1561 results found
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Show Follow Up Form Name when Follow Up is Open
It would be great that when a Follow-up document is open in the database that the follow up form name shows up on the page. The form name shows up when viewing the list of follow ups, but once it's open there's nowhere to tell what follow up you're looking at (a lot of our follow ups contain similar information, so it's not obvious based upon content alone).
I would suggest at the top of the page where it says "Follow up", "Project Name," and "Process," to add in a line for the "follow up form name field". Maybe add…
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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html
Html edit/view ability:
In addition, although we better understand that we can paste words, rich text formatting or complex html into the editor screen and press update to see the result, it could be useful to have a button in the toolbar that allows us to peek at the “HTML view” of the template. If we needed to make a minor code tweak, we could so easily.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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Calculation in evaluations
I would like the ability to do math or logical evaluation of data submitted in an application to be visible on the Evaluation. For example: common financial like current ratio (current assets/current liabilities). I would like to ask for the asset and liabilities in the application but would like to convert to current ratio one the evaluation
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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Grant and scholarship portals
I would like to be able to have my grant portal and scholarship portal opened at the same time. Not sure if there is a toggle that can be installed to go back and forth between the two or if there is some way of allowing both portals to be opened at the same time. My grants and scholarships run at the same time of year and I have to constantly log in and out of each portal. Thanks for the consideration.
11 votes -
Ways to organize evaluators from different grant cycles
It would be great if the lists of all Staff Evaluators, Board Members, etc. could be subdivided into folders. We have different evaluators for several different grant cycles all appearing alphabetically on the same list, and it's getting tricky to make sure the right people are assigned to the right applications. Having a separate folder for the evaluators from each grant cycle would do a lot to reduce staff time and eliminate the possibility of assigning grant applications to the wrong reviewers.
2 votes -
Force Password Reset
Need a way to push out a required password change for some or all users in GLM & SLM.
From what I understand from support; currently the process is: search for user, drill into each user, change the password, then tell the user that their password was changed and to use the forgot password link. That is a clunky and cumbersome way of handling user password change resets.
I am thinking in terms of when a staff user leaves the organization, and we need to force a password change to all staff users (and perhaps board members as well) for…
2 votes -
restricted code
Now that we have short links, could we have an option to hide the access code box on the Apply page? Applicants for unrestricted processes sometimes get confused about whether they need a code or not. I would rather just share the short link with restricted process applicants, instead of having them enter the code.
4 votes -
Deactivate User Option During Close Request Screen
On the SLM side it would make it more efficient if there was an option to select to deactivate a user when closing a request. Ideally it would deactivate the user after a set period of time (eg 30 days) after closing the request if the option was selected. That would allow the applicant to access their info if needed. I know this wouldn't work for all organizations but I think having the option to select would be helpful. For our organization, most of our awards are for graduating seniors so if they are not awarded a scholarship they do…
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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Add line breaks to Description Box on Organization Info Tab
Please add line breaking capability to the Description Box on the Organization Info Tab. We capture a great deal of historical information here, and it is very frustrating to not have the capacity to make line breaks/have multiple paragraphs instead of one giant block of text.
Thank you!!2 votes -
Multiple 3rd Party Templates in Same Process
We have a couple of applications where the student needs to have their counselor upload their transcript for them, as well as have 2 different references upload letters of recommendation. But since only one template can be attached to the process, our email tried to explain that the student was requesting a transcript OR letter of reference and to refer to the student's email to clarify which they needed. We then provided text for the students to paste into the email. But it seems at least 50% of the time, the student didn't fully follow the instructions and confused 3rd…
3 votes -
Allow the primary contact of an organization to edit/submit all parts of an application
Instead of going through and adding the primary contact to every form, it would be nice if they were already given the ability to edit/submit forms. That way they wouldn't have to use the collaboration feature every time.
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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submit date
It would be great if the grant submitted date were a field you could bring into the application or evaluation automatically. Currently because we want to have the submitted date in the application or evaluation I have to enter it. I think the only place you can see it is on the dashboard.
10 votes -
Require Users to Periodically Change their Passwords
Auditors are suggesting that passwords be "forced" to change at least every 90 days for security reasons. Perhaps give a 14-day notice of expiration of current password.
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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Confusing wrong password message at login
When users – especially applicants – enter the wrong password this warning pops up:
• “The Verification Code* field is required.
• The Email Address or Password you have entered is incorrect. Please retype them, or create a new account if you have not done so before.”
This wording is confusing as we have had several users ask where they can get this “verification code” – when really it is just asking for their password. This has resulted in calls and emails that take up additional staff time just to explain what the message means.
Can this language be changed…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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request and decision searching
This seems to be something new and I don't know if it's a glitch but when I search for a grant under the Request and Decision under any of the fields it will pull up accounts that fall under that request but when I go back to do another search, it goes back to that last request and I have to wait for it to search on that again prior to me being able to do a new search. I don't recall it ever doing this and it doesn't do it if you search under organizations or users.
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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Evaluator Profile Link and Evaluation History Tab
Right now finding information about an Evaluator's past involvement requires jumping through quite a few hoops and still doesn't give you a full picture of what they've participated in.
For examples below, we’ll use Evaluator Jim, who helped out on Evaluations with Process 1 last year (where all requests are now closed out and the process is archived), Process 2 earlier this year (where all requests are approved / denied), and is currently helping with Process 3.
Currently, if I go into “Assigned Evaluations” I can see Jim is assigned to evaluate n number of the agencies that applied to…
2 votes -
User Search Query Options
I would like to see the user search criteria section for the scholarship database have the functionality to query the last logon date (i.e. > 1/1/17). I deactivate users who have graduated from our district or who have never used the system. Also, it would be nice to be able to do a batch option to deactivate multiple inactive users.
1 voteThis 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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Folders for Communications/Emails
We have processes that need specific information that is not in system (IE award notice, award presentation, notice of dates for 6-mo and 12-mo reporting) and it would be nice to have folders in the Communications area to batch them together - or collapse a group together, rather than have to have them all listed. Thank you for your consideration.
17 votes -
Opened E-mail Tracking
I love being able to see if a student has opened an e-mail! It would be even better if I could know exactly when they opened it. We have students who will claim that they opened it after the deadline so it would be nice to be able to see if that is true. Thanks!
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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Select All button for Multi-Select Question
When creating a Multi-Select question, if there could be a "Select All" button that is added to the list so the applicant can quickly select all choices rather than clicking them all one by one. Some of our multi-select questions have around 20 options.
3 votes
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