940 results found
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Two types of application submission emails for Universal
Within the Universal application, we need two different automatic emails for submission verifications. One for the Universal submission, and one for the opportunity submissions within the Universal. One generic submission verification is confusing to applicants
3 votes -
Evaluator Descriptions
It would be helpful to have the option to move, make bold, or otherwise highlight the Evaluator Descriptions which appear under the scholarship name when an evaluator is reviewing an application in SLM. It is easy to miss the Evaluator Descriptions where they are now and it would help to have them stand out and be more visible/noticeable to evaluators during the review process.
3 votes -
Customizable Collaborator Invite Email
Please allow for the option to edit the invitation email that is sent to the collaborators.
Unlike many of the system emails, the collaborator email is not editable as the template is simply not available to edit. We are asking that you give us the option to edit this template to make it more personalized and seem less "phishy". It is currently unbranded, very simple, and makes some worried that it is an illegitimate email.
3 votes -
Access Documents Tab in Reporting
We should be able to pull files from the Documents tab from each request in the Reporting tab and have them accessible through clickable links.
3 votes -
Preview Button on New Applicant Dashboard
For the new applicant apply page, for the preview application button, is there a way to have it show as the application and not the PDF? We have several applications that use branching logic and the full load out in the PDF may confuse applicants.
3 votes -
Email Formatting
Emails generated through Foundant have grey boarder margins that cut off sentences on some email platforms. Can Foundant fix this formatting issue so email formatting will look the same on multiple email providers?
3 votes -
Batch follow ups to Org primary contact
Add functionality to chose who the follow up is assigned to when batching them. Currently, it goes to the applicant account. I’d like it to go to the organization’s primary contact, then they can add contributors. Applicants are often grant writers or development directors with higher rates of turnover than Executive Directors. Some orgs have overdue follow ups simply due to staff turnover.
3 votes -
more characters for instruction questions
Still need more characters for instruction questions. I am building a grant agreement today and have a table that i'm trying to copy and paste into an instruction question (from word) and it is 639 characters too long! :-(. Maybe up it to 5000? Pretty please!?!
3 votes -
Drop -down menu in the organization field when the applicant is creating an account
When applicants create their accounts, it would be nice if the organization field provided a drop-down menu of the current organizations already listed in the account holder's account. This would help eliminate duplicate organizations and save the administrator time going through all the organizations and merging duplicates.
3 votes -
Merge Template - Attach to Email Feature
My proposed idea is to create a "Create Document and Attach to Request AND Attach to Email" button next to the current "Create Document and Attach to Request" button. This would perform both actions at the same time. Currently, attaching a document to an email requires manually uploading the document.
3 votes -
amostue@carpenter-foundation.org
While chatting with support@foundant.com they suggested I submit a request to be able to customize the date when manually entering a historic application because unfortunately it shows today's date for the date of submission and I want it to show a date from years ago.
We have an applicant that last applied in the mid 90s and is applying again. We don't have their historical application in Foundant but we have the hard copy file. I added the historical application to the Request History tab and scanned in the old application but it doesn't give me the option to put…
3 votes -
Document preview
It would be great if attachments in the "Documents" tab could be previewed (much like how documents can be previewed within an application by clicking the eye icon).
Currently, a user has to download a file from the Documents tab in order to view it. It would be amazing to keep the preview experience within the browser. As an added bonus, my downloads folder wouldn't get clogged up!
Thanks!
3 votes -
Make collapsing groups optional/a setting
Not sure if this should be form building or reviewing, but the default now when editing or reviewing the UA and other processes is when you open one question group, the other collapses. I would like to ability to have multiple or as many question groups open as I want at the same time, in case I'm trying to review items/questions between them. I understand some people may want to only see one at a time, so making this a setting would give admins an option to decide which way they prefer.
3 votes -
data validation
I wish i had a way to confirm existing vendor ids that are hand entered. If my grant managers make a mistake here, the wrong people get paid.
I looked at using a branching question. But there is no way to see if the answer to Q1 matches the answer to Q2...
In my form it's set up as:
Does your school have an existing THR Vendor ID? (Y/N)
Branch Group: Yes
Enter school's THR vendor ID: __________ (integer, limited to 15 chars)
Confirm school's THR vendor ID: _________ (integer, limited to 15 chars)I want the next section to…
3 votes -
charity check
There is a discrepancy between GLM and CSuite charity checks. When a private foundation applies it 'passes' the charity check unless you think to check in the Publication 78 box. When you run the same org in CSuite, a more obvious charity check message about their private foundation status displays. It would be helpful to have a more clear way of flagging private foundations within GLM before applicants get further in the process.
3 votes -
Closed Evaluation Custom Columns for Evaluators
Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…
3 votes -
Send denial email when application is denied.
I need a denial email to be sent to the applicant when I hit deny on the application. When the application is approved, an email is sent. But I have to go in and send a separate email after I have denied the request. I don't want to deny a request but forget to notify them!
3 votes -
It would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
t would be great if you could see the request history tab when evaluating an LOI, instead of having to navigate to the organization.
3 votes -
Automatic Scholarship Thank You note submission
It would be nice to hook a donor email to a scholarship opportunity so that students can automatically send them a thank you note from their follow up form. I know this would be possible to do through the third party field but it would be too much work to add the donor email to each follow up form. Plus, this would require us to give a donor email to the students, which some donors may not like.
3 votes -
Automatic Emails Editable
Can there be an automatic email for the "LOI Declination?" Or better yet, can it be determined by the administrators which emails are automatic or not?
3 votes
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