160 results found
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Foundant Help Centre Ticket System for On-going System wide issues?
It would be nice after chatting with the online support help if it was followed up with an email summary of the discussion, and if necessary, if the issue was not able to be corrected through the discussion, it would be helpful that the discussion summary was also followed by a ticketed number system of the on-going issues.
This has a two fold benefit for Foundant in terms of Client Service:
The client has a copy of the conversation summary, so if the request is something educational, they can refer to it or forward it on to other staff. There…
5 votes -
Batch Email Status
Is there a way to remove or keep a group from receiving an email from GLM besides deactivating their account. There are times I would like group(s) to access their GLM account but consider them INELIGIBLE (or they requested to Opt Out) and I would like the ability to place group(s) in a specific batch email status so they do not receive batch email communication from GLM.
2 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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Third Party Reminders
It would be beneficial to send an email reminder to Third Parties when it is close to the deadline. This would be an additional help to students and to make sure that they have all of the required documents for their application.
11 votes -
Add Project End Date to Request email merge fields (and maybe Project Start Date?)
I would like to see Project End Date added as a Merge Field - possibly under Request.
In GLM, we ask applicants to provide a Project Start Date and Project End Date to their application so we can see how long they expect their project to last (and that it begins after our award date.)
I would like to add Project End Date as a merge field in the Follow Up- Grant Report email template.such as : "project" was expected to end "project due date". Your grant report is due xx days following the end of your project.2 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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email when grant syncs
When a grant has been synced to CSuite, it would be good if there was some sort of alert that could be triggered letting a GLM admin know that it was ready to be paid or had been paid. Perhaps a custom automatic email event within a process?
2 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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Generate Automatic email upon marking "followup return" or "followup complete"
It would be nice for an email to be automatically generated to go to the applicant letting them know that either the followup was returned or complete.
6 votes -
Change highlight color of administrator comments for applicants.
We have experienced a good number of applicants having difficulty locating administrator comments when sending applications back for revisions. The vertical blue line at the left side is easy to scroll by. Applicants then call or email with questions regarding areas to be corrected, stating they cannot locate what needs modified.
3 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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All lists sortable or in alphabetic order
In SLM, it would be great if all the lists would be sortable or in alphabetic order. For example, when I am in the Universal Application, I have approximately 80 opportunities with follow-up forms that aren't sortable or movable. This is true in many areas that are not sortable. Same with Email templates. We have quite a few and It is hard to find the right one.
4 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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search sent emails by subject
It would be helpful to have additional criteria to search sent emails and be able to apply them concurrently. For instance, querying by date and subject; or date and organization, etc. Thank you fro your consideration.
1 voteThanks 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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stop accepting applications
I think it would be nice to implement a "soft deadline" or have a process not allow new applications to be started 3-4 days before the hard deadline date. I am using the universal application feature in SLM and we get so many applicants who start the application in that few days before the deadline. Most of the applications end up getting abandoned because students realize there is a lot more information that have to complete. I also get frantic emails from 3rd Parties asking if they have time to submit their letters of recommendation late. We have 45 scholarships…
1 voteThanks 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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Add "Email Support" option to other user types.
Currently, when I'm logged in as an administrator I see a ? icon with an option to email support. I think it would be helpful for the applicants and other user types to have this as well but where it uses the same email address as what is visible on the registration page. I think it would make it easier for them to reach out for help rather than abandoning the effort.
1 voteThanks 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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More Admin Control of Collaborators
It would be helpful if funder administrators could also manage collaborators on requests. E.g. I would like to be able to change a user to a collaborator. Right now, folks have created their own user and then when invited to be a collaborator, the system gets confused when it is the same email address. Thanks!
3 votes -
Comments for grantees
If more information or clarification is needed on a form, it would be great if that could be a comment on the form - such as the administrator comments - instead of having to email the grantee and explain where to look and what to do. For example - we just received an LOI and needed one sentence explained in the project description. It would have been good to be able to write a comment under that question and then tell the grantee to look for that comment box.
1 voteThanks 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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Adding/changing a users role & assigning Auto Emails
When adding or changing a users role (i.e. going from Board Member to Grants Manager) & assigning the Auto Emails they will be receiving; it would be nice to see a summary section as to what Auto Emails have been assigned.
1 voteThanks 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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Universal Application & Eligibility Quiz
It would be extremely helpful for us if the Universal Application were able to be hidden behind an Eligibility Quiz. We have 5 applications currently and 4 have very different/unique criteria for eligibility. Those 4 are behind an eligibility quiz, but many of those applicants aren't eligible for the scholarships linked to the Universal Application. We're dealing with a ton of phone calls and emails from applicants that are confused and many are starting the application when they aren't eligible.
10 votes -
Email alerts for assigned requests
A system generated email alert sent to the assigned grant manager when a follow up form is submitted only for the requests they are assigned.
1 vote -
Fund names in communications email templates
Under Communications email templates, please add a feature to pull in the name of the fund entered in $Award Details, so that we can credit our named endowment funds for making the grant.
3 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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email notification for upcoming opportunities
It would be super cool if potential grantees and scholarship applicants had the ability to mark upcoming opportunities to get notifications when that specific opportunity opens. It would decrease the amount of promotion on the administers side.
4 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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Confusing wrong password message at login
When users – especially applicants – enter the wrong password this warning pops up:
• “The Verification Code* field is required.
• The Email Address or Password you have entered is incorrect. Please retype them, or create a new account if you have not done so before.”
This wording is confusing as we have had several users ask where they can get this “verification code” – when really it is just asking for their password. This has resulted in calls and emails that take up additional staff time just to explain what the message means.
Can this language be changed…1 voteThanks 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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primary
I'd like to be able to deselect the primary contact without selecting anyone else. Currently, the only way to do this is by making the old contact's email invalid and deactivating them, adding them again, and leaving the primary button blank. This is time consuming since you then have to reassign all of the applications to the "new" contact.
2 votes
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