328 results found
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Bulk download PDF print packets in Zip file of individually named documents
I would like to request additional functionality for the PDF Print Packet download feature for SLM applications. Currently, the PDF Prink Packet downloads creates one PDF file with all the applications included. This is not functional for my needs to be able to send out scholarship applications for reviews by outside committees who do not utilize the review portal. It is also super cumbersome to go through and individually download each application. It would be great if the PDF print packet action could create a Zip file of each individual application named with the applicant's name. This would save me…
2 votesHello,
This functionality is available in the system, please reach out to support to learn more.
-The Foundant Team
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EIN Population in Merge Template
Hello! It would be really useful for us to have the EIN / Tax ID data box as a merge field for merge templates. We want to add an organization's EIN to our Invoice merge template for verification purposes and were surprised it wasn't already an available merge field.
1 voteHello!
The EIN/Tax ID is available in merge templates today.
If download the template you will go to the Standard Merge Fields, in the Organization section and look for «Organization_TaxId»
This is also available in Email Merge titled TaxId.
If you have any issues our support team is happy to help!
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Applicant profile
Can the prefix in a profile not be a required field.
1 voteHi Maria,
If you reach out tosupport@foundant.com they can change the requirement for prefix for you.
-best
sammie
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Custom Columns in Follow Up Forms
I love the custom columns. It would be great to have this feature in the follow up forms buckets to see responses easily.
1 vote -
Allow contacts to view all request
Allow any contact linked to orgs the ability to view all request.
10 votesHello,
If you change the setting Organization History Viewable to All this will allow all users in organization to view all requests.
I hope this helps if you need additional functionality please create a new idea.
-sammie
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applicant registration-turn off
Having the ability to turn off the ability for applicants to register themselves would be useful. I have a closed set of eligible organizations, all already loaded as organizations in GLM. I have folks create accounts for ineligible organizations, or don't head the warning when the tax-id is a duplicate.
1 voteHello,
This functionality is available in the system our support team can help you turn of the registration if you reach out to them.
best
sammie
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Please bring back "Organization" autofill in the "add contact" form.
Please bring back "Organization" autofill in the "add contact" form.
When you click the "add contact" button in an organization, the form used to autofill/pre-populate with the organization name. Since Saturday 2/24/24, that no longer happens and we now have to scroll down a list of thousands of organization names to find the name to populate the field. The scroll function routinely freezes which makes it impossible to add a contact at all. Even when not frozen, the scroll list is glitchy and skips around a lot. The likelihood of accidentally adding a contact to the wrong organization is very…
3 votes -
Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student.
1 voteHello,
This functionality will be part of our March 2024 release on 6th. If you need this functionality prior please reach out to our support team and they can implement it for you early.
Best
sammie
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Change font color of administrator comments in GLM applications to make more visible
When I add a comment to an application in GLM (and mark it so that the applicant can see it), is there a way to change the font color or make the font BOLD so that the comments are more visible to the applicant? With all the text on the page, the comments just blend in and applicants aren't seeing them - which means they call me 900 times a day!!!
9 votesHi All,
we have changed the layout of the comment to look more like a sticky note on the question, we hope this has helped create a better distinction of the comment but if your applicants are still having questions please let us know.
-sammie
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Allow organizations to add new Users to an existing account (without overwriting an existing User)
It would be great if a new person at an organization could add themselves as a User into the organization's account WITHOUT overwriting an existing User in the account.
Currently, any time an organization has a new hire (or would just like to add someone new to their account in our portal), they have to contact us and we have to manually add them as a User and provide them with a temporary password. The only way for them to do it themselves is to overwrite an existing User in the account, which is problematic since doing that deletes/distorts our…
12 votesWith our May 2024 release you can now add contact their organization. To learn more about this functionality please review our SupportHub or contact success @ foundant.
If you have additional feedback about this functionality please create a new Idea.
-The Foundant Team
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date history
Please update the Contact Email History text to include the date the message was sent. The date of the email shows in the dashboard but is not included in the text of the message itself. This would be really helpful when dealing with issues that arise with applicants about being awarded/declined etc.
4 votesThe request to have current date within the email can be completed by adding Current date merge tag to the email communication in the place you feel best of the body of the email.
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Mechanism to bulk download photos attached to follow up forms
Many of our reports include an option to upload a photo. Right now, the only way we know how to download them is by opening each individual follow up and saving each photo.
Much like there is a bulk PDF for submitted reports, a bulk download for photos would be tremendously helpful!
1 voteHi Sarah,
this workflow should be available through merge templates on the request and decision page. Reach out to support@foundant.com and then can help you through this process.
-sammie
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Sandbox redesign (2)
The font of the header text on the workload pages is crazy-tiny, especially given that it's bolded. Please change this.
2 votesThank you for the feedback we have increased the font size in the following places:
table headers
question instructions
administrator comments
Best,
Sammie
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Sandbox Watermark
Regarding the new site design, the distinction between Sandbox and Live is too subtle. The red text in the top left is way too tiny and it's easy to miss when a client's site colors are red/orange (check out url=truecost for reference).
3 votesThank you for your feedback, we have reintroduced the watermark into sandbox.
-sammie
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Option to Create Individual Files When Batch Creating Merge Documents
It would be extremely helpful to have the option of creating individual files when creating merge documents for multiple requests. Currently the only option is to select them one at a time or manually split the single file containing all the requests selected.
1 voteHi Mandy,
when doing batch create of documents you will see the option to do a zip file this will create individual documents in bulk instead of one large file.
If needed reach out to support to learn more.
Best
sammie
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Update answer choices once the question has been used
Update answer choices once the question has been used. Be able to update an answer choice once it has been used, so that when it pulls into subsequent forms it can show the updated wording. For example, on the intake form we used K12, but on the subsequent forms we received feedback that it would be better to say "Kindergarten - 12th grade"
1 voteHello,
The ability to edit choices with in lists is something our support team can give you access to do within the system. If you reach out to them at support@foundant.com they will help you with configuration.
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Batch Change the Due Date for a Follow Up Form
If we need to change the due date for a follow up form that is assigned to a cycle of grants in one process, it'd be convenient to make those changes in a batch instead of individually making the change with each applicant. When we are dealing with 50 applicants in a process, this can be tedious.
2 votesBatch changing deadlines can for a form can be done from clicking the pencil icon by the deadline through the process manager. Reach out to our support team to learn more about this process.
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Show a list of processes that are using a specific eligibility quiz question
If I need to add an answer option to an eligibility quiz question, let's say for a new process, it would be helpful to know which other processes use that same quiz question so I can check to see they needs a revision because of the added option.
1 voteThis request can be accomplished by using the Eligibility Processes tab in the Eligibility Center.
Reach out to support@foundant.com to learn more.
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Autosave In Progress Applications
Build a function where in-progress LOIs/applications and evaluations autosave regularly (perhaps every 30 seconds like in Google Drive/Forms)? I cannot tell you how many folks exit the page or forgot to hit save/submit, and lose all of their work, because they're used to autosave functions on so many other softwares they use. This would save so many headaches, and truly improve the experience for our applicants, grantess, and staff.
2 votesHello Annie,
Autosave is enabled in all Foundant forms. Questions save as you move from question to question, with every 100 characters in text responses, and any other click or take action the work will be saved. At a maximum with our autosave a user should only lose work of one questions. If you have seen this not be the case we ask the you please escalate to our support team.
-sammie
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notification when there is a new log-in
Is there a way to receive notification when a new applicant creates an account?
1 voteThe introduction of the "Organization Added" email template should give you visibility into new log ins. If for some reason you still need additional functionality please create a new idea.
-The Foundant Team
- Don't see your idea?