940 results found
-
We would like to
We currently have 3 administrators. The first administrator views each submitted application and then moves it to the complete status for the next 2 administrators to complete their reviews. We would like to see if an auto generated email could be set up to alert the other administrators when that application has been moved into the complete bucket.
3 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
3 votes -
evaluation deadline reminder
Wouldn't it be wonderful if we could program LOI/Application Evaluation Dates into the process AND ALSO set up automater reminder emails that go to assigned evaluators before these deadlines?!
3 votes -
Report for Visibility by Question on Form
It would be extremely helpful to be able to run a report that gives the current visibility status for each individual question on a form. We change visibility on our LOI after our initial review is complete. In addition to needing to change the visibility setting on each question one by one, currently we can only validate that the setting have been correctly updated by manually reviewing each question again, one by one. Thank you for your consideration of this capability!
3 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!
3 votes -
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 -
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 -
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 -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
3 votes -
Add 'Unresponsive" as a dropdown for grant reporting
If a grant recipient has not completed required reporting within a specified timeframe AND has been unresponsive to outreach attempts, it would be ideal to have the option to mark the report(s) as incomplete/unresponsive. That creates a marker for future grant considerations
3 votes -
Email Templates: Add a "Next" and "Back" Arrow Buttons to Move Through the Email Templates
Suggestion: When working on updating email templates, it would be very helpful to have an arrow button for “Next” and “Back” to easily navigate the email templates.
Current Process: Now, the process requires that you go back to the email template section, pick the next template from the list, wait for it to open, make changes, save, go back to the email template listings page and then repeat that for every template. I noticed that you already have an arrow that forwards you to the next form in other stages within the dashboard, but not in the email templates section.…3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
Automatic emails showing the person who completed the follow-up form
It would be helpful when an applicant submits a follow-up form that the automatic email that is sent to the admins has the actual person who submitted the follow-up form. Instead of "A new (blank) has been submitted for (grantee phase)".
3 votes -
side by side text evaluations
The side-by-side view for evaluations does not properly show all of the text for 'text box' type questions. To see the rest of the text a user must manually select the text to make the box scroll - this is nonsensical or select the application button at the top creating a PDF popup.
Please make all the text show so that the evaluators can just have a side by side comparison and not have to open up multiple documents.
3 votes -
conflict of interest notification
I would love an automated email to administrators for GLM/SLM for a conflict of interest question. That way we can see it and assign another evaluator. We shoot for a certain number of reviews of applications and if someone has a conflict of interest we would want to assign a different reviewer for that application.
3 votes -
Payment Graph on Dashboard
On the Dashboard there's the Amount Awarded graph that posts the last 10 years. Our organization would love the Payments graph to show the same (last 10 years vs. last 12 months). Or, we'd like the ability to change the Payments graph by year. Also, it would be so helpful if you could drill down on the graphs to see what grants make up those amounts/payments.
3 votes -
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.
3 votes -
Batch Printing from Your Follow Ups
I just voted on Evaluator batch print function that someone else posted and would also like to suggest a Batch print function for "Your Follow Ups". With a lot of our grants, staff leads assign internal follow ups to their selves to complete verbal reporting with our partners so being able to download/print those batch lists would be really useful vs. viewing/scrolling down a lengthy page.
3 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
3 votes -
amostue@carpenter-foundation.org
I think users/members of an organization should be able to make other users in their organization inactive rather than admin having to do it on the backend.
It appears that a lot of users were ported over from our last system which makes it so the user profiles for many organizations that we work with are outdated. We as admin don't know who's current in their organizations and who is inactive. They know. Additionally, board members and board presidents change roles frequently. It would be helpful if organizations could manage that themselves as opposed to admin having to do that.
3 votes
- Don't see your idea?