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  1. Request ID number

    We would like to be able to identify a particular request or award by an ID number, and then search for requests based on that number. I wish Foundant assigned a simple ID to each request or award. (not the 32 digit GUID, which is not usuable).

    I know we could add an internal field and assign our own number, but there could be duplication or errors in that process.

    2 votes

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  2. Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.

    1. download the field codes
    2. make sure you no to answer "No" when the popup comes up
    3. copy and paste the codes into the template in Word
    4. upload the template
    5. go to Requests and Decisions and search for the appropriate requests and decisions, and
    6. create the documents.

    3 votes

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    1 comment  ·  Merge Docs  ·  Admin →
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  3. Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  4. While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.

    9 votes

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  5. There have been many occasions over the years where I wanted to pull data into a merge template or an email template, but certain fields were not available. I would like to have the power within the GLM product to generate custom documents and emails, rather than having to go outside of the system to accomplish these tasks, feeding the desired data via a report downloaded to an Excel spreadsheet.

    7 votes

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  6. Is there a way to add a message that pops up somewhere on the dashboard that reminds the user there are process filters applied? This is especially important for evaluators who are only in the system one time period each year.

    1 vote

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  7. When the evaluator opens the application to evaluate, the page automatically scrolls down. You are not able to see the description of the opportunity which is at the top of the page. Can it open to where the page does not move and the description can be highlighted or made larger?

    1 vote

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  8. Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.

    5 votes

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  9. Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…

    4 votes

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    Proposed Idea  ·  0 comments  ·  Reporting  ·  Admin →
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  10. I need a table summary row that is a simple calculation, not just a sum.

    Like A-B-C=D

    11 votes

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    1 comment  ·  Admin →
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  11. I would love to have bigger check boxes. I have to struggle to get my mouse in just the right spot.

    1 vote

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  12. Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.

    12 votes

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  13. When building a table, it would be helpful to to "grey out" a row or column that is "read only", so that you know it is read only.
    The feature I am proposing will help to identify the labeling on the back end. Right now there is no clear visual way to mark this. And I have gotten emails from applicants saying they cannot add information to the table (as it is read only), despite having combed through and making sure everything was how it should be.

    1 vote

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  14. Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?

    (Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)

    3 votes

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  15. After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.

    3 votes

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    0 comments  ·  UI/UX  ·  Admin →
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  16. I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.

    3 votes

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  17. It would be helpful if you could create evaluator print packets after you have assigned your evaluators. Right now you can only batch create them BEFORE you've assigned them which isn't helpful. I want to be able to create application packets for evaluators if I need to (eg they are late or having trouble doing it themselves). It would also be helpful to be able to create packets of the top applications which you wouldn't know until after evaluations are done. You also can't create batch evaluation reports.

    22 votes

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    5 comments  ·  Follow Ups  ·  Admin →
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  18. Often I have a series of yes/no questions that might be easier or less intimidating to an applicant if they were in a single table. While I know that I can create that using a drop down menu, it would require less of the system, and potentially move faster if it were a choice for a column setting. The same concept (creating a column setting) would also be useful to number rows that data is entered in.

    3 votes

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  19. It would be great if administrators could permit other users (eg board members) access to the metrics dashboard. It is a great summary of the foundation giving and would be helpful for others to view

    4 votes

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  20. We would like to be able to preset the dates that each follow-up form will be assigned. We have forms that we only want to be completed within a certain period of time but would like to be able to set up the assignments when the Application is approved so we don't have to go back and assign the follow ups at a later date. This should also send the notification email when the form is therefore assigned and available and not at the time that we preset it up.

    5 votes

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    0 comments  ·  Follow Ups  ·  Admin →
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