940 results found
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Print Universal Application questions by opportunities
It would be helpful to be able to print just the questions associated with one opportunity in the Universal Application. Currently you can preview, but when you print the questions list it prints the entire UA. Donors like to be able to see their application, and aren't interested in and get confused by seeing more than what they need.
7 votes -
Allow Instruction Questions to be Shared Questions
We input scholarship fund information as instruction questions on our UA application form. We would like to be able to share these to our evaluation forms so that the applicants and the evaluators both have the fund information with staff only needing to update the fund information in one place (currently we have to update in both the application and on the evaluation forms).
7 votes -
Relabel 'Text and Upload' Question Type
Change the name of the 'Text and Upload' question type to 'Text or Upload' or 'Text and/or Upload' to better represent the functionality of the question type.
7 votes -
Add a BCC field to system generated email "{{Funder.Name}}: Registration for Online Application".
It would be nice to be BCC'd every time a new user create a profile in Foundant. This seems like a ripe opportunity to create a connection with someone new to our world. Thanks,
7 votes -
Salutations for Email Templates
It would be helpful in the Update User section if there was a field for the individual's preferred greeting that could be pulled into email templates. We have had quite a few comments that the traditional salutation prefix greeting is restrictive to one's identity - as not everyone is a fan of Mx.
Additionally, many of our applicants prefer to be addressed by their first names, while others prefer the more formal Dr. Smith or Pastor Smith for example. Adding a field for a preferred greeting would allow us to use the batch email feature while still respecting individual preferences.
7 votes -
Bulk Upload
Just as you've implemented bulk upload for payments, it would be nice to have a bulk upload of individual documents. For example, I'm working on review comments and once I'm done, I have to upload each individual document to each grantee's file so they can download and review them. It would be easier and more efficient if I could do a bulk upload of the documents to each individual file.
7 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.
7 votes -
Grant Evaluations
When viewing applications in the Application Evaluation Assigned screen you are able to sort by Organization, Applicant, or Program (which we call Sector-Progam to group like applications by our giving pillars: Arts, Education, Health, Human Services, and Other. Our evaluators like to review in order of Sector-Progam. After completing and saving an evaluation you have two options: Return to Dashboard or Next Pending Evaluation. Returning to Dashboard results in multiple steps to get to the next evaluation, and Next Pending Evaluation defaults to an alpha order by Organization. It would be helpful if the Next Pending Evaluation would access the…
7 votes -
Administrator Comments in Quick Report for Submissions.
As we are running a quick report for Submissions, we found it would be helpful if one the fields we could include would be Administrator Comments. In our process, we have two administrators reviewing and there are actions that must be taken with each applicant to supply more info, clarify a narrative, or upload new documents. Instead of having to open each and every application to see these comments, the option to have them in the quick report would save a lot of time.
7 votes -
Edit the name of a report
It would be wonderful if we could edit the name of a saved report versus saving a new report and then deleting the old report.
7 votes -
Add the ability to send automated emails sitting in the draft bucket for X days
I would like to have an automated "reminder to submit email" to be generated after 15-30 days to remind them to submit their application.
7 votes -
View History: by all of the organization's people
it's great that within an organization, everyone can view all of the applications that were submitted. Unfortunately, they can not see the followups. this is a challenge when a new person takes over a project and they don't use the same account. as well the primary contact which is usually the executive director can not even see the followups to know if they have been complete or what was shared. this would be so helpful for our non-profits so they can easily share application and followups... thanks
7 votes -
Move the NEW administrator comments pop up box
Can the NEW administrator comments pop up box move instead of being stationary---blocking the question being commented on? It would be super helpful! Please, and thank you!
7 votes -
standard address format
It would be great if there was standard to the mailing addresses for users and organizations. Right now they can use any format they chose (e.g. MI, Mich, Michigan, 123-456-7890; (123) 456-7890) and it has to be formatted before it can be used for templates or imported into other software.
7 votes -
Change formatting for questions with internal visibility
I like the ability to add questions to a follow-up that are only visible to grants staff (visibility set to "internal"). For example, I have added a project description from an application to a follow-up so that I can compare the applicant's final report on the project to the original submission. I've also done this with projected number of attendees and final, projected cash expenses and final, etc. But when reading the follow-up later, it gets confusing as to what the applicant is submitting now and what was submitted at an earlier date. I would like to see a different…
7 votes -
Add county to the organization info
It would be helpful to have the county of an organization as a field in the organization profile since we are a regional foundation that serves specific counties. Currently we work around it by using the country field for the county but one must remember the work around when pulling reports.
7 votes -
automatically abandon applications at end date
We would like to be able to set the system so that it automatically converts any uncompleted application to "abandoned" when the end date is reached. It would save us from having to go in and do it manually, when we might miss one and inadvertently allow someone more time to complete their application.
7 votes -
Saving all documents in one packet
I would really love a way to export all documents, applications, evaluations etc. for an org (for each particular process) all at once rather than downloading and saving each item individually.
For example, Grantee A: LOI, LOI Eval, App, App Eval and any other docs or processed they completed for a particular grant.
This would be incredibly helpful for filing purposes to have everything in one place/merged into one document.
Currently, we have to go to each separate proccess to create packets and save...very time consumming!
7 votes -
Payment Address
Is there a place to enter the check payment address? If not how have others worked around it.
posted February 28, 2012 by Kyle Castronova, OMeGA
7 votes -
Grantee Failed to Complete Follow-up
Some of our grantees have failed to submit a Follow-Up /Report. Rather than erase them or having them stay perpetually in draft form, can Foundant add an option to mark as "Failed to Complete." Perhaps we could also add a "Waived" option. Many thanks!
7 votes
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