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  1. Would really like the system to produce QR codes that they could use to direct scholarship applicants and applicants applying for hardship grants to a specific application.

    3 votes

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  2. When I'm configuring automatic emails for a form, I always click the eye icon to preview the template. For some reason, it includes all the information that's been set up in the template except for the cc/bcc fields. It would save some navigation if those were included along with all the other template information already displayed - I currently have to navigate to the actual email template to review which addresses have/have not been included in the cc/bcc fields in the template, which sort of negates the usefulness of the preview function within the configuration view.

    3 votes

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    Proposed Idea  ·  0 comments  ·  UI/UX  ·  Admin →
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  3. 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.

    3 votes

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  4. 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.

    3 votes

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  5. It would be really helpful to be able to remove/add individual emails when using a batch email to applicants/evaluators. It is so tedious to manually type each email when you only need to exclude a handful.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Email  ·  Admin →
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  6. Allow the collaborator feature for grant manager profiles so grant managers can add collaborators to a grantee's profile.

    3 votes

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  7. It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  8. 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."

    3 votes

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  9. It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.

    3 votes

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    0 comments  ·  Dates  ·  Admin →
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  10. Would it be possible in the future for applicants to type in their EIN and it would prepopulate their Organization Name? It would help ensure that there aren't differences in spelling/format between organization names and would get rid of some steps for our merge template creation!

    3 votes

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    0 comments  ·  Search  ·  Admin →
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  11. When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.

    3 votes

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  12. It would be helpful to have a grading mechanism at the organizational level; i.e.: consider strongly, consider, don't consider.

    3 votes

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    2 comments  ·  Reviewing  ·  Admin →
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  13. After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.

    3 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  14. I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.

    3 votes

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  15. Often I have a series of yes/no questions that might be easier or less intimidating to an applicant if they were in a single table. While I know that I can create that using a drop down menu, it would require less of the system, and potentially move faster if it were a choice for a column setting. The same concept (creating a column setting) would also be useful to number rows that data is entered in.

    3 votes

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  16. It would be helpful for grant agreements to be able to have the organization and user registration information available to populate the agreement form. Otherwise they need to be entered again to have a stand-alone document.

    3 votes

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  17. Hyperlinks are not clickable in the document viewer. Which means I would need to download the file to access links (defeating the purpose of the document viewer). Being able to click to links right from the document viewer would help streamline our work.

    3 votes

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  18. In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.

    3 votes

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  19. It would be nice to have a 'phone number' question type to select when creating an application so that the applicant doesn't have to worry about how to format their phone number when entering it. Something like --xxxx would be great so that every phone number entry followed the same formating.

    3 votes

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  20. Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.

    3 votes

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    0 comments  ·  Custom Data  ·  Admin →
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