951 results found
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Administrator to submit for applicant
It would be helpful to allow Admins to submit for an applicant. We have instances of students/nonprofits completing their application but not hitting the submit button before the deadline. It is cumbersome to change the deadline for that applicant, proxy in as them (or have them sign in) to click submit. It's especially time intensive for SLM UA where a student has multiple opportunities, and therefore, multiple places where a deadline would need to be changes.
Similarly to reverting an application status, it would be nice to be able to progress an application from the admin side.
8 votes -
Request Status Name and Additional Options
It would be nice that also included would be Close Request - Incomplete and Close Request - Complete.
142 votes -
Use the merge fields in email templates
I am trying very hard to outsmart the system. I am trying to use some of the non-standard merge fields that I generated out of one of our processes in an email template. I got it to work in one, but am having trouble with the second...If I can get it to work, I'll be able to pull data from the installments and one of my follow up forms into an automatic email for our Admin Assistant, so she can then generate a payment request in PeopleSoft. I did notice in the email template that I got to work, that…
40 votes -
sort email templates
It would would be very handy if we could have the sorting feature added to the header on the email templates list.
50 votes -
Folders for Reports
It would be nice to create folders to organize all the reports created.
103 votes -
Sorting
Keep it simple. SORT SORT SORT, should be a simple click of the header and not MANUALLY sort. Good grief!
4 votes -
Email History by Process
Be able to filter email history by Process.
16 votes -
Check/Uncheck All in Data Sets
When building a data set to run a report, it would be great to have a check all/uncheck all box. When I'm building my general data set to build my individual scholarship reports from it's very time consuming to have to check every single box for each question in the data field step.
29 votes -
Eligibility Quiz
Maybe there is a way to do it and I need to be educated on it. Is there a way to batch assign the Eligibility Quiz to multiple scholarship processes vs individually?
4 votes -
Reports - Lock Column Headings
Would be helpful if column headings locked so you could see them as you scroll down the report, like you can in Excel.
34 votesAs we look to implement our new Data Visualization tool this will be a new functionality.
-The Foundant Team
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Allow the ability to copy groups and questions to use for creating multiple identical groups on the same form. I
Copy groups and Questions
82 votes -
revert question to no answer
Unclick a radio button answer.
16 votesWould this only need to be an admin function or would you want the ability for your end users as well?
-sammie
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Collaborator Receive Emails
I love the collaborator feature! Here come the but. But it would be great if the collaborator could receive emails as well as the applicant. I have several executive directors that submit and application but then want someone else to complete the follow ups.
32 votes -
Batch "add installment" and "make payment"
It would be handy to be able to add installments in a batch as well as make payments in a batch. We just distributed 53 checks and the last thing I want to do right now is have to manually update the amount and date of each of those checks. What would be handy is to have a list of all payments due and a batch payment option to indicate their completion.
31 votes -
Dropdown Menu for State and City
Create dropdown question for locations (State, City) when organizations are creating their profiles on Foundant. As we run reports, I have noticed that organizations will misspell cities, write city names in ALL CAPS, abbreviate state names, or write state names in ALL CAPS. This presents a problem when generating reports and having to go back and clean all that. It would be great if organizations had the option to select the state where they are located from a drop down menu, then choose the city they are located in from a drop down menu as well. This would generate clean,…
38 votes -
Ability to set a time and date for a process to automatically toggle on
It would be helpful to be able to set a time/date for a process to toggle on.
23 votes -
Sync Sandbox with Live
Wouldn't it be great to "Sync Dev" as we do in CSuite in order to test proc esses with up-to-date information, forms, reports, etc. ? This could be extremely helpful to those of us who are just getting used to GLM and all the nuances!
27 votes -
Delete Questions
The capability to delete a question within an active application.
20 votes -
Allow Adding Custom Columns to All Pages - Especially Organization Summary
The Organization Summary Page currently shows Status, Amount Grant, and Amount Paid. It does not allow us to readily see which of our Program Staff a grant is assigned to. As we award multiple grants to one specific organization and oftentimes, those grants are assigned to different Program Staff in our office, it would be wonderful to see at a glance, which PS person a grant is assigned to. Similar to the way we are able to add a few custom columns to the Follow Ups Submitted page, we should be able to do the same on ALL pages we…
22 votes -
Mark Applicant Opportunities by Question Group SLM
Right now, when you create a new question in the universal application, you have go to each question and change what opportunities this question applies to. This can be very time consuming as there are over 45 opportunities linked to the universal application. It would make sense to be able to mark the applicant opportunities by question group as the default then if you need to make individual changes to some question, it would be much less time consuming. I set up my question groups to directly correlate with the the applicant eligibility and selection criteria for each scholarship.
For…
9 votes
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