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  1. 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

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  2. 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

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  3. 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

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    4 comments  ·  Email  ·  Admin →
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  4. Thank you for being willing to receive suggestions in this forum. You are brave folks and unique.

    Increasingly most grantee correspondence takes place via email or telephone. Might it be possible to have email more strongly integrated into the Foundant GLM? It would be especially helpful if emails that we generate in the system could be saved with each specific grant - along with the grantee's email responses back to us. Maybe there could be a way the grantee can initiate an email to us - through Foundant? Copying and pasting Subject lines and message texts into the "Comments" section…

    0 votes

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    Feedback Needed  ·  3 comments  ·  Email  ·  Admin →
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  5. http://null When using the email function / templates to contact applicants, is there any way the messages could be saved to the applicant's profile or tracked? It would be most helpful to have a log created of all communication sent to an applicant within their organization profile. Failing that, it would be useful to at least have a general "sent messages" folder. Does this exist now or is it possible in the future?

    posted October 19, 2011 by Alison King, The Ron Joyce Foundation

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  6. 0 votes

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