853 results found
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Make collapsing groups optional/a setting
Not sure if this should be form building or reviewing, but the default now when editing or reviewing the UA and other processes is when you open one question group, the other collapses. I would like to ability to have multiple or as many question groups open as I want at the same time, in case I'm trying to review items/questions between them. I understand some people may want to only see one at a time, so making this a setting would give admins an option to decide which way they prefer.
3 votes -
Merge Templates and Print Packets
Right now, Foundant does not allow you to create and format a Merge Template that you can then use as the Print Packet associated with each form. The editing capabilities for the Print Packets are extremely limited and there is certainly room for formatting and content improvements. It would be very helpful if admins were able to create and format a Merge Template in a way that is most supportive for their team and evaluators and use that as the Print Packet.
9 votes -
Committee Names in Reporting
We need the ability to pull committee name in reporting. Each year our team needs to verify with external committee managers who is participating on their committee in the coming year. Since these individuals are volunteers, they often change. Right now, we can't run a report to match users names and emails to assigned committee.
1 vote -
Students using Copy Process are bringing over admin answers
We have renewable scholarships and ask the students to fill out a shortened version of the application for their renewal award. We just had a student fill out their shortened renewal application, but when I went to review it, there were internal admin-only questions that were already answered! I double checked the process and they are listed as internal so the student shouldn't have been able to see those questions so how was he able to answer them?
It turns out the student used the Copy Process feature to copy answers from his original application to help him fill out…
1 vote -
Automated notification to User when Donation comes in from Profile with Specific Relationship Type
We created a relationship type to connect profiles with Board Members. We would love to receive an automated notification email when one of those profiles made a Donation.
1 vote -
Tax receipt number for yearly receipt
In Canada when we issue year end receipts, we need to have one receipt number for the total amount donated during that calendar year in order to create a receipt that CRA will accept. Sending out a summary with multiple receipt numbers is not an option and many donors do not want to receive 12 separate receipts during the year.
Can there not be an option in the system to generate one receipt with one serial number at year end? I see this idea was archived a couple years ago but I feel like there are more Canadian charities joining…1 vote -
Returned Checks From the Bank
Returned Checks. When a check is returned due to insufficient funds, etc. it would be great if there is a feature that allows the original bank deposit to show the original amount of the deposit but allows an individual check to be returned so that the transaction matches what happens on your bank statement. Also, when these transactions cross months, the reconciliation isn't as straightforward.
1 vote -
Closed Evaluation Custom Columns for Evaluators
Currently we can add two custom columns to the Your Evaluations tab for our evaluators, but when the evaluations are closed and we allow our evaluators to see all the closed evaluations prior to our Board meeting, there is no way to add custom columns on that page. We do not review the grant applications by alpa order of the organization or project name. We assign grant numbers and will review the grants in that order. When we get to our meeting, I have to export and create a spreadsheet for our evaluator trustees to use to follow along with…
3 votes -
User Registration
We would greatly appreciate a revamp of the new user registration. Currently, we have a lot of new users at existing organizations in our system creating duplicate organization accounts because of the way the registration ties organizations and users together. We need a way for a new user to be able to register themselves, and then either select their organization and be approved by an admin, or allow an administrator to send a quick invite link to the new user where the organization is already selected for them.
This would cut down on the amount of time internal staff spend…
1 vote -
Add "Abandoned" requests as its own category on the dashboard
During a grant cycle, we will have a dozen or so requests that are abandoned. It would be helpful to have a category on the dashboard to show the number from that process that were abandoned just the same as you can see approved or denied.
12 votes -
Application Data to Sandbox
Would like to be able to copy real application data to Sandbox for testing rather than having to recreate application data in Sandbox. Implementing a new rubric for evaluating and spent a bit of time entering application data to test new rubric. Thanks!
6 votes -
lcs@bermudafoundation.org
Can you create a question bank so that we can easily copy questions that already exist on other forms??
2 votes -
Ability to Bulk Export Evaluations
We use Evaluations in GLM for ED Approvals. We then have to save a copy of the ED Approval in a sharepoint file and in CSuite. It would be nice to have a bulk export option in the Evaluations bucket so we can export the ED Approvals all at once.
8 votes -
Group by student for administrators
Create a "group by student" button similar to the one for evaluators that allows administrators to group by student in the dashboard buckets.
13 votes -
Branching from Individual Table Cells
I'm aware we currently have the capability to branch questions off of aggregated table cells (thank you for implementing!). However, any plans in the near future to branch off of any individual cell responses? That would be so much more helpful for us.
For example, we currently ask on an application for org. leaders' demographic percentages to be entered in a table and one of the categories is "Other historically disenfranchised groups". If they indicate a % in that cell other than 0, a branched text area question appears asking them to name the specific group(s). Since it's required to…
1 vote -
Introduce ability to audit user interactions with system
I need to be able to pull a report that shows when my VP signs Grant Agreements. Also, could be useful for security--knowing who is logged in, how long they are logged in, and what actions they took.
1 vote -
Payment Tracking by "Payment Date" rather than "Due Date"
I see a number of ideas previously posted in the IdeaLab back to 2015 that ask for this, but all seem to have been closed out. It would be great in the Payment Tracking tab to be able to search and sort by the date the payment is actually made, rather than the installment due date. If we have a payment due January 1 and then pay it in December, for example, it's quite a process to do reconciling later because the due date and payment date are in different years. I know we can find this field when exporting…
6 votes -
Address Autocomplete during Registration
During the registration process, it would be very helpful if the address had an autocomplete option similar to how many online retailers do these days.
When filling in the address 1 line, the system would automatically start showing the full street address based on what the applicant has input so far. Then, they'd be able to select their address from the drop-down list and this would automatically populate the remaining address fields on the registration form.
This is a common practice with online retailers today and would be incredibly helpful in GLM/SLM as many applicants don't correctly input their address…
1 vote -
Clarifying language for the Warn Applicant of Existing Application pop up
Users may find it helpful if Foundant updated the language on the applicant-facing pop-up that notifies users of existing request drafts. Currently, the pop-up provides link to the existing draft(s) and two buttons: Apply and Cancel, which does not seem to be intuitive for navigating to an existing draft.
To reduce confusion, would it be possible to change the Apply button text to Start New Draft. This updated language would clearly indicate that selecting this option will create a new draft rather than continuing with an existing one.
This change should improve the user experience by making the navigation options…
2 votes -
reneamuellerleile@rosenaufoundation.org
Ability to individually close an Evaluation stage, when you are using both Evaluation stages. For example, Evaluation 1 is to be completed, and "locked down" so the Evaluator cannot change their answers when they are completing Evaluation 2. This impacts the "integrity" of the review.
3 votes
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