388 results found
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Summary Column in Tables
I love the addition of tables and the summary row but I also would like to see a summary column so we can have totals automated on both ends of the table.
29 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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metrics
We are excited about the metrics dashboard and how it could help us analyze funding for our organization. In addition to changing the timeframe option to view the data by fiscal year (instead of calendar year), we would like the different download options as well (i.e excel and .csv). Thank you.
5 votesYou can now change the timeframe for metrics dashboards to reflect your Fiscal Year!
If you have additional date filtering needs please create a new idea.
Best
sammie
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Sandbox redesign (2)
The font of the header text on the workload pages is crazy-tiny, especially given that it's bolded. Please change this.
2 votesThank you for the feedback we have increased the font size in the following places:
table headers
question instructions
administrator comments
Best,
Sammie
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Email reminder of deadline for applicants in draft stage
Hear me out.... an automatic email message that is sent out to all applicants who are in the draft stage, as a reminder to complete their application for the grant cycle that is ending. "Dear applicant, you currently have an application for the (insert grant cycle name) grant cycle in draft. Don't forget that the application deadline is tomorrow (insert date). We look forward to receiving your application."
112 votesAs of our February 2024 Release you can now create an automated deadline reminder email for all form types.
We thank you for feedback and partnership as we continue to evolve GLM/SLM. If you have feedback on this functionality please reach out or create a new idea.
The Foundant Team
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Mechanism to bulk download photos attached to follow up forms
Many of our reports include an option to upload a photo. Right now, the only way we know how to download them is by opening each individual follow up and saving each photo.
Much like there is a bulk PDF for submitted reports, a bulk download for photos would be tremendously helpful!
1 voteHi Sarah,
this workflow should be available through merge templates on the request and decision page. Reach out to support@foundant.com and then can help you through this process.
-sammie
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Batch Change the Due Date for a Follow Up Form
If we need to change the due date for a follow up form that is assigned to a cycle of grants in one process, it'd be convenient to make those changes in a batch instead of individually making the change with each applicant. When we are dealing with 50 applicants in a process, this can be tedious.
2 votesBatch changing deadlines can for a form can be done from clicking the pencil icon by the deadline through the process manager. Reach out to our support team to learn more about this process.
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Update "edit" on matched opportunity screen for applicants
Hello! I'm here to share that we have many students submit the General Application but then not finalize their applications for the specific scholarship opportunities they were matched with by that submission. I think that updating the screen showing the applications they've been matched with would help. Right now, it shows the opportunity name and has an "edit" button next to it, but this doesn't make it clear to students that they HAVE to actually go edit that application to actually apply for that scholarship. Could the button be renamed to "Complete this application" or something like that to make…
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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customize evaluation dashboard
This year our evaluators said it would be helpful if they could see a custom column on their dashboard that shows their evaluation comments.
4 votesHi Lee,
this functionality is available to standard and above licenses if you reach out to support@foundant.com they can help you implement this.
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One collaborator for multiple organizations' requests
We have a very hands-on grant committee who wants to walk the applicants through the process with support to help them be successful in the grantmaking process. We're using the "collaborator" feature so the grant committee can provide feedback to the applicant before they submit their grant proposal. When Proxying in as the collaborator, the dashboard only shows the name of the project/program and does not show the name of the applicant organization until you click Edit to get into their application. My request is that the Dashboard shows the name of the organization per request also.
1 vote -
Table-Style Question: Formatted for Reviewers/Evaluators
It would be really beneficial for reviewers to be able to see all information that applicants enter/type in the table cells when using the side-by-side evaluation display. Currently, the number of characters that display per row is very limited.
9 votes -
Option to Create Individual Files When Batch Creating Merge Documents
It would be extremely helpful to have the option of creating individual files when creating merge documents for multiple requests. Currently the only option is to select them one at a time or manually split the single file containing all the requests selected.
1 voteHi Mandy,
when doing batch create of documents you will see the option to do a zip file this will create individual documents in bulk instead of one large file.
If needed reach out to support to learn more.
Best
sammie
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Autosave In Progress Applications
Build a function where in-progress LOIs/applications and evaluations autosave regularly (perhaps every 30 seconds like in Google Drive/Forms)? I cannot tell you how many folks exit the page or forgot to hit save/submit, and lose all of their work, because they're used to autosave functions on so many other softwares they use. This would save so many headaches, and truly improve the experience for our applicants, grantess, and staff.
2 votesHello Annie,
Autosave is enabled in all Foundant forms. Questions save as you move from question to question, with every 100 characters in text responses, and any other click or take action the work will be saved. At a maximum with our autosave a user should only lose work of one questions. If you have seen this not be the case we ask the you please escalate to our support team.
-sammie
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Update answer choices once the question has been used
Update answer choices once the question has been used. Be able to update an answer choice once it has been used, so that when it pulls into subsequent forms it can show the updated wording. For example, on the intake form we used K12, but on the subsequent forms we received feedback that it would be better to say "Kindergarten - 12th grade"
1 voteHello,
The ability to edit choices with in lists is something our support team can give you access to do within the system. If you reach out to them at support@foundant.com they will help you with configuration.
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Assign a Scholarship Fund
SLM/Scholarship Processing:
The way our current universal application functions is that when we go in to award scholarships to our students, we have to find their application for that specific scholarship opportunity. From there, we can award x amount of money to that student, from that fund.
This can be tedious and can cause the system to load slowly, as we have over 4000 applications loading at a time, one for each scholarship opportunity match.
I would love it if we could implement something like a dropdown or similar feature, where I can select a student and then assign them…
5 votesHello,
With our January 2024 Release we implemented a new workflow to add the scholarship fund on the opportunity so that it moves forward when syncing to communitysuite. We hope this helps streamline your workflow and encourage you to create a new idea lab item with additional items.
best
sammie
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Organization Information Fields
I would love for the text format requirements in the Organization Information section to be eliminated or more flexible! As an organization that works internationally, many of these fields do not allow us to input respective phone numbers or addresses accurately due to these restrictions.
2 votesHi Fiona,
Our support team can you modify these fields. If you reach out they can help you get this set up for your needs.
sammie
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same email for more than one organization
It would be nice if a user could be easily registered under more than one organization, using the same log in credentials to enter the grant management system. Hey, a girl can dream! :) Thank you!
14 votesWith our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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Show a list of processes that are using a specific eligibility quiz question
If I need to add an answer option to an eligibility quiz question, let's say for a new process, it would be helpful to know which other processes use that same quiz question so I can check to see they needs a revision because of the added option.
1 voteThis request can be accomplished by using the Eligibility Processes tab in the Eligibility Center.
Reach out to support@foundant.com to learn more.
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branching from table responses
Need to be able to branch from table responses. For example. We formerly used 2 radio button questions for reporting year and reporting month. When grantees respond with specific months (end of quarters), certain question groups will open.
Now, we want to convert 2 questions into 1 table (a column for year and another for month), but we can't use our branching groups now.....:-(
6 votes -
Landscape View
For Scholarships I print a report for each opportunity with many data fields and sorted by score. The text is pretty small, even after I eliminate several unneccesary columns. It would be nice to have the option to print the PDF as landscape so that the print could be a bit larger. I realize you can export to excel but the PDF saves me a lot of time.
4 votesHI Tess,
Available in site settings is the option to change the reporting print layout to landscape.
we hope this helps!
sammie
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Total Award Amount
On the back end of SLM, we can see a total dollar amount for all scholarships awarded to an applicant in the request history. It would be helpful for scholarship applicants to see a total dollar amount as well. Right now, they have to select "View Details" and then "Award Details" to view the amount they have been awarded. This means they have to go through all those steps and manually calculate the total scholarship award amount.
44 votesIf you display decision information on your site, when a user accesses a follow-up, they will see the information at the top of the form.
We hope this helps create better visibility.
-The Foundant Team
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