328 results found
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Allow contacts to view all request
Allow any contact linked to orgs the ability to view all request.
10 votesHello,
If you change the setting Organization History Viewable to All this will allow all users in organization to view all requests.
I hope this helps if you need additional functionality please create a new idea.
-sammie
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Allow organizations to add new Users to an existing account (without overwriting an existing User)
It would be great if a new person at an organization could add themselves as a User into the organization's account WITHOUT overwriting an existing User in the account.
Currently, any time an organization has a new hire (or would just like to add someone new to their account in our portal), they have to contact us and we have to manually add them as a User and provide them with a temporary password. The only way for them to do it themselves is to overwrite an existing User in the account, which is problematic since doing that deletes/distorts our…
12 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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Change font color of administrator comments in GLM applications to make more visible
When I add a comment to an application in GLM (and mark it so that the applicant can see it), is there a way to change the font color or make the font BOLD so that the comments are more visible to the applicant? With all the text on the page, the comments just blend in and applicants aren't seeing them - which means they call me 900 times a day!!!
9 votesHi All,
we have changed the layout of the comment to look more like a sticky note on the question, we hope this has helped create a better distinction of the comment but if your applicants are still having questions please let us know.
-sammie
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One User Under Multiple Organizations
We're from a small community, and we often have individuals who volunteer with multiple organizations. It would be helpful if we could assign one user in GLM to multiple organizations.
118 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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Please bring back "Organization" autofill in the "add contact" form.
Please bring back "Organization" autofill in the "add contact" form.
When you click the "add contact" button in an organization, the form used to autofill/pre-populate with the organization name. Since Saturday 2/24/24, that no longer happens and we now have to scroll down a list of thousands of organization names to find the name to populate the field. The scroll function routinely freezes which makes it impossible to add a contact at all. Even when not frozen, the scroll list is glitchy and skips around a lot. The likelihood of accidentally adding a contact to the wrong organization is very…
3 votes -
metrics
Metrics Dashboard---While I love the addition to the dashboard and all its new features. My organization does not run on a calendar year, as the dashboards are currently set to. I would like to see a date range filter (such as one within the reporting) so I can filter to match the fy we run in.
18 votesHello!
As of our Nov 2023 Fiscal year can now be configured on metrics dashboards.
If you have additional date filtering needs please create a new idea.
Thank you for your feedback,
Sammie
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Bulk download PDF print packets in Zip file of individually named documents
I would like to request additional functionality for the PDF Print Packet download feature for SLM applications. Currently, the PDF Prink Packet downloads creates one PDF file with all the applications included. This is not functional for my needs to be able to send out scholarship applications for reviews by outside committees who do not utilize the review portal. It is also super cumbersome to go through and individually download each application. It would be great if the PDF print packet action could create a Zip file of each individual application named with the applicant's name. This would save me…
2 votesHello,
This functionality is available in the system, please reach out to support to learn more.
-The Foundant Team
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Scholarship Fund Information synced from CSuite
We would currently love if SLM could be synced to CSuite in a way that we could pull Scholarship Fund information into forms and merge templates. i.e. Scholarship Name, Scholarship Description, etc. Or at least have the ability to store scholarship fund information with SLM.
18 votes01/03/2024: Scholarships: Created a new endpoint for SLM integrated sites to allow for Scholarship Ids to be displayed in SLM. This will allow the CSuite Scholarships to display in SLM as a list. Any updates to scholarship names, new scholarships, or removed scholarships in CSuite will be updated in SLM. This will allow SLM users to set the CSuite Scholarship id on the scholarship opportunity before syncing to CSuite. If the Scholarship award is linked with a Scholarship selected from SLM, CSuite users will not have to Set Scholarship for the awards. Once the scholarship is synced, CSuite becomes the system of record.
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date history
Please update the Contact Email History text to include the date the message was sent. The date of the email shows in the dashboard but is not included in the text of the message itself. This would be really helpful when dealing with issues that arise with applicants about being awarded/declined etc.
4 votesThe request to have current date within the email can be completed by adding Current date merge tag to the email communication in the place you feel best of the body of the email.
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EIN Population in Merge Template
Hello! It would be really useful for us to have the EIN / Tax ID data box as a merge field for merge templates. We want to add an organization's EIN to our Invoice merge template for verification purposes and were surprised it wasn't already an available merge field.
1 voteHello!
The EIN/Tax ID is available in merge templates today.
If download the template you will go to the Standard Merge Fields, in the Organization section and look for «Organization_TaxId»
This is also available in Email Merge titled TaxId.
If you have any issues our support team is happy to help!
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Automatic email to admins when new organization is created in GLM
Our team would like to be alerted when a new organization is created in GLM. This would give us a heads up on organizations that may apply in the future.
30 votesThis was released as part of our January 2024 Release.
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Applicant profile
Can the prefix in a profile not be a required field.
1 voteHi Maria,
If you reach out tosupport@foundant.com they can change the requirement for prefix for you.
-best
sammie
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Sandbox Watermark
Regarding the new site design, the distinction between Sandbox and Live is too subtle. The red text in the top left is way too tiny and it's easy to miss when a client's site colors are red/orange (check out url=truecost for reference).
3 votesThank you for your feedback, we have reintroduced the watermark into sandbox.
-sammie
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Export Excel files as .xlsx instead of the old .xls format
Self explanatory, would remove the constant hassle of having to open the file and Save as .xlsx
40 votes -
Custom Columns in Follow Up Forms
I love the custom columns. It would be great to have this feature in the follow up forms buckets to see responses easily.
1 vote -
applicant registration-turn off
Having the ability to turn off the ability for applicants to register themselves would be useful. I have a closed set of eligible organizations, all already loaded as organizations in GLM. I have folks create accounts for ineligible organizations, or don't head the warning when the tax-id is a duplicate.
1 voteHello,
This functionality is available in the system our support team can help you turn of the registration if you reach out to them.
best
sammie
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Assign evaluations by student in the Evaluation Assigned bucket
Our evaluations are done by student and if I need to edit evaluations assignments in the Evaluation Assigned bucket, it's very hard to ensure all of a student's opportunities are assigned to the same evaluator when I have to assign by opportunity instead of by student.
1 voteHello,
This functionality will be part of our March 2024 release on 6th. If you need this functionality prior please reach out to our support team and they can implement it for you early.
Best
sammie
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Allowing Organization Primary Contact add and remove contacts
It would be great if the primary contact in GLM organization profile could add/remove contacts rather than our team having to do that. We have a lot of turnover with our non-profits and they keep making new profiles when they could just be a new contact. And rather than our team having to add/remove, it would be great if the primary did that on their own.
77 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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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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