160 results found
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Limit Third Party Requests
Only allow applicants to send ONE third party email request. Students will send multiple requests and then the links become inactive confusing the third parties.
9 votes -
Number Questions
We've been working on adding additional processes to our GLM and I realized how much easier it would be if our questions were numbered for all of the forms. This would also be helpful when referencing questions with our applicants that are applying in other languages since the numbers can be universal. It would help when people call or email and can reference a question number instead of reading or re-writing the question out.
6 votes -
"Show Contact Info" setting
The name and description of the “Show Contact Info” setting (found in the Process Summary section of in the Process Manager) is misleading. From what I read, I thought unchecking it would remove the contact information (address, email, phone, EIN, etc.) from the top of an application -- I didn’t think it would take away the organization/applicant names from the evaluators' dashboards. That makes it difficult for evaluators to work through their list of applications. It would be more helpful to have this called something like “Show Applicant/Organization Name” and have the description talk about keeping the applicants anonymous.
1 voteThanks for your time in the idea lab.
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-The Foundant Team
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Evaluator Profile Link and Evaluation History Tab
Right now finding information about an Evaluator's past involvement requires jumping through quite a few hoops and still doesn't give you a full picture of what they've participated in.
For examples below, we’ll use Evaluator Jim, who helped out on Evaluations with Process 1 last year (where all requests are now closed out and the process is archived), Process 2 earlier this year (where all requests are approved / denied), and is currently helping with Process 3.
Currently, if I go into “Assigned Evaluations” I can see Jim is assigned to evaluate n number of the agencies that applied to…
2 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 -
Password Reset - Redirect as logged in after Reset
When a user forgets their password, they click on the "Forgot Your Password?" link. They enter their email address, and receive a reset email. They follow the link in the email to create a new password. At this point, they have to log in again with the new password.
Is it possible to shorten this process for the system to log them in with their new password once it is created?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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idea lab emails
Send an email 1 x a week with idea lab ideas.
I don't have time to go look or remember to look.
Put it in front of me and I will vote!6 votes -
Simplify mail merge for letters, etc.
Please simplify mail merge for letters, etc. so that it is as easy an intuitive as mail merge for emails. I have been making mail merge letters for 5 years now and it's clunky and very prone to error. I was struggling with one letter, which was printing the dollar figure for the 1st installment twice. My customer support representative told me about toggling field codes on and off, which is how he found a hidden code. Such hidden codes are unacceptable. When we started with Foundant GLM in 2013, the clunky mail merge was a major downside to this…
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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CC and BCC Emails; option to email to multiple addresses
When emailing to students, it would be great to include all of the parents' emails in the BCC line so they receive the email too.
Right now, it needs to be completed one at a time for each student to add the parent's email address.
2 votes -
Batch delete emails from "email history"
It would wonderful to be able to delete emails in batches from "email history" instead of one by one.
Deleting them individually in cases where numerous emails need to be deleted to save space is really onerous.
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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URL merge fields in Email Templates
It would be nice if the URL merge field that can copy/pasted into an email template displayed as a hyperlink with a short name (such as "Logon"), rather than just pasting in a long website address that the recipient then has to copy and paste out of the email themselves. I was pretty surprised when I realized this is what the merge field resulted in, as its pretty unpolished looking. Thanks for considering.
2 votes -
Notify administrator of undeliverable email
When emails are sent through the Foundant system, the only way to verify that the message went through is to dig into the email history for each individual recipient. It would be helpful if Foundant sent an 'undeliverable' notification to the administrator when a message bounces back as undeliverable. With frequent staff turnover at some grantee organizations, missed messages have resulted in missed deadlines for grantees.
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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Multiple 3rd Party Templates in Same Process
We have a couple of applications where the student needs to have their counselor upload their transcript for them, as well as have 2 different references upload letters of recommendation. But since only one template can be attached to the process, our email tried to explain that the student was requesting a transcript OR letter of reference and to refer to the student's email to clarify which they needed. We then provided text for the students to paste into the email. But it seems at least 50% of the time, the student didn't fully follow the instructions and confused 3rd…
3 votes -
Revised Date for Email Templates
It would be helpful to have a revised date column on the email templates list so it's easy to see which have been recently used/updated, particularly when making a common change to all currently used templates.
3 votes -
Report on emails sent from the system
I would like to be notified when an email is either bounced or dropped.
Options-An automated report that I can set to my preferences (1x day or 1x week)
An email that comes directly to the "respond to" person once the bounce back/dropped happens1 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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Duplicate users
Duplicate users fix - I would like it if the system had a searchable option that would tell users at creation point there is already an active account with their name and email address, thus preventing duplicates in our database. The message should also suggest they contact the system administrator and provide the email address for users to contact.
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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Board book solutions?
Recently, the software company we used to create digital board books went out of business. This software wasn't anything fancy, but did allow us to share Foundant proposals and other relevant documents with our board (agendas, financial statements, etc.). Since they have closed up shop, we have had the board use Foundant to review grants, pushing them all to use the platform exclusively to review, which has been great. However, this has meant that we also have to email them any additional materials separately. This has created confusion and resulted in more paper waste than previous solutions.
Is there a…
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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LOIs in Draft
Consider adding some type of date column for all the LOIs in draft form so we can easily sort by date to see how long LOIs have been languishing in draft form. And it would be great if we could email the applicant directly from there - or that may already be an option but I can't recall. Thanks!
2 votes -
Approval/follow up assign work flow fix
Any thought to adding an email applicant button to the workflow AFTER you save an approval? I'd like to be able to send notification to the applicant after the grant is approved, but before they are assigned a follow up report. The flow doesn't currently allow for this. The follow up report assigned email goes out as soon as it's assigned and it doesn't make sense for them to see the follow up email before the approval notification. Currently, if I send the email after saving the approval, the merge fields don't populate with the information and I have to…
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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3rd Party Automated Email Re-send functionality
When going into "contact email history" and attempting to resend an email to a third party, the auto-filled recipient is the applicant and not the 3rd party. It would be extremely convenient to be able to quickly resend automated emails to 3rd parties from "contact email history" instead of having to go back into the application to do so.
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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