951 results found
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GLM New Process Creation Default to NO ASSIGNED USERS
Is there a way to change the default for all new processes created to not have ANY users assigned to the process?
Currently, the default is that ALL users are selected. It’s one of those things if we don’t catch when creating new processes, grant managers for other processes get confused as they see applications they should not.
I did get a reply from Tessa Williamson at Foundant that stated:
I do want to thank you for your previous IdeaLab post in 2021 to gain some traction on a functionality similar to this. Though the team has implemented when grant…3 votes -
Document viewer
May I suggest a document viewer for those under the documents tab? A colleague states it would be nice to be able to preview a document without downloading it.
5 votes -
Merge Template
When creating a merge document, it would be nice to be able to choose at the top of the screen, whether or not it is a .pdf or .doc. Scrolling to the bottom of the list of merge templates takes extra time, especially when creating many merge docs. It would also be very nice to be able to choose one type of document and all of your merge docs would be that type of document until you toggle it off.
Thank you.
2 votes -
Would love to see a function that notifies GLM/administrators of upcoming installments - an email connected to next installment due
As GLM, would like to receive notification of an upcoming payment, particularly linked to multiyear grants
4 votes -
AI Summary Expansion & Permissions
Allow other non-applicant roles (Evaluator, Program Officer) the ability to generate AI summaries with the site admin managing this access through permissions that can be set at both a user and role level.
2 votes -
Custom Merge Fields for Email Templates
It would be useful to have the inability to use custom merge fields in an email template.
Some background on our proposed use this feature and the need it addresses:
Our foundation was attempting to create an email template which can serve as a digital copy of the scholarship award letter we send to recipients. However, we are unable to create a "master" email template that would serve across all opportunities because there is no way to pull in a description of the scholarship each recipient has won.
It would be nice to be able to utilize custom fields from…
3 votes -
Export Form Questions via Reports
Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.
6 votes -
File upload as shared question to allow budget files to carry forward
We pay grantees on a reimbursement basis. With some programs, this is a quarterly request, with others it is a single installment at completion of project.
In either case, their budget will be collected in excel as part of the application. I would like that file to live with the specific project and be used to request reimbursements. Since file uploads are not shared questions, I don't have an easy way to help applicants do this.
I saw that others had requested this functionality previously and the request hasn't been implemented due to lack of support. I'm hoping that by…20 votes -
Choose a specific date for a follow up form to be assigned
Please provide the option to allow us to manually key in a date for when the follow up form is to be assigned. Where the applicant cannot see the follow up form when they logon and to not allow the applicant to receive any emails regarding the follow up form until the date that the follow up form is assigned. It’s very rare to have down time but when there is any, we can begin to assign follow up forms with a future assignment date.
5 votes -
Sage
Integration with Sage
2 votes -
Allow us to determine when to send auto emails
It would be great to be given the control to determine when our organization sends automatic emails. I would like to send automatic emails when we deny a request and even approve a request but as a Foundant user I am restricted. Denial emails are possibly the biggest concern because you have to navigate in this backhanded way to even be able to send a bulk denial email. Once you deny a request it no longer shows up on your dashboard so it is out of sight, out of mind, and you are relying on an understaffed organization to remember…
3 votes -
Side by Side Questions on Form
Previous similar requests have been archived. I am revising this request, hoping it will gain traction.
It would be nice to be able to drag and drop, or place questions next to each other than have them just cascade down the page. If a question was short enough, it would be nice to save space and place it next to another short question. This would be beneficial for multiple radio button or drop down questions.
2 votes -
Report status of DocuSign PDF
Since the DocuSign pdf is attached to each record is there a report that has which grantees has submitted their DocuSign doc and which ones are still missing would be great. I currently do this manually and it take a lot of time.
3 votes -
Integration of Multi-fund Detail
When sending letters to grantees, I like to let them know which funds their grant came from. We do a lot of multi-fund grants and so I'd like to have each fund and amount listed. Sometimes there are multiple installments from one fund, so I don't want to pull in installment fields. To my understanding, I can only get this information into a merge template if I create custom fields in a form attached to the request (like the approval form) and manually enter them. This is a more tedious than I'd like. It would be great if this information…
5 votes -
grant catalog
Reduce the number of places a donor must click to make a grant from their fund through the grant catalog.
2 votes -
Wrapping text in Short Answer Questions
It would be great if text boxes wrapped in the application like the tables do now.
4 votes -
CSuite Notification for Grants Synced/Approved in GLM
Implementing an automated email or system notification to the primary user in CSuite when grants are synced or approved from GLM would greatly reduce the risk of grants being overlooked and significantly improve workflow efficiency.
As the Grants Manager, I work primarily in GLM, while our CFO manages CSuite. We often rely on lengthy email threads to track grant requests and approvals, which makes it easy for information to get lost. There have been several instances where approved grants were missed and not paid out on time simply because the approval was buried in email communications.
After searching the Foundant…
2 votes -
approval
I'd like to be able to view my approval form side by side with the application. This feature is available for evaluations but often times we do not engage in an evaluation stage and go straight to approve/decline phase.
1 vote -
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds.
It would be great if we could have separate pages in our Giving Hub for different funds: Community Funds, Scholarships, Agency Funds. Right now they are all lumped together and it would be better if we could sort all the funds into groups for an easier donor experience.
1 vote -
New Column Idea for Grant History
In the GLM, I often use the Request History tab of an organization in my work. I would really like to be able to see a column with the amount of each grant request from that organization even if the grant was denied. Additionally, I believe this "Amount Requested" column would be helpful for both approved and denied grants because sometimes our board approves of only a portion of the requested funds.
Thank you!
2 votes
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