1409 results found
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Business Title included with Applicant's Name
Is there any way for an applicant's business title to be included along with the applicant's name on the front page of the application packet? (Also, the primary contact's business title, if that person is different than the applicant.)
2 votesThanks for your time in the idea lab.
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-The Foundant Team
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Tab key vs Enter key
I have branching logic that is in part based on whether the user has entered anything in a text box. The question is the last one in its group, so the group with the branching logic will only appear if the user presses the Tab key or clicks their mouse somewhere outside of the text box. This is not intuitive, so I currently have a big warning message telling them they must do this in order to activate the remainder of the form. I would like the "Enter" key to work for this purpose - it is more natural when…
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Assign "reply to" email to the process so it can be a merge field.
For our "special handling" funds that have a dedicated "reply to" email (vs. our generic grants@), we have to create a full set of template emails for each fund. If a "reply to" email could be attached to a process and serve as a merge field, we could use one set of templates for all of our funds.
3 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Hide Student Contact Info (not student name) in SLM
We would like to be able to show students' names to evaluators but have their contact information (mailing address, email address, phone number, etc.) hidden from evaluators.
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Report issue causing filter to not work
I ran into an issue today that I think others may have experienced.
On the Pre-filter page, I had selected "Approval Draft" and "Approved" as Request statuses, but failed to check "Approval" under Form Type. Support found the error and helped me correct this, but it would be nice if an Info box could be added to the page to remind users about this issue. It would be similar to the Info box that says "When choosing Submission Statuses, the data set must be built as One Row per Form."
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Change log for live UA/process changes
I would like the system to automatically record a log of all the changes I make to our live site. I have made several small tweaks to our live UA and have not kept a great record of that. It would be a great resource if I break something so we know what happened and how to fix it. Also great for showing all the work that went on after it went live. (Hopefully next year it would be a very small log, but this first year I have made several changes)
5 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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SLM: would like ability to batch deactivate applicants
There will be a lot of kids we will rarely if ever need to communicate with...
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Scoring Questions within the Application
Hello!
We are currently asking applicants for feedback about our scholarships and utilizing scoring questions to do so within the application.
However, from an admin perspective, these questions need to be added to the application after the application is fully built, otherwise if we edit afterwards, we run into application issues such as paragraph formatting not working. Each time I need to reach out to Support to correct this issue.
Any help would be greatly appreciated!
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add Approval Button To Evaluation Page
The Deny button shows on the Evaluation Page, but not the Approval button. It causes a couple extra steps to get to the Approval button after reviewing the evaluation packet. I searched and didn't see this... apologies if there's already a request for this idea.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Add batch "delete" function to the
Add batch delete function to the follow-up drafts bucket. We assign payment receipt follow ups, which many grantees don't complete, unfortunately, resulting in a large amount of "overdue" payment receipt follow ups. It would be great to be able to select them all at once and delete them.
1 voteThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Installment Adjustments Synced Between CSuite & GLM
The way to process refunds in GLM currently could use some improvement. Ideally, when a refund is processed in CSuite, it would be reflected in GLM. I believe this feature is available in SLM. The other issue is that when you process a partial refund in GLM, you have to change the grant amount. This would be better if you could add a negative installment that better reflects what occurred.
4 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Application Deadline (Time Span)
I love the time span option for due dates on follow-ups. Some grant programs are open all year (COVID related and Emergency Grant program) and it would be fantastic to be able to approve an LOI and make an application due one month after the date of LOI approval. As it stands now, I can't assign an application due date.
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Color Option for Question Selections
Hello!
It would be great if we use a drop down/multiple choice/check box to be able to change the colors on these choices.
Ideally it would be great to change/alter color/style/font for the question itself, but I understand that might take awhile to get to.
Thanks!
1 voteThank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.
That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.
Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.
Thank you…
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Hide Submission History from Evaluators
Hello!
It would be great to hide Submission History from Evaluators. We're trying to remove bias from evaluations for scholarships, and it might reflect negatively if they see how often a student's app was reverted to draft.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Committee members report
I should like a report that lists the first and last name of committee member, email address, added, last edited AND THE COMMITTEE NAME, PROCESS, PROGRAM, SCHOLARSHIP NAME on one page.
It would be used for updating committee members per scholarship etc.6 votes -
Collapse Button re-do
I read over the other posts, but the last one was several years ago. I love the 'collapse' button, but as others stated there may be better versions of this.
How about: a collapse button at the bottom of the section ALSO, so when you are there (the bottom) you don't have to scroll up to the top to collapse a section.
I love the idea of either a different color or a 'check' for completed at each section - for either/both the applicant or the Grants Manager while reviewing the application. Then they can collapse that section and move…
4 votes -
duplicate organization
It would be great if there was a way to easily identify organizations you do not want to merge, when using the duplicate search. For example, we have several larger organizations that have records with the same EIN but a different organization name, because it is a different department or division of the entity. When you do a duplicate search now, all duplicates show up in the list (when not using the filters). Could there be a way to mark certain organizations so they are not listed with all the others? Maybe they could be in a different section of…
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Search Bar
Could we keep the search bar and headers at the top (freeze them)? When you are scrolling down (up to 500 rows), it's easy to lose track of the header and I have to scroll all the way up just to search if I can't find what I'm looking for. If the search bar stuck, I could just enter my search criteria and keep moving without all of the scrolling to top to view the header or search.
4 votesThis request was last updated in 2023 or earlier and received fewer than 5 community votes, so it has been archived as part of our Idea Lab cleanup.
If this idea is still relevant to your organization's needs, please feel free to submit a new request with any updated context or use cases. We encourage you to share the new submission with colleagues who might also benefit from this feature to help us gauge community interest.
Thank you for your continued engagement with our product development process.
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Batch Upload Shared Documents to student's profile
It would be extremely helpful to batch uploaded documents to the student's shared document tab for each scholarship process. Once we upload a document- an automatically triggered email is sent to the student to review the form. For example- we need to send a form for the students in the process to complete. Once we give access to students to view the form- an automatic email or Text Message is sent to the student to review and complete the form.
2 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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Create documents from Merge Templates with .docx format
When creating documents, allow download to .docx format to retain features built in Microsoft Word Developer
5 votesThanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team
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