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  1. Back in the day, when you could Copy Request, we could just copy into Draft and still be able to submit as an Applicant without too much stress. At least, that is how I remember the system working. Especially working with Internal Processes. We may have even had a Submit button at the bottom. I don't recall exactly, but now, it's a bit more work.

    Now, I have to be sure to scroll to the bottom of my long list of processes to be able to find the Select Initial Status options and be sure to select the Submitted option-particularly…

    2 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  2. It would be helpful if you could customize (at least one column) on the Organizational Summary page. For example, "Type" is not useful to us, but "Amount Requested" would be. Our Trustees often award more or less than the organization requested and it would be helpful to see this information.

    7 votes

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    2 comments  ·  Custom Data  ·  Admin →
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  3. It would be nice on forms, if the Submit button can be greyed out if a specific answer to a question is selected. Or if we could select rules for the submit button much like branching questions.

    1 vote

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  4. Add an option to the 'Organization Viewable by Applicant' site setting in GLM to be able to set the visibility to users marked as the primary contact. It'd give us an option that is more restrictive that the 'all' option but more automated than the 'user-by-user' option.

    2 votes

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  5. It would be helpful to have an indicator for the number of documents in Document Viewer similar to the indicator on the Documents tab.

    2 votes

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  6. My manager and I are looking for a way to track our interactions with non-profit organizations within Foundant. We frequently have conversations, tours, and meetings with these organizations and want to keep a comprehensive history for internal tracking purposes within Foundant.

    I have been told there is no current feature in Foundant that allows us to input and monitor this information. This could be a very helpful feature for donors and their administrations to track and keep a running record.

    1 vote

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  7. In the UA, it would be nice if we could print a pdf of individual opportunities for the donor(s) to review that only has the eligibility questions and supplemental questions of the individual opportunity listed.

    4 votes

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  8. It would be helpful for grant agreements to be able to have the organization and user registration information available to populate the agreement form. Otherwise they need to be entered again to have a stand-alone document.

    3 votes

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  9. Our grant agreements in Follow Ups in Foundant GLM. We are looking to add the system Organization Name field in the follow up form. Since the available options on Follow Up forms don't allow me to pull system field info, I've had to ask for applicants to type "Organization Name" info on all applications just so that I can share this on the Follow Up (Grant Agreement). It would be easier if I could pull directly from the Org Info page on the follow up.

    1 vote

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  10. The addition of the subtotal function within tables is great, but more is needed for it to be compatible with my workflow. In particular, I would like to be able to have a subtotal that captures other subtotals.

    For example, I have one grant that has three funding categories, and one non-funding category. I can subtotal each of the three funding categories, but it won't let me then see a subtotal of those three added together, only the total of the three funding categories plus the non-funding category (which I also need, but I want to see both). Otherwise I…

    5 votes

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  11. I would like to see Evaluator 1 & 2 forms have a hard stop if someone does not answer the required questions in their form. The same type of message applicants receive when they miss a question.

    Currently, they can save the form and do not receive a warning they have missed any questions. Staff must check each evaluation to see if someone does not answer a question(s), call/email the evaluator, get them to log back into the system, complete the question(s), and we have to rerun our reports. It is very time consuming. Evaluators get cranky when they get…

    1 vote

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    0 comments  ·  Admin →
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  12. It would be great to be able to assign reviewers to applications on X date, but for the reviewers to not be able to access the applications until a later date and time that could be set in Foundant.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  13. We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
    Be able to still show name, but not personal contact info.

    26 votes

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  14. Batch add multiple Processes when assigning new Evaluators.

    We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.

    So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.

    The way things are currently set up,…

    2 votes

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    Feedback Needed  ·  0 comments  ·  Batch  ·  Admin →
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  15. I recall there is a feature where applicants can copy responses from one application to another if we turn this on. Would you consider adding a copy feature for follow ups so applicants who need to complete multiple follow ups can copy responses from one follow up to another?

    4 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  16. Perhaps we leave an inordinate amount of comments (?) but it is driving me crazy that I have to scroll all the way to the bottom to hit the Add Comment button. Can that show up at the top instead.

    Thank you for all your attention.

    1 vote

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  17. Issue: Board members want to be able to view and export a grant application list that were referred by them.
    Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.

    1 vote

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  18. I'd like to request more control over the "Revert Status" function in SLM. Batch revert capability would be wonderful, and also the ability to choose from any stage in the cycle to revert to rather than having to revert one step at a time (i.e. from denied to denial draft, then from denial draft to complete).

    1 vote

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  19. I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.

    2 votes

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  20. Create the ability to recover deleted data sets.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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