to ensure we aren't sending the check to an incorrect address) but I've had grantees sent back emails concerned that their suite/apt numbers aren't included.
Thanks for considering!
1 vote -
Automatic emails at Approval and Denial stage
We had a thought that the system should be able to automatically send emails at the approval and denial stages in granting. My thoughts are that we could setup a template that uses merged fields to email applicants whether they are approved or denied. Thoughts?
7 votes -
Customization of the Organizational Information Form
It would be incredibly useful if we could customize the Organizational Information form that organizations fill out when first registering with Foundant. By this I mean not just removing fields, but adding new fields, changing character counts, adding instructions, and changing the layout/order of the fields. For example, it would be very helpful to have organizations include their full legal name/fiscal sponsor's legal name in the organizational information page, rather than having to include that as a question on the LOI/Application each time an organization applies.
6 votes -
Reporting export option buttons
Very small annoyance...can you move the export option buttons (Excel, CSV, PDF) on the reporting function to the left side of the table? Right now, they are on the right side of the table. When I have a large report with many columns, I have to scroll down on my computer to get to the separate scroll bar that will take me all the way to the right side of the table to find these buttons. I know this is a small detail, but seems like an easy fix.
1 vote -
Restricted Applications: Access Code Refresh Update
We are currently running a restricted cycle, using the
access code option. I have a pseudo applicant profile to check on what applicants will view and I noticed that when a grant applicant puts in an access code and pulls up the
application, if they want to go back to the main page (Apply page) with all of
the unrestricted applications (no access code needed; public cycles), they have to delete
the code in the box and then click the "Enter Code" button for the Apply page to refresh. It's a little counterintuitive.Any thoughts on updating this?
For example,…1 vote -
E-Mail Templates with Logos/Signatures
It would be helpful to be able to include a Foundation logo and signature in Foundant e-mail templates. Sending e-mails to grantees through Foundant is certainly easier than having to individually contact each grantee, but Foundant e-mail templates allow no formatting/images which makes our e-mails feel unprofessional and unofficial.
6 votes -
Closed Applications Bucket
Have you considered creating a closed application bucket on the dashboard?
3 votes -
Email Templates - ability to bold/underline/italics
We would really like to have the rich text editor also available for the email templates. We would like to be able to underline/bold/italics/bullet points/etc for emails that are automated from the system.
We will often bypass sending an auto email to instead spend the work doing them individually specifically because we cannot add emphasis in the text. Please consider adding this functionality!
4 votes
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