1017 results found
-
Can you make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)?
Is there to make the password you type in on CSuite, GLM and SLM log in screens visible (so you can see if you typed it correctly)? Sometimes, log in screens have a picture of an eyeball that you can click on in order to see your password. This would be especially helpful for GLM and SLM, the modules where more people from outside our organization are logging in and have requested this feature. Thanks!
1 vote -
New applicant dashboard
With the New Applicant Dashboard feature, we would love to be able to manually change the status of a request on the Request Panel to Action Needed, even if there is no assigned follow-up form associated with the request. Sometimes, we have applicants that submit requests, and we do a first round due diligence check that requires follow-up on the back end via email with no official form, but action may still needed from the applicant. Under the New Applicant Dashboard feature, these requests would fall under the No Action column even though action is needed, there is just no…
2 votes -
Third Board Member Evaluator
It would be great if we could add a third evaluator to our processes. We follow the USDA process when reviewing applications, with a primary and secondary reviewer each weighted differently, then a board member reviewer. The board member solely assigns a grade to the application, so there is no need to go through the evaluation form and questions. Foundant Support has been great about helping us with a work around with this but ultimately, the addition of a third evaluator would solve all of our issues.
1 vote -
batch assign follow ups SLM
In SLM, you cannot batch assign follow ups for different opportunities within the same General Application. It is very time consuming to assign the same set of scholarship follow ups to each different opportunity individually. This idea needs to be taken a step further to allow different opportunities within a GA to be batch assigned at once. Thanks!
5 votes -
Search all user log in activity
When can see when a user last logged in but it would be great to be able see their entire log in history. We often get applicants that say “I started the application a month ago”, but we can’t actually see if they logged in a month ago, we can only see they last logged in today!
4 votes -
export request history slm
Hello! I'm trying to compile a history on a scholarship recipient's requests and awards, and found that this User Summary/Request History is not exportable. I would like to be able to export this data to an excel file to be able to tabulate and manipulate the data. Thanks!
2 votes -
Universal Application Column Filters
It would be very helpful to add an additional one or two column filters to the process, applicant, project name and eval 1 & 2 headings. I have Graduating High School and Applicant ID currently set. I would like to add Student Status and graduating year so I can see at a glance what I need for the applicant. I have to go into the application to get the info I need which can be time consuming.
4 votes -
Restrict Inactive Applicants From Receiving Emails
I'd like to propose the idea of restricting applicants who have been set as inactive to no longer be included on emails. Ideally, those who are set to inactive should not continue to receive emails through Foundnat. For example, when I send an email to a user and I cc' the primary organizational contact (who happens to be inactive) he/she is included on the email chain. My temporary fix is to edit the inactive profile and then make a dummy email address and select a new applicant as the primary organizational contact.
5 votes -
Submit New Idea
It would be good for users to be able to edit/change the button text description in the grant request portal for fundadvisors. Our donors have found it confusing after entering their grant request to land on the page with the button "REVIEW GRANT REQUESTS" that needs to be clicked in order to land on the next page to then "SUBMIT GRANT". Possible change text from Review to Submit. The button on the next landing page can read "Confirm or Process Grant Requests
1 vote -
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 -
evaluation
It would be great if the evaluators could add a live link in the evaluation comments section to highlight, for example, a link from the organization.
1 vote -
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 -
custom fields email
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…
2 votes -
Make the graph sizes smaller in the fund history part on portal
The graph size on the fund portal is very large. I would like to see the option of changing the size of the graphs.
1 vote -
Historical AP Aging
This has been posted before and marked implemented, yet it wasn't actually implemented. Community Suite has an AP Aging report when you select Accounts Payable. Looks great, is exactly what one expects when running an aging report. But if you select Historical Aging, then the output is completely different. The report is sorted by fund, and has absolutely no aging aspect to it at all. It also throws out a bunch of weird items that don't show up on a normal aging, described as "unknown". Please, create a historical aging that functions the same way that the current aging does.…
1 vote -
Additional Multi Factor Authentication Options
My organization recently implemented Multi Factor Authentication for logging into GLM. Unfortunately, the only option available is to download an authentication app to verify logins. It would be helpful to have other options, such as receiving a code via text message or email, in addition to the authentication app for verification.
11 votes -
Create Subfolders for Files
Please allow for the addition of Folders and Subfolders for uploaded files on the donor portal. Currently we upload documents for the "Documents and Resources" section on the donor portal with no way to organize files at all. The additional organization would enhance the experience for both the internal and external user.
1 vote -
customize grantee record
It would be excellent to have the ability to customize the columns listed within a grantee's record.
See image provided, we rarely use Sponsored Org or Beneficiary columns.1 vote -
Evaluation Form Due Dates
In GLM/SLM it would be great to add due dates for evaluation forms. Automated emails could then be attached and reminders to complete evaluations could be automated.
As a small staff, I have to remember to do this, along with all the other things we are doing. While I do keep in close contact with our committees, it would be lovely for this system (where we have invested a significant amount of $$) to take on some of the burden, instead of leaving it on our shoulders. ...work smarter, not harder...
7 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
- Don't see your idea?