321 results found
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No longer able to delete duplicates because there is Guidestar History
We have organizations that register multiple times without our realizing it until after we’ve started the review process for
their current request and run Charity Check. If we’re unable to delete these registrations, we’re going to end up with a huge number of duplicate organization registrations that are completely useless and just taking up space because all of the important information has been consolidated. It will also make looking up a grant/request by organization name a much more difficult process because we will have to go through however many empty registrations to find the one we are actually looking for.…
2 votes -
Ability to Highlight
As we were reviewing our grants for the first itme, we realized that the ability to highlight specific areas of the proposal for other evaluators to see would be very helpful.
Idea posted April 5, 2012 by Becky Andler, The Crowell Trust
2 votes -
Form Fields - Could they be pulled into Reports Beta?
I know it's not built to, but there needs to be some place where you can pull form data and SAVE that to pull again. If SAVE functionality could be added to Export Data, that could work too. This would make certain lists much easier to look at. THANKS CORY MIKE AND GRANT!
posted September 6, 2012 by Jen Bokoff, Laurie M Tisch Illumination Fund
2 votes -
Archive Orgs
I would like to archive organizations that we will most likely not grant to in the future. I know I can archive older processes, and would like to do something similar with organizations.. It would be helpful to be able to click on Organizations and get a full list of only current/active orgs. Perhaps if there where another search criterion to select any organization assocated with a certain process - at least I could get the list narrowed down some.
Idea posted May 29, 2013 by Pat Davis, Wyss Foundation
2 votes -
Applicant profile
Can the prefix in a profile not be a required field.
1 voteHi Maria,
If you reach out tosupport@foundant.com they can change the requirement for prefix for you.
-best
sammie
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Custom Columns in Follow Up Forms
I love the custom columns. It would be great to have this feature in the follow up forms buckets to see responses easily.
1 vote -
applicant registration-turn off
Having the ability to turn off the ability for applicants to register themselves would be useful. I have a closed set of eligible organizations, all already loaded as organizations in GLM. I have folks create accounts for ineligible organizations, or don't head the warning when the tax-id is a duplicate.
1 voteHello,
This functionality is available in the system our support team can help you turn of the registration if you reach out to them.
best
sammie
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Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student.
1 voteHello,
This functionality will be part of our March 2024 release on 6th. If you need this functionality prior please reach out to our support team and they can implement it for you early.
Best
sammie
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Mechanism to bulk download photos attached to follow up forms
Many of our reports include an option to upload a photo. Right now, the only way we know how to download them is by opening each individual follow up and saving each photo.
Much like there is a bulk PDF for submitted reports, a bulk download for photos would be tremendously helpful!
1 voteHi Sarah,
this workflow should be available through merge templates on the request and decision page. Reach out to support@foundant.com and then can help you through this process.
-sammie
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Option to Create Individual Files When Batch Creating Merge Documents
It would be extremely helpful to have the option of creating individual files when creating merge documents for multiple requests. Currently the only option is to select them one at a time or manually split the single file containing all the requests selected.
1 voteHi Mandy,
when doing batch create of documents you will see the option to do a zip file this will create individual documents in bulk instead of one large file.
If needed reach out to support to learn more.
Best
sammie
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Update answer choices once the question has been used
Update answer choices once the question has been used. Be able to update an answer choice once it has been used, so that when it pulls into subsequent forms it can show the updated wording. For example, on the intake form we used K12, but on the subsequent forms we received feedback that it would be better to say "Kindergarten - 12th grade"
1 voteHello,
The ability to edit choices with in lists is something our support team can give you access to do within the system. If you reach out to them at support@foundant.com they will help you with configuration.
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Show a list of processes that are using a specific eligibility quiz question
If I need to add an answer option to an eligibility quiz question, let's say for a new process, it would be helpful to know which other processes use that same quiz question so I can check to see they needs a revision because of the added option.
1 voteThis request can be accomplished by using the Eligibility Processes tab in the Eligibility Center.
Reach out to support@foundant.com to learn more.
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Batch action for merged document
It would make things go much faster if we could select batch, create document, then select the merge file we want. This way all the summary pages for the board book could be generated at once rather than doing this task repeatedly one at a time, separately, for each application.
1 voteAnita,
this functionality is available from the request and decision page. Please reach out to support@foundant.com to learn more.
sammie
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Allow Color/Fonts/Pt Size for Applicant Answers
Hello!
For resume sections, it would be helpful if applicants could also adjust the color, font select, or size of their type. Rich text is helpful, but there are certain limitations.
I know there are downsides for color - such as a student selecting a hard to read color, but maybe offer darker colors that are easier to use, but still enhances the application.
Perhaps in the future, admin can have the ability to choose what type of rich text features are allowed in a question/section? I do know that is more automatic type of functionality however.
1 vote -
Multiple Answers for Demographic Questions
Question Type for Demographics
It would be nice to have a question type that would allow for multiple parts to be under the same question. Right now we have to create separate questions for each group. For example:
What ages are the clients you serve?
Ages 0-18
Ages 19-44
Ages 45-64
Ages 65+1 vote -
application deadline
I love all the deadline features for applications, my issue is very simple, the window which shows the deadline is too small and cuts of the time and AM/PM. Anyway to make the box a bit bigger?
1 vote -
Change/replace Data Set within a report
It would be great to have the option to run an old report and change the data set. Not edit the data set but change it to a new one. I have 8 old reports with complicated formulas, filters, etc. but would like to run them with a new data set without editing/losing the old data set or reports.
1 vote -
Select All Fields in Reporting
Select All Fields
In building a report, it would be nice to have a select all fields button. Specifically, I would like to audit my reports to make sure each question has a distinct label and instead of examining each I would like to select all and click save to see if the screen has a pop up that notifies me there are multiple fields with the same name and which!
1 vote -
Inherit the Organization Address on Contact form
When entering a new contact, I would like to be able to check a box to inherit the organization address.
1 vote -
Follow Up Automated Email
It would be really helpful if we had the option for automated emails to be sent to the Administrators 1 day after a follow up is do, rather than just the Assignee. It would make for keeping track of follow ups so much easier, especially when you have a lot grantees on different follow up schedules.
1 vote
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