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2053 results found

  1. Fix Collaborator Login Error

    We recently had an individual, who was not part of an organization, be invited to collaborate on an application form but received the error message attached when logging in. Support notified us that this was a known issue and the solution would be for the collaborator to click on the home icon which would take them to the collaborations "dashboard", and give them access to the form. Is it possible to have this error fixed? And if not something that can be addressed at the moment, is it possible to at least include the above instructions in the error message?…

    2 votes

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  2. Evaluation Assigned - Initial Submit date

    Allow Initial Submit Date on Evaluation Assigned page to be the date that organization submitted their LOI or Application so evaluators can see at a glance when LOI's or Applications were submitted.

    2 votes

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  3. SLM: customize Evaluator dashboard view by Process

    We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.

    1 vote

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    1 comment  ·  Admin →
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  4. Allow sharing of question group to a form

    In addition to being able to share a question to one form from another, it would be great if I could share a whole question group from one form to another. It would be a great time-saver.

    8 votes

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  5. Sync documents to C-Suite

    It would be great to be able to attach documents to a GLM request to sync over to C-Suite. We require grant approval documented in C-Suite before paying on grants and this would keep our workflow contained within Foundant.

    3 votes

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  6. Simple LOI fix to reduce confusion for Applicants

    There is a red circle with a backslash icon that appears when applicants try to copy and paste from their LOI to Proposal Application. This icon confuses Applicants because they are in fact able to copy and paste.

    I am getting several emails from applicants who don't understand they can still copy and paste. Please delete the confusing red circle backslash icon.

    2 votes

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  7. Batch emails to users assigned to committees (UA)

    An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  8. Question List

    It would be helpful if we could print the question list based on the current preview options. When using the Universal Application there are supplemental questions for specific opportunities. You can preview as a Reviewer and for a specific opportunity, which allows you to see what the reviewer will see when evaluating applications for that specific committee. But if you choose the Question List from that point, so that it can be printed or downloaded, it brings up everything, even the "administrator only" questions. We need to be able to print a Question List to send to our External Committee's…

    2 votes

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  9. automatic email order

    With the new feature that allows a grants administrator to select which auto-emails should even appear in the auto-email list, it seems to be sorting them in a random fashion. I would like the auto-emails list to be sorted by stage in the follow-up lifecycle. See the attached file for an illustration.

    2 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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  10. Move "Choose File Type" in Create Documents

    When you go to create documents, place "Choose File Type" at top of box above document listing. I have a long list of documents and can't see "Choose File Type;" although I'm learning, I frequently don't understand why clicking "Create Document" doesn't do anything.

    9 votes

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    1 comment  ·  Merge Docs  ·  Admin →
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  11. recall emails when mistakes are made

    can we have a way to un send emails when we mess up?

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  12. Flag submitted applications that have outstanding issues

    Flag submitted applications that have outstanding issues:

    Sometimes submitted applications are technically complete, but additional information is still needed. It would be great if we could flag requests that have been reviewed but have outstanding issues that we'd like to address before marking them as "Complete."

    2 votes

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  13. eligibility quiz

    In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.

    2 votes

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  14. SLM Committee Overhaul

    We would like to see an overhaul of the SLM Committee features. It would be great if we could see the email address associated with the committee members within each committee, drill into each user directly, and have some type of drill in from the Universe or vice versa.

    2 votes

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  15. kmorris@fmscleveland.com

    On the organization search page, could there be a section at the bottom with recent searches, or perhaps your own personalized list of organizations you want to keep handy?

    2 votes

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    0 comments  ·  Search  ·  Admin →
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  16. More detailed budget planning tool, including a provisional budget option

    I would love to have access to a dynamic budget planning tool, that allow me to have a global budget for my fiscal year, with various funding streams options AND with a provisional budget option that would take into account the proposed amount we enter in yet-to-be approved requests.

    For the time being, I use an Excel file to achieve this, which is time consuming and error-prone. This option would save so much time!

    2 votes

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    0 comments  ·  Budget  ·  Admin →
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  17. Ability to link incoming e-mails directly to a request/organization

    In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.

    However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).

    There is a lot of back and forth with applicants and grantees, so that would be very useful!

    2 votes

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    0 comments  ·  Email  ·  Admin →
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  18. Organization Merge History

    From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?

    4 votes

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  19. installment

    'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  20. "Click to Drill In" on Amount Awarded on the Dashboard

    It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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