652 results found
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Grid for User Roles
Could you please create a grid with check boxes for each type of role. I think it would be easier to compare the access visually.
2 votes -
Create a new User Role (or modify capabilities for existing Board Member role)
I'm looking to create a Board Member level user role that can view applications, evaluations, and follow ups BUT ONLY in a process to which they are assigned.
9 votes -
allow multiple users of an organization to copy applications started by other users
If an organization has multiple users, and user A creates a request, as the product works currently user B can NOT copy over that data when they enter a new application. I'm requesting that all users be able to copy data from all existing requests for an organization no matter who created the request.
7 votes -
Ability to view additional fields on the Request Summary
It would be great to be able to view some additional information on the Request Summary, specifically the project start and end date, and the total grant award. Ideally, it would be able to customize that form to our needs. Program staff don't want to have to open the application to find that information and would prefer to have it on the Request Summary.
20 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
6 votes -
Shared Questions on Evaluation 1 & capability to use these questions to a merge document
It would be great to be able to use the questions and answers from Evaluation 1 (and Evaluation 2) as shared questions and be able to select these for merge templates.
7 votes -
make the application packet (and similar reports) easier on the eyes
When viewing the PDF of the application packet, it is not easy on the eyes. The text that accompanies each application question is not easily discernible from the answer. It is difficult to read through quickly. It would be great to see someone with an eye for clean design to edit the fonts and layout of the application packet and any other PDF reports.
13 votes -
Add additional "Document Types" under Request Documents
Currently, there is only an option to select site visit, board summary, correspondence, and other document types in the Request Documents section on the Request Summary. It would be great if we could either customize that list to meet our specific needs, or be able to add a couple more types. Common documents we would use are project modification, revised budget, returned grant funds. We currently use "Other", but I think adding a couple more options provides consistency in data entry.
17 votes -
Group collapsed on applications
When an applicant returns to the application to resume work, the groups of questions could be collapsed and if all questions within the group are complete - the group could be flagged (with a check or a color change). Or, have an option to allow the admins to create the applications in pages, which can be flagged as complete when all questions are filled in on that page.
19 votes -
add signatures to emails
I would love it if, when sending an email that's in a template, there was a way to choose a pre-uploaded signature (even if it was plain text). Right now whichever progam officer is sending the email has to go into their outlook email and copy/paste their signature into the email. Is there a way there could be a dropdown menu (or something similar) so that users with admin status could choose a their signature?
12 votes -
evaluation score -
this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)
10 votes -
Add error message for multiple file uploads
If applicants upload multiple attachments to the same question, they should get an error message warning them that only one file can be uploaded per question (and that each upload replaces the previous one).
5 votes -
"Withdrawn" option
Hi- not sure if others have requested this but any possible
way you guys can add a "withdrawn" option just like:
"Denied", "Abandoned" and "Approved". Thank you!19 votes -
Applicant Dashboard Organization
As well as using Foundant GLM as an Administrator, I use it as an applicant. Several of the foundations I apply to use Foundant, which is great. One thing I don't like is the Applicant's Dashboard page. One community foundation in the area is the "mother" to 12 others, and I have applied to 6 of these as well as the "mother" foundation. My dashboard is a cluttered mess of applications in several different stages. Yes, they are arranged in order of application date, but that's the only organization there is. I only have 1 year's worth of applications (11…
5 votes -
Evaluators Viewing Average Score Page
It would benefit if evaluators can view the average score page, like an administrator has access to. Currently each evaluator has to drill into each application to view the average score. And if you have 20-50 applications to review, it is frustrating and time consuming to come up with the average score for each application. Viewing the application Evaluation page listing all applications and their average scoring would be helpful.
6 votes -
New preview option
I LOVE THIS !!!! the new Preview option without needing to create an account. and the ability for people to preview the apps when we have them "open" in Fondant.
I'm hoping you can tweak this a bit... hide the boxes so people don't start typing OR possibly boxes all box could have "preview- information will not be save" OR have the error pop up as soon as someone STARTS to type, not after. Thanks :)5 votes -
Add Applicant's name to third party email "Subject"
Add the Applicant's name to the third party email "Subject" line. This will be especially useful for guidance counselors who receive multiple (sometimes tens of) emails. It will make it much easier for our third party responders to organize their responses.
6 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
6 votes -
Improvements to the New Payment Tracking Workflow Page
I like the quick new way to enter payments on the payment tracking page. Here are two things that would make it Better! If the pop up window had the name of the Organization. I am often entering multiple payments at once and sometimes I lose track of what one I'm entering. Having the Organization Name in the pop up window will help me double check that. Whenever I go back to the payment tracking page it defaults to showing all dates. It would be helpful if it would save my last search unless I log out because I have…
3 votes -
Allow more than one application form per process
It would streamline our grant process to be able to have more than one application form per process. This way, applicants can select their area of focus in a more generic LOI form and be assigned the appropriate application form if invited to the next stage.
This means we could ask more in-depth questions in the application that are tailored to the priority area, without needing multiple processes or an incredibly lengthy application form. Thanks for your consideration!
2 votes
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