1009 results found
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additional evaluation forms for a UA
Can we add an additional Evaluation Form option for the UA? Maybe create a third and fourth form option.
Currently, there are only two slots for evaluation forms. We normally use both options: one for a scoring form for scholarships with an essay, and the other without an essay. But when there is a scholarship that requires a completely different form, this is not currently easily achievable without losing a lot of data.1 vote -
Add "Reply to" email as a searchable/viewable field on email templates
The longer an organization is in the system, the more likely they are to have many admins and many email templates. Whether it's a large team that needs to find their own email templates among a larger team or a new admin that needs to update "reply to" fields from their predecessor, there's not a fast way to see the "reply to" for email templates. Adding it to the email template list would be VERY helpful.
3 votes -
Indicate Canceled Grants
There needs to be a straightforward way to indicate and run a report of canceled grants. A canceled installments report is not viable because it’s not uncommon for us to have grants that are awarded and then canceled or withdrawn before any payout occurs or for a payment to be canceled without the grant being canceled.
5 votes -
Add a Year Filter for Requests on the Organization Page
Viewing all requests on the Organization page can be slow for organizations with long grant histories. Adding a “Last 12 Months” or year‑based filter would allow us to quickly see recent requests without loading the full list. For example, we have one organization with 671 total requests, but only 32 from the past year. This would improve performance and usability.
TCF
1 vote -
Activity log for follow-up forms
We would love a log for all activity on follow-up forms, so we can see which edits were made and when, and whether edits were made by the applicant or program officer.
7 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
8 votes -
Allow us to customize Apply Page ourselves
It would be great if we could customize the students' Apply Page ourselves instead of having to go through chat. The process could be similar to what we can do for our login page under the site settings.
I often want to make tweaks or change minor things and having to go through chat adds an extra layer and creates more work for chat.
7 votes -
Easier report user interface
Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.
Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..
But also keep the ability to customize a report if a standard report does not give you the information you require.
45 votes -
Ability to group short text boxes on one line
In our application, we would like for organizations to provide contact information for the program's manager when the PM is not the applicant. For data purposes, it is helpful for us to have the contact's info in individual fields (1. salutation, 2. first name, 3. last name) instead of one text box.
Rather than having one line per short text box in the form, it would be helpful if we had the ability to group related short text boxes on one line. For example, something like the admins view when updating user pages in the system.
3 votes -
Evaluators able to view follow-ups
Would like to be able to have evaluators review/access last year's follow-up reports for a process. Right now we download them all and put them in a drobox for review.
7 votes -
Insert an image into emails
Someone may have posted this somewhere, but it would be really nice to be able to put images in an email without having to use a link! Thanks.
3 votes -
outlook intregration
Given the way technology has grown over the years, is there a way to integrate Outlook email with Foundant email so that when an email is received, it will automatically show up in Outlook, and when we respond to an email, it will show up in the appropriate applicant file in Foundant?
15 votes -
recycle bin or revert to previous state function
Be able to re-add files once they have been deleted from a process
1 vote -
control number
It would be helpful for me if the system could assign a control number as applications are submitted. Often I use the reports for blind reviews and while I can hide the applicant information it would be best to have a reference number or control number to use instead of identifying the application by title as that is often a cumbersome way to identify/cross reference an entry.
3 votes -
Show 'default' balance on face of fund record
Consider adding the default (earnings) balance to the face of the fund record, at the top with the rest of the balances. Working in Finance, I have gotten questions about why the fund balance is different from the principal and other similar inquiries. The data exists and the account exists, so it should be easily implemented.
4 votes -
Internal Automatic Reminders
Hi! We would love to have the option to either (1) Have internal automatic reminders sent to administrators, or (2) Have an automatic email option in the Follow Ups sent to Administrators as a reminder. We need this because we have included a Membership Process in our GLM portal, where non-profits are given a free membership to coworking space. We don't want to automatically assign a follow-up report that asks if they'd like to renew their membership in case we don't want to renew their membership, but we would like some sort of automation to remind us that their membership…
5 votes -
Embedded AI checker
Embedded AI checker to note level of AI written language on submissions.
23 votes -
Nonprofit Directory Visual Experience
Currently, when viewing listings in the Nonprofit Directory by category, there is a large blank space on the left hand side of each listing where it appears the uploaded logo of the organization should go (see attached image).
I have been told by Foundant that this is not a bug, so they will not fix it as such. Visually, it is very out of place and looks clearly designed for the organization logo especially given that this space is occupied by logos for fund listings.
I would like to suggest that this space be utilized for the organization logo in…
11 votes -
Change name of Headings on Dashboard
It would be helpful to customize the names of the headings on the Dashboard - i.e. LOI becomes "Application Part 1" and Application becomes "Application Part 2"
5 votes -
Custom PDF
When exporting a form to PDF (i.e. application, follow-up) allow the headings to be customizable in terms of font, font size, and font color
6 votes
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