321 results found
-
Track Scholarships in a UA that have 0 applicants
We have a large UA with over 140 processes, some of those processes require a very specific type of student. We would like to be able to easily track which scholarships in our UA have 0 applicants at any moment. This way, we can reach out to school counselors, coaches and do targeting marketing for those scholarships. I am able to run a report showing which scholarships HAVE applicants, but of course that doesn't show the scholarships that may be falling through the cracks with no applicants. Thanks!
13 votes -
Date of birth
Can the date of birth in SLM Sync across into CSuite onto the students profile, so a report can be ran through CSuite?
2 votes -
Allow the same email address listed as a contact in one organization to be included as a contact on other organizational records
Hello! Please allow the same email address to be used across different organizations. The system shouldn't dictate that limitation. This is for someone who is president of an association with its own record and is also a contact for her organization, which has its own record. The association does not have its own email addresses - members use their own organization's email. And grant writers should be able to use their own email and login to different accounts - the collaborate function is an inconvenient workaround. Thank you for considering.
79 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
-
Student ID from SLM to CSuite
It would make the scholarship process go a lot more quickly and efficiently if the Student's ID and University synced to CSuite for payment.
21 votes -
On the Universal Application:
On the Universal Application, a description of each opportunity is provided to the students on the Applicant Opportunities tab. It would be very helpful if these descriptions would also be communicated/shared with the evaluators during their evaluation process.
3 votes -
Follow Up Due Dates - Past Due Notices
Why are follow up forms showing Past Due on the due date? Foundant needs to change their Past Due notice to 11:59 p.m. the day of the due date. NOT 12 a.m. the day the follow up is due! Our grantees panic when they see Past Due on the very day that their follow up is due.
14 votes -
Exporting all contacts for organizations with option to filter the organizations
I would like to be able to export/run a report all contacts associated with a group of organizations (e.g. active grantees). Currently you can only export the primary contact and contacts associated with a request, but we frequently have more than 2 contacts per org. It would be great to be able to run a report that includes all these contacts (name, email, and title). Then we only need to make sure contacts are up to date in Foundant and run reports when we want to send email merges.
11 votes -
Make all parts of the GuideStar profile available as "GuideStar Question" fields for application forms
SOME GuideStar fields are available, please add all.
Old / outdated? These don't drag anything into the application.
Organization Blog
Bridge ID
Geographic Areas served (narrative)
Payments to Affiliates
Other Revenue DescriptionGood / keep
Organization Website
DBA
Incorporation Year
AKA
Formerly known as
Fiscal Year Start / End
Financial fieldsNeed
Programs and results
What we aim to solve
Our Sustainable Development Goals
Organizational demographics
Demographics Information for Board, Staff and Programs
Goals and Strategy
Financial fields – include the year the $#s refer to.
Any other information available in GuideStar that isn't a Foundant GuideStar Question already.7 votes -
Automatically Submit Opportunity Requests With No Visible Questions
After submitting common applications, opportunities with internal visibility opportunity specific questions still must be manually submitted.
Expected result: When no opportunity specific questions are visible to applicants, automatically submit like an opportunity with no opportunity specific questions
2 votes -
Please let people know that if they assign follow up forms, applicants can see this info even if they haven't been notified of their award.
I asked tech support about submitting approvals and denials ahead of sending letters out to applicants. They said that I should go ahead and assign follow up forms after submitting installments. I did this, and now I've had two applicants who haven't been notified about their awards email me asking about the forms and why they haven't received a letter. The reason is b/c the letters haven't gone out. We don't want applicants to know about their awards until the letters have gone out because we don't want them announcing their awards until a later date. This has been rather…
8 votes -
move new help icon
I appreciate the new help button, but sometimes the big blue question mark balloon is in the way. I'd rather it was up on top with the Compass and Idea Lab, etc. icons.
11 votes -
Save paging settings ("Showing 1-10") on Workload pages, so it does NOT reset daily
I know you just upgraded the workload pages so the display count can be set to 10, 20...500, etc.
I set it at 500 because I want it to display all. By default it is 10 which is too restrictive. This works for one day, but it resets when I log back in the next day. I don't want to have to do this every day, across multiple workload pages. Can we make it fixed at 500, across ALL my workload pages?
42 votes -
Override Follow-up sequential order
It would be ideal if the order of follow-ups was not enforced. We assign our follow-ups all at once. These usually include a grant terms and conditions form, sometimes an interim report, final report, and now i just created a followup for our grantees to electronically share their acknowledgements.
I get an OVERLOAD of questions from our grantees asking why they cant access a report form ( usually they ask after they submit the terms form by before i have had a chance to mark the follow-up complete)
The ackknowledgment follow up is optional and could be submitted at any…
48 votes -
Candid Demographics/DEI integration
I would like to add the demographics / DEI questions directly from CANDID/Guidestar to the application or or summary. Would love to pull in the questions and answers so they show up in the application, instead of on the charity check. This way we can more easily run a report and track the diversity of our grantees.
16 votesHI All,
This functionality was release in our April release on 4/5/2023. To learn more about the functionality reach out to success or support@foundant.com.
Best
sammie
-
Multiple Answers for Demographic Questions
Question Type for Demographics
It would be nice to have a question type that would allow for multiple parts to be under the same question. Right now we have to create separate questions for each group. For example:
What ages are the clients you serve?
Ages 0-18
Ages 19-44
Ages 45-64
Ages 65+1 vote -
Expand batch options for downloading PDF copies and assigning follow-up forms
Would help quite a lot. Have 200 applications for review and some folks requested PDF copies. Having to download each individually takes a long time.
Also assigning a follow up form for project modification, extensions, etc. Having to send 1 form to 200 people could be sped up if batch options were present for more functions disassociated from email.
13 votes -
Allowing a user to be a contact on more than one organization profile.
Allow a user to be a contact on more than one organization profile without having the need for a different or unique email for each account.
128 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
-
Docusign integration
As a result of COVID19, we have decided to use Docusign to get our Grant Agreements signed and returned to us. I notice other systems have an integration with Docusign. Is this on the radar for Foundant?
124 votesThis was released in our January 2023 release on 1/4/2023.
You can review the release notes or reach out to support@foundant.com to learn me.
We thank you all for your feedback around this functionality and encourage you to create new ideas if you additional needs in this functionality.
-sammie
-
SLM Universal Application follow ups
With different follow-up forms for each process within a Universal Application, it would be very helpful to be able to delete unused ones and move them around in the list.
5 votes -
Increase Character Limits for Instruction Questions
The instruction character count is 1000. I think that this should be increased to at least 2000. This is an ideal area to include instructions to the applicant and reviewer and sometimes those instructions are detailed. Limiting the count to 1000 forces the creation of two instruction fields or reducing the number of characters and thus, changing the risking the understanding of the instructions.
13 votes
- Don't see your idea?