388 results found
-
notification when there is a new log-in
Is there a way to receive notification when a new applicant creates an account?
1 voteThe introduction of the "Organization Added" email template should give you visibility into new log ins. If for some reason you still need additional functionality please create a new idea.
-The Foundant Team
-
Make the Preview button on Apply Page Optional and/or Customizable
The ability to turn off the 'preview' button (per process) on the public apply page would be helpful. If the Eligibility phase is being used or if the application form in a process has a lot of branching, the preview does not accurately represent the application requirements.
Alternatively, it'd be great to be able to insert a custom link so that users are taken to an informational page/pdf when they click the preview button.
5 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
-
Alphabetize eligibility criteria regardless of opportunity
I saw the idea to alphabetize the eligibility criteria by opportunity. I would like is sorted alphabetically regardless of opportunity. When we add a new opportunity, it often has criteria we have already defined but I don't remember for which opportunity. Plus, when you add a new criteria you have no idea where it ends up in the list of criteria. So even finding the newest one again is a scroll-a-thon.
3 votes -
Applicant New Account Creation - Phone Number
When a new grant applicant creates a new account in GLM, they get an error message if they don't enter the phone number in the correct form. If there's a required format - in this case ###-###-#### that example should be shown next to the label Phone Number like it is for the EIN field.
Having a error message pop up when you haven't told someone there's a required format is rude and not the welcoming experience we want for our grantees. This is a simple and quick fix.
2 votesHi Julie,
we will look at changing the default for all sites created, but as an existing user you can reach out to support@foundant.com and they can make this change for you today.
sammie
-
Allowing larger file sizes
Our applications typically require a lot of uploads. They also have a lot of conditional logic. For instance, if someone is applying for a smaller amount of money, we ask for less financial documents, It would be nice if the allotment for file size allowance per application took the conditional logic into account instead of making it all cumulative. We bump into the issue of not having enough file size space in our applications all the time, and often steal a megabyte or two from one upload field to accommodate another, only to need to steal from somewhere else, etc.
6 votesPlease reach out to our support team, and we can help increase your limit.
-The Foundant Team
-
Adding "Owner Country of Origin" as a data field in reporting.
Currently you can run a report based on the following: Owner race, ethnicity, DOB, gender...
We would love to be able to also add "owner country of origin" in the reportable data fields. It doesn't seem like this would be too difficult to do since the other fields are already there.
2 votesAny field you have added to the system will be available to report on. Reach out to support@foundant.com and they can help you with this process.
-
Number of comments shown at organization level
It would be great if we could see the number of comments summarized at the organization level (right now the counts only show at the request level.
8 votes -
Batch action for merged document
It would make things go much faster if we could select batch, create document, then select the merge file we want. This way all the summary pages for the board book could be generated at once rather than doing this task repeatedly one at a time, separately, for each application.
1 voteAnita,
this functionality is available from the request and decision page. Please reach out to support@foundant.com to learn more.
sammie
-
Notification of Administrator when User Makes Profile Changes (address, phone, email, etc.)
It would be helpful for administrators to receive a notification when a user makes a change, such as address, phone, etc. in both GLM and SLM, but especially SLM. Sometimes different systems are used for communications, etc. and we can't make those updates if we aren't aware of changes made by users.
10 votes -
Place eligibility quiz in a place where it is accessible to everyone with samples on how to set them up for scholarships and grants
I would like to learn how to use the eligibility quiz for both my applications and scholarships in order to streamline the ineligible applicants.
3 votesThis would be best done through our Compass: community.foundant.com
-
Alphabetize Eligibility Criteria by Opportunity
There is already the ability to alphabetize opportunities within a universal scholarship application. I would like to ability to alphabetize eligibility rules by opportunity.
9 votes -
Table fields sync when process is copied forward
I'd like to confirm that table fields will sync when I copy forward my current process. I've added tables to several processes and need to combine the similar fields in reports today. When we copy our current process forward, I hope the table fields will automatically sync in reporting.
2 votesYes the field codes will sync when copying the process.
-
Reminder Emails to Students
Add the ability to send reminder emails to students who have open applications to submit them before the deadline. Ideally - include an option for a 2-week and 1-week reminder to be sent.
3 votesWith our February 2024 release you can created automated emails for applications in draft.
This current implementation only allows for one reminder but we are continue to iterate on this functionality, and encourage that if you would like to be able to set multiple reminders please like this idea to keep up todate: https://idealab.foundant.com/forums/339786/suggestions/42009139
The Foundant Team
-
Allow the same email address listed as a contact in one organization to be included as a contact on other organizational records
Hello! Please allow the same email address to be used across different organizations. The system shouldn't dictate that limitation. This is for someone who is president of an association with its own record and is also a contact for her organization, which has its own record. The association does not have its own email addresses - members use their own organization's email. And grant writers should be able to use their own email and login to different accounts - the collaborate function is an inconvenient workaround. Thank you for considering.
79 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
-
new organization
When an organization is created, it would be helpful if there is a way to set up a notification to specified administrators so we know to verify and check that the information entered matches what the IRS shows. This could be accomplished either by adding a BCC field on the system email templates or it could be accomplished by adding the option to the admin notification options.
2 votes -
Tie Applications and Follow Up Forms to Process
It would be helpful to be able to see all applications and follow-up forms tied to a process.
Right now when I'm looking up all applications for each process I have to remember who applied, then go to their organization's profile.
If applications and follow-up forms were tied to a process, it would be easier to look up who applied for what "cycle."
2 votes -
Greater space between processes on the Apply Page
I would like to see a bigger space between multiple processes that are open on the "Apply" page. Currently, there is a tiny space between each process' "box", and our applicants frequently click the first blue "Apply" button they see.... which is often for the process below the one for which they actually want to apply. We have instructions saying to click the button at the top-right of the box but we all know people don't read well. If there was greater differentiation between the list of open grants then applicants may scroll back up to the correct Apply button.
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
-
Applicant dashboard improvement
It would be helpful to add the grant number and dollar amount to the applicant dashboard. Some organizations have multiple grants with similar descriptions. Being able to reference the grant number will minimize confusion for us and them.
12 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
-
Pending Deadlines
It would be very helpful if, on the applicant side of the dashboard, that urgent items/impending due dates could be big/red/or listed at the top of each process.
We consistently run into grantees not being able to find their final grant report/follow up forms that are due on their dashboard because it's listed at the bottom and not called to attention in any real way.Also, many grantees never see the edit button to the far right because there's a large white space after the text, so they assume there's no more information and don't realize that the full page…
69 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
-
remove opportunities
We utilize the universe for the majority of our scholarship applications. We have an issue with scholarships that don't receive any applications and then have to build a stand-alone process to extend the deadline for those scholarships. It typically happens in the first year of a new scholarship. It would be nice if we could extend the deadline for specific opportunities. Also being able to delete or turn off an opportunity would be a great option.
8 votes
- Don't see your idea?