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  1. Hello, I would like to suggest to add a function that will allow to re-order the filter for processes (not process manager). If processes have years currently the old processes will appear at the top and new processes at the bottom. And as we work more on new processes as older processes are almost complete, the function to re-order them will be very helpful. Thank you

    3 votes

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  2. UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).

    This is similar to another idea, but I want to make sure it inlcdes UA too.

    3 votes

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  3. Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.

    5 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  4. Request ID number

    We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).

    I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.

    1 vote

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  5. I would like to be able to add a second award to a grant that has been partially funded, even if the first payment has been made. We make grants from committee, but then offer the opportunity to fulfill grants that aren't funded or only partially funded to our donor-advised funds. They appreciate the opportunity, but their decisions might be made months later. To maintain the full history of that grant request and response, i would like to make a second award, but I can't. I have to create a grant in c-suite, which is fine, but then the history…

    1 vote

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  6. It would be great if administrators could permit other users (eg board members) access to the metrics dashboard. It is a great summary of the foundation giving and would be helpful for others to view

    3 votes

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  7. I noticed that if I'm in the Contact Email History page and I sort by date sent, it sorts by the month and day and seems to disregard year. For example, 08/26/2022 comes before 08/17/2023. The sort really needs to consider the year.

    4 votes

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    0 comments  ·  Dates  ·  Admin →
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  8. Option to save Documents in the current Request instead of the Organization Documents:

    Guidestar Info
    Past Funders

    1 vote

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  9. When my list of forms that are available for copy pops up, it covers up data i sometimes need (i'm usually updating multiple processes at a time and don't always remember which process i'm in). It would be great if i could move that dialog box around. Also, hope to see those filters soon! :-)

    1 vote

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  10. Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.

    8 votes

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  11. Some of our scholarships are available to students already in college, so they can apply multiple years in a row. It would therefore be nice to provide a feature in the SLM universal application in which they can transfer certain items/ answers from one year's universal app to another. This would save them time. Perhaps we could determine what we would allow to be transferred when we set up each new universal app, or what questions MUST be answered by all. Again, time saver for returning applicants.

    1 vote

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  12. Please improve the way currency table fields appear in custom columns. We used to have a "total amount requested" question on our applications that we used in custom columns. We could sum the total requests and have an quick sense of the requests coming in - a very useful tool. This year we "updated" to a table question (Year 1 Request + Year 2 Request = "total amount requested"). Even though the table fields are formatted to be currency, the autocalculated "total amount requested" shows up as text in a custom column. It is hard to tell, is that a…

    1 vote

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  13. It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.

    3 votes

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  14. While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.

    5 votes

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  15. Option to send auto emails at the midpoint of the grant period. No need for any reporting at that point, but we want to remind grantees to contact us if they have questions or anything has changed.

    3 votes

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  16. I would like to request editing capability for the information that is displayed about each scholarship opportunity in the UA when the student is matched to them after completing and submitting the UA. I would like to be able to add details like the dollar amount of each scholarship opportunity as well as change the wording for the "Edit Application" to be more clear that there is more that the students must do to complete those applications once matched to the opportunities.

    1 vote

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  17. Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  18. Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.

    I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.

    1 vote

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  19. 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.

    1 vote

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  20. Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…

    2 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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