1561 results found
-
Collaboration tool change
Collaboration tool needs some improvement. See tech support reference number below for background.
We've started using this new feature and it is great! However, we found that the invited "collaborator" as access to more than just the invited document or application. This is not good for what we need. We don't want an invited person to have access to "apply" button. If they are invited to collaborate they should only have access to that current request. We don't want them to have access to apply, change contact information, past information or reports. Only the portion they are invited to collaborate…
4 votes -
Ability to Zoom In/Out in Document Viewer
I love the Document Viewer but sometimes the document uploaded is really large or small and can be hard to read. I have to then download the document and open it outside of Foundant. It would be so helpful if I could zoom in and out of documents within the Document Viewer.
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
-
Would like to add fund name in the process summary for each grant process.
Many times a grant process is associated with a specific fund name. For example: "Ann and Abe Effron Grants 2019" (grant process) is associated with "Ann and Abe Effron Donor Advised Fund". When letters and grant agreements are being generated through document templates, we would love to be able to merge in the fund name for each grant process and not the name of the process itself. The perfect place to add the fund name would be in the process summary, along with the process name, budget, start date, end date, visibility and description. This way it only needs to…
3 votes -
Sharing primary contact's name/contact information to application
We are finding that we don't always have the organization's current CEO/ED on file and so our award letter and other communications to the primary contact in those cases is addressing the former staff person (sometimes it's someone who hasn't worked there in a year or more!) and then we have to recreate the letter with the right person's name and resend. I plan to add a field at the top of each application asking to list the current CEO's name/contact information so I can cross-reference with our records. However, that is a little time consuming and requires the applicant…
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
-
API Data Set Instructions for Google Sheets (Advanced)
I know that the advanced license has an API data set feature, but for the life of me I can't figure out a way to use it to connect to Google Sheets.
This would take our reporting to the next level since the formula list for reporting is scanty compared to what someone proficient with excel / and google sheets query can do.
Currently aggregating across columns is a major pain (especially if some rows don't have data in them) and creating one unified list if you have multiples of something in the same form (e.g. Event 1, Event 2,…
3 votes -
Add Custom Field to Search Requests & Decisions
Let us decide which additional field we would like to search on in the search requests & decisions window. We would love to have our "grant number" field added. I see others would like to see payment due, year, city/state.
13 votes -
Print Packet options
I would like to be able to select what documents I want printed as part of the print application packet.
8 votes -
User details - make middle name optional
A number of applicants have mentioned that they dislike disclosing their middle name when they sign up to be a user on GLM. We have no need for that information. Can it be an optional field?
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
-
We would really like a way to download the attached documents in the individual files instead of having to go into each file to download a d
We would like a way to download the attached documents in the individual files (Applications and Follow-ups) instead of having to go into each file to download a needed document.
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
-
Export Selected Upload Files from Process
Would like to be able to select and batch export file uploads within a Process. Selector similar to what is in Merge Templates would be ideal.
1 vote -
Eligibility quiz rules floating section
Can you please make the Eligibility Rules float next to the Eligibility questions in the Eligibility Quiz. It is very difficult to create rules when you cannot see the questions.
3 votes -
follow-up forms
Have master Follow-up Forms for: reporting requirements, similar to the LOI and Application forms it would be wonderful to have a master form that we can use to copy each of our follow-up forms from. Currently the system has all these forms/questions that are shared but I believe what would me much more useful for our organization is if we are able to modify delete and change a master form instead of having so many variations of forms by years. Thus we would have 1 form for 1st reporting that would then be copied into each years process and changes…
6 votes -
Allow bulk edit of deadline dates for applicants/applications
It would be nice to be able to extend deadlines dates on several applications at once versus indivudual changes.
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
-
Evaluations - revert possible
Being able to revert or undo assigning Evaluation 2 can avoid the loss of evaluation 1 since that is the current process.
2 votes -
Evaluations Lost - Application Complete
One of our staff members accidentally marked an application as "complete" and reverted the status after evaluations were submitted. We lost all our evaluations. This was quite a bummer! That seems like a potential flaw in the system, because if staff make a simple mistake you lose valuable outside reviews that often require compensation. Thanks
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
-
Organization Report
It would be great to have a data set for Organizations. Similar to what you have for evaluations, payments, installments, etc.
"One Row Per Organization: Each organization is represented by its own row."
7 votes -
Third Party Due Dates/Reminders
Third Party Due dates/reminders customizable--would be great if we could have individual third party requests with different due dates and a reminder based on that date instead of when the student requests the third party. For example, we have our GPAs done by 3rd party requests since we require a GPA after 7th semester and our application opens before that. It would be great if the guidance counselors would get the reminder based on the application due date instead of when the student sends the request. Same with recommendation requests. The student can ask for them in November but they…
11 votes -
New field on Organization Profile page
If this is somehow already available - let me know (and sorry if I should know this!).. it would be great to have "year established" on the Organization Profile.
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
-
Application Dashboard Organization
I know there is a topic that is already about Applicant Dashboard Organization but I think there is still improvements that can be made for the Applicant & Student view. I am coming from SLM so this may not be a problem for GLM, but at any one given time, one student could be workong on 5+ applications making it difficult and overwhelming to see all their applications.
It would be more helpful if the applications on the Active Requests tab sorted by the Application Status so all Submitted Applications would be grouped at the bottom and all Draft Applications…
2 votes -
Add ZIP code field to GuideStar Search
We have geographic regions divided by county lines, and many cities overlap into multiple counties. However, usually, the ZIP codes change on or near those lines. It would be helpful to be able to search guidestar by ZIP code.
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
- Don't see your idea?