394 results found
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Please bring back "Organization" autofill in the "add contact" form.
Please bring back "Organization" autofill in the "add contact" form.
When you click the "add contact" button in an organization, the form used to autofill/pre-populate with the organization name. Since Saturday 2/24/24, that no longer happens and we now have to scroll down a list of thousands of organization names to find the name to populate the field. The scroll function routinely freezes which makes it impossible to add a contact at all. Even when not frozen, the scroll list is glitchy and skips around a lot. The likelihood of accidentally adding a contact to the wrong organization is very…
3 votes -
table question
For table questions, it would be very helpful to have all text entered into a text field be visible in the field online. Currently, if the table has four columns, the field is quite short and text is not visible to administrators nor evaluators. Either having the text wrap in some fashion, or even having the ability to customize the column width so that text columns are wider than say an integer column.
40 votesThis was included in our January 2025 update. For further details, please refer to the release notes. If this update does not meet your needs, please create a new idea lab.
-The Foundant Team
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Fund reporting
We need the ability to sort/filter grant reports by the fund that paid for the grant, so that we can share follow-up outcomes info with the donors who contributed to those funds. Could the information sharing between CSuite and GLM include the fund associated with an installment payment? The effort to cross reference information using only the CSuite grant ID is excruciatingly time consuming and vulnerable to human error.
1 voteHello,
The ability to add a Fund Name to the installment form so that you can do additional reporting is available. Reach out to support to learn more, and if this does not meet your needs, please create a new idea.
-The Foundant Team
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Batch emails to users assigned to committees (UA)
An idea! Currently, there is no way to batch email only users who are actively assigned to a scholarship committee. There is only a way to email all users who have scholarship committee as their role. This would be helpful with sending pre evaluation updates before evaluations are assigned. Currently, you have to manually send out emails to those assigned to committees.
4 votes -
metrics
Metrics Dashboard---While I love the addition to the dashboard and all its new features. My organization does not run on a calendar year, as the dashboards are currently set to. I would like to see a date range filter (such as one within the reporting) so I can filter to match the fy we run in.
18 votesHello!
As of our Nov 2023 Fiscal year can now be configured on metrics dashboards.
If you have additional date filtering needs please create a new idea.
Thank you for your feedback,
Sammie
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Evaluator Search Option when Assigning Evaluations
Evaluations- Being able to search for people when assigning evaluators to applications. For example we received over 100 applications for a process. Created eight committees to review and group applications and evaluators into the different committees. We also add the committee name to the last name of the user to be able to identify groups in the system. It would be nice to be able to search for evaluators and assign that way instead of having to scroll through the entire list. When we have over 100 evaluators that will be involved in the process.
1 vote -
Bulk download PDF print packets in Zip file of individually named documents
I would like to request additional functionality for the PDF Print Packet download feature for SLM applications. Currently, the PDF Prink Packet downloads creates one PDF file with all the applications included. This is not functional for my needs to be able to send out scholarship applications for reviews by outside committees who do not utilize the review portal. It is also super cumbersome to go through and individually download each application. It would be great if the PDF print packet action could create a Zip file of each individual application named with the applicant's name. This would save me…
2 votesHello,
This functionality is available in the system, please reach out to support to learn more.
-The Foundant Team
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prefixes
Update Prefixes to include gender neutral "M." and non-binary "Mx.". I know it says etc.; however, since it does spell out Mr., Mrs., Ms. we should include M. and Mx. to be respectful of those who identify as gender neutral or non-binary.
1 voteHi Lauren,
Please reach out to support or success and they can help you with this change.
-sammie
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Batch Email Availability in More Workload Pages
Batch email option on the Payment Tracking workload page. I'd to be able to notify grantees of upcoming payment.
2 votesHello,
As of 5/16/2024 you can now batch email from the payment tracking page and include the following merge fields in the email: Instalment Due Date, Installment Amount, Conditions.
-The Foundant Team
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Enabling Admin Notifications for New Registrations
Right now, administrators do not know when an applicant registers/creates an account until they begin a draft form. In the same way administrators can receive notifications for new forms received, it would be supportive to receive notifications for new registrations so we can better communicate and support folks in that stage of the process.
1 vote -
Scholarship Fund Information synced from CSuite
We would currently love if SLM could be synced to CSuite in a way that we could pull Scholarship Fund information into forms and merge templates. i.e. Scholarship Name, Scholarship Description, etc. Or at least have the ability to store scholarship fund information with SLM.
18 votes01/03/2024: Scholarships: Created a new endpoint for SLM integrated sites to allow for Scholarship Ids to be displayed in SLM. This will allow the CSuite Scholarships to display in SLM as a list. Any updates to scholarship names, new scholarships, or removed scholarships in CSuite will be updated in SLM. This will allow SLM users to set the CSuite Scholarship id on the scholarship opportunity before syncing to CSuite. If the Scholarship award is linked with a Scholarship selected from SLM, CSuite users will not have to Set Scholarship for the awards. Once the scholarship is synced, CSuite becomes the system of record.
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Option to Disable the Preview Application Feature
It would be helpful to have the option to disable the preview feature for a universal application. We are finding that some applicants are running into confusion and issues because they are inadvertently in the "preview" view of the application rather than the "apply" view where they can complete and submit the application.
2 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Pop Up Message when clicking on Apply buttons
Our Foundation supports a nonprofit healthcare system. Our Foundations grant both internally to departments to better the patient experience and externally to nonprofit organizations in the communities we serve. Therefore, we have to have an external application process and an internal application process. Multiple times this year, I had applicants moving too fast and not reading which application they were clicking the "Apply" button for and even though the questions weren't making sense, just kept going and submitting. That created a lot of rework for both our operations team and the applicant to copy the content over to the correct…
4 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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date history
Please update the Contact Email History text to include the date the message was sent. The date of the email shows in the dashboard but is not included in the text of the message itself. This would be really helpful when dealing with issues that arise with applicants about being awarded/declined etc.
4 votesThe request to have current date within the email can be completed by adding Current date merge tag to the email communication in the place you feel best of the body of the email.
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EIN Population in Merge Template
Hello! It would be really useful for us to have the EIN / Tax ID data box as a merge field for merge templates. We want to add an organization's EIN to our Invoice merge template for verification purposes and were surprised it wasn't already an available merge field.
1 voteHello!
The EIN/Tax ID is available in merge templates today.
If download the template you will go to the Standard Merge Fields, in the Organization section and look for «Organization_TaxId»
This is also available in Email Merge titled TaxId.
If you have any issues our support team is happy to help!
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Automatic email to admins when new organization is created in GLM
Our team would like to be alerted when a new organization is created in GLM. This would give us a heads up on organizations that may apply in the future.
30 votesThis was released as part of our January 2024 Release.
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Apply Page Appearance
It would be great if the apply page could be shown in a grid or have a sort of table of contents on the side/top of the page -- we had several applicants apply to the wrong process because they clicked on the first opportunity (which takes up most of the screen). It seems some of them did not realize they could scroll/did not realize that there were multiple opportunities on the apply page.
55 votesWith our December 2024 release, we’ve rolled out exciting improvements to enhance every step of the applicant journey.
If you feel something could still be improved, we’d love to hear from you! Please share your feedback on this Idea Lab post and help us shape the future of the applicant experience:https://idealab.foundant.com/forums/339786/suggestions/49176485
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Applicant profile
Can the prefix in a profile not be a required field.
1 voteHi Maria,
If you reach out tosupport@foundant.com they can change the requirement for prefix for you.
-best
sammie
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Sandbox Watermark
Regarding the new site design, the distinction between Sandbox and Live is too subtle. The red text in the top left is way too tiny and it's easy to miss when a client's site colors are red/orange (check out url=truecost for reference).
3 votesThank you for your feedback, we have reintroduced the watermark into sandbox.
-sammie
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Export Excel files as .xlsx instead of the old .xls format
Self explanatory, would remove the constant hassle of having to open the file and Save as .xlsx
40 votes
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