394 results found
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Delay Access to 1st Assigned Follow Up until Grant Status is APPROVED.
We need to assign reporting dates/payment dates in the system at least two weeks prior to our board approval in order to generate our grant letters. Currently, when we do this, we have the option to set a time period in settings to say, 14 days later before the grantee sees the grant as approved - it shows as UNDECIDED until those 14 days are up, even though the grantee can see the follow ups. That's great, but grantees are now logging in and completing the 1st follow up (for us the grant terms acceptance), even though the grant is…
23 votes -
Collaborator Field
It would be helpful for administrators to have a field (in the request summary or somewhere else) so they can see if there are collaborators in a request.
27 votes -
still submit without required upload?
I have a required document upload question with in my Universal application within SLM. How were students able to submit applications without the required upload? That shouldn't be a thing in the system.
3 votes -
Allow grantees to submit a follow-up before the previous one has been marked "complete"
Allow grantees to submit a follow-up before the previous one has been marked "complete." Currently, grantees are unable to submit final reports before we internally have marked the interim reports as complete. There should be a feature that enables us to choose whether grantees can submit the next follow-up before the previous one is marked as "complete"
46 votes -
Next button
I would like to have a "Next" or "Previous/Back" button to move through applications when logged in as administrators (similar to what was just done with the evaluators!). So, instead of selecting "Return to Application Submitted", I can use next to move to the next application. When I am reviewing several applications, I don't like having to remember which one I just read and which one is next after being taken back to the entire listing.
This would be helpful in all of the application statuses - Draft, Submitted, and Complete.
62 votes -
Allow multiple users in same org to work together on forms
Sometimes the applicant is either not the person or the only person that would need to access the follow-up form (report). It would be great to be able to let the assignee delegate the assigned follow-up to another contact in their organization or that more than one person be able to access the form. Same for the application. Allow multiple users within that request to edit and access the application and applicable forms.
28 votes -
Formatting in question reponses
It would be very helpful for us if applicants/evaluators when completing forms could format their text (i.e. bold, underline, add lists, etc.) this would help clean up the responses we received. It wouldn't need to show up in the reports, just for when we view the form.
27 votes -
Make it more obvious where to click to complete an evaluation
Currently, from an evaluator's dashboard, an evaluator is supposed to click on a red exclamation point fill out an evaluation. This is not intuitive, and while we have included step by step instructions for our evaluators, it's an on-going issue. Can't this be more obvious, like "Click here to evaluate" or a yellow "Evaluate" button that turns green when they have completed it? Red means stop and exclamation points are alarming. (Same would apply to the scholarships module.)
15 votes -
Batch Print Individual PDF Uploads
If the batch print pdf application is possible I would love to be able to batch print individual uploads. Currently I have 4 processes open where I need to extract the uploaded project budget from every application which is a bit time consuming. Thanks!
22 votes -
Assign follow-ups and notify grantees later
Could there be a way to assign follow-ups to grantees and notify them at a later date? Right now, when assigning follow-ups, the grantee is notified on their dashboard right away that they have a follow-up and therefore they will know that they have a grant. I would like to assign follow-ups during our Foundation's approval process time in November; however, the grantees are not notified of their grant until December with an award letter and payment then.Therefore, the surprise of being awarded a grant would be ruined if the grantees received notification of a follow-up prior to their award…
10 votes -
application deadline
I love all the deadline features for applications, my issue is very simple, the window which shows the deadline is too small and cuts of the time and AM/PM. Anyway to make the box a bit bigger?
1 vote -
Drag and drop documents
Drag and drop documents to request documents instead of just going through the path
18 votesThe ability to drag and drop documents for question answers, request/org/user documents was release as part of our February 2024 Release.
If you have additional feedback please reach out or create a new idea.
The Foundant Team
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one user needs to have access to multiple organizations
We have 1 user who needs access to multiple organizations. Our archdiocese has one person who is now going to monitor multiple departments. We have the departments set up as individual organizations because they run independently. This has also been an issue with grant writers that write for multiple applicants. I know you have talked about this but now we have an immediate need for it!
Thank you!22 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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Organization contacts to be able to edit other contacts in their organization. Including adding, deleting and changing contacts
It is very burdensome for us to have to edit all of our organization contacts for our grantees. We have over 200 organizations and they are constantly changing administrative contacts, people who work in their grant offices, etc. It would get great if an organization would be able to edit their own contacts so we did not have to worry about keeping everyone up to date.
65 votesWith our May 2024 release you can now add contact their organization. To learn more about this functionality please review our SupportHub or contact success @ foundant.
If you have additional feedback about this functionality please create a new Idea.
-The Foundant Team
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Existing Request Warning - customized message
It would be helpful to be able to customize the message that pops up to warn applicants of an existing request already in the system. In particular, it would be nice to add my name and contact information to have someone to direct them to in case of any confusion/questions when they see the message.
5 votes -
Follow up
It would be amazing if applicants could access/edit follow up forms regardless of their due date. This would allow them to access multiple follow ups at one time, even if there were different due dates for each follow up.
28 votes -
Change/replace Data Set within a report
It would be great to have the option to run an old report and change the data set. Not edit the data set but change it to a new one. I have 8 old reports with complicated formulas, filters, etc. but would like to run them with a new data set without editing/losing the old data set or reports.
1 vote -
Select All Fields in Reporting
Select All Fields
In building a report, it would be nice to have a select all fields button. Specifically, I would like to audit my reports to make sure each question has a distinct label and instead of examining each I would like to select all and click save to see if the screen has a pop up that notifies me there are multiple fields with the same name and which!
1 vote -
Proxy landing page
When you are finished using proxy as an applicant, and you "stop proxying as ___" it would be great if you could remain on the same screen, but with your view. Or, at least go back to the screen you were on before you began to proxy.
26 votesThis functionality was implemented in our March release. We hope it has helped to streamline your workflows.
-The Foundant Team
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Inherit the Organization Address on Contact form
When entering a new contact, I would like to be able to check a box to inherit the organization address.
1 vote
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