646 results found
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Create an "About" section for an organization that is not visible to the organization.
Our due diligence process involves an external evaluation by program officers. We grant to many of the same organizations each year, so these evaluations are updated, but the base information remains the same. We don't want to use the evaluation tool as part of the process, because it isn't very accessible once the cycle is over,and our board shouldn't have to "dig" for information. It is also a lot of work to "re do" each year. We would love to be able to customize an "About" section in the organization profile that could be updated each year.
4 votes -
Apply page
Challenge: at most times of the year, we have between 3 and 5 processes "open" at 1 time. Some of our applicants do not realize we have several grant rounds open and do not scroll to find the correct process. They click the first apply button that they see and fill out the incorrect application! Idea: would it be possible to have the Available process have 1 line (like the dropdown in the application) so that 5 or 6 processes would show at 1 time; the applicant would click to open the drop-down description, and reveal the preview and apply…
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 -
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 -
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 -
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 Documents - Access per Process
It would be very beneficial to allow Shared Documents to be uploaded per Process. Currently if you upload shared documents, all board members in other processes can also see anything that is uploaded. We are unable to use this for our committees for this reason and I have to e-mail the documents versus the board members being able to review them in Foundant.
29 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 -
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 -
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 -
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 -
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 -
Deleting an organization entirely
I'd like to request the ability to delete an organization entirely, even if the organization had an application previously. I am unable to permanently delete the organization, even though the request has been deleted because the system still thinks there is an application attached to that organization. We have several organizations that began requests but have either left them blank or partially filled in. I've deleted the requests but would like to delete the organizations altogether as they are not eligible for our grants and will not be able to apply.
19 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 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 -
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 -
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 :)
9 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 -
Application Packet: only print sections applicant filled out
Currently, the application packet is super long. It would be so much better if the packet only printed out the sections for which the applicant provided an answer.
20 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
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