1065 results found
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applicant opportunities - ordering
On the Applicant Opportunities tab on the UA - could we edit the order that the opportunities are listed? I know we can alphabetize the entire list, but I have two separate groupings of opportunities. I just added two new opportunities for 2025 and I want to put them each in a specific location on the list. Thank you.
2 votes -
Allow Custom Registration Fields for Custom Columns
If custom fields are created on the registration form for organizations OR applicants, currently those fields are not available to be added in Custom Columns. It would be really helpful to have this functionality for visibility when coding payments, classifying applicants, and for eligibility.
11 votes -
Process building
I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…
2 votes -
Rich Text Experience for Applicants
Rich Text improvement ... please allow hyperlinks/URLs to be added by applicants in their text area responses. We would like applicants to show us where and how they are recognizing the Foundation for funding. By allowing them to include hyperlinks in their answers it would give easy access to the Trustees to view.
2 votes -
Big Boys vs Foundant: or - Why Delete button better in RED
The red Delete button is often considered better for critical actions like "delete" for the following reasons:
Color Association with Danger:
Red is universally recognized as a warning or danger color. It draws attention to the gravity of the action, such as permanently deleting an item, which may not be reversible.
This can prevent accidental clicks by making users pause and reconsider their decision.
Increased Visibility:
Red contrasts strongly with most user interface backgrounds, making it highly visible and easily distinguishable.
This ensures users notice the button, especially in high-stakes actions like deletion.
Emphasizing Criticality:
Using red communicates the critical…
2 votes -
amostue@carpenter-foundation.org
While chatting with support@foundant.com they suggested I submit a request to be able to customize the date when manually entering a historic application because unfortunately it shows today's date for the date of submission and I want it to show a date from years ago.
We have an applicant that last applied in the mid 90s and is applying again. We don't have their historical application in Foundant but we have the hard copy file. I added the historical application to the Request History tab and scanned in the old application but it doesn't give me the option to put…
3 votes -
Include Applicant Field to Add Third Party Name with the Email Address:
Include Applicant Field to Add Third Party Name with the Email Address:
To help us keep track of Third Party Recommendations and contact those persons if needed, it would be helpful to have a field where the applicant enters the name of the person that they are entering the email for when initializing a Third Party Request. We've added a name field to the Third Party form portion that we can control, but that doesn't help us in the pre-deadline portion of our process. Thanks for your consideration!
1 vote -
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature.
It would be helpful to be able select "Hide Amounts" under Bulk Edit Funds feature. You can select "Hide Memorial Amounts" and "Show History on Portal", but you cannot make a bulk edit for "Hide Amounts". Thank you!
1 vote -
Document preview
It would be great if attachments in the "Documents" tab could be previewed (much like how documents can be previewed within an application by clicking the eye icon).
Currently, a user has to download a file from the Documents tab in order to view it. It would be amazing to keep the preview experience within the browser. As an added bonus, my downloads folder wouldn't get clogged up!
Thanks!
3 votes -
Make collapsing groups optional/a setting
Not sure if this should be form building or reviewing, but the default now when editing or reviewing the UA and other processes is when you open one question group, the other collapses. I would like to ability to have multiple or as many question groups open as I want at the same time, in case I'm trying to review items/questions between them. I understand some people may want to only see one at a time, so making this a setting would give admins an option to decide which way they prefer.
3 votes -
Committee Names in Reporting
We need the ability to pull committee name in reporting. Each year our team needs to verify with external committee managers who is participating on their committee in the coming year. Since these individuals are volunteers, they often change. Right now, we can't run a report to match users names and emails to assigned committee.
1 vote -
Students using Copy Process are bringing over admin answers
We have renewable scholarships and ask the students to fill out a shortened version of the application for their renewal award. We just had a student fill out their shortened renewal application, but when I went to review it, there were internal admin-only questions that were already answered! I double checked the process and they are listed as internal so the student shouldn't have been able to see those questions so how was he able to answer them?
It turns out the student used the Copy Process feature to copy answers from his original application to help him fill out…
1 vote -
data validation
I wish i had a way to confirm existing vendor ids that are hand entered. If my grant managers make a mistake here, the wrong people get paid.
I looked at using a branching question. But there is no way to see if the answer to Q1 matches the answer to Q2...
In my form it's set up as:
Does your school have an existing THR Vendor ID? (Y/N)
Branch Group: Yes
Enter school's THR vendor ID: __________ (integer, limited to 15 chars)
Confirm school's THR vendor ID: _________ (integer, limited to 15 chars)I want the next section to…
3 votes -
Automated notification to User when Donation comes in from Profile with Specific Relationship Type
We created a relationship type to connect profiles with Board Members. We would love to receive an automated notification email when one of those profiles made a Donation.
1 vote -
Tax receipt number for yearly receipt
In Canada when we issue year end receipts, we need to have one receipt number for the total amount donated during that calendar year in order to create a receipt that CRA will accept. Sending out a summary with multiple receipt numbers is not an option and many donors do not want to receive 12 separate receipts during the year.
Can there not be an option in the system to generate one receipt with one serial number at year end? I see this idea was archived a couple years ago but I feel like there are more Canadian charities joining…1 vote -
Returned Checks From the Bank
Returned Checks. When a check is returned due to insufficient funds, etc. it would be great if there is a feature that allows the original bank deposit to show the original amount of the deposit but allows an individual check to be returned so that the transaction matches what happens on your bank statement. Also, when these transactions cross months, the reconciliation isn't as straightforward.
1 vote -
Follow-up Due Dates Shareable in Other Follow-ups
It would be great to allow Follow-up Due Dates to be shared within Decision forms or future follow-ups. For example, within our Decision process and within our Grant Agreements (follow 1), we mention that grantees will need to complete a Final Report (follow-up 2). We would like to auto-populate the Due Date of the follow-up 2 in both the Decision process and the Grant Agreement so that grantees can sign-off that they acknowledge and commit to the final report. Being able to auto-populate this field based on system due-dates would allow for efficiency as well as minimize human error. This…
7 votes -
Closed Evaluation Custom Columns for Evaluators
Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…
3 votes -
User Registration
We would greatly appreciate a revamp of the new user registration. Currently, we have a lot of new users at existing organizations in our system creating duplicate organization accounts because of the way the registration ties organizations and users together. We need a way for a new user to be able to register themselves, and then either select their organization and be approved by an admin, or allow an administrator to send a quick invite link to the new user where the organization is already selected for them.
This would cut down on the amount of time internal staff spend…
1 vote -
Ability to link incoming e-mails directly to a request/organization
In order to facilitate the archival of correspondance linked to an organization or a request, we try to always send e-mails directrly from Foundant (using the "Send (no template)" option.
However, the responses come to our Outlook inbox and we have to save them somewhere in order to upload them in the Document section of the organization or request. It takes time and it does not allow us to view all correspondance in one place (e-mail history).
There is a lot of back and forth with applicants and grantees, so that would be very useful!
15 votesWe are continuing to understand the needs and workflows for emails that need to come back into the system.
What providers are people using?
Are there emails other than responses to system messages that need to live in the system?
If an email was sent in relation to a request, example for submitted, where would you want to view that email from?
Any thoughts are very helpful
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