928 results found
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Adding percentages to the Table feature
We would like to replace our budget template with tables but we need to be able to show %'s for each expense section and revenue area. In particular, we need to be able to identify the applicant's 10% match in the revenue section. Adding %'s to the Table feature would be helpful so we could do away with applicant's having to download the budget template and then upload it again.
5 votes -
Budgeting Tool
Add the Budgeting Tool for opportunities in the Universal Application in SLM.
2 votes -
Reverting documents
On a couple of occasions, I have accidentally reverted an application from application draft to LOI draft. Unfortunately, this erases all entries that were made to the application. I would like to see if this can be altered to allow all information that is entered in application draft to be retained. Otherwise, the applicant must re-enter all information and upload associated documentation again. I understand this is my mistake, but this is not a user friendly feature. Thank you.
1 vote -
cherie.good@dawnfoods.com
We have expanded to use this application to our Europe locations. As of right now, the Amount Requested is hard coded to ONLY dollars. Is there any interest in expanding this to other currencies?
1 vote -
Link Sharing Errors
When sharing a link to an LOI, Application, or Follow Up with someone on your team to easily access, the link often produces an error message, especially when the team member has another tab open to the Foundant login page. We would appreciate being able to share links to data within the platform without those links resulting in errors.
3 votes -
Due date for evaluations
Would you consider adding a hard due date for evaluations like there is for applications? This would allow us to use due date as a merge field in our email communications to evaluators to notify them when they are due. It would nice to have an auto-reminder 2 weeks in advance etc.
76 votes -
Indicator of which follow up you're viewing under a request
It would be helpful when reviewing follow ups under a request to be able to tell which follow up you're currently viewing. We have to toggle between follow up sometimes during our review process, and the questions within the forms are mostly the same, the follow ups are tagged for the year it is to be submitted, though as you toggle back and forth it's hard to identify under which follow up you're under to provide approval/recommendations.
7 votes -
Star Grant Reports for Sharing
I would love a way to flag or star specific grant reports with high-quality content/photos for sharing out. We are working on sharing more of our grantee success stories and it would be great to save specific reports we want to share later on, potentially with the ability to create a report of these follow ups so we can find them easily.
1 vote -
contact email history-- download capability
It would be excellent if the Contact Email History messages could be exported. I often copy and paste them into word documents to be able to send them to contacts with questions about their award histories.
3 votes -
Quick access to recent searches
It would be great to have quick access to recently searched or recently modified/accessed requests or organizations. I find myself in and out of a lot of requests in one day and it would be nice to have quicker access to recent ones without having to re-search each time. I saw someone posted this previously with 9 votes but it was archived. Thanks.
3 votesHello Katy,
have you tried using the auto search feature on request and decision, does this help meet the need OR would you have the idea of named searches you can frequently reference.
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Update Time Stamps - Re-submitted Follow Ups
The submission date does not update on follow - up forms that were re-submitted after being reverted to draft status. It would be great to have the most current date of submission.
27 votes -
copy application - applicants
It would be great, when copy form is allowed for applicants, internal questions would come in blank. That way it's a "fresh" form for us, if that makes sense.
4 votes -
GLM Linkage to QuickBooks for Grantee Organizations
There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.
1 vote -
Evaluator view grid
I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
Also - this same…3 votesWe plan to do research on reviewer needs in Q2/Q3 of 2024 we will follow up on this idea lab item with specific question, or to step up discovery conversations.
-sammie
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Close Request Button Design Issue
I inadvertently Closed our scholarship recipients when I went through the old applications in order to update contact info. They have to be kept in approved to pull up by group; Closed applications can only be accessed one by one. The Close Request button is on the bottom right where it's common to find a button to leave a form/web page or an X on the upper right. Foundant has neither for users. You have to go to the Home icon, Requests & Users option, or the back arrow. It's not good user layout. Move the Close Request to the…
3 votes -
Differentiate between applicant-abandoned and administrator-abandoned applications
I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.
71 votes -
follow up views
Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.
13 votes -
Make Advance Option tab always visible for Applicant Visibility changes
Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.
1 vote -
redirect to main page after password reset
Redirect to login page after password reset.
Can you please have the system automatically redirct to the main login page after a password reset has been completed? This seems like an easy fix and should be automatic but currently users have to then go back in and locate the login page after they just reset their password.
In a perfect world, we could also have the system automatically send folks a password reset when adding new users to an organization vs. having to tell them to go reset themselves or manually having to send them an email reset link.
2 votes -
visibility of forms
We use a two-step evaluation process which involves two different groups of evaluators, one for each step. Once the first group evaluates the LOI we would like to restrict the visibility of that form from the second group of evaluators.
Right now that requires going into each question and table row or column and updating the visibility, a very time-consuming and tedious job, between the two evaluation phases.
It would be great if we could alter the visibility at the form level, overriding field by field visibility settings. That would allow us to basically turn the LOI form off after…
2 votes
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