When building list questions on forms, such as checkbox questions on applications and follow-up forms, there is a 100 character limit. It would be beneficial to my organization if the limit could be increased. Does anyone else find this to be so? Thanks8 votes
It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.11 votes
Just took a look at the Follow Up print packet. Do you think just adding the follow up name to the top of the second page next where it says Follow Up makes the most sense as to where to put the form name?
It would be great if the status updates could be customized so we could control which update they see and which they don't. I don't want my students seeing that they are denied but I need the selected recipients to be able to see their follow up updates. I am not able to turn them off and on again because of the time frame. The denied would need to be off until June but the follow ups need to be on in May and June. Thanks!2 votes
On the status change log, it would be helpful to know the name of the form or follow up that caused the change in status.4 votes
I have mentioned this to several folks at Foundant, but I realize I have never posted it here. I would very much like to see a multi-currency function within Foundant. We award grants in the United States and Canada, in USD and CAD. When a grant is awarded in CAD, I would like to be able to see the award amount both CAD and award-date USD as well as enter both currency amounts (USD & CAD) at the time of payment so that I can see both currencies when I look back historically.
We have users who only have one email address that may serve as primary contact for one organization and an applicant for another. It used to be that duplicate emails were allowed in the system if no user roles were selected. I'd love to have that ability added back in. We keep track of primary contacts on every account and these people often do not have any user roles, we are just keeping track of their contact information.7 votes
It would be helpful in the status change log to be able to make a comment when you change the status. For example, when I mark an application incomplete I would like to see in the status change log a comment I made about why.2 votes
I find "Undecided" to be a confusing status label for applicants. Might you consider "under review" instead?7 votes
When you say you find it to be a “confusing label”, are you getting questions from applicants?
I’m moving this to “Under Consideration.” Wording is always tough for us as so many different foundations use different terminology for the same thing. We continue to work on allowing folks to customize wording for their site, but it’s definitely a process.
Thanks for the suggestion.
Similar to an eligibility review quiz that auto-grades, I would appreciate a follow-up form that does not require review in order to be complete. We have a form, the acknowledgement of funds received, that we do not have a need to review. It would be great if it could be marked complete automatically.
Thanks for considering!2 votes
Most of our requests/grants have more than one contact. I understand why there is only one log-in, but it would be great if we could link additional contacts to a request or at least be able to list them on the Request Summary. Currently, we have added questions to the application, but have to open the application to view the additional contacts.54 votes
Want to let you know that I merge the idea of assigning follow ups to multiple people with the idea for requests to have multiple contacts. I think these go hand in hand as we start to think about collaboration on grants in GLM.
Currently I only see the name of the Data Set, but not the name of the report I am working on, on the Run Report page. When I change the filters or fields on a report and save it as a new report, it would be incredibly helpful to see the name of the report in addition to the data set.3 votes
New applicants are seeking the apply option when they log in the first time. While the new format for the dashboard makes other navigation clearer, the Apply gets lost in the navigation bar at the top of the page. Suggest making the Apply option larger and bolded so it's more visible.4 votes
I have several scholarships that I am awaiting letters of recommendation for. Everyday I have to click the scholarship and scroll down to see if the letters of recommendation have come in for the applicant. It would be nice to have an alert letting me know when a letter has been submitted for a student. Not sure if it's possible, but just a thought. Thanks2 votes
It would be great if there was a running live list of organizations or requests that I've recently searched for or had open--like maybe the last 10 or so. Sometimes things come up and I have to go back into an organization's page that I was just in, and have to type it all over again in the search box. Would be great if I could just click it!9 votes
Touchbase around this idea as we start to think about handling saved searches.
I like the idea of the last ten results as a saved search, however, are there other examples of saved searches.Would it be help to save a search on request & decisions with certain criteria? For example Request Status Approved with in the last month.
Also, would these saved searches be Foundation wide or user specific?
Let me know what you think!
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.20 votes
I would be helpful to see "Complete" Status on the Application Evaluation dashboard. How does an Administrator know that an evaluator has completed their review except to have to click in the Application Evaluation "Assigned" - which defeats the purpose of a dashboard? Thank you7 votes
I am posting this on behalf of a client:
Our legal counsel was inquiring about the “time and date” stamp rationale for EGA.
The question is whether the status change log is a sufficient audit log for legal purposes. We would love to see a time and date stamp similar to what we see on the administrator end. The “this field was completed by Betty Bloomer on July 7, 2016” that is visible under the signature field would produce a sound argument of a legitimate audit trail of an electronic signature on both sides of the transaction.14 votes
When entering in a comment in the Administrator Comment field, I can check a box that allows the comment to be seen by the applicant. I would LOVE a checkbox that allows the comment to be seen by the evaluators as well (particularly staff evaluators). Thanks for your consideration!5 votes
We have several processes that are rolling and we review applications one by one. It makes sense for the Application Complete button to be at the bottom of the form after reviewing it but then when you need to Assign Evaluators in the next step you have to scroll all the way down again to get to that button. Would be great if it was at the top of the screen!9 votes
Currently, organizations are able to edit their own user information, and they are able to edit some fields of their organization information. I encounter that when there is turnover in an organization or a change in who is responsible for reporting to the Foundation that users share their log-in information and ultimately just change the information in a user profile from the previous user to themselves. While this is convenient from a user perspective, it makes our history look like that person has done all of the previous reports, submitted the application, etc, rather than alerting us to a new user. I would appreciate being able to either lock the name or email field of a user, so that a new user must be created in order to have the name be accurate, or add a pop-up or note when users edit their profile that asks that they not change the name, rather create a new account.
Currently, organizations are able to edit their own user information, and they are able to edit some fields of their organization information. I encounter that when there is turnover in an organization or a change in who is responsible for reporting to the Foundation that users share their log-in information and ultimately just change the information in a user profile from the previous user to themselves. While this is convenient from a user perspective, it makes our history look like that person has done all of the previous reports, submitted the application, etc, rather than alerting us to a new…3 votes
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