951 results found
-
Sub-subtotals in Tables
The addition of the subtotal function within tables is great, but more is needed for it to be compatible with my workflow. In particular, I would like to be able to have a subtotal that captures other subtotals.
For example, I have one grant that has three funding categories, and one non-funding category. I can subtotal each of the three funding categories, but it won't let me then see a subtotal of those three added together, only the total of the three funding categories plus the non-funding category (which I also need, but I want to see both). Otherwise I…
5 votes -
Evaluator 1 & 2 Required Question Flag
I would like to see Evaluator 1 & 2 forms have a hard stop if someone does not answer the required questions in their form. The same type of message applicants receive when they miss a question.
Currently, they can save the form and do not receive a warning they have missed any questions. Staff must check each evaluation to see if someone does not answer a question(s), call/email the evaluator, get them to log back into the system, complete the question(s), and we have to rerun our reports. It is very time consuming. Evaluators get cranky when they get…
1 vote -
Reviewer assignments -suggestion for reviewers to access app's at later date
It would be great to be able to assign reviewers to applications on X date, but for the reviewers to not be able to access the applications until a later date and time that could be set in Foundant.
1 vote -
Hide (redact) personal info from reviewers.
We would really like to have the option to hide some of the personal information of the SLM applicants for reviewers. (addr, phone, email).
Be able to still show name, but not personal contact info.26 votes -
Batch add multiple Processes when assigning new Evaluators.
Batch add multiple Processes when assigning new Evaluators.
We've just discovered when trying to add in a new evaluator to our scholarship process, we have to add in every single scholarship opportunity separately as an individual process instead of being able to select "all", which, is what we need to do.
So our "Universe" of applications breaks down into "Processes" which are our individual scholarships and because we look at everything from the individual Student (and not the opportunities), we need to be able to batch multiple processes all at the same time.
The way things are currently set up,…
2 votes -
Copy responses in follow ups?
I recall there is a feature where applicants can copy responses from one application to another if we turn this on. Would you consider adding a copy feature for follow ups so applicants who need to complete multiple follow ups can copy responses from one follow up to another?
4 votes -
SLM Comment button position
Perhaps we leave an inordinate amount of comments (?) but it is driving me crazy that I have to scroll all the way to the bottom to hit the Add Comment button. Can that show up at the top instead.
Thank you for all your attention.1 vote -
Grant applications searched for by using the "Referred by" field
Issue: Board members want to be able to view and export a grant application list that were referred by them.
Provide ability to search for grant applications with "Referred by" search term with pull-down menu from the "Referred by" field.1 vote -
revert status
I'd like to request more control over the "Revert Status" function in SLM. Batch revert capability would be wonderful, and also the ability to choose from any stage in the cycle to revert to rather than having to revert one step at a time (i.e. from denied to denial draft, then from denial draft to complete).
1 vote -
Mark an application that you would like to revisit
I would love to have the option to mark a submission/application as revisit. This is where we are not pursuing funds at this time, but we are interested enough to put their application in the "revisit" it will push it to the next cycle instead of flat out deny request.
2 votes -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
2 votes -
follow up due date entry field
It would help to eliminate the globe icon in the Due Date box. It takes up too much space and makes it difficult to see/enter the date you want.
2 votes -
Email history sort by date sent is incorrect
I noticed that if I'm in the Contact Email History page and I sort by date sent, it sorts by the month and day and seems to disregard year. For example, 08/26/2022 comes before 08/17/2023. The sort really needs to consider the year.
7 votes -
merged templates default
Now that the software provides options of creating merge documents in Word or PDF, it would be nice to be able to set one as default or if the software defaulted to the last type used. Scrolling down to choose one gets tedious if you are doing many documents and you can't necessarily do them as a batch.
8 votes -
kbakhshi@fmscleveland.com
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 -
Using Multiple Docusign accounts
When sending documents through DocuSign via Foundant we want to let multiple people be able to do it. At the moment Foundant only allows it to be connected to one account so other people are not able to receive the documents that they sent out on DocuSign. If there was a way to have separate Foundant accounts connected to different DocuSign keys.
3 votes -
Make merging documents as easy as using merge for batch emails
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 -
Opportunities within a UA process updated after evaluation concluded
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 -
Option to hide questions on forms that are no longer relevant
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 -
Make all fields that are available in Reports & Data Sets available as Merge Fields for Merge Templates and Email templates
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
- Don't see your idea?