1079 results found
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UA Opportunity Eligibility Change Log
I would like to request that Foundant implement a change log for the eligibility criteria for the opportunities within a Universe. There is currently no way for us as users or you as the host to track changes made. If there is a mistake or issue, we need to be able to know what was done, when, and by whom.
5 votes -
Shared Questions - consistent language
I would like an established set of questions (or ability to establish a system set for our org) within the SLM to choose from when building applications so that they can more easily become shared questions (meaning that information can prepopulate in other forms once established on a foundational form like a scholarship application). Particularly, a student's institution name and student ID is needed for us on multiple forms - I need a cleaner way for that to populate across the board (especially when coming into a position and working through different word choices on questions from one year to…
5 votes -
Preview Application Form
Please add back the live form preview option on the new user dashboard rather than just the PDF option.
5 votes -
kbakhshi@fmscleveland.com
Add a Search Bar on request history page, within an organization summary.
It would really help if we could search requests by process in the organization 's grant history. We can alphabetize them today, but using a search would help us.
5 votes -
comment
We would love if in the comment section you can add a date, not just have it default to the date it was added. We might go in once a week and add all the emails and comments, but it will only put in the date we enter it. AND if we edit it, it gives a new date, not the one it was created on.
Wouldn't hurt if we could attach a document to a comment :)
5 votes -
recurring grants
It would be extremely helpful if we could indicate that a grant is an annually recurring opportunity, so that it would automatically be created each year, rather than having to do so manually.
5 votes -
Direct Link to Application
Is there a way to get direct links to processes/applications to share with grantees?
5 votes -
There needs to be a way to delay the automatic email for follow up's
Please put a delay on the first year follow ups and other required documentation, otherwise, the grantee receives a follow up before a paper letter with terms or a check has arrived. This causes a lot of confusion for the grantee who assumes that both of those have arrived and panic in locating them. It also generates a lot of phone calls and emails regarding these. A month delay would help considerably.
5 votes -
Enhancing GLM and SLM through ERP Integration
To enhance GLM and SLM, consider integrating more advanced ERP system functionalities into the platforms. By incorporating features like real-time data analytics, automated reporting, and seamless integration with other ERP modules, you can significantly improve efficiency and accuracy. For instance, implementing automated data syncing between GLM/SLM and ERP financial systems could reduce manual data entry errors and provide more accurate insights into grant and contract management. Additionally, incorporating AI-driven analytics could help users identify trends and optimize their strategies based on real-time data, leading to more informed decision-making and streamlined operations.
ERP recommendation: https://www.impactfirst.co/id/erp/software-erp
5 votes -
Document upload option on applicant dashboard
Resurrecting a request from another user that was archived.
We would like our applicants to be able to upload relevant documentation to their accounts and also processes, such as invoices, voided checks, to ensure that their successors have all information on any awards that they may need in the future.
Original request submission:
We keep insurance certificates and audits on file for our applicants (who submit multiple applications per year). We don't want them to have to upload these key documents over and over again to every single application or followup that they submit.
I would like there to be…5 votes -
Option to Disable Question List Button for Branching Processes
We use branching questions in our grant application that are set to internal so we can branch an applicant to the application we want them to complete and not have multiple processes in our site. I just realized that when an applicant clicks on the "Question List" button in their site, this shows them ALL of the questions in our application, regardless of how the application should be branched. The fact that applicants can see the entire question list for an application seems to negate the purpose of branching. This is very confusing for applicants because they do not know…
5 votesHello,
You are correct in that all branch groups are displayed in the question list; we follow this as best practice for projects like project streamlining so that applicants don't become surprised by the amount of time the application will take them. We also encourage as a best practice that you add instructions to the branch groups for that visibility and communication explain when they will see that group.
However, Internal Questions should not be displayed to applicants. Please report this to our support team so that we can review it.
- The Foudnant Team
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Searching for a former name of an orgnization - not DBA
Here is a common scenario. An org is fiscally sponsored by a church and then gets their own 501c3 status and changes their name. In foundant, we would update the org name to say (formerly XYZ Church). When evaluators see the church name - they often ask whether services are limited to members of that church even when the org has nothing to do with the church (e.g., a food bank). To remove any confusion for evaluators - I tried adding the church name to the Sort Name, but when I tried to do a search for the church -…
5 votes -
contact email history-- download capability
It would be excellent if the Contact Email History messages could be exported. I often copy and paste them into word documents to be able to send them to contacts with questions about their award histories.
5 votes -
Quick access to recent searches
It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.
5 votesHello Katy,
have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference.
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Integrate bill pay to payment tracking
We would love to be able to integrate our bill pay system with GLM so it will automatically update who we have paid after a check run.
5 votes -
Add "grant manager" assignments report field
Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.
I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.
5 votes -
Add Primary Contact Filter to User Search in GLM
It would be helpful to be able to do a user search that pulls all users marked as primary contacts.
5 votes -
copy application - applicants
It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.
5 votes -
Turn off Copying for Third Party Questions
If returning applicants use the copy feature, unfortunately, the system also copies their previously received third party letters of recommendation. In other words, letters of recommendation from the prior grant cycle are copied to the new application.
Please allow us to turn off copying for third party questions.
5 votes -
"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
5 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
- Don't see your idea?