1079 results found
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Sync grantees change of address in GLM to CSuite as primary/pay/mailing
Either sync grantees change of address in GLM to CSuite as primary/pay/mailing so we are not mailing grant checks to old addresses, OR, have an alert for when grantees change their addresses in GLM.
10 votes -
preferred gender pronouns
It would be really helpful to ask all system users/contacts for their preferred gender pronouns (e.g. she/her/hers, he/him/his, they/them/their, and so on). In this day and age, it's important to people to be correctly addressed.
10 votesHello,
This can be added to the user form today. One piece we have heard is that this should be more visible in other areas of the software, if you could please call out where you would expect to see this information
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Merge Templates and Print Packets
Right now, Foundant does not allow you to create and format a Merge Template that you can then use as the Print Packet associated with each form. The editing capabilities for the Print Packets are extremely limited and there is certainly room for formatting and content improvements. It would be very helpful if admins were able to create and format a Merge Template in a way that is most supportive for their team and evaluators and use that as the Print Packet.
10 votes -
eligibility quiz
In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.
10 votes -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
10 votes -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
10 votes -
Show Password to user logging in
It would be helpful to have the ability for the user to click "Show Password" when they are logging in. I've spent a lot of time this year with users (evaluators) struggling with sign in and it's always user error. "Show Password" could help.
10 votes -
Additional Process Visibility Option
Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.
Public: Visible to applicants; applicants able to apply when open
Internal: Not visible to applicants
Restricted: Only visible to applicants with the corresponding access codeBased on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.
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10 votes -
Third-Party batch email options
We frequently follow-up with third-party respondents in applications. It's time-consuming to click into each application, process, email history to make those connections. We'd like "email third-party respondents" as one of the bulk option for selected applications.
10 votes -
Unnecessary Spacing On Forms
There appears to be unnecessary spacing added below the instruction field when building an application or other form. I suggest removing this formatting so instructions appear more naturally grouped with the relevant questions. If the additional spacing is necessary, I suppose we could add that in by adding a blank question field.
10 votes -
SLM Committees
When you click Search committees it would be nice if the list of committees was alphabetized by name.
10 votes -
Add Process Name Column to Follow Ups Bucket
It would be helpful to be able to sort by process when reviewing all follow-ups.
10 votes -
Budget tables
For dollar amounts, commas and decimals to automatically appear when entering amounts.
Allow summing across columns.
Sums should take the same format as what is entered in the fields. Currently, when summed, the dollar amounts appear as just a number with no dollar sign, commas, or decimals.Allow for selecting of the specific fields to sum rather than all fields with the column.
10 votes -
Organizing Universes
It would be nice if Universes were ordered alphabetically or if administrators could drag/drop to order. You can drag/drop Processes to order them, but not Universes. Universes show in the order in which they were built, which doesn't make much sense when an applicant scrolls down the page.
10 votes -
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applican
I would love to see every question have the option (or not) to be in print packets. We have a few explanatory sections that no one (applicant, staff, evaluators) needs to see when reviewing.
10 votes -
Times Follow Up Forms Are Due
It seems like the functionality to adjust the time when a follow up is due is only available when using an auto-due date. But when manually assigning due dates there is no input for time. Also, the system defaults to 12:01 am instead of 11:59 pm. So if I manually enter 7/1 as the due date, grantees see a notification that their report is overdue when they log into the system on the morning of the 1st. This is very confusing for applicants. Can we add the time functionality to the manual due dates also please?
10 votes -
Archiving Follow-up Forms
It would be nice to be able to archive follow-up forms that we no longer use for various reasons as we can now archive processes and email templates.
10 votes -
Apply Page Process Customization
Hello!
I understand the logic of the apply page, but it would be ideal if our organization had more control with choosing the order of processes more automatically. We would like our process manager to reflect the order of processes in the Apply page exactly.
Currently, we have different members working on various processes which affects the date the EQ was created and the order it will appear within the Process, despite how it is listed in the process manager.
I know a personal solution would be for us to create EQ's in the order we want the processes to…
10 votes -
Collaborators and Admin Comments
It would be great if Collaborators had the ability to see the Administrator comments that are visible to the Applicant.
10 votes -
System Administrator Comments visibility checkbox
Currently, when an Administrator adds comments to the system Admin Comments fields there is a checkbox to show the comments to applicant. If the checkbox is checked for the applicant to view the comments, the Evaluators will not see the comment. If the box is not checked, evaluators will see the comment.
Ideally, there is another check box that prevents both evaluators and applicants from viewing the comments. It should be an "Admin only" checkbox.
10 votes
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