991 results found
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Bulk update profiles to student designation
It would help it I could bulk update profiles to a student designation.
1 vote -
snippet
TLDR: I'd like to be able to reuse a snippet of a form on another form, perhaps from a library of snippets.
Let's say in 2023 I built one great form and copied it 20 times so that all my forms built in 2023 used the best practice of sharing their fields (variables). Now in 2024 I have a new group of fields - budget or demographic fields that I need to add.
After developing a fancy new table on one application form, the admin should be able to save it to a library of snippets and then it should…
2 votes -
SLM: Customize Third Party Dashboard Columns
I'd like to be able to customize the Third Party Dashboard columns to indicate if the request is a transcript, a letter of recommendation, or something else. Currently, the requestee has to click on each request or remember each email to know what is waiting for them. It may be helpful to have a descriptor column of the nature of the request.
3 votes -
Scroll through Processes and Up/Down Navigation
In Process Manager, allow scrolling and up/down navigation. The same functionality available in Applications, yet in Process Manager.
1 vote -
Searching for a former name of an orgnization - not DBA
Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…
5 votes -
insert merge fields in questions
I wish i could use merge fields when building grant agreement forms. I have a paragraph called RECITALS that has project specific information in it. I wish I could use merge fields in the instructions questions....
This Memorandum of Understanding (“MOU”), indicates an agreement to assist in the implementation of <<Project Name >>(“Project”), a Community Benefit Grant in the Texas Health Community Impact (THCI) <<Region Name>> Region, targeting <<Target Population>> in <<Denton-Wise ZIP Codes>> ZIP Codes. This MOU is between «Organization_Name» (“Grantee”) and Texas Health Resources (“Texas Health”).
2 votes -
date based third party reminder
Someone else requested it, but it was archived, so I would like to bring back into consideration third party reminders based on a due date (the application due date, if not a separate third party due date), instead of the date when the third party response was requested. Our application process opens several months before the application due date, and some requests are made right away. Not only will those recommenders forget by the actual due date, but it has historically seriously annoyed our recommenders to receive a reminder before the actual due date. We love having an automatic reminder,…
2 votes -
Download Folders as one Document from Shared documents
Currently we have our Board Books stored in the shared documents tab of Foundant. Each Board Book folder has multiple sub files. Each subfile can be downloaded, but it would be nice to be able to download the entire folder which would include all the files.
2 votes -
bulk update
Howdy! We are trying to increase our usage of electronic payments for grantees and are updating tens and hundreds of profiles at a time.
As it stands now, updating ACH settings in CSuite require two separate bulk updates - one for ACH settings to add account and routing number, and the second for changing the default payment type. That means culling two reports to 'match' the profiles ID (which is the most labor intensive part of the process).
3 votes -
LOI Close
We really need the ability to close an LOI and NOT HAVE IT APPEAR on the Board Members' Dashboard. The only way to remove it is to - delete the LOI, Abandon it or Decline. Those options are confusing to the applicant, because we may be considering this grant for a future grant in a different process. There should be a way to keep it on the Admin Dashboard and remove it from the Board Members' Dashboard - because it confuses Board Members - who may not be very computer-savvy, but are doing their best in this digital world.
2 votes -
Process Summary as a field in Reporting
It would be useful to be able to pull the Process Summary in an email. Every year before I open the scholarships, I send the donors a copy of the criteria using word mail merge. This would be much simpler.
1 vote -
SLM be able to get the Process Summary as a merged field in an email template
It would be useful to be able to have the Process Summary as a merged field in an email template. Every year before opening the scholarships, I send the donors a copy of their criteria using word merge. It would be easier to just send them an email from SLM.
1 vote -
archive merge templates
It would be a nice option to have the ability to archive merge templates in the system like the emails.
19 votes -
Separate Letters for eligibility quiz and applications
It would be very helpful to have a note go to the students automatically saying that their Universal Eligibility quiz has been successfully submitted and then a separate letter stating that they successfully fille out the individual applications that are part of the application
1 vote -
Batch Emails for Targeted State or Province
Batch Emails for Targeted State or Province
Location: Proposal for Batch Email Functionality in Organizations > Search Criteria > State
It would be helpful to allow batch email functionality within the "Organizations > Search Criteria > State" tool from the Administrator Dashboard. Enabling targeted and timely communication to organizations during emergency scenarios, such as California wildfires or other state-specific disasters, to remind groups in need of grant funding to apply for our Disaster Grant.1 vote -
Option to Disable Question List Button for Branching Processes
We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…
5 votesHello,
You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.
However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.
- The Foudnant Team
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Automatic Scholarship Thank You note submission
It would be nice to hook a donor email to a scholarship opportunity so that students can automatically send them a thank you note from their follow up form. I know this would be possible to do through the third party field but it would be too much work to add the donor email to each follow up form. Plus, this would require us to give a donor email to the students, which some donors may not like.
3 votes -
Update Granthub Pro to Utilize Grant Hub User Interface/Landing Page
Update GrantHub Pro to match the landing page and user interface of GrantHub for a smoother transition and ease of use. Essentially reskinning Granthub Pro to utilize the regular Granthub user interface with the added functionality of granthub pro.
1 vote -
Ability to modify/add fields in the "Edit Payment" window under "Installment Form"
In the "Edit Payment" pop-up window that is an option under "Installment Form", it would be very helpful if we could edit existing/add new field names in that pop-up window.
1 vote -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
3 votes
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