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  1. It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.

    1 vote

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    0 comments  ·  CRM  ·  Admin →
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  2. We need side-by-side columns for our evaluators so that they can see how their individual application score compares to the group of evaluators' average score. Only the person in the admin role can see the average group score. And, if the admin is also an evaluator, things get messy quickly in a meeting. An admin/evaluator can never see both their individual score column and the average score column without flipping between roles. Having the ability to see individual scores and average scores on ONE PAGE in side-by-side columns will greatly help with our evaluation meetings and enable us to make…

    7 votes

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    1 comment  ·  Reviewing  ·  Admin →
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  3. Allow for merge fields to be used in Donation email body - currently only name & salutation are available, however more merge fields are allowed in Donation notify email body

    https://support.foundant.com/hc/en-us/articles/5626818564375-Donations-Content

    2 votes

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    1 comment  ·  Email  ·  Admin →
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  4. I recently requested that some fields be synched between two processes. The sync resulted in broken branching logic on one of them. I would like for branching logic to be automatically updated when fields used in the logic are updated, i.e. when fields are synced, or when a multiple choice item is renamed. Because the updates often are made outside of the form that has the affected logic, the only way the broken logic is ultimately discovered is when an applicant encounters an issue and reports it. If branching logic can't be automatically updated, then please provide some sort of…

    1 vote

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  5. It would be useful to see the name of the Organization at all time when working in a request. When we have long forms, the name is not visible as we go down the form.

    When we go back and forth between other applications, it could be practical to be able to see the name without going up the page.

    3 votes

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  6. Currently, exporting a batch of templates compiles all documents into a single file, which often requires them to be manually split at a later stage. It would be greatly appreciated if we could automatically export all selections to separate documents.

    2 votes

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    0 comments  ·  Batch  ·  Admin →
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  7. Our board members who review grants would like to be able to create their own report that would show their comments for each applicant, so they could print these and bring them to the review meeting.

    1 vote

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    0 comments  ·  Reviewing  ·  Admin →
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  8. A popup or alert system to add notes on the request and organization side for evaluators would be helpful.

    3 votes

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  9. We recently implemented a quarterly report for one of our grants - it would be great if there was a way to assign the same follow up more than once rather than creating a copy of the report for each quarter.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Follow Ups  ·  Admin →
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  10. GLM - It would be great to be able to add more than just one custom field to the evaluator dashboard.

    3 votes

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    1 comment  ·  Custom Data  ·  Admin →
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  11. UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.

    I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.

    1 vote

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    0 comments  ·  Form Building  ·  Admin →
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  12. Someone else requested it, but it was archived, so I would like to bring back into consideration third party reminders based on a due date (the application due date, if not a separate third party due date), instead of the date when the third party response was requested. Our application process opens several months before the application due date, and some requests are made right away. Not only will those recommenders forget by the actual due date, but it has historically seriously annoyed our recommenders to receive a reminder before the actual due date. We love having an automatic reminder,…

    1 vote

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    0 comments  ·  Email  ·  Admin →
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  13. Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.

    5 votes

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  14. Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.

    5 votes

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  15. 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.

    5 votes

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    0 comments  ·  Search  ·  Admin →
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  16. With grant catalogs, we're able to hide the donate button until we're ready to let donors contribute; however, we are not able to hide the "add to cart" button for each individual grant when someone clicks directly into that grant from the grant catalog. For our Match Days, some organizations like to have the unique URL for their specific grant catalog item to promote which bypasses the top level grant catalog. This is where we cannot suppress until "Match Day" starts.

    1 vote

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  17. A requirement for our scholarship application is that the student must upload an academic transcript. I am currently having to open over 140 applications, then open the document in the transcript section of the application to verify it is actually a transcript. Could AI be developed to open and interpret the document to confirm it is a transcript? It would be a huge time-saver for staff.

    1 vote

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  18. It would be great if we could put email templates in folders by grant opportunity. We have so many on our CF and have to scroll down to find each one because they are so different. Please make folders to make it easier to find the templates we need.

    105 votes

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    29 comments  ·  Email  ·  Admin →
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  19. In the eligibility quiz in GLM, the ability to customize a "passing" message like you can customize a "failure" message would be beneficial to make things very clear to applicants that they can move on to the application stage. We had a few organizations last cycle that passed the eligibility quiz but it wasn't entirely clear to them that they were allowed to move onto the next step in the application process.

    10 votes

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  20. I'd like to see an automatic email be sent based on a question answered on the application. For example, "Would you like information on the other financial aid assistance we offer?" And if they click "Yes" then an email with more information is sent.

    1 vote

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    0 comments  ·  Email  ·  Admin →
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