1224 results found
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Installment fields / follow ups
We make our grant payments via direct deposit, and we follow up every payment with a follow up form called "Acknowledgement of Funds Received" form. This form is attached to specific installments and asks the grantee to confirm the amount received in transfer. I would love to be able to pull installment amount into these forms.
My example would be to add an "installment amount" question to the follow up form that pulls the installment amount of the specific installment the form is assigned to. I think this could also be helpful for other use cases now that the installments…
8 votes -
Dates for Evaluators/Follow ups
When you have grant committee meetings and evaluations are conducted (review of applications and site visits), it'd be nice to have start/end dates per evaluation. We currently have 2 evaluations to due however, the start/end dates are only for the application. By having the dates, this prevents evaluators to revised their answers...not cool!
8 votes -
Copying text to question instruction field
When I copy text from a word file or pdf and paste it into the instructions field of a question after saving the changes the system adds a space after the text so that the answer box is not directly under the instructions. If I go back and edit the text and make ANY change to the text, the space disappears. Doesn't matter what source I am copying from and I checked to make sure there isn't a secret space I wasn't aware of when copying. It sounds minor, but it adds time, and if I don't fix it, it…
8 votes -
Unique Request ID on Applications
It would be useful to be able to display/generate the unique request id on application forms. This id is available on reports, but it would be helpful if there was a simple mechanism to provide it to applicants for the sake of referencing their application.
8 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Template to Sync Fields
I'd like to be able to sync fields in my database. A template or process to help me do this would be helpful. Keeping a clean database is creates efficiencies in reporting and creating merge templates.
7 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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3rd party emails
It would be nice in SLM to be able to email everyone (at one time) that has received a 3rd party email a reminder that they have outstanding requests from an applicant.
7 votes -
Upload Questions as Shared Questions
I suggest that file upload questions be allowed to be shared questions. We have a question in our qualification that requires the upload of an applicant's financial statement if they do not file a 990. Unfortunately, because a file upload question cannot presently be a shared question, we either have to look back at the qualification when reviewing such an applicant's LOI and application, or request that they upload the financial statement again with the LOI and the application. It seems that allowing a file upload question to be a shared question will save time all around.
7 votes -
UA Evaluation Sharing
Currently, it is possible to click "Share" on a stand alone scholarship process so that evaluators can see each other's scoring per student, however that function is not available in the universal application. We have over 140 scholarships, and our evaluators appreciate being able to see each other's scoring to make sure the evaluation committee is on the same page. Can this functionality be added to the UA as well?
7 votes -
Include branch logic questions as part of a regular question group (not a separate group)
It should be possible to use questions that utilize branching and access all of the branched options within a regular question group (very similar to qualtrix, where you can have a regular question mixed in with a question with branching in a single section).
7 votes -
SLM
I'd like to see new tutorials for the SLM process. The current ones often use screens from GLM (organization vs user language...)
7 votes -
Adding the Approved Stage merge fields as an option for merge fields in email templates
I'm working on Financial Followup Assignment Notifications and discovered that none of the Approved stage merge fields are available to insert in the email templates. Everything up to "Approved" is available. We use grant numbers as a key identifier with our grantees. I was going to add the grant number field as a merge field in an email template, but can't do so.
This will be more time consuming for me, since I will now have to take an extra step in our assignment notifications. Hopefully Foundant will be able to add Approved fields as an option.
7 votes -
Pop Up Notifications for Grant & Scholarship Reviewers
You know how we get pop ups from Foundant regarding GLM updates or notices about updates or changes made? Is there a way we can provide a pop up to our grant evaluators so when they log in, for example, they would see “Don’t forget evaluations are due 01/22!” or "Our next meeting is on 03/15." We are trying to find a way to lessen our email communications and be a bit more strategic and streamlined in our messaging.
7 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Rank Order Evaluation
We would like the option to to Rank Order applications during Evaluation in lieu of giving a percentage score. For example, if there are 30 applications, only 1 application is given #1, one application #2 and so on. This option would be much easier for our Reviewers. In some cases, it is their preferred method of scoring.
7 votes -
administrator comments
Administrator Comments Viewable to Collaborators
It would be extremely helpful to have visible to applicant administrator comments in follow up forms also visible to the collaborators who are editing and submitting those forms as well.7 votes -
Collaborator Feature Available Form-by-Form
Currently, if a follow-up (say a grant report) is assigned to the original applicant, the applicant can use the Collaborator feature from any form. But if the grant report needs to be reassigned to a new individual (which happens often), the new person assigned the report cannot use Collaborator, unless the entire request is reassigned to them. This means if there are three follow-ups associated with a request, each one to be completed by a different individual, the entire request has to be reassigned 3 times. This creates a lot of unnecessary confusion for the nonprofit. It would be great…
7 votes -
Show Applicant Name on Third Party Response Form
It would be helpful to have the applicant's/student's name appear in the "third party response" form. Currently, it only shows the "school name" and the "process name". Having the applicant name would help third parties keep track of the response they are currently working on.
7 votes -
Organization Report
It would be great to have a data set for Organizations. Similar to what you have for evaluations, payments, installments, etc.
"One Row Per Organization: Each organization is represented by its own row."
7 votes -
Auto email upon payment entry
Auto-email when a payment is entered so that it can trigger an email to grantee to expect payment.
7 votes -
"Share" function between Evaluation 1 and Evaluation 2
It would be very helpful to be able to let our Evaluation 2 panelists see what the Evaluation 1 panelists said, before the Evaluation 2 panelists start their evaluation form.
Also: I thought that what I described above is what the "Share" checkbox in the Process Manager allowed, but after asking Support I was told that only allows panelists to see other panelists viewing the same form (so, Evaluation 1 panelists can only see other Evaluation 1 panelists' answers). It would be helpful to clarify that in the training documentation.7 votes -
Award amount visibility
I think it would be very helpful to have the approved amount awarded to an organization populated on the applicant dashboard. It is not intuitive or easy for an applicant to retrieve that information.
7 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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